Telkom Indonesia (TLKM.IJ) Taking a Conservative Approach on Asset Accounting
Management indicates 4Q25 mobile performance to be supported by continued ARPU improvement, broadly in line with peer results.
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Primer: Telekomunikasi Indonesia (TLKM IJ) - Dec 2025
Dominant Market Leader: As Indonesia's largest state-owned telecommunications provider, Telkom holds a commanding market share in both mobile...
320 Views
Telkom Indonesia (TLKM.IJ) Price Repair on Track, Visible Re-Rating Potential Ahead
We maintain Buy with a higher TP of Rp4,000, implying a 5.6x 26F EV/EBITDA, reflecting improvement in yield and pricing execution.
364 Views
Telkom Indonesia (TLKM.IJ) - Fiber Assets Spin-Off Paves the Way for Value Unlocking
TLKM executed the spin-off of 56% of its fiber assets to TIF, valued at Rp35.7tr net book value, implying an 8.75x EV/EBITDA multiple.
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Telco: Jul26 OpenSignal: The 5G Race Reshuffles (OVERWEIGHT)
EXCL emerged as the standout in Opensignal's Jul26 5G metrics, with 5G download speed nearly tripling to 135.4Mbps and 5G availability surging...
112 Views