Indonesian Healthcare Sector Earnings Poised for Growth -- Market Talk

Dow Jones

2025/12/05

0838 GMT - The Indonesian healthcare sector is likely to see earnings growth over 2025-2027, thanks to accelerating hospital-bed additions, says CGS International's Jason Chandra in a note. Government support is boosting new hospital openings, which will likely lead to a 7% CAGR for new beds over the period, the analyst says. Price pressures from insurers appear to be easing, which would boost hospitals' revenue, he adds. The analyst expects 12% top-line CAGR over 2025-2027. For Indonesian healthcare companies, he forecasts EPS CAGR of 14% over the same period, likely the strongest among companies on the Jakarta Composite Index. He upgrades his rating on the sector to overweight from neutral. Mitra Keluarga Karyasehat is his top sector pick, given its attractive valuation. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

December 05, 2025 03:38 ET (08:38 GMT)

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(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 05, 2025 03:38 ET (08:38 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Indonesian Healthcare Sector Earnings Poised for Growth -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIndonesian Healthcare Sector Earnings Poised for Growth -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-05 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0838 GMT - The Indonesian healthcare sector is likely to see earnings growth over 2025-2027, thanks to accelerating hospital-bed additions, says CGS International's Jason Chandra in a note. Government support is boosting new hospital openings, which will likely lead to a 7% CAGR for new beds over the period, the analyst says. Price pressures from insurers appear to be easing, which would boost hospitals' revenue, he adds. The analyst expects 12% top-line CAGR over 2025-2027. For Indonesian healthcare companies, he forecasts EPS CAGR of 14% over the same period, likely the strongest among companies on the Jakarta Composite Index. He upgrades his rating on the sector to overweight from neutral. Mitra Keluarga Karyasehat is his top sector pick, given its attractive valuation. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 05, 2025 03:38 ET (08:38 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HCSG","symbol_name":"Healthcare Svcs Group Inc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2589867291","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2589867291","pubTimestamp":1764923880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0838 GMT - The Indonesian healthcare sector is likely to see earnings growth over 2025-2027, thanks to accelerating hospital-bed additions, says CGS International's Jason Chandra in a note. Government support is boosting new hospital openings, which will likely lead to a 7% CAGR for new beds over the period, the analyst says. Price pressures from insurers appear to be easing, which would boost hospitals' revenue, he adds. The analyst expects 12% top-line CAGR over 2025-2027. For Indonesian healthcare companies, he forecasts EPS CAGR of 14% over the same period, likely the strongest among companies on the Jakarta Composite Index. He upgrades his rating on the sector to overweight from neutral. Mitra Keluarga Karyasehat is his top sector pick, given its attractive valuation. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"HCSG":"Healthcare Svcs Group Inc","XLV":"健康照护类股ETF-SPDR"},"translate_title":"印度尼西亚医疗保健行业盈利有望增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HCSG":1.5,"XLV":1.5},"content_text":"0838 GMT - The Indonesian healthcare sector is likely to see earnings growth over 2025-2027, thanks to accelerating hospital-bed additions, says CGS International's Jason Chandra in a note. Government support is boosting new hospital openings, which will likely lead to a 7% CAGR for new beds over the period, the analyst says. Price pressures from insurers appear to be easing, which would boost hospitals' revenue, he adds. The analyst expects 12% top-line CAGR over 2025-2027. For Indonesian healthcare companies, he forecasts EPS CAGR of 14% over the same period, likely the strongest among companies on the Jakarta Composite Index. He upgrades his rating on the sector to overweight from neutral. Mitra Keluarga Karyasehat is his top sector pick, given its attractive valuation. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 05, 2025 03:38 ET (08:38 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}