XLSmart Telecom Sejahtera (EXCL.IJ) Positioned for Post-Merger Upside
Network integration will boost coverage, capacity, and efficiency, hence positioning EXCL for stronger traffic and sustained yield gains.
372 Views
XLSmart Telecom Sejahtera (EXCL.IJ Rp2,730) Solid Mobile Momentum...
Maintain Buy with a TP of Rp3,310, on strong post-integration growth prospects; expect special dividend of Rp2.9tr (5.8% yield).
190 Views
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
Telco: Jul26 Price Tracker: Repair Path Sustained; Rp50k ARPU Within Reach
We think the next leg of the telco price-repair theme is a basket-size uptrade game, the key lever to push ARPU toward Rp50k. XCL is best...
131 Views
Telco: Spectrum Cost Lower than Feared; Reiterate OW (OVERWEIGHT)
TelcoSpectrum Cost Lower than Feared; Reiterate OW Komdigi announced the 700MHz and 2.6GHz auction results; Total upfront bids were Rp1.2tr (TLKM),...
121 Views