PT Telekomunikasi Indonesia

PT Telkom Indonesia (Persero) Tbk is a holding company, which engages in the provision of telecommunications, information, and technology services. It operates through the following segments: Mobile, Consumer, Enterprise, Wholesale and International Business (WIB), and Others. The Mobile segment provides mobile voice, SMS, value added services and, mobile broadband. The Consumer segment offers fixed wire line telecommunications services, pay television, data, and internet services to home customers. The Enterprise segment provides end-to-end solution to corporate and institutions. The WIB segment is composed of interconnection services, leased lines, satellite, VSAT, broadband access, information technology services, data and Internet services to Other Licensed Operator companies and institutions. The Others segment deals with Digital Service Operating Segments that does not meet the disclosure requirements for a reportable segments. The company was founded on September 24, 1991 and is headquartered in Jakarta, Indonesia.

Earnings data Q2 2024

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The recent pullback in Telekomunikasi Indonesia's shares is overdone, as the company's mobile ARPU outlook isn't as bad as feared in my opinion. Better-than-expected Q1 operating metrics and the successful monetization of the data center business via a partial sale might be potential catalysts for TLK. I remain bullish on Telekomunikasi Indonesia stock, as I think that a buying opportunity for the company's shares has emerged with the recent sell-off.

Telekomunikasi Indonesia: Sell-Off Looks Overdone

JAKARTA, Indonesia , April 2, 2024 /PRNewswire/ -- As required by Section 203.01 of the New York Stock Exchange Listed Company Manual, Telkom Indonesia (IDX: TLKM) (NYSE: TLK) confirms that it has filed its annual report on Form 20-F for the year 2023 with the U.S. Securities and Exchange Commission. Telkom Indonesia's 20-F report is available on its website at www.telkom.co.id (http://www.telkom.co.id/) as well as through the SEC website at www.sec.gov (http://www.sec.gov/).

PT Telkom Indonesia (Persero) Tbk 2023 Annual Report on Form 20-F

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Investors interested in Diversified Communication Services stocks are likely familiar with PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two stocks is more attractive to value investors?

TLK or SCMWY: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two stocks presents investors with the better value opportunity right now?

TLK vs. SCMWY: Which Stock Is the Better Value Option?

Investors interested in stocks from the Diversified Communication Services sector have probably already heard of PT Telekomunikasi (TLK) and Swisscom AG (SCMWY). But which of these two companies is the best option for those looking for undervalued stocks?

TLK vs. SCMWY: Which Stock Should Value Investors Buy Now?

Telekomunikasi Indonesia's mobile and broadband businesses could perform above expectations in the short term, considering the favorable market environment for the Indonesian mobile industry and its attractive Telkomsel Orbit offering. For the long term, TLK's data center still has a long growth runway ahead, taking into account its overseas market expansion plans. Telekomunikasi Indonesia deserves a Buy rating based on a comparison of its valuations with its growth outlook.

Telekomunikasi Indonesia: A Buy For The Short Term And The Long Run

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The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite short-term woes. SCMWY, TLK and VIV are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.

3 Communication Stocks Set to Sail Against Industry Turbulence

Investors with an interest in Diversified Communication Services stocks have likely encountered both PT Telekomunikasi (TLK) and BCE (BCE). But which of these two stocks presents investors with the better value opportunity right now?

TLK or BCE: Which Is the Better Value Stock Right Now?

TLK appears to be actively exploring value unlocking opportunities for its non-core businesses based on recent news flow. Telekomunikasi Indonesia's outlook has become more favorable, considering the realization of cross-selling synergies, and the creation of a new infrastructure business. I think there is lots to like about TLK, which means that a Buy rating for Telekomunikasi Indonesia is warranted.

Telekomunikasi Indonesia: Many Things To Like

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Telekomunikasi Indonesia is thinking of selling part of its interest in fintech business, Finnet, according to a recent media report. TLK is in the midst of reorganizing its data center business, which indicates that a potential IPO might be on the cards. TLK is worthy of a Buy rating, as it is undervalued relative to its growth prospects and there are potential re-rating catalysts for the stock.

Telekomunikasi Indonesia: Eyes On Potential Value Unlocking Corporate Actions

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q2 2023 Earnings Conference Call August 1, 2023 4:00 AM ET Company Participants Edwin Sebayang - Vice President of Investor Relations Ririek Adriansyah - President, Director & Chief Executive Officer Heri Supriadi - Finance & Risk Management Director Derrick Heng - Marketing Director Mohamad Ramzy - Director of Finance & Risk Management Conference Call Participants Piyush Choudhary - HSBC Arthur Pineda - Citi Hussaini Saifee - UBS Ranjan Sharma - JPMorgan Operator: Good day and thank you for standing by. Welcome to the Telkom Earnings Call First Half of 2023 Results Conference Call.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q2 2023 Earnings Call Transcript

Telekomunikasi Indonesia's fixed broadband business has good growth potential, considering that it is the market leader in an underpenetrated market. TLK's mobile business is a beneficiary of industry consolidation, as evidenced by the strong growth in its Q1 2023 ARPU. The outlook for both TLK's mobile and fixed broadband businesses, in the long run, is positive, which justifies a Buy rating for the stock.

