PT Telekomunikasi Indonesia

PT Telkom Indonesia (Persero) Tbk is a holding company, which engages in the provision of telecommunications, information, and technology services. It operates through the following segments: Mobile, Consumer, Enterprise, Wholesale and International Business (WIB), and Others. The Mobile segment provides mobile voice, SMS, value added services and, mobile broadband. The Consumer segment offers fixed wire line telecommunications services, pay television, data, and internet services to home customers. The Enterprise segment provides end-to-end solution to corporate and institutions. The WIB segment is composed of interconnection services, leased lines, satellite, VSAT, broadband access, information technology services, data and Internet services to Other Licensed Operator companies and institutions. The Others segment deals with Digital Service Operating Segments that does not meet the disclosure requirements for a reportable segments. The company was founded on September 24, 1991 and is headquartered in Jakarta, Indonesia.

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Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q3 2024 Earnings Conference Call October 31, 2024 3:00 AM ET Company Participants Octavius Oky Prakarsa - VP Investor Relations Ririek Adriansyah - President, Director and Chief Executive Officer Heri Supriadi - Director of Finance and Risk Management Nugroho - President Director, Telkomsel Derrick Heng - Marketing Director, Telkomsel Budi Setyawan Wijaya - Strategic Portfolio Director, Telkomsel Conference Call Participants Arthur Pineda - Citigroup Piyush Choudhary - HSBC Sukriti Bansal - Bank of America Marissa Putri - UBS Henry Peja - Mandiri Sekuritas Ranjan Sharma - J.P. Morgan Octavius Oky Prakarsa Ladies and gentlemen welcome to PT Telkom Indonesia Earnings Call for the Unaudited Results of Nine Months of 2024.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2024 Earnings Call Transcript

Shares of PT Telkom Indonesia (Persero) Tbk (TLK, Financial) fell 3.13% in mid-day trading on Oct 2. The stock reached an intraday low of $19.19, before recovering slightly to $19.20, down from its previous close of $19.82.

PT Telkom Indonesia (Persero) Tbk (TLK) Trading Down 3.13% on Oct 2

I stick to a Buy rating for Telekomunikasi Indonesia, taking into consideration the improved competitive environment for its mobile business and the favorable growth prospects for its data center operations. TLK's mobile ARPU remained stable in Q2 2024 and its peers have began to raise prices, which indicates that pricing competition has become less intense in the Indonesian mobile market. TLK's data center revenue grew by 22% YoY in 1H 2024, and the growth outlook for this segment is positive considering the company's 2030 capacity growth target and its search for strategic investors.

Telekomunikasi Indonesia: Competitive Pressures Easing And Data Center Growth Are Reasons To Be Bullish

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Investors looking for stocks in the Diversified Communication Services sector might want to consider either PT Telekomunikasi (TLK) or Telus (TU). But which of these two stocks is more attractive to value investors?

TLK vs. TU: Which Stock Is the Better Value Option?

Telkom Indonesia is the leading Indonesian telecom provider, with 50%+ market share in mobility and fixed broadband services. Consistently growing and profitable, Telkom Indonesia is investing for future growth and diversifying its operations into additional verticals. Indonesia's fast-paced economic growth, responsible monetary policy, and favorable demographic trends provide an ideal environment for Telkom Indonesia's continued success.

Telkom Indonesia: Secular Tailwinds, Stellar Balance Sheet, Attractive Valuation

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does PT Telekomunikasi (TLK) have what it takes?

Why PT Telekomunikasi (TLK) is a Great Dividend Stock Right Now

Investors with an interest in Diversified Communication Services stocks have likely encountered both PT Telekomunikasi (TLK) and BCE (BCE). But which of these two stocks presents investors with the better value opportunity right now?

TLK or BCE: Which Is the Better Value Stock Right Now?

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q1 2024 Earnings Conference Call April 23, 2024 2:30 AM ET Company Participants Ahmad Reza - SVP Corporate Communication and Investor Relations Ririek Adriansyah - President, Director and Chief Executive Officer Derrick Heng - Marketing Director Mohamad Ramzy - Director of Finance and Risk Management Conference Call Participants Piyush Choudhary - HSBC Kelsey Santoso - Goldman Sachs Marissa Putri - UBS Arthur Pineda - Citigroup Henry Peja - Mandiri Sekuritas Sigrid Qiu - J.P. Morgan. Sukriti Bansal - Bank of America Operator Good day and thank you for standing by.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2024 Earnings Call Transcript

The recent pullback in Telekomunikasi Indonesia's shares is overdone, as the company's mobile ARPU outlook isn't as bad as feared in my opinion. Better-than-expected Q1 operating metrics and the successful monetization of the data center business via a partial sale might be potential catalysts for TLK. I remain bullish on Telekomunikasi Indonesia stock, as I think that a buying opportunity for the company's shares has emerged with the recent sell-off.

