Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
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Telco: Positive Industry Outlook from Asset-Light Model and Revenue Momentum
We met with a CEO, CMO and 2 CFOs from the 3 leading telcos who share some common objectives in driving usage, the payload and increasing ARPU.
301 Views
Telco: 3Q23 Preview
We see a different EBITDA margin narrative for each player but foresee a positive trajectory for the sector overall in 3Q23.
396 Views
Macro and Flows Tracker - Rising External Risks
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
373 Views
Indosat Ooredoo Hutchison (ISAT IJ) - Bigger Fish to Fry – Significant Upside
The IOH roadmap has become clearcut with the management providing guidance for network capacity and coverage expansion by frontloading in exJava...
488 Views