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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Macro and Flows Tracker - Not All Is Well
The global manufacturing sector depicted some positive signs in July, with more countries reporting stronger activity, including Indonesia
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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
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