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...
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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...
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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.
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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...
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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...
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