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.
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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.
281 Views
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.
260 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.
333 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.
150 Views