The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, Alfamart's New Quest, and SCMA for 2H23
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
389 Views
PT Medikaloka Hermina (HEAL IJ) - Women & Children with Increasing Intensity
Medikaloka Hermina (HEAL IJ) saw a strong recovery in patient volumes in 1Q2023, with margins starting to normalise from COVID highs and occupancy...
493 Views
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 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
331 Views
Healthcare - Omnibus Bill review: Healthcare transformation
We expect MIKA and HEAL to be the key beneficiaries of both deregulation in rules on healthcare officers as well as the transformation of the JKN...
267 Views