yudi
Administrator
Joined 2 years ago
Active
-
Medikaloka Hermina (HEAL IJ) (Buy) - Short-term volume pressure still lingering
JW SH NY SCEarlier festive timing and tighter BPJS....
HEALTH CARE AND PHARMACEUTICALS Medikaloka Hermina HEAL HEAL JK HEAL IJ Jody Wijaya Sandy Ham Nayla Yasmin Samuel Christian
-
Indonesia equity strategy - Corporate health check: Slowest growth of wallet size in a decade
JT GH FJWe have compiled the 1Q26 results across 250...
EQUITY STRATEGY Indonesia equity strategy Jupriadi Tan Gerald Hugo Felix Justin
-
Medela Potentia (MDLA IJ) (Buy) - Compounder in healthcare & logistics segments
JT DTWe initiate coverage of MDLA with a Buy...
HEALTH CARE AND PHARMACEUTICALS Medela Potentia MDLA MDLA JK MDLA IJ Jupriadi Tan David Tjahjadi
-
Kalbe Farma (KLBF IJ) (Buy) - The new era of consumer health
SH SC JWWe 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
-
Indonesia Equity Strategy - 2Q25 corporate health check
JT GH DT FJWe have compiled data from 260 companies in the JCI...
EQUITY STRATEGY Indonesia Equity Strategy Jupriadi Tan Gerald Hugo David Tjahjadi Felix Justin
-
Indonesia Healthcare - Opportunities in the medical devices sector
SH JW SCBased on our conversation with industry players and data from Indonesia Association of Medical Devices Manufac
Health care Pharmaceuticals Sandy Ham Jody Wijaya Samuel Christian
-
Indonesia Healthcare - Strong as expected
JW SH SC EM2Q24 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