Smartkarma Webinar | Sectors to Overweight and Underweight in Indonesia Amidst the Covid Crisis
For our next Webinar, we have the pleasure of welcoming Insight Provider Henry Soediarko to explore sectors to overweight and underweight in Indonesia. The country's healthcare system has been overwhelmed due to COVID-19, raising questions about hospital operators such as Mitra Keluarga Karyasehat Tbk (MIKA IJ) and Siloam International Hospital (SILO IJ), while tighter testing and vaccination regulations could bode well for Prodia (PRDA IJ) as the only listed entity in Indonesia with expertise on testing.
The webinar will be hosted on Wednesday, 21 July 2021, 17:00 SGT/HKT.
Henry Soediarko is a Long & Short Investment Ideas generator for Asian Equities with 10 years of experience in a Hedge fund focused on bottom-up ideas, searching out mispriced ideas and misunderstood investment theses. He provides on-the-ground insights in various Asian markets with a sway towards ASEAN.
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