Telekomunikasi Indonesia: Staying Bullish On Positive Long-Term Outlook

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q1 2023 Earnings Conference Call May 2, 2023 4:00 AM ET Company Participants Edwin Sebayang - Vice President, Investor Relations Ririek Adriansyah - Chief Executive Officer Venusiana - Consumer Business Director and Enterprise & Business Servicing Director Mohamad Ramzy - Finance and Risk Management Director Derrick Heng - Marketing Director Conference Call Participants Hussaini Saifee - UBS Ranjan Sharma - J.P. Morgan Piyush Choudhary - HSBC Arthur Pineda - Citi Operator Good day, and thank you for standing by.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2023 Earnings Call Transcript

TLK expects its top line to grow by +5% or higher in FY 2023, which could turn out to be its best year in terms of revenue expansion since 2018. The valuation creation levers for Telekomunikasi Indonesia include more aggressive cross-selling, the potential listing of its data center assets, and sustaining a high dividend payout ratio.

Telekomunikasi Indonesia: Multiple Levers To Pull

JAKARTA, Indonesia , April 7, 2023 /PRNewswire/ -- As required by Section 203.01 of the New York Stock Exchange Listed Company Manual, Telkom Indonesia (IDX: TLKM) (NYSE: TLK) confirms that it has filed its annual report on Form 20-F for the year 2022 with the U.S. Securities and Exchange Commission. Telkom Indonesia's 20-F report is available on its website at www.telkom.co.id (http://www.telkom.co.id/) as well as through the SEC website at www.sec.gov (http://www.sec.gov/).

PT Telkom Indonesia (Persero) Tbk 2022 Annual Report on Form 20-F

PT Telekomunikasi (TLK) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

PT Telekomunikasi (TLK) Upgraded to Strong Buy: What Does It Mean for the Stock?

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Telekomunikasi Indonesia should recognize a significant unrealized fair value gain in 2023, considering expectations that the shares of its investee GoTo Gojek Tokopedia should rise this year. TLK's wireless business is expected to perform well in 2023, taking into account the high likelihood of price increases initiated by the company and its peers.

Telekomunikasi Indonesia: 2023 Will Likely Be A Brighter Year

Telekomunikasi Indonesia is currently valued by the market at a consensus forward next twelve months' EV/EBITDA multiple of 5.6 times. The potential catalysts for TLK include the merger of its mobile and broadband businesses, and the monetization of its telecommunications infrastructure.

Telekomunikasi Indonesia: 2 Catalysts To Watch

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q3 2022 Results Conference Call November 1, 2022 3:00 AM ET Company Participants Ahmad Reza - SVP of Corporate Communications and Investor Relations Ririek Adriansyah - President, Director and CEO Heri Supriadi - Finance and Risk Management Director Herlan Wijanarko - Network and IT Solutions Director Bogi Witjaksono - Wholesale and International Service Director Budi Setyawan Wijaya - Strategic Portfolio Director Muhamad Fajrin Rasyid - Digital Business Director Afriwandi - Human Capital Management Director Mohamad Ramzy - Finance and Risk Management Director Derrick Heng - Marketing Director Conference Call Participants Piyush Choudhary - HSBC Arthur Pineda - Citigroup Choong Chen Foong - CIMB Research Hussaini Saifee - UBS Operator Good day, and thank you for standing by. Welcome to Telkom Earnings Call 9 Months of 2022.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2022 Earnings Call Transcript

Indonesia is one of the world's largest telecommunications markets, and it still has ample room for growth. Telkom Indonesia has a circa 60% market share and has been performing very well during the past few years.

Telekomunikasi Indonesia: Stellar Indonesia Telecom Play

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q2 2022 Earnings Conference Call August 2, 2022 4:00 AM ET Company Participants Andi Setiawan - Vice President, Investor Relations Ririek Adriansyah - President Director and Chief Executive Officer Heri Supriadi - Finance and Risk Management Director Herlan Wijanarko - Network & IT Solution Director Bogi Witjaksono - Wholesale & International Service Director Budi Setyawan Wijaya - Strategic Portfolio Director Derrick Heng - Marketing Director, Telkomsel Conference Call Participants Arthur Pineda - Citi Choong Chen Foong - CGS-CIMB Hussaini Saifee - UBS Ranjan Sharma - JPMorgan Operator Good day and thank you for standing by. Welcome to Telkom Earnings Call First Half of 2022 Results.

Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) CEO Ririek Adriansyah on Q2 2022 Results - Earnings Call Transcript

Telkom reported rather soft results in the 4Q21 thanks to rising expenses but an unrealized gain from its investment in GoTo, a non-operating income, came to rescue. While the management believes that the company is heading toward a healthier competitive landscape, we believe that the industry is dynamic, possibly intensified by the newly-merged Indosat Ooredoo Hutchison.

Telkom: Shifting Toward A Digital Telco

Despite intense competition in Indonesia's mobile sector and significant capital expenditure, Telkom remains the leader in telecommunications in Indonesia. Telekomunikasi Indonesia is well-positioned to take advantage of the 5G rollout in Indonesia, which might boost its revenues and profitability in the future.

News for PT Telekomunikasi Indonesia Stock (TLK)