Healthcare: Not the Case of a Pandemic Outbreak (OVERWEIGHT)
The Ministry of Health stated that recent pneumonia cases in Jakarta should not cause concerns, as they are detectable and curable. Some hospital...
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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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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Loss, Grab's Balance, and Bangkok Dusit Medical.
The past week saw insights on Sea (SE US), Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), SCG Decor PCL (SCGD TB), and Amara...
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Siloam International Hospitals (SILO IJ) - Sustainable Base Case Revival
Siloam International Hospitals booked a strong set of 3Q2023 with continuing evidence of the recovery in its core base-case business together with...
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The Week That Was in ASEAN@Smartkarma - Sea Ltd & TikTok, Prodia, and Matahari Department Store
The past week saw insights on Sea Ltd, Prodia, Kalbe Farma, Matahari Department Store, Mitra Keluarga, Delta Electronics Thailand and Pakuwon Jati,...
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