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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Healthcare: Not the Case of a Pandemic Outbreak (OVERWEIGHT)
The Ministry of Health stated that recent pneumonia cases in Jakarta should not cause concerns, as they are detectable and curable. Some hospital...
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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.
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Mitra Keluarga (MIKA IJ) - Limited Margins Upside as Intensity Continued to Slow
We maintain our Hold rating on the stock on slower growth outlook and premium valuation versus peers at current 26.0x EV/ EBITDA.
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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
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