Siloam International Hospital (SILO.IJ) Potential Near-Term Earnings Dilution...
Siloam International Hospital (SILO IJ)Potential Near-term Earnings Dilution from Strategic Hospital Property AcquisitionSILO secured approval for...
87 Views
Siloam International Hospitals (SILO.IJ) 3Q25 Recovery Delivered...
Volume recovery and salary cost control drove 3Q25 rebound and lifted 9M25 NP to 82%/69% of our/cons FY25F, despite flattish intensity.
237 Views
Healthcare: 3Q25 Preview: Hospitals Soft Vs. Consensus, Pharma Stable
Hospitals: 3Q25 patient vol. improved yoy from a low 3Q24 base; 9M25 in line with our (77%) but may miss cons (68%), HEAL & SILO drags.
218 Views
Healthcare: 2Q25 Preview: Defensive Profile Intact Despite Growth Normalization
We also expect Pharma’s 1H25 earnings to be in-line with 54% run-rate, with KLBF’s intact cost-efficiency, potential quarterly rebound in SIDO.
282 Views
Healthcare: Updates on KRIS and Co-Payment Regulation (OVERWEIGHT)
MOH postponed KRIS until Dec25 due to equipment and space hurdles. Meanwhile, iDRG and new BPJS tariff are in finalization stage.
252 Views