Primer: XLSMART Telecom Sejahtera (EXCL IJ) - Aug 2026
XLSMART Telecom Sejahtera is a newly merged entity, officially formed in April 2025, combining XL Axiata and Smartfren to create a stronger...
109 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
819 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
797 Views
XLSmart Telecom Sejahtera (EXCL.IJ) - Reported EBITDA In-Line; Synergies Continue to Emerge
XLSmart Telecom Sejahtera (EXCL IJ)1Q26 Earnings: Reported EBITDA In-line; Synergies Continue to Emerge. 1Q26 revenue & EBITDA came broadly in...
121 Views
XLSmart Telecom Sejahtera (EXCL.IJ) - Price Repair Intact; Integration Costs Linger
Mobile performance remains on track, with revenue +3.9% qoq and ARPU reaching Rp44.8k in 4Q25, despite the decline in subscribers.
123 Views