The Week That Was in ASEAN@Smartkarma - BFI Finance Indonesia, Ultrajaya Milk, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
137 Views
Mitra Keluarga Karyasehat Tbk (MIKA IJ) - Higher Volumes Lower Intensity
Mitra Keluarga's treatment intensity should start to improve over the next few quarters given management's focus on this plus and easier YoY...
130 Views
Medikaloka Hermina (HEAL IJ) - Forging Ahead Beyond COVID
Medikaloka Hermina (HEAL IJ) is unique in Indonesia for its focus on women and children, which makes it a resilient performer plus more than half...
344 Views
Ramsay’s Bait-And-Switch KKR Offer Heads for the Exit
The peers’ shares have been, on average, flat since the undisturbed date. The shares are below the undisturbed price and are attractive on...
274 Views
The Week That Was in ASEAN@Smartkarma - Total Acess & True, Carro & Ninja Van Plus Indonesian Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
224 Views