New Street Research - Mitratel (IDR935) Mitratel – Q4 22 Quick Take: Good quarter with strong margin uplift, proposed share buyback

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Chris Hoare ...

David Lopes

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Mitratel – Q4 22 Quick Take: Good quarter with strong margin uplift, proposed share buyback

Mitratel reported a decent set of Q4 22 numbers.

07/03/2023 1 EN

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Mitratel

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New Street Research

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.

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Analysts

Chris Hoare

David Lopes

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Mitratel – Q4 22 Quick Take: Good quarter with strong margin uplift, proposed share buyback

Mitratel (Buy, TP: IDR1,135, +76%) Q3 24 Quick Take: Faster

Mitratel (Buy, TP: IDR1,135, +73%) Q2 24: YTD EBITDA tracking ahead

EM Towers Q1 CY24 review: Better overall; trimmed price targets for Indonesian Towers on consolidation risk

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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