Telco: Tracking the Progress of Product Simplification Plan (OVERWEIGHT)
We see TLKM with the greatest product simplification potential, EXCL with room to streamline, and ISAT well-positioned for price increases.
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Telco & Tower Sectoral Update May 21, 2025
In 1Q25, EXCL and ISAT outperformed TLKM, driven by network integration and marketing synergies, although data growth and ARPU slowed down
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BRIDS TMT News - Friday, April 25, 2025
On April 22, 2025, Bukalapak injected a total of Rp656.65bn into 9 of its subsidiaries through affiliated capital increases to strengthen internal...
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BRIDS TMT News - Monday, April 14, 2025
NTT East has officially become a Strategic Shareholder in IJE by investing Rp4tr through a private placement, acquiring 49% ownership in IJE.
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The Week That Was in ASEAN@Smartkarma - SPINDO Is Piping Hot, DigiPlus, and Malaysian Banks
The past week saw insights on Steel Pipe Industry of Indonesia (ISSP IJ), DigiPlus Interactive (PLUS PM), and ISDN Holdings (ISDN SP).
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