บทวิเคราะห์ (Research)

BDMS : Earnings Preview - Expected 2Q25F net profit to grow slightly y-y We recommend Buy for BDMS and select it as a sector pick due to our view that it has competitive advantages from synergy of its nationwide hospital network and flexible target customer base, helping it cope well with economic conditions, leading us to expect net profit growth rate of 8% CAGR 25F-27F. 2Q25F outlook expects net profit (+4% y-y -20% q-q) to growing inline with revenue, combined with good cost management and BOI tax benefits.