The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
264 Views
Prodia (PRDA IJ) - Keeping Indonesia Healthy Beyond COVID
Prodia (PRDA IJ) remains one of our top healthcare picks in Indonesia, which looks very undervalued versus its Indian peers, despite its high...
276 Views
Medikaloka Hermina (HEAL IJ) - 3Q21 COVID operational data widely missed our estimate, but rosy ...
3Q21 COVID operational data widely missed our estimate, but rosy FY22 outlook remains intactContent is external broker report sourced from online...
159 Views
Siloam International Hospitals (SILO IJ) - Rising Base Cases and Profitability
Siloam Hospital provides exposure to a high growth portfolio of hospitals in Indonesia, which stand it in good stead to see strong growth and...
152 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property, OLAM, and Digital Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
271 Views