Inventory - Bangkok Chain Hospital PCL (SET:BCH)

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Price: 10 THB -0.99% Market Closed

Market Cap: ฿24.9B

Bangkok Chain Hospital PCL
Inventory

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Annual

Adjust for Inflation

Balance Sheet

Bangkok Chain Hospital PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
B	Bangkok Chain Hospital PCL SET:BCH	Inventory ฿304.1m	CAGR 3-Years -3%	CAGR 5-Years 4%	CAGR 10-Years 6%
B	Bangkok Dusit Medical Services PCL SET:BDMS	Inventory ฿3B	CAGR 3-Years 14%	CAGR 5-Years 12%	CAGR 10-Years 10%
	Bumrungrad Hospital PCL SET:BH	Inventory ฿300.8m	CAGR 3-Years -1%	CAGR 5-Years 0%	CAGR 10-Years 1%
C	Chularat Hospital PCL SET:CHG	Inventory ฿294.6m	CAGR 3-Years 2%	CAGR 5-Years 15%	CAGR 10-Years 14%
V	Vibhavadi Medical Center PCL SET:VIBHA	Inventory ฿198m	CAGR 3-Years 1%	CAGR 5-Years -1%	CAGR 10-Years 4%
R	Ramkhamhaeng Hospital PCL SET:RAM	Inventory ฿1.6B	CAGR 3-Years 27%	CAGR 5-Years 19%	CAGR 10-Years 12%

Bangkok Chain Hospital PCL
Glance View

Market Cap

24.9B THB

Industry

Health Care

Bangkok Chain Hospital PCL, established in 1984, has grown from its humble beginnings into one of Thailand's premier healthcare service providers. It started with the Kasemrad Hospital as its flagship facility, strategically positioned to serve the burgeoning communities in the outskirts of Bangkok. The vision was clear: to deliver quality healthcare that was both accessible and affordable. Over the years, this vision materialized into a robust network of hospitals and clinics that span the country, with a special emphasis on provincial areas, where access to specialized medical services was traditionally limited. Through these strategic openings, the company cleverly tapped into the underserved segments of the market, addressing a critical gap in healthcare services. The business model of Bangkok Chain Hospital centers around a comprehensive suite of medical services, ranging from general health check-ups and diagnoses to more specialized treatments in cardiology, oncology, and orthopedics. Revenue streams are diversified through inpatient care, outpatient services, and additional wellness offerings that encompass health education and preventive care. As the Thai healthcare sector grows, fueled by both local demand and rising medical tourism, Bangkok Chain Hospital earns its keep by continuously upgrading its facilities and expanding its service offerings to cater to an increasingly health-conscious population. The integration of state-of-the-art medical technology and partnerships with renowned health professionals has solidified its reputation, ensuring a steady flow of patients and a robust financial performance.

View BCH Analysis

BCH Intrinsic Value

Undervaluation 28%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Bangkok Chain Hospital PCL
SET:BCH

Bangkok Chain Hospital PCL
Inventory

Bangkok Chain Hospital PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Bangkok Chain Hospital PCL
Glance View

See Also

What is Bangkok Chain Hospital PCL's Inventory?

Inventory
304.1m THB

What is Bangkok Chain Hospital PCL's Inventory growth rate?

Inventory CAGR 10Y
6%

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Bangkok Chain Hospital PCL SET:BCH

Bangkok Chain Hospital PCL Inventory

Bangkok Chain Hospital PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Bangkok Chain Hospital PCL Glance View

See Also

What is Bangkok Chain Hospital PCL's Inventory? Inventory 304.1m THB

What is Bangkok Chain Hospital PCL's Inventory growth rate? Inventory CAGR 10Y 6%

Company

Help

Tools

Stocks

Bangkok Chain Hospital PCL
SET:BCH

Bangkok Chain Hospital PCL
Inventory

Bangkok Chain Hospital PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Bangkok Chain Hospital PCL
Glance View

What is Bangkok Chain Hospital PCL's Inventory?

Inventory
304.1m THB

What is Bangkok Chain Hospital PCL's Inventory growth rate?

Inventory CAGR 10Y
6%