Indonesian Telcos Q3 25 review: Momentum expected into Q4
Mobile rebounded sharply after 4 quarters of declines, as the price up initiatives in 1H25 have started to flow through. To some extent though this is already reflected in consensus which expects momentum to continue into Q4, which are broadly in-line with the recalibrated guidance. YTD, XLSmart’s stock has been the outperformer and rightfully so given the anticipated synergies.
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New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
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