Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
323 Views
Healthcare: FY24 Outlook
We expect the sector’s earnings in FY24 to hinge on cost efficiency, as top line growth will still depend on the shift towards more BPJS volume.
172 Views
Medikaloka Hermina (HEAL.IJ) - Upside from Improving Operational Efficiency
Following strong 9M23 earnings, we see further earnings upside from cost-saving initiatives and full IT implementation to yield better patient...
355 Views
Healthcare - Channel checks indicated rising respiratory cases in Greater Jakarta hospitals
We see the unfortunate case of worsening air pollution in Greater Jakarta to potentially result in rising hospital visits in late 3Q23- early 4Q23
338 Views
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
340 Views