InnovestX Securities highlighted that Bangkok Dusit Medical Services Public Company Limited (SET: BDMS) remains an attractive stock amidst a highly volatile market. The company is characterized as a defensive stock, stable in its business operations, and it stands to benefit from being listed as a target in the ThaiESGX fund, which focuses on investing in sustainable and well-governed companies. Notably, BDMS has been awarded an “A” rating in the SET ESG Rating.
From a fundamental perspective, the company anticipates an 8% year-on-year increase in net profit for 2025, reflecting a sustained recovery momentum in the healthcare sector. In terms of valuation, the stock is appealing, with current trading at a price-to-earnings ratio (PER) for 2025 of approximately 21.7 times—significantly under its 10-year historical average at -2SD. This presents an opportunity for investors seeking growth stocks that offer stability at a reasonable value.
