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XL Axiata (EXCL IJ)
Watchlist
313
Analysis
Communication Services
•
Indonesia
PT XL Axiata Tbk provides a wide range of mobile telecommunications services in Indonesia.
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bullish
•
Thematic (Sector/Industry)
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01 Feb 2024 11:53
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Broker
4Q23 Preview: Telcos to Deliver Tangible Quarterly Topline Growth with Broadly In-Line Earnings
ISAT is our top pick for expected earnings improvements, while EXCL is an attractive merger target and has value unlocking potential.
BRI Danareksa Research
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247 Views
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bullish
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Thematic (Sector/Industry)
•
30 Jan 2024 20:34
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Broker
Equity Strategy: Re-Emerging Risk Factors May Warrant More Conservative Positioning in Feb24
We see Telcos (ISAT, EXCL) and middle-high retailers as sectors with potential growth surprises, reasonable valuations and are less crowded.
BRI Danareksa Research
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182 Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2023 21:37
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Broker
Telco: Positive KTAs from Our Meeting with Kemkominfo ( OVERWEIGHT)
We met with the Telecommunications Ministry (Kemkominfo), coming away with positive takeaways for the operators, as the ministry: a) fully supports...
BRI Danareksa Research
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110 Views
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bullish
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Thematic (Sector/Industry)
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19 Oct 2023 09:33
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Broker
Telco: Positive Industry Outlook from Asset-Light Model and Revenue Momentum
We met with a CEO, CMO and 2 CFOs from the 3 leading telcos who share some common objectives in driving usage, the payload and increasing ARPU.
BRI Danareksa Research
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298 Views
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bullish
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Thematic (Sector/Industry)
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14 Oct 2023 09:42
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Broker
Telco: 3Q23 Preview
We see a different EBITDA margin narrative for each player but foresee a positive trajectory for the sector overall in 3Q23.
BRI Danareksa Research
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393 Views
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