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Equity Bottom-Up

Telekomunikasi Indonesia / Equity Bottom-Up

Telkom Indonesia (TLKM IJ Equity): Defensive, high earning growth stock Telkom currently is trading at a P/E of 17x 2017E and 15.5x 2018E consensus earnings, below its peer average of 24x P/E 2017E despite higher EPS growth of 16% v/s 7% YoY for peers. Its dividend yield of ±4% given a dividend payout of 60% has room for upside surprise. We believe Telkom is a conviction stock, besides being defensive it has high growth potential; consensus expects the company to once again report double-digit…

Telkom Indonesia (TLKM IJ Equity): Defensive, high earning growth stock Telkom currently is trading at a P/E of 17x 2017E and 15.5x 2018E consensus earnings, below its peer average of 24x P/E 2017E despite higher EPS growth of 16% v/s 7% YoY for peers. Its dividend yield of ±4% given a dividend payout of 60% has room for upside surprise. We believe Telkom is a conviction stock, besides being defensive it has high growth potential; consensus expects the company to once again report double-digit…

Telkom Indonesia - Golden State Owned Enterprise to Continue Dominance in 2017