External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Thematic (Sector/Industry)

<ul><li>Week KTA: Bright outlook for the hospitals business We hosted conference calls with several hospital companies which each have a promising outlook</li><li>All the hospitals are still keen to go ahead with their expansion plans</li><li>Meanwhile, with the enactment of the Omnibus Bill, all hospitals will benefit from an influx of skilled overseas-graduated medical officers as they will be able to provide treatments that were only available in the overseas healthcare market</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Week KTA: Bright outlook for the hospitals business We hosted conference calls with several hospital companies which each have a promising outlookAll the hospitals are still keen to go ahead with their expansion plansMeanwhile, with the enactment of the Omnibus Bill, all hospitals will benefit from an influx of skilled overseas-graduated medical officers as they will be able to provide treatments that were only available in the overseas healthcare marketContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Healthcare - Healthcare Week KTA: Bright outlook for the hospitals business

<ul><li>Omnibus Bill review: transformation We maintain our OVERWEIGHT stance on the healthcare sector as we have identified several key catalysts in the supply side reform, continuity of the JKN program, and greater support from the government in accelerating the self-sufficiency in pharmaceutical products as well as healthcare innovations</li><li>We expect MIKA and HEAL to be the key beneficiaries of both deregulation in rules on healthcare officers as well as the transformation of the JKN program</li><li>PRDA, meanwhile, will also benefit from a higher budget for preventive measures in the JKN program.UHC Program Updates</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Omnibus Bill review: transformation We maintain our OVERWEIGHT stance on the healthcare sector as we have identified several key catalysts in the supply side reform, continuity of the JKN program, and greater support from the government in accelerating the self-sufficiency in pharmaceutical products as well as healthcare innovationsWe expect MIKA and HEAL to be the key beneficiaries of both deregulation in rules on healthcare officers as well as the transformation of the JKN programPRDA, meanwhile, will also benefit from a higher budget for preventive measures in the JKN program.UHC Program UpdatesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Healthcare - Omnibus Bill review: Healthcare transformation

External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

Leading full-service brokerage firm in Vietnam. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

3Q21 COVID operational data widely missed our estimate, but rosy FY22 outlook remains intact<div class="content-highlight">Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</div>

3Q21 COVID operational data widely missed our estimate, but rosy FY22 outlook remains intactContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Medikaloka Hermina (HEAL IJ) - 3Q21 COVID operational data widely missed our estimate, but rosy ...

Indonesia

PT Sejahteraraya Anugrahjaya Tbk operates hospitals.

PT Enseval Putera Megatrading Tbk distributes pharmaceutical products, consumer goods, and hospital supplies and equipment.  The Company also markets and sells chemical products as raw material for the pharmaceutical, cosmetics, and food industries.

PT Siloam International Hospitals Tbk owns and operates hospitals. The Company offers a comprehensive range of specialist medical services including laboratory services, radiology, imaging and complex surgical procedures. Siloam International operates its hospitals throughout Indonesia.

PT Sarana Meditama Metropolitan Tbk owns and manages hospitals in Indonesia.

PT Prodia Widyahusada provides health care testing services. The Company provides analytic and diagnostic services for the medical professionals. Prodia Widyahusada serves customers in Indonesia.

PT Millennium Pharmacon International Tbk distributes pharmaceutical, food supplements and consumer products.

Millennium Pharmacon Internationl (SDPC IJ)

PT Royal Prima Tbk provides hospital services. The Company offers treatment for orthopedics, urology, oncology, digestive surgery, psychiatric, cardiovascular, hypertension, and metabolic diabetes treatment services. Royal Prima serves patients in Indonesia.

Mitra Keluarga Karyasehat Tbk PT engages in hospital management and business services. The Company operates hospitals located in the Greater Jakarta Area, Surabaya and Tegal.

PT Tempo Scan Pacific Tbk manufactures and distributes pharmaceutical , health care and cosmetic products. The Company offers a variety of products including prescription drugs, specialty care products, and home care consumer products.

Kimia Farma (Persero) Tbk manufactures, distributes, and sells pharmaceutical, chemical, biological, and other materials for use of manufacturing of contraceptives, cosmetics, medical equipment, medicines, and food and beverages. The Company also produces packing material, machinery, equipment, and supporting facilities related to pharmaceuticals as well as operates pharmacies.

Bangkok Chain Hospital Public Company Limited operates a chain of hospitals in Thailand serving both the cash and managed care markets.

SHIP HEALTHCARE HOLDINGS, INC. mainly distributes medical equipment and physics & chemistry equipment.  The Company also sells equipment used for medical facility and office automation.  Ship Healthcare provides integrated consultation as well as maintenance services.

Owens & Minor, Inc. distributes medical/surgical supplies throughout the United States.  The Company's customers include hospitals, integrated healthcare systems, and group purchasing organizations.  Owens & Minor also provides services in supply chain management, logistics, and technology.

Sigma Healthcare Limited wholesales and distributes pharmaceutical products. The Company offers prescription, over-the-counter, and generic drugs. Sigma Healthcare serves customers in Australia.

Brookdale Senior Living Inc. operates senior living facilities in the United States.  The Company offers its residents access to a full continuum of services across all sectors of the senior living industry.  Brookdale Senior operates independent living facilities, assisted living facilities, continuing care retirement communities, and a skilled nursing facility.

Zhejiang Dian Diagnostics Co., Ltd. provides medical diagnostic solutions, as an outsourcer, to various general hospitals, specialized hospitals, community health service centers (stations), township (county) hospitals, medical centers,  disease prevention and control centers.

Spire Healthcare Group PLC provides private healthcare throughout the United Kingdom.

OdontoPrev SA is a dental benefits company in Brazil.  The Company develops customized dental plans for corporate clients, labor unions, insurance companies, and associations.  OdontoPrev operates offices throughout Brazil.

Raffles Medical Group Limited is a health care provider.  The Company operates medical clinics, imaging centers, and medical laboratories.  Raffles provides general and specialized medical, medical evacuation, medical advisory, and dental treatment services.

Regis Healthcare Limited is a treatment program that offers Family Therapy, Clinical Psychology, Education and Occupational Therapy.

PT Medikaloka Hermina Tbk owns and operates a chain of hospitals. The Hospital provides professional healthcare services, as well as focuses on obstetric and pediatric care. Medikaloka Hermina also offers consulting services. Medikaloka Hermina serves patients in Indonesia.

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Medikaloka Hermina (HEAL IJ)

Healthcare - Healthcare Week KTA: Bright outlook for the hospitals business

Week KTA: Bright outlook for the hospitals business We hosted conference calls with several hospital companies which each have a promising outlook

BRI Danareksa Research

Healthcare - Omnibus Bill review: Healthcare transformation

We expect MIKA and HEAL to be the key beneficiaries of both deregulation in rules on healthcare officers as well as the transformation of the JKN...

BRI Danareksa Research

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...

Mirae Asset Securities

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