In today’s briefing:
- Indosat (ISAT IJ) – Rising ARPUs with an AI Twist
Indosat (ISAT IJ) – Rising ARPUs with an AI Twist
- A conversation with Indosat (ISAT IJ) managment revealed a stabilisation in the pricing environment following Telkomsel’s recent data price hikes and a more positive outlook for 2025 with market consolidation.
- 2025 will see the four-player market move to a three-player market which should be positive for data pricing following the XL/FREN merger, with ex-Java expansion also potentially boosting ISAT ARPUs.
- Indosat‘s move into the AI sphere through its exclusivity in providing NVIDIA Corp‘s GPUs in Indonesia should be an additional growth driver in 2025. Valuation remains appealing.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
