Telco: Sep25 Price Tracker: Promotional ST Drag on Yields (OVERWEIGHT)
Our Sep25 price tracker indicates that Tsel and IOH offered lower yields in their promotional packages, which are typically limited-time offers.
369 Views
IDX30/LQ45/IDX80 Index Rebalance: Changes Across the Indices
There are 2 constituent changes each for the IDX30 Index and the LQ45 Index, and 3 constituent changes for IDX80 Index to be implemented at the...
787 Views
Telco & Tower Sectoral Update July 23, 2025
Telco companies are projected to increase capex ~15% YoY in FY25E to strengthen network modernization and expand 5G infrastructure.
370 Views
Telco: 1H25 OpenSignal Results: Two-Horse Race Intensifies, One Defends, One Advances
IM3 narrows the download speed gap at 24.2 Mbps, closing in on XL and TSEL; progressively asserting network leadership in non-core regions.
393 Views
Telco: Few Risk Factors Ahead of 2Q25 Results, but Largely Priced In (OVERWEIGHT)
Our ground check shows starter pack rationalization remains unevenly absorbed in offline channels, posing delayed risk to yield recovery.
199 Views