In today’s briefing:
- Mitra Keluarga Karyasehat (MIKA IJ) – Well Adjusted For a Rapid Recovery
- Morning Views Asia: Agung Podomoro Land
Mitra Keluarga Karyasehat (MIKA IJ) – Well Adjusted For a Rapid Recovery
- Mitra Keluarga (MIKA IJ) is in the midst of a recovery not yet reflected in headline numbers as the effects of inflated COVID revenues fade and core business takes off.
- The company is a key beneficiary of the new health bill allowing foreign doctors to practice in Indonesia given its best-in-class hospitals located in affluent catchment areas.
- Mitra Keluarga Karyasehat continues to expand its hospital network, increase treatment intensity, and digitalise its operations. Valuations are attractive given the highest returns amongst its peers, with recovery in motion.
Morning Views Asia: Agung Podomoro Land
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
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