Indonesia Telco - Soft 1Q25 results – path to price repair
EWIndonesia’s major telco companies...
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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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Indonesia Telecom - Telcos outlook 2025
EW2024 was a challenging year for the major telcos (as well as for the passive infrastructure companies such as
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Indosat (ISAT IJ) (Buy) - Soft 3Q24, as expected
NS EWISAT has released soft 3Q24 results, as expected, with headline profit of IDR1.1tn (-21% q-q / +30% y-y).
Telco Telecoms ISAT ISAT JK ISAT IJ Nicholas Santoso Erwin Wijaya
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Indonesia Telecoms - 3Q24F preview
NS EWIn this note, we assess major telcos’ upcoming 3Q24F results (to be released end of Oct 2024).
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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- 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