Healthcare Sectoral Update May 28, 2024
While in the current transition period, as the actualization of KRIS implementation is targeted in 2H25F, some healthcare facilities are still in...
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The CrossASEAN Week That Was in ASEAN@Smartkarma - GoTo Transformed, Sido Muncul, and Great Eastern
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Sido Muncul (SIDO IJ), Great Eastern Holdings (GE SP), Singapore Airlines (SIA SP),...
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CrossASEAN Ground Zero - EV Frenzy, Siloam Gets New Investors, Kopi Kenangan, and Microsoft's Pledge
This week we look at the noise surrounding the entrance of new EV players to Indonesia and suggest that Astra International is well-positioned to...
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Siloam International Hospitals (SILO IJ) - Raising Clinical Acuity
Siloam saw continuing strength in more complex treatments, as it focused on raising clinical acuity in areas such as transplants and cardiology....
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Medikaloka Hermina (HEAL IJ) - Increasing Patient Velocity and Occupancy
HEAL is differentiated by its women & children specialisation, higher JKN exposure, and its doctor partnership model. It trades at a discount to...
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