IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
857 Views
Medikaloka Hermina (HEAL.IJ) - Challenging 1H25 Patient Volume Disrupted Margin...
Soft 1H25 was driven by tightening BPJS claim, fewer working days, and weaker private patient vol., disrupting scale-driven margin strategy.
244 Views
LQ45 Index Rebalance Preview (Jul 2025): Identifying Potential Index Changes
We highlight 2 sets of changes for the LQ45 in July. The forecast adds and deletes have traded in a range over the last few months. Historically,...
985 Views
Heal IJ - Near-Term Pressure, Medium-Term Promise
Revenue slightly declined by -0.8% YoY to IDR1.69 trillion in 1Q25 (vs IDR1.71 trillion in 1Q24), implying 22.8%/22.5% achievement MNCS/consensus...
250 Views
HEAL.IJ - Trimming Our FY25-27F Est. By 7-12%, Favorable LT Prospects Remain Intact
HEAL’s 1Q25 earnings reflected low seasonality and a tighter BPJS business environment, despite private business starting to gain traction.
233 Views