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
- 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
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:
- Central China Real Estate
- Anton Oilfield
- Seazen (Formerly Future Land)
- Agung Podomoro Land
- Hopson Development
and more…