Telekomunikasi Indonesia: Sell-Off Looks Overdone

JAKARTA, Indonesia , April 2, 2024 /PRNewswire/ -- As required by Section 203.01 of the New York Stock Exchange Listed Company Manual, Telkom Indonesia (IDX: TLKM) (NYSE: TLK) confirms that it has filed its annual report on Form 20-F for the year 2023 with the U.S. Securities and Exchange Commission. Telkom Indonesia's 20-F report is available on its website at www.telkom.co.id (http://www.telkom.co.id/) as well as through the SEC website at www.sec.gov (http://www.sec.gov/).

PT Telkom Indonesia (Persero) Tbk 2023 Annual Report on Form 20-F

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Investors interested in Diversified Communication Services stocks are likely familiar with PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two stocks is more attractive to value investors?

TLK or SCMWY: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two stocks presents investors with the better value opportunity right now?

TLK vs. SCMWY: Which Stock Is the Better Value Option?

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two companies is the best option for those looking for undervalued stocks?

TLK vs. SCMWY: Which Stock Should Value Investors Buy Now?

Telekomunikasi Indonesia's mobile and broadband businesses could perform above expectations in the short term, considering the favorable market environment for the Indonesian mobile industry and its attractive Telkomsel Orbit offering. For the long term, TLK's data center still has a long growth runway ahead, taking into account its overseas market expansion plans. Telekomunikasi Indonesia deserves a Buy rating based on a comparison of its valuations with its growth outlook.

Telekomunikasi Indonesia: A Buy For The Short Term And The Long Run

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The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite short-term woes. SCMWY, TLK and VIV are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.

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TLK appears to be actively exploring value unlocking opportunities for its non-core businesses based on recent news flow. Telekomunikasi Indonesia's outlook has become more favorable, considering the realization of cross-selling synergies, and the creation of a new infrastructure business. I think there is lots to like about TLK, which means that a Buy rating for Telekomunikasi Indonesia is warranted.

Telekomunikasi Indonesia: Many Things To Like

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Telekomunikasi Indonesia is thinking of selling part of its interest in fintech business, Finnet, according to a recent media report. TLK is in the midst of reorganizing its data center business, which indicates that a potential IPO might be on the cards. TLK is worthy of a Buy rating, as it is undervalued relative to its growth prospects and there are potential re-rating catalysts for the stock.

Telekomunikasi Indonesia: Eyes On Potential Value Unlocking Corporate Actions

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q2 2023 Earnings Conference Call August 1, 2023 4:00 AM ET Company Participants Edwin Sebayang - Vice President of Investor Relations Ririek Adriansyah - President, Director & Chief Executive Officer Heri Supriadi - Finance & Risk Management Director Derrick Heng - Marketing Director Mohamad Ramzy - Director of Finance & Risk Management Conference Call Participants Piyush Choudhary - HSBC Arthur Pineda - Citi Hussaini Saifee - UBS Ranjan Sharma - JPMorgan Operator: Good day and thank you for standing by. Welcome to the Telkom Earnings Call First Half of 2023 Results Conference Call.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q2 2023 Earnings Call Transcript

Telekomunikasi Indonesia's fixed broadband business has good growth potential, considering that it is the market leader in an underpenetrated market. TLK's mobile business is a beneficiary of industry consolidation, as evidenced by the strong growth in its Q1 2023 ARPU. The outlook for both TLK's mobile and fixed broadband businesses, in the long run, is positive, which justifies a Buy rating for the stock.

Telekomunikasi Indonesia: Staying Bullish On Positive Long-Term Outlook

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q1 2023 Earnings Conference Call May 2, 2023 4:00 AM ET Company Participants Edwin Sebayang - Vice President, Investor Relations Ririek Adriansyah - Chief Executive Officer Venusiana - Consumer Business Director and Enterprise & Business Servicing Director Mohamad Ramzy - Finance and Risk Management Director Derrick Heng - Marketing Director Conference Call Participants Hussaini Saifee - UBS Ranjan Sharma - J.P. Morgan Piyush Choudhary - HSBC Arthur Pineda - Citi Operator Good day, and thank you for standing by.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2023 Earnings Call Transcript

TLK expects its top line to grow by +5% or higher in FY 2023, which could turn out to be its best year in terms of revenue expansion since 2018. The valuation creation levers for Telekomunikasi Indonesia include more aggressive cross-selling, the potential listing of its data center assets, and sustaining a high dividend payout ratio.

Telekomunikasi Indonesia: Multiple Levers To Pull

JAKARTA, Indonesia , April 7, 2023 /PRNewswire/ -- As required by Section 203.01 of the New York Stock Exchange Listed Company Manual, Telkom Indonesia (IDX: TLKM) (NYSE: TLK) confirms that it has filed its annual report on Form 20-F for the year 2022 with the U.S. Securities and Exchange Commission. Telkom Indonesia's 20-F report is available on its website at www.telkom.co.id (http://www.telkom.co.id/) as well as through the SEC website at www.sec.gov (http://www.sec.gov/).

PT Telkom Indonesia (Persero) Tbk 2022 Annual Report on Form 20-F

PT Telekomunikasi (TLK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

PT Telekomunikasi (TLK) Upgraded to Strong Buy: What Does It Mean for the Stock?

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News for PT Telekomunikasi Indonesia Stock (TLK)