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...
508 Views
Medikaloka Hermina (HEAL IJ) - Starting Patients Young
Despite exhibiting the strongest growth amongst its peers, the company still trades at a significant discount to Mitra Keluarga Karyasehat (MIKA...
418 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Well Adjusted For a Rapid Recovery
Mitra Keluarga continues to expand its hospital network, increase treatment intensity, and digitalise its operations. Valuations are attractive...
510 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
449 Views
Siloam International Hospitals (SILO IJ) - Harnessing Outward Tourism with Greater Complexity
Siloam International Hospitals will continue to open 1-2 new hospitals each year but it only utilises 3,000 out of 7,000-bed capacity leaving room...
549 Views