Emiten sektor Kesehatan diperkirakan, mendapat sederet sentimen positif di 2025, di antaranya kenaikan anggaran pemerintah dan rencana peningkatan tarif BPJS kesehatan. Sementara itu, disaat yang sama analis pasar modal menilai, dengan dukungan regulasi dan peningkatan anggaran, saham emiten kesehatan berpotensi memberikan dorongan yang lebih tinggi di 2025.
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00:00EMIRSA INDONESIA
00:05EMIRSA is still in IDX.
00:07In closing, we go to the topic of EMIRSA's choice,
00:09where the health sector is expected to get a positive sentiment
00:13in 2025,
00:15including an increase in the government budget and a plan to increase the BPJS health rate.
00:20Meanwhile, at the same time,
00:22capital market analysts assess that with the support of regulation and budget increases,
00:27the health emittance share has the potential to give a higher return in 2025.
00:38The health emittance share in the health sector is expected to get a positive sentiment in 2025.
00:44The first sentiment comes from the implementation of Law No. 17 of 2023
00:48and Government Regulation No. 28 of 2024
00:52which has the potential to increase access, service quality, and digital infrastructure.
00:58The second sentiment is that the government plans to increase the BPJS health rate
01:02and implement the standard in-app care class scheme in 2025.
01:07The third sentiment is that the government budget for the health sector in 2025
01:12reached Rp198 trillion, up 6.1% compared to 2024.
01:18Next, the fourth sentiment is the decision of the Minister of Health
01:22who gave guidance to adjust the health insurance rate
01:26through the Coordination of Benefits.
01:29The guidance is related to the mechanism of adjusting the difference between BPJS health
01:34and private health insurance in the National Health Insurance Program.
01:39Regarding the sentiment and prospects of the health sector,
01:42the CEO of BP Marketing Strategy and Planning Equium Securitas Indonesia, Octavianus Audi,
01:47said that the positive sentiment can push the top line of health emittance.
01:52However, he reminded that the fluctuation of the weakening of the exchange rate value
01:55towards the US dollar has the potential to increase the margin of health emittance,
02:00especially pharmacy emittance.
02:03The reason is that the raw materials of the pharmacy emittance drugs
02:07still depend on the import team.
02:09On the other hand, the founder of stocknow.id, Hendra Wardana,
02:13said that with the strong support of regulation and budget increase,
02:16the health emittance stock has the potential to give a better return in 2025.
02:23Meanwhile, on the side of the stock movement,
02:25a number of stocks in the health sector,
02:27including hospital emittance, pharmacy, health equipment,
02:30as well as laboratory-based emittance,
02:32showed a varying rate, even tending to weaken in the last year.
02:37For example, the KIF stock fell 44.31% in one year,
02:42IRRA stock fell 30.15%,
02:46DGNS stock was corrected 17.05%.
02:51On the other hand, hospital stock such as HEAL and SELO
02:56showed a strengthening in the last year,
02:58each 9.97% and 55.17%.
03:06Regarding the health sector,
03:07the latest sentiment also came from the rumours of the HMPV virus in China.
03:12The HMPV virus, which is now spreading in China,
03:15attracted international attention in the last few days.
03:18This virus itself falls into the category of a virus that spreads very rapidly,
03:22especially in northern China.
03:25In response to information about the outbreak of the HMPV virus,
03:27the Indonesian Ministry of Health stated that
03:29so far there has not been a report of the HMPV virus entering Indonesia.
03:34Even so, the Ministry of Health urged the public not to panic,
03:38but to remain vigilant
03:40and maintain health in order to prevent the risk of transmission of this virus.
03:46The presence of this new virus has the potential to have a positive impact
03:49on the health sector of the country.
03:52However, the impact of the increase in health prices
03:55will not last long as it is temporary.
03:58This is Om Bagi Soembar for Kondeksi Channel.