The Week That Was in ASEAN@Smartkarma - Link Net, Jardine Matheson, and WeLab
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
375 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...
430 Views
Cisarua Mountain Dairy (Cimory) IPO Trading - Appears to Be Nearly Fully Priced
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, raised around US$260m in its Indonesian IPO. In this we will talk about...
461 Views
Prodia (PRDA IJ) - Keeping Indonesia Healthy Beyond COVID
Prodia (PRDA IJ) remains one of our top healthcare picks in Indonesia, which looks very undervalued versus its Indian peers, despite its high...
461 Views
Mitra Keluarga Karyasehat (MIKA IJ) - 3Q21 results: COVID operational data widely missed our est...
3Q21 results: COVID operational data widely missed our estimate, but non-COVID recovery remains intactContent is external broker report sourced...
139 Views