Indonesia Retailers - When growth starts paying back
JW SH NY SCIndonesia's listed retailers are arguably in their healthiest...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Indonesia's listed retailers are arguably in their healthiest...
RETAIL Indonesia Retailers Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Siloam International Hospitals’ 1Q26 revenue...
HEALTH CARE AND PHARMACEUTICALS Siloam International Hospitals SILO SILO JK SILO IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Earlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
Mitra’s 1Q26 revenue came in softer than...
HEALTH CARE AND PHARMACEUTICALS Mitra Keluarga Karyasehat MIKA MIKA JK MIKA IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
We have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
We initiate coverage of MDLA with a Buy...
HEALTH CARE AND PHARMACEUTICALS Medela Potentia MDLA MDLA JK MDLA IJ Jupriadi Tan David Tjahjadi
We have tracked the progress of KLBF consumer health’s brand...
GENERAL CONSUMER Kalbe Farma KLBF KLBF JK KLBF IJ Sandy Ham Samuel Christian Jody Wijaya
We have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
Across major telcos, we anticipate growing efforts to foster a healthier market environment.
We estimate KLBF booked 7-8% y-y sales growth in 4Q24F, driven by its pharma and consumer health divisions.
General Consumer KLBF KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
Based on our conversation with industry players and data from Indonesia Association of Medical Devices Manufac
Health care Pharmaceuticals Sandy Ham Jody Wijaya Samuel Christian
The Minister of Health (MoH) plans to implement the Nutri-Grade labelling system for beverages
Consumer health is a very crucial division for KLBF, as it possesses the highest margin,
General Consumer Kalbe KLBF JK KLBF IJ Sandy Ham Jody Wijaya Samuel Christian
2Q24 review: Healthcare still showed some of the strongest sector growth in JCI Index Overall strong result
Health Care Pharmaceuticals Jody Wijaya Sandy Ham Samuel Christian Elvira Mulia