Strength
New CoB scheme should help enhance hospital sector’s long-term profitability; later-than-expected rainy season may lead to higher 1Q25F patient traffic; Solid balance sheets to allow further expansions
Weakness
Weak purchasing power causing increased trend in self-medication as well as stretched balance sheets of JKN and other insurance companies pose risks to both outpatient and inpatient traffic
Opportunity
Potential further increase in CoB contribution to total top line offers margin expansion opportunities for hospital operators, allowing for relative stock performance support
Threat
ASP adjustments, lower treatment intensity, and elevated USD exchange rate could adversely affect profitability and capex plans; Medical tourism could intensify regional competition
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
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The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
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