New Street Research - PT XL Axiata Tbk (EXCL) New Street: XL Axiata (Buy, TP: IDR5,000, +87%) Feedback from small group call

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New Street Research

Chris Hoare

EUR 9589.00 For Business Accounts Only

New Street: XL Axiata (Buy, TP: IDR5,000, +87%) Feedback from small group call

We had another relatively bullish call this evening Jakarta time with XL Axiata. XL (like PT Telkom) believes that the consolidation of the industry means Indonesian mobile is at a turning point, with prices likely to stabliise/recover going forward.

10/03/2022 1 EN

Underlying

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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Analysts

Chris Hoare

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New Street: XL Axiata (Buy, TP: IDR5,000, +87%) Feedback from small group call

Xl Axiata Tbk PT: 1 director

XL AXIATA reduced its risk exposure resulting in an upgrade to Slightly Positive

XL Axiata Tbk (P.T.) - December 2021 (LTM): Peer Snapshot

OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.

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

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

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