Healthcare: Not the Case of a Pandemic Outbreak (OVERWEIGHT)
The Ministry of Health stated that recent pneumonia cases in Jakarta should not cause concerns, as they are detectable and curable. Some hospital...
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Equity Strategy: FY24 Outlook: The Road to JCI 8,000
JCI’s 13x PE implies room for a rerating if growth improves, while Indonesia’s resilient economic growth offers downside protection.
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Healthcare: FY24 Outlook
We expect the sector’s earnings in FY24 to hinge on cost efficiency, as top line growth will still depend on the shift towards more BPJS volume.
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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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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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