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....
304 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.
301 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...
287 Views
Siloam International Hospitals (SILO IJ) - Growth Through Intensity & Efficiency
Siloam takes a blended approach to premium, value-seeker, and BPJS patients, optimising efficiencies around the latter. Valuations and growth stack...
339 Views
Astra International (ASII IJ) - Indonesia's Mirror Image
Astra Intl booked record earnings for 2023 despite some softening of commodities, driven by strong performance from the auto division and financing...
298 Views