Healthcare : On Track 4Q23 Operational Affirm Attractive Growth and Return Outlook
Our latest checks with the healthcare operators indicated positive operational trajectory in 4Q23, hence we expect in-line 4Q23 earnings.
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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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