New Street Research - Indosat (ISAT) ... New Street: Indonesian Mobile 4Q 21 review: Decent quarter; ARPU appears to be inflecting

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New Street Research

Chris Hoare

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New Street: Indonesian Mobile 4Q 21 review: Decent quarter; ARPU appears to be inflecting

In the final quarter of 2021, the Indonesian mobile market service revenue maintained 5% YoY growth, driven by net additions (+3.1% YoY) and an overall healthy ARPU growth (+1.5% YoY).

27/04/2022 1 EN

Underlyings

Indosat

PT Indosat is an Indonesian telecommunications network and service provider. Co.'s principal products and services include Cellular services in which Co. provides Global System for Mobile Communications 900 and 1800 cellular services; Fixed telecommunications services in which Co. provides international long-distance services in Indonesia; and MIDI services in which Co. provides broadband and narrowband fixed data services, including frame relay services, Very Small Aperture Terminal services, leased circuits and Internet services, through Lintasarta, PT Indosat Mega Media to corporate and retail customers and wholesalers.

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ID1000097405 Indonesian Stock Exchange Indonesia

PROFESIONAL TELEKOMUNIKASI INDONESIA PT

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XL Axiata (Excelcomindo)

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Chris Hoare

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New Street: Indonesian Mobile 4Q 21 review: Decent quarter; ARPU appears to be inflecting

Indosat Tbk Pt: 1 director

Global EM Telcos A Consistent Approach to EFCF and Shareholder Remuneration GEM Telcos likely to double payouts (in US$) by 2029 vs 2023

EM FWA-Watch S-Curve continuing to accelerate in India, with implications for EM generally

Nvidia: H20 exports to China banned. Walking on eggs.

Will Another Trump Call for the FCC to Revoke the CBS Licenses Work?

Tariffs & Broadcom: the baseline & what’s next:

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