德意志银行：2024印尼电信行业分析报告-Telkom公司在同质化市场环境中发展受阻（英文版）（26页）

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报告摘要

1August2024DeutscheBankResearchAsiaIndonesiaTelecommunicationsTelecommunicationsIndustryIndonesiaTelecomsDateForecastChangeFlatteningofcompetivelandscapehindersTelkomMarketseemsstable-creatingabasetobuildfromIndonesiastelcosreachedthehalfwaypointfortheyearