Prodia Widyahusada (PRDA IJ) - KTA Notes: Remain the Champ of Clinical Lab
Our recent call with management noted several developments affecting the company, which we believe still benefits from having the widest “moat”...
449 Views
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
331 Views
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...
268 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...
296 Views
The Week That Was in ASEAN@Smartkarma - Prodia Diagnosed, Bukalapak, and MAPI's Omnichannel
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views