Telco: Positive Dynamics in Mobile Pricing and M&A Catalysts to Enhance Execution in Fixed BB
TSEL's data payload spike during elections and Smartfren price hikes confirm our expectations for positive momentum in 4Q24/1Q25.
442 Views
Telco: Telco Operators’ Tactical Adjustments Amid 3Q24 Weakness, Poised for 4Q24 Rebound
TSEL stays aggressive with ByU to build a larger presence in the youth segment and lowers prices in Indihome to drive subscriber growth.
248 Views
ISAT IJ - Aggressive Distribution Fuels Future Growth...
IOH establishes another distribution layer with Indosat retailers to transition away from low ARPU to high ARPU potential users in ex-Java.
302 Views
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.
304 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.
493 Views