Healthcare: FY24 Outlook
We expect the sector’s earnings in FY24 to hinge on cost efficiency, as top line growth will still depend on the shift towards more BPJS volume.
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Siloam International Hospitals (SILO.IJ) - Trimming Our FY25-26F Net Profit Est. By 7%
Weak volume seasonality and elevated salary/drug costs dragged down 1Q25 net profit, only partially offset by higher private patients mixes.
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Siloam International Hospitals (SILO.IJ) - Trimming Our FY25-26F Net Profit Est. By 7%;
Weak volume seasonality and elevated salary/drug costs dragged down 1Q25 net profit, only partially offset by higher private patients mixes.
290 Views
Siloam International Hospitals (SILO.IJ) Trimming Our FY25-26F Net Profit Est. By 8-13%..
4Q24 results reflected impact of fewer working days, yet SILO is still on track to increase LT intensity supported by its NextGen strategy.
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Siloam International Hospitals - Better Entry Point Emerges Post-Weak 3Q24 Results
SILO increased its revenue intensity by 4% qoq in 3Q24, amid weak 9M24 growth (from high base) and lingering insurance repricing issues.
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