Although recovery in inpatient volume is only expected to be modest in 2021, AmInvestment Bank said earnings are set to pick up due to potential public-private collaborations, improved margins as a result of cost-cutting measures and a focus on low capex and gestational period projects.
So far, the government has procured Pfizer, AstraZeneca and COVAX-sourced vaccines for 40% of the population. It is in negotiations with CanSino, Sinovac and the Gamaleya National Centre to provide vaccines for another 40% of the population. The vaccine supply chain is expected to benefit a number of companies including those not directly involved in healthcare.