CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
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Astra International (ASII IJ) - Striking a Balance with Finance
Astra continues to mirror the Indonesian economy, with its latest investment in geothermal but its nickel businesses also growing. Valuations...
375 Views
Siloam International Hospitals (SILO IJ) - Raising Clinical Acuity
Siloam saw continuing strength in more complex treatments, as it focused on raising clinical acuity in areas such as transplants and cardiology....
292 Views
The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
290 Views
CrossASEAN Ground Zero - Hospitals in Play, ROTI in Play, and Philippine Towers
This week we look at Indonesian Hospitals, as Saratoga buys into Brawijaya Hospital focusing attention on the space. We also look at leading mass...
277 Views