ENTITY
XL Axiata

XL Axiata (EXCL IJ)

338
Analysis
Communication ServicesIndonesia
PT XL Axiata Tbk provides a wide range of mobile telecommunications services in Indonesia.
more
01 Feb 2024 11:53Broker

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.

Logo
255 Views
Share
30 Jan 2024 20:34Broker

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.

Logo
188 Views
Share
bullishXL Axiata
24 Nov 2023 19:56Broker

XL Axiata (EXCL IJ) - Inline 3Q23 Earnings; Growth Trajectory Intact

EXCL’s in-line 3Q23/ 9M23 results show that it has strategically moved further to higher ARPU users in 3Q23, while opex streamlining has improved...

Logo
448 Views
Share
bullishXL Axiata
23 Nov 2023 20:56Broker

XL Axiata (EXCL.IJ) - Inline 3Q23 Earnings; Growth Trajectory Intact

XL Axiata(EXCL IJ)Inline 3Q23 earnings; growth trajectory intactEXCL’s in-line 3Q23/ 9M23 results show that it has strategically moved further to...

Logo
352 Views
Share
31 Oct 2023 21:37Broker

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...

Logo
118 Views
Share
x