Indosat Tbk Pt: 1 director

A director at Indosat Tbk Pt bought 1,163,200 shares at 1,721.162IDR and the significance rating of the trade was 54/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...

EM FWA-Watch S-Curve continuing to accelerate in India, with implicat...

Indian FWA net adds continue to accelerate and reached roughly c. 2.1m in the December quarter. India is probably therefore now accounting for around 50% of global shipments. We continue to think this is a critical development, and likely to drive an S-curve of adoption in Global EM.

Yield remains too attractive

Regional Morning Meeting Notes: Wednesday, February 12, 2025

GREATER CHINA Update Lenovo Group (992 HK/BUY/HK$12.16/Target: HK$14.30) 3QFY25 results preview: Expect solid beat on better-than-expected shipment. INDONESIA Results Indosat (ISAT IJ/BUY/Rp1,625/Target: Rp2,100) 4Q24: EBITDA down 2% yoy, and core NPAT drops 19% yoy. MALAYSIA Sector Plantation Jan 25: End stock remains low due to production...

Regional Morning Meeting Notes: Tuesday, February 11, 2025

GREATER CHINA Sector Internet Growth potential and AI development trends following emergence of DeepSeek. Property Policy implementation and development remain the key focus and catalyst. INDONESIA Strategy Catching A Falling Knife Or Opportunity To Buy? We Say Buy Our picks are BBCA, BBTN, CMRY, ICBP, KLBF, CTRA, AMRT, PGEO, TL...

Global EM Telcos & Towers – NSR EM Top picks Feb 25 update. Top-8 beco...

We update the NSR GEM Top Picks list. No stocks are dropped, and we add LILAC and TIM Brasil to our list, extending it to a Top-10 list from Top-8. Our picks had a good start, up 12% on average since the start of the year. This note also includes key news & other thoughts in order to help investors generate alpha within the EM Telco space.

Indian Telcos & Towers News reports that the Indian government may vo...

Indian press is reporting that the Indian government is planning to cut AGR liabilities for the industry by around INR 1 trn (c. $12bn), by cutting 50% of interest and 100% of penalties and interest on penalties relating to the AGR fines. Implication would be a c. INR 520bn (US$ 6.2bn) reduction in liabilities for Vodafone IDEA and around INR 380bn (US $4.5bn) for Bharti.

Reliance Industries Ltd (Buy, INR 1,700, +32%) Q3 FY25 Quick Take: Tu...

Reliance Industries posted strong results yesterday, backed by the turnaround in Retail during the festive period and recovery in O2C margins. Jio remained the bright spot as ARPU accelerated and crossed the INR 200 mark. Momentum continues to build for broadband as Jio AirFiber reached 4.5m.

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: BRF, Embraer, Avianca, Geopark, Millicom, Hidrovias, KUO, Iochpe-Maxion, YPF Luz, YPF

Regional Morning Meeting Notes: Friday, January 03, 2025

GREATER CHINA Strategy Alpha Picks: January Conviction Calls Add CATL, JD Logistics, Miniso and Plover Bay to our BUY list, and Weimob to our SELL list. INDONESIA Strategy Alpha Picks: Our Selections Outperform In 2024 Our picks are ISAT, KLBF, BMRI, BBRI, EXCL, CTRA, JSMR, BBNI, CMRY and ASII. MALAYSIA Update VS Industry (VSI MK/BUY/RM1.16/Target: RM1.50) Despite a 17% recovery in its share price since its low in m...

Latam Chart Book - 13 December 2024 - Lucror Analytics

The LatAm Chart Book features relative-value charts and bond tables by country.

Indonesian Telcos Q3 24 review: Softer, expect Q4 to improve on price...

Q3 was softer across the board, with Indosat ahead on topline growth and Telkom the underperformer again. XL expanded margin for the third consecutive quarter which led to an upgraded EBITDA guidance, as expected.

Expert speaker takeaways: ARPU and capex plans

LatAm Telcos – TIM/Vivo to Neutral; Wireless MVNO threats - NuCel / Br...

As well as a broader regional recap, we focus on wireless MVNO threats: NuCel in Brazil, recapping also the experience of AMX in Mexico with Bait (Walmart).

SDR delisting & capital repatriation

Indian Mobile Q2 FY25 review: Renewed acceleration off tariff hike, F...

Indian mobile revenue growth accelerated to mid-teens on the back of the tariff hike in July, with EBITDA margin expansion across all three operators.

Lucror Analytics - Morning Views Latam

In today's Morning Views publication we comment on developments of the following high yield issuers: Frontera Energy, Aegea, Braskem, YPF, Petrobras, Millicom, Iochpe-Maxion, Canacol, Geopark, Rumo, C&W Communications, Telecom Argentina, Minerva, LATAM Airlines, Aeromexico, Movida

TIGO (Buy, TP: $34, +29%) Millicom - Q3 24: Solid quarter; raised EFCF...

Millicom has reported a solid set of results with improving service revenue trends, a nice reversal in Home Broadband nets adds (driven by Colombia) and strong EFCF this quarter. The company has lifted its FY24 guidance for EFCF to ~$650m from “more than $600m previously” – though consensus is close to this level for FY24.

Cash flow delivery

Strong FCF trajectory continues