Kalbe Farma (KLBF IJ) - Back to Fighting Fit Form
Kalbe Farma had a tough year in 2023, with high raw material prices and product mix impacting margins but these headwinds have abated in 1Q2024...
428 Views
Kalbe Farma - Resilient Growth Outlook at Reasonable Valuation
Unbranded Generic and distribution to drive FY24F top line, while CH and Nutrition revenue normalized. We raised FY24-25F NP by 4.5-2.9%
245 Views
Kalbe Farma (KLBF.IJ) - Resilient Growth Outlook at Reasonable Valuation
Unbranded Generic and distribution to drive FY24F top line, while CH and Nutrition revenue normalized We raised FY24-25F NP by 4.5-2.9%, driven by...
303 Views
The Week That Was in ASEAN@Smartkarma - Astra International, Bukalapak, and Bank Negara Indonesia
The past week saw insights on Bank Negara Indonesia (BBNI IJ), Bukalapak, Astra International, Siloam International Hospitals, Bumrungrad Hospital,...
546 Views
Kalbe Farma - Retaining Our Conservative FY24 View
Post FY23 earnings (broadly in-line vs our est.), KLBF guides for further improvements in FY24F revenues/ EPS growth at 6-7% and 13-15% yoy.
304 Views