Telco: Navigating the 3Q24 Soft Season Challenges and Capitalizing on 4Q24 Opportunities
TSEL moderates its TSEL Lite promotions and 30-day 6GB packs to avoid downtrading amid soft outlook, and in turn, soften the competition.
308 Views
Indosat Ooredoo Hutchison - Solid 1H24 Earnings (Inline)
IOH’s solid 1H24 net profit of Rp2.73tr (+43% yoy) was in line, driven by 2Q24 margin expansion due to revenue growth and leveragesrealization.
495 Views
Telco: Selective Competition and Limited Starlink Threat Imply a Constructive Outlook
Our survey reveals that TSEL’s launch of TSEL Lite and non-Lite packs is targeted toward select segments; hence a marginal impact on IOH/XL.
288 Views
Indosat Ooredoo Hutchison - KTAs from Meeting with CFO
IOH aims to grow inline with its spectrum holdings and sees new merger to result in more efficiencies; Starlink will complement market.
491 Views
Telco: Poised to Reap Potential Upside from AI Proliferation (OVERWEIGHT)
Semiconductors enable telcos / AI startups to position in the ML and AI market and downstream computing power to their clients.
269 Views