Indonesia Telecoms - Prepaid data rollover: bellwether for renewed ARPU pressure
EWWe believe a confluence of consumer advocacy and emerging regulatory...
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...
XLSmart’s 9M25 results came below our projections. However,
Indonesia’s tower companies – TOWR IJ, MTEL IJ and TBIG IJ...
TLKM released its 9M25 results, with headline...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
SAT’s 9M25 results came in line with our projections, with...