Mitratel (MTEL IJ) (Buy) - 1H25 in line with our projections
EWMTEL has released its 1H25 results. Headline 1H25 profit of IDR1.1tn...
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Indosat (ISAT IJ) (Buy) - 1H25 results below projections
EWISAT’s 1H25 results came in below our projections. Following the results, the company...
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - Recovering from 2Q25F bottom
EWWe think Telkom (TLKM IJ, Buy) may increasingly...
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Sarana Menara Nusantara (TOWR IJ) (Buy) - Adjust FY25-27F earnings by ~2.3-5.7%
EWTOWR is set to conduct a rights issue by offering...
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Indonesia Tower - Mixed 1Q25 results
EWIndonesia’s tower companies: TOWR IJ, TBIG IJ and MTEL IJ (all rated Buy) have...
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Indonesia Telco - Soft 1Q25 results – path to price repair
EWIndonesia’s major telco companies...
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Mitratel (MTEL IJ) (Buy) - 1Q25 results: Within our expectations
EWMTEL has released its 1Q25 results, which were in line with our projections...
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Indosat (ISAT IJ) (Buy) - 1Q25 result: Soft, but expected
EWISAT released expected 1Q25 results...
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - 1Q25 result: A soft start
EWTelkom has released 1Q25 results...
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Sarana Menara Nusantara (TOWR IJ) (Buy) - FY24 results in line with expectations
EWWe remain positive on the long-term organic...
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Telekomunikasi Indonesia Persero (TLKM IJ) (Buy) - FY24 results below expectations
EWTelkom has released its consolidated...
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Tower Bersama Infrastructure (TBIG IJ) (Neutral) - Cut FY25F earnings by ~13.6%
EWWe remain positive on the tower sector’s long-term...
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Indonesia Telecom - Fragile equilibrium
EWAcross major telcos, we anticipate growing efforts to foster a healthier market environment.
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XL Axiata (EXCL IJ) (Buy) - EXCL x FREN: An update on the merger plan
EWEXCL and FREN (FREN IJ, Not rated) had in 2024 officially announced a definitive agreement for a proposed merg
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Indonesia Telecom - Telcos outlook 2025
EW2024 was a challenging year for the major telcos (as well as for the passive infrastructure companies such as