Indonesian Telecom Market Repair: Revenues Growing, Margins Rising.

XL Axiata's Share Price Tracks Towards Rights Price and Ignores Improving Market Conditions

Telekom Indonesia - Only Two Reasons Have Us Worried

Indonesia's Telecoms Sector Growing Strongly Again

Indonesian Market Recovery. PT Telkom Leads the Way

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

Telekomunikasi Indonesia / Equity Bottom-Up

<p>We have written in the past about the potential for Indonesia's large telcos to benefit form a period of less competition, more price stability and a rise in what have been very low returns. We see this as a multi year process and one that has really only just begun. It will not be all smooth sailing but we see potential for returns to rise in coming years. The biggest beneficiaries are likely to be the no 2 and 3 players: <a href="https://www.smartkarma.com/entities/5737" target="_blank" data-smartkarma-citation="entities:5737">Indosat Tbk Pt</a> (ISAT) and <a href="https://www.smartkarma.com/entities/15028" target="_blank" data-smartkarma-citation="entities:15028">Xl Axiata Tbk Pt</a> (EXCL). However, at the…</p>

We have written in the past about the potential for Indonesia's large telcos to benefit form a period of less competition, more price stability and a rise in what have been very low returns. We see this as a multi year process and one that has really only just begun. It will not be all smooth sailing but we see potential for returns to rise in coming years. The biggest beneficiaries are likely to be the no 2 and 3 players: Indosat Tbk Pt (ISAT) and Xl Axiata Tbk Pt (EXCL). However, at the…

PT Telkom: Strong Results in an Improving Market