Daily BriefsIndonesia

Daily Brief Indonesia: Siloam International Hospitals, Azure Power Global Ltd and more

In today’s briefing:

  • Siloam International Hospitals (SILO IJ) – Harnessing Outward Tourism with Greater Complexity
  • Weekly Wrap – 14 Jul 2023


Siloam International Hospitals (SILO IJ) – Harnessing Outward Tourism with Greater Complexity

By Angus Mackintosh

  • The recent announcement that Indonesia will allow foreign doctors to operate in Indonesia should benefit listed healthcare players with Siloam International Hospitals being a key beneficiary of the move.
  • The company has come out of the pandemic stronger and more profitable with an ongoing focus on increasing the complexity of treatments and the efficiency of operations. 
  • 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 for organic growth. Valuations are attractive.

Weekly Wrap – 14 Jul 2023

By Charles Macgregor

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.

In this Insight:

  1. Central China Real Estate
  2. Anton Oilfield
  3. Seazen (Formerly Future Land)
  4. Agung Podomoro Land
  5. Hopson Development

and more…


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