Medikaloka Hermina (HEAL IJ) - Starting Patients Young
Despite exhibiting the strongest growth amongst its peers, the company still trades at a significant discount to Mitra Keluarga Karyasehat (MIKA...
495 Views
Mitra Keluarga Karyasehat (MIKA IJ) - Well Adjusted For a Rapid Recovery
Mitra Keluarga continues to expand its hospital network, increase treatment intensity, and digitalise its operations. Valuations are attractive...
564 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Take-Off, Siloam Hospitals, and Cinema XXI IPO.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
611 Views
Siloam International Hospitals (SILO IJ) - Harnessing Outward Tourism with Greater Complexity
Siloam International Hospitals will continue to open 1-2 new hospitals each year but it only utilises 3,000 out of 7,000-bed capacity leaving room...
645 Views
Bumrungrad Hospital (BH TB): International Business Is Roaring Back; Greenfield Project Approved
In 1Q23, revenue from non-Thai patients grew 78% YoY and 3% QoQ to contribute 67% of total revenue. Bumrungrad is constructing a 150-bed boutique...
401 Views