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).
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BRIDS TMT News - Friday, March 21 2025
PT XL Axiata Tbk (XL), PT Smartfren Telecom Tbk (Smartfren), and PT Smart Telecom (ST) have announced a merger plan, which will be decided at an...
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XL Axiata (EXCL.IJ) Merger Plan Advancing Smoothly
Merger plan progresses smoothly as EXCL secures approvals from creditors, vendors, Komdigi all expected before the March 25th EGMS.
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Telco: 1.4 GHz Spectrum Auction Nears; 5G FWA Could Reshape Industry Dynamics (OVERWEIGHT)
The 1.4 GHz spectrum opening for 5G FWA may disrupt mobile economics, with an estimated effective cost per GB ~14× below mobile.
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Telco: Sep25 Price Tracker: Promotional ST Drag on Yields (OVERWEIGHT)
Our Sep25 price tracker indicates that Tsel and IOH offered lower yields in their promotional packages, which are typically limited-time offers.
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