In today’s briefing:
- XL Axiata (EXCL IJ) – Following the Road to Convergence Fuelled by Data
XL Axiata (EXCL IJ) – Following the Road to Convergence Fuelled by Data
- XL Axiata 2Q2022 results reflected a better pricing environment and the success of its focus on high-quality service, with the highest data speeds, leading to higher subs and ARPUs.
- The company continues to migrate its subscribers to 4G, and build out its 4G BTS whilst shutting down its 3G towers, which should be positive for the quality of service.
- XL Axiata (EXCL IJ) should be seen as the leader in providing converged services in Indonesia, with the acquisition of Link Net accelerating its lead, which will boost long-term profitability.
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