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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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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Growth Headwinds Priced In, but We Prefer Defensive and ‘quality’ Amid Lingering Uncertainties
We project a softer FY24 EPS growth outlook of +3% yoy (vs. +5% prev.) amid slowing growth in 2Q24, but see limited further downside risk
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Healthcare : On Track 4Q23 Operational Affirm Attractive Growth and Return Outlook
Our latest checks with the healthcare operators indicated positive operational trajectory in 4Q23, hence we expect in-line 4Q23 earnings.
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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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