Siloam International Hospitals (SILO IJ) -Revival of Core Patient Business in Motion

Equity Bottom-Up

278 Views, 23 Jun 2022 16:31

EXECUTIVE SUMMARY

A webinar hosted by Smartkarma with Siloam International Hospitals revealed strong momentum behind its base-case revenues, with patient numbers, and some positive pricing strategies driving revenues.
The company also continues to develop its centres of excellence and leading positions in a number of specialisations, which helps to widen catchment areas and increase the complexity of treatments.
Siloam continues to expand its hospital portfolio but may look to acquire more brownfield assets in the future plus it is experimenting with a managed services model. Valuations are attractive.

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