Telkom Indonesia Persero Tbk. - ADR (TLK)
Telekomunikasi Indonesia: A Mixed View (Rating Downgrade)
My updated rating for Telekomunikasi Indonesia is a "Hold" (versus a "Buy" previously), considering poor financial prospects and solid corporate restructuring efforts. FY2025 results missed expectations, with EPS down 24.7%; its FY26 revenue growth outlook was below consensus, while its EBITDA margin guidance implies limited improvement. But TLK is making strong progress on portfolio rationalization, and 5G transition risks are easing.
TELFY vs. TLK: Which Stock Is the Better Value Option?
Investors interested in stocks from the Diversified Communication Services sector have probably already heard of Telefonica (TELFY) and PT Telekomunikasi (TLK). But which of these two stocks is more attractive to value investors?
Telekomunikasi Indonesia: Indonesia's Digital Backbone At An Attractive Discount And Solid Yield
Telkom Indonesia is rated a buy, trading at an attractive valuation with a solid ~6% yield and strong long-term tailwinds. TLK's strategic pivot includes spinning off assets, optimizing its portfolio, and expanding aggressively into data centers for future growth. Despite a slight revenue contraction, TLK maintains a robust EBITDA margin of ~50% and disciplined CAPEX, supporting healthy free cash flow and dividends.
TLK or CHT: Which Is the Better Value Stock Right Now?
Investors with an interest in Diversified Communication Services stocks have likely encountered both PT Telekomunikasi (TLK) and Chunghwa (CHT). But which of these two stocks presents investors with the better value opportunity right now?
Telekomunikasi Indonesia: Favorable Takeaways From Investor Events
I maintain my "Buy" rating on Telekomunikasi Indonesia, after analyzing its corporate disclosures at recent events. TLK is making tweaks to its wireless segment's products, which should have a positive impact on the company's 2H25 results. It is also seeking to focus more on its core operations and unlock the value of its infrastructure assets.
Should Value Investors Buy PT Telekomunikasi Indonesia (TLK) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Telekomunikasi Indonesia Is Likely To Bounce Back
I rate Telkom Indonesia a buy, with a DCF-based price target of $21.75, offering 39% upside from current levels. ARPU declines from recent price wars are likely short-term, with market growth and convergence trends set to drive a rebound. TLK's digital infrastructure, especially its leading tower network, positions it for accelerated growth as 5G demand rises.
Telekomunikasi Indonesia: Buyback Program And ARPU Growth Are Positive Signals
I maintain a Buy rating for PT Telekomunikasi Indonesia Tbk after identifying favorable read-throughs from the latest corporate and industry developments. TLKM recently disclosed a new buyback plan, and it committed to a higher-than-expected distribution payout for this year. The company has also turned the corner with a quarter-on-quarter ARPU expansion in 4Q24; there are signs implying that this positive momentum will be sustained.
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q4 2024 Earnings Call Transcript
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q4 2024 - Earnings Conference Call April 21, 2025 3:00 AM ET Company Participants Octavius Oky Prakarsa - VP Investor Relations Budi Setyawan Wijaya - Strategic Portfolio Director Heri Supriadi - Finance and Risk Management Director Daru Mulyawan - Finance and Risk Management Director Derrick Heng - Marketing Director Adiwinahyu Basuki Sigit - Sales Director Conference Call Participants Piyush Choudhary - HSBC Kelsey Santoso - Goldman Sachs Henry Peja - Mandiri Sekuritas Ranjan Sharma - J.P. Morgan Arthur Pineda - Citigroup Operator Ladies and gentlemen, welcome to PT Telkom Indonesia Earnings Call for the audited full year result of 2024.
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2024 Earnings Call Transcript
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q3 2024 Earnings Conference Call October 31, 2024 3:00 AM ET Company Participants Octavius Oky Prakarsa - VP Investor Relations Ririek Adriansyah - President, Director and Chief Executive Officer Heri Supriadi - Director of Finance and Risk Management Nugroho - President Director, Telkomsel Derrick Heng - Marketing Director, Telkomsel Budi Setyawan Wijaya - Strategic Portfolio Director, Telkomsel Conference Call Participants Arthur Pineda - Citigroup Piyush Choudhary - HSBC Sukriti Bansal - Bank of America Marissa Putri - UBS Henry Peja - Mandiri Sekuritas Ranjan Sharma - J.P. Morgan Octavius Oky Prakarsa Ladies and gentlemen welcome to PT Telkom Indonesia Earnings Call for the Unaudited Results of Nine Months of 2024.
PT Telkom Indonesia (Persero) Tbk (TLK) Trading Down 3.13% on Oct 2
Shares of PT Telkom Indonesia (Persero) Tbk (TLK, Financial) fell 3.13% in mid-day trading on Oct 2. The stock reached an intraday low of $19.19, before recovering slightly to $19.20, down from its previous close of $19.82.
Telekomunikasi Indonesia: Competitive Pressures Easing And Data Center Growth Are Reasons To Be Bullish
I stick to a Buy rating for Telekomunikasi Indonesia, taking into consideration the improved competitive environment for its mobile business and the favorable growth prospects for its data center operations. TLK's mobile ARPU remained stable in Q2 2024 and its peers have began to raise prices, which indicates that pricing competition has become less intense in the Indonesian mobile market. TLK's data center revenue grew by 22% YoY in 1H 2024, and the growth outlook for this segment is positive considering the company's 2030 capacity growth target and its search for strategic investors.
