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...
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The Week That Was in ASEAN@Smartkarma - Solid BCA, Medikaloka Hermina, and The Keepers Season
The past week saw insights on Bank Central Asia (BBCA IJ), Medikaloka Hermina (HEAL IJ), Sariguna Primatirta (CLEO IJ), Philippine Stock Exchange...
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Medikaloka Hermina (HEAL IJ) - Starting Patients Young
Despite exhibiting the strongest growth amongst its peers, the company still trades at a significant discount to Mitra Keluarga Karyasehat (MIKA...
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Mitra Keluarga Karyasehat (MIKA IJ) - Well Adjusted For a Rapid Recovery
Mitra Keluarga continues to expand its hospital network, increase treatment intensity, and digitalise its operations. Valuations are attractive...
564 Views
Healthcare - Channel checks indicated rising respiratory cases in Greater Jakarta hospitals
We see the unfortunate case of worsening air pollution in Greater Jakarta to potentially result in rising hospital visits in late 3Q23- early 4Q23
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