External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Thematic (Sector/Industry)

<ul><li>MNCN and SCMA will remain relevant during and after the transition to streaming services</li><li>Local content share remains relatively low in SE Asia’s AVOD market, but largely controlled locally, keeping foreign OTT players at bay</li><li>In the meantime, we are of the view that FTA TV revenues will remain resilient until around 2027, by which time the streaming propositions of MNCN and SCMA will be sustainable riding expected consumer tailwinds in the near term</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

MNCN and SCMA will remain relevant during and after the transition to streaming servicesLocal content share remains relatively low in SE Asia’s AVOD market, but largely controlled locally, keeping foreign OTT players at bayIn the meantime, we are of the view that FTA TV revenues will remain resilient until around 2027, by which time the streaming propositions of MNCN and SCMA will be sustainable riding expected consumer tailwinds in the near termContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Indonesia

PT Surya Citra Media Tbk has operations in mass media consultation, in house production and other multimedia services.  The Company's subsidiaries, SCTV and Indosiar provides television broadcasting throughout Indonesia.

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PT Surya Citra Media Tbk (SCMA IJ)

Media - Short & medium-term uncertainty

MNCN and SCMA will remain relevant during and after the transition to streaming services Local content share remains relatively low in SE Asia’s...

BRI Danareksa Research

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