Indonesia Strategy - Rolling the Dice on COVID-19?
Indonesia has hit another record-breaking day of new COVID-19 cases and the government has opted to impose micro measures rather than more severe...
263 Views
Aneka Gas (AGII IJ) - Living and Breathing the Indonesian Economy
Aneka Gas provides exposure to medical gases but is also broadly exposed to Indonesia's broader economic recovery, through its exposure to industry...
277 Views
IHH Healthcare’s Possible Privatisation by Mitsui
Mitsui, the largest shareholder, is currently exploring a proposal to privatise IHH. Overall, at the last close price, the downside risk is low...
349 Views
The Week That Was in ASEAN@Smartkarma - BNI Is Happening, Indonesian Hospitals, and the PSE
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
254 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Occupancy and Profitability Rising
Mitra Keluarga (MIKA IJ) is probably the best quality listed hospital player in Indonesia, with good governance and throwing off the highest...
415 Views