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...
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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),...
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Telco: Jun26 Price Tracker: Limited but Positive Room to Sustain Price Repair (OVERWEIGHT)
Price repair has remained solid since Oct25, driven by monetization of low-to-mid-tier data packages and SKU rationalization...
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Telco: Entering the Real 5G Era: A Gradual Monetization Path (OVERWEIGHT)
Spectrum upfront cost and deployment capex should pressure MNO earnings; Monetization is unlikely to materialize immediately.
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BRIDS Market Pulse: Chart of the week – Consumer Sector P/E Band
JCI posted a second consecutive week of sharp correction, down - 4.7% w-w, putting the market as the worst performer within EM YTD (-8.2% YTD).
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