- Maintain BUY and MYR9.14 target price, 11% upside. IHH Healthcare’s latest briefing paints a clearer picture of where structural momentum is coming from: Foreign patients, the shift to daycare/ambulatory care centre (ACC) formats, and early signs of stabilisation in Singapore despite payer noise.
- - Read this at SGinvestors.io -
Concluded insurer negotiations.
- In Malaysia, negotiations with payers have resulted in:
- Discounts of between 12% and 13% offered and
- a structural shift towards a daycare setting.
- Broader payer-pressure talks remain ongoing via the Joint Ministerial Committee on Healthcare Costs, with a national procurement framework that could potentially reduce procurement expenses being explored.
- - Read this at SGinvestors.io -
Structural shift towards daycare/ACC model.
- Read more at SGinvestors.io.














