Mitra Keluarga Karyasehat (MIKA IJ) - Occupancy and Profitability Rising
Mitra Keluarga (MIKA IJ) is probably the best quality listed hospital player in Indonesia, with good governance and throwing off the highest...
435 Views
Siloam International Hospital (SILO IJ) - A Quickening Metabolism
Siloam Hospital's recent results demonstrate the management's ability not only to cope with COVID-19 and to benefit from it but also to adjust its...
418 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
207 Views
Raffles Medical Group: A Path to the Exit
We were bearish for several years because of slowing growth and expected drags from new facilities. We are turning bullish now that the market...
558 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
235 Views