Indosat Ooredoo Hutchison (ISAT.IJ) Stepping Into Monetization Phase
Dec25 price tracker shows clear intentional price hikes across IM3 and Hutch mainstream packages, supporting yield improvement prospect.
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Indosat Ooredoo Hutchison (ISAT.IJ) Early Signs of Inflection Emerging...
We cut FY25–27F EBITDA by 2.6–7.1%, although the +4.5% qoq data revenue uplift in 3Q25 indicates early mobile momentum returning.
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Telco: FY26 Outlook: Sustained Mobile Momentum and Upside from Fiber Transformation
We maintain an Overweight on the sector, supported by resilient mobile momentum and selective catalysts from ongoing fiber transformation.
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ISAT.IJ - Expecting Inflection in 2H25 as Price Repair Initiatives Progress
We cut our FY25-27F net profit est. by 6.4-1.3%, reflecting weak mobile revenue in 1H25, but see brighter outlook in 2H25 from price repair.
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ISAT IJ -1Q25 Earnings Miss Due to Persisting Macro Headwinds
1Q25 core profit rose 6.1% qoq from OPEX savings setting new base; topline dipped on macro, but subs and ARPU rose via rural push.
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