Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Lowering earnings estimates by ~3-15%
EWWe lower FY25-27F EPS by ~3-15% to incorporate...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
We lower FY25-27F EPS by ~3-15% to incorporate...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
TBIG delivered a steady FY25 with revenue of...
TELECOMS Tower Bersama Infrastructure TBIG TBIG JK TBIG IJ Erwin Wijaya
TOWR posted FY25 revenues of IDR13.3tn (+4.6% y-y; 103% of our forecast)...
TELECOMS Sarana Menara Nusantara TOWR TOWR JK TOWR IJ Erwin Wijaya
We believe the recent decision by the Mahkamah Konstitusi...
We believe a confluence of consumer advocacy and emerging regulatory...
XLSmart’s (EXCL) FY25 results came in below our expectations...
Following Indosat’s (ISAT) strong FY25 results, we revise...
ISAT’s FY25 results came in ahead of Bloomberg...
We reiterate our Buy recommendation on...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
A key success factor for market repair is...
2025 remained a challenging year for Indonesia’s...
We reiterate our positive outlook for the Indonesia telecom sector,
We recently had a discussion with Telkom management. Among the key...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
We believe that market repair efforts have been...
XLSmart’s recently released 9M25 earnings have shown large losses...