Mitra Keluarga Karyasehat (MIKA IJ) - Well Adjusted For a Rapid Recovery
Mitra Keluarga continues to expand its hospital network, increase treatment intensity, and digitalise its operations. Valuations are attractive...
490 Views
Astra International (ASII IJ) - Crossing EV Boundaries
Astra International continues to invest in core growth areas of the Indonesian economy, with a strong sustainability bent. Valuations are...
612 Views
Astra International (ASII IJ) - Increasingly Omnipresent
Astra International remains our top proxy pick for exposure to Indonesia, with recent acquisitions making the company all the relevant in new areas...
433 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
437 Views
Siloam International Hospitals (SILO IJ) - Harnessing Outward Tourism with Greater Complexity
Siloam International Hospitals will continue to open 1-2 new hospitals each year but it only utilises 3,000 out of 7,000-bed capacity leaving room...
538 Views