Research & Stock Picks

Company Reports

24 January 2025

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Healthcare: Overweight with HEAL as Top-Pick

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

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