BRIDS TMT News - Thursday, March 27 2025
At NVIDIA GTC 2025, IOH CEO Vikram Sinha made it clear: the company will not follow technology—it will shape it, sovereignly (fully independent)...
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Indosat Ooredoo Hutchison (ISAT.IJ) - Accelerating Market Repair and AI-Driven Growth
We maintain BUY on ISAT on the outlook of market repair and AI edge; the stock trades at 3.5x 25F EV/EBITDA, ~-2SD of its 5-year range.
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Indosat Ooredoo Hutchison (ISAT.IJ) - FY24 Earnings Missed
IOH diversifies growth into non-cellular revenue, driving higher OPEX amid intensified mobile competition and weak consumption.
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Telco: 1.4 GHz Spectrum Auction Nears; 5G FWA Could Reshape Industry Dynamics (OVERWEIGHT)
The 1.4 GHz spectrum opening for 5G FWA may disrupt mobile economics, with an estimated effective cost per GB ~14Ă— below mobile.
439 Views
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.
377 Views