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
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
271 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Stepping on the Gas
Mitra Keluarga has started to step on the gas in expanding new hospitals and increasing capacity at existing hospitals combined with increased...
295 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
274 Views
Mitra Keluarga (MIKA IJ) - Modest downward revisions
Following the release of the 1Q23 result, we revise our earnings forecast on MIKA mainly to reflect our new ASP growth assumption for this year,...
232 Views