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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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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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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