The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
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CrossASEAN Ground Zero - Campina Ice Cream, Mayapada Hospital's Fundraise, and Xurya's Solar Allure
This week we look at the potential sale of Campina Ice Cream and the dairy space and the fundraising plans of Mayapada Hospital with M&A picking up...
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Healthcare: KTAs from the Meeting with ARSS
We retain our OW rating on the sector. HEAL (Buy, TP Rp2,000) remains our top pick given its resiliency from serving the whole middle-class.
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Healthcare Sectoral Update May 28, 2024
While in the current transition period, as the actualization of KRIS implementation is targeted in 2H25F, some healthcare facilities are still in...
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Medikaloka Hermina (HEAL IJ) - Expect Volume Growth and Efficiency Effort...
1Q24 performance has showcased HEAL’s cost-control optimization, volume expansion through operating additional beds and ASP increase.
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