New Street Research - Indosat (ISAT) ... New Street: Indonesian Telcos Towers What to expect in 2022: Growth accelerating from consolidation Enterprise

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New Street Research

Chris Hoare

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New Street: Indonesian Telcos & Towers What to expect in 2022: Growth accelerating from consolidation & Enterprise

Indonesian telco growth trends improved in 2021 and we expect further acceleration in 2022.

06/01/2022 16 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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PT XL Axiata Tbk

PT XL Axiata Tbk is a cellular provider in Indonesia. Co. maintains its extensive network infrastructure and services around the country. Co. provides services for retail customers and offers business solutions to corporate customers. Co.'s cellular network runs on 'GSM 900/DCS 1800' and 'IMT-2000/3G' technologies. Co. also holds several licenses, including closed regular network (leased line), Internet service provider (ISP), Voice over Internet protocol (VoIP), and Internet interconnection services (NAP). Co. has obtained an e-Money (electronic money) license from Bank Indonesia, the country's central bank, which enables Co. to provide remittance services to subscribers.

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ID1000102502 Indonesian Stock Exchange Indonesia

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Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Analysts

Chris Hoare

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New Street: Indonesian Telcos & Towers What to expect in 2022: Growth accelerating from consolidation & Enterprise

Indosat Tbk Pt: 1 director

Regional Morning Notes - Friday, November 01, 2024

Indosat (ISAT IJ) - Core Earnings Could Jump 33% yoy In 2024; Launches GPU Service For AI Computing

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Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Takeaways from our conversation with VerticalScope (FORA-TO, Not rated)

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