The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Raffles Medical – Uplift from Singapore COVID-19 Strategy Pivot and Border Re-Opening
Raffles Medical is the dominant testing services provider in Singapore. As vaccination rates rise, we explore the potential upsides from a border...
597 Views
IHH Healthcare’s Possible Privatisation by Mitsui
Mitsui, the largest shareholder, is currently exploring a proposal to privatise IHH. Overall, at the last close price, the downside risk is low...
465 Views
KPJ Healthcare: Re-Energizing the Share Price
KPJ Healthcare's controlling shareholder is taking steps to drive a re-rating by placing more emphasis on capital efficiency and evaluating some...
435 Views
Raffles Medical Group: A Path to the Exit
We were bearish for several years because of slowing growth and expected drags from new facilities. We are turning bullish now that the market...
692 Views