XL Axiata (EXCL IJ) (Buy) - EXCL - Soft 1H25 Results Pending Merger Synergies
EWEXCL’s 1H25 results came in below our projections. However,...
EXCL’s 1H25 results came in below our projections. However,...
In Feb-25, we wrote about what it would take to improve sustainability in the cellular space...
Post 1H25 results, we have reduced our consolidated profit projections on TLKM by...
TELECOMS Telekomunikasi Indonesia Persero TLKM TLKM JK TLKM IJ Erwin Wijaya
Post ISAT's 1H25 results, which included profit that accounted for ~44% of our FY25F forecast...
TLKM has released its consolidated 2Q25 results, which in our view has...
TOWR has released its 1H25 results. Headline 1H25 profit came in at IDR1.7tn...
TBIG has released its 1H25 results. Headline 1H25 profit of...
MTEL has released its 1H25 results. Headline 1H25 profit of IDR1.1tn...
ISAT’s 1H25 results came in below our projections. Following the results, the company...
We think Telkom (TLKM IJ, Buy) may increasingly...
TOWR is set to conduct a rights issue by offering...
Indonesia’s tower companies: TOWR IJ, TBIG IJ and MTEL IJ (all rated Buy) have...
Indonesia’s major telco companies...
MTEL has released its 1Q25 results, which were in line with our projections...
ISAT released expected 1Q25 results...