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...
540 Views
Siloam International Hospital (SILO IJ) - The Saving Grace
Siloam is Indonesia's youngest and largest hospital players which is on the cusp of a higher profitability with COVID testing and treatment filling...
618 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
175 Views
Prodia Widyahusada (PRDA IJ) - Testing Times a Positive
Prodia has rapidly adjusted in the face of COVID-19 and is now benefiting from increased COVID testing capacity and increasing health consciousness...
483 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
142 Views