Hospital stocks are considered (Defensive Stock), serving as a "safe haven" for conservative investors. With an aging population, rising healthcare demands, and economic cyclical fluctuations, healthcare remains a resilient sector—making it a top choice for long-term allocation.
Quick assessment: How to choose hospital stocks?
Not all hospital stocks are suitable for you. Before diving into the details of 7 listed hospitals, understand these 3 core screening dimensions:
First hurdle: Customer base determines growth ceiling
Hospital stocks generally fall into two categories—one targeting overseas patients (such as BH, BDMS, BCH), and the other rooted in the domestic market (VIBHA, CHG, PR9, THG). This is not a matter of detail but a key difference affecting future revenue stability:
- Hospitals with a high proportion of international medical tourists must closely monitor Southeast Asian tourism trends, exchange rate fluctuations, and healthcare needs of the middle class in East Asia.