Indonesia Towers - 1H24 results review
NS EWIn this note, we look at 1H24 results from major Indonesia telecom towercos, which have shown positive upward
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Indonesia Telecom - Bottoming ARPUs
NS EWSince the introduction of data services in the Indonesia telecom sector,
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XL Axiata - EXCL IJ - Buy - FTTH a revenue driver
NS EWWe reiterate our Buy call on XL Axiata (EXCL). EXCL share price has declined
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XL Axiata EXCL IJ -Buy- Clearer merger path
SH JW SCIn this note, we reiterate our Buy call on the stock following the recent announcement that XL has entered
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XL Axiata EXCL IJ - Buy - Escaping the decade of doldrums
NS EW RKIn this note, we reiterate our Buy call on the stock. Of late, the stock has declined from a recent high of ~I
Telco Telecoms Nicholas Santoso Erwin Wijaya Raymond Kosasih
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XL Axiata EXCL IJ -Buy - Solid 1H24 operating results
NS W RKXL Axiata released a set of solid 1H24 operating results, as its 1H24 operating income
Telco EXCL JK EXCL IJ Nicholas Santoso Erwin Wijaya Raymond Kosasih
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Indonesia towers - Back to growth path
NS EW RKOver the past 2-3 years, organic growth has been slow for Indonesian towercos.
Telco Telecoms Nicholas Santoso Erwin Wijaya Raymond Kosasih
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Tower Bersama Infrastructure
NS EW RKTBIG has released its 1H24 results. Headline 1H24 profit of IDR731bn (+6% y-y) came in slightly behind our FY2
TBIGJK TBIG IJ TELECOMS Nicholas Santoso Erwin Wijaya Raymond Kosasih