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...
445 Views
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...
346 Views
Telco: Selective Competition and Limited Starlink Threat Imply a Constructive Outlook
Our survey reveals that TSEL’s launch of TSEL Lite and non-Lite packs is targeted toward select segments; hence a marginal impact on IOH/XL.
195 Views
Telco: 1Q24 Preview: TLKM’s Inline 1Q24 Earnings Implies Possible Limited Downside for ISAT and EXCL
We noted Telkom’s resilient 1Q24 topline as per expectations amid seasonality which implies IOH and EXCL may also deliver inline revenue.
175 Views
Telco - Organic and Inorganic Opportunities for Rerating
Organic and inorganic opportunities for rerating4Q23 foretells positive trends for better subs demographics and ARPU for IOH & XL, justifying their...
262 Views