Medikaloka Hermina (HEAL IJ) - Increasing Patient Velocity and Occupancy
HEAL is differentiated by its women & children specialisation, higher JKN exposure, and its doctor partnership model. It trades at a discount to...
390 Views
Medikaloka Hermina (HEAL.IJ) - Upside from Improving Operational Efficiency
Following strong 9M23 earnings, we see further earnings upside from cost-saving initiatives and full IT implementation to yield better patient...
340 Views
The Week That Was in ASEAN@Smartkafarma - Medikaloka Hermina, Avian Paints, and Vinfast
The past week saw insights on Medikaloka Hermina (HEAL IJ), PT Avia Avian (AVIA IJ), Vinfast (VFS US), CP FOODS (CPF TB), and Johor Plantations IPO.
204 Views
PT Medikaloka Hermina (HEAL IJ) - Women & Children with Increasing Intensity
Medikaloka Hermina (HEAL IJ) saw a strong recovery in patient volumes in 1Q2023, with margins starting to normalise from COVID highs and occupancy...
482 Views
PT Bundamedik (BMHS IJ): Improving Patients Volume and Profitability; IVF Sharpens Competitive Edge
Bundamedik is seeing recovery in its hospital business. Its dominant positioning in Indonesia IVF market sharpens Bundamedik's competitive edge...
324 Views