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...
321 Views
Healthcare : On Track 4Q23 Operational Affirm Attractive Growth and Return Outlook
Our latest checks with the healthcare operators indicated positive operational trajectory in 4Q23, hence we expect in-line 4Q23 earnings.
294 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...
285 Views
The Week That Was in ASEAN@Smartkarma - Astra Intl, Indonesian Banks, and Thai Credit Bank IPO.
The past week saw insights on Astra International (ASII IJ), Mandala Multifinance (MFIN IJ), Johor Plantations Group IPO, Frasers Centrepoint Trust...
204 Views
Astra International (ASII IJ) - Opportunity Knocks
Astra Internationa has seen an aggressive sell-off on fears of increasing competition from the EV space as more operators enter the Indonesian auto...
343 Views