สรุปหุ้นเด่นทางพื้นฐาน (05/03/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -5 มี.ค. 68 9:38: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ BH 260 เราคาดว่าใน 1Q25F กำไรสุทธิลดลง y-y (1Q24 กำไรสุทธิ1,985 ลบ.) และลดลง q-q เนื่องจากคาดรายได้ลดลงตามการใช้บริการและ Intensity ค่ารักษาโรคของกลุ่มลูกค้าต่างชาติFly in โดยเฉพาะกลุ่มตะวันออกกลาง (สัดส่วนรายได้25%) คาดมีผลกระทบเทศกาลรอมฎอน (28 ก.พ.-29 มี.ค.) เต็มไตรมาส (vs 1Q23 มีผลกระทบรอมฎอน 65% และคูเวตมีสัดส่วนรายได้ราว 3%) ส่วนปี2025F คาดว่า BH จะมีกำไรสุทธิ(+1%y-y) เติบโตเล็กน้อยจากฐานสูงในปี24

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