Telco - Sector evolution intact
IOH’s Hutch3 raised prices on the back of secular network improvements, and thus IOH expansion to more areas has little sector downside risk
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Telco - Economies of scale through technology
2Q23 offers a springboard for telcos to get inline in fulfilling consensus/our forecast 2023F estimates. Sector Overweight with a pecking order of...
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Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
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Telco - Steady market repair
Telcos headed to Lebaran at steady pace as our survey suggests Amid fragile consumer power, TSEL run several optimizations and made significant...
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Equity Snapshot: April 11, 2023
Indocement Tunggal Prakarsa: Slight revisions to our earnings estimates (INTP.IJ IDR 9,900 BUY.TP IDR 13,300). Following the release of the FY22...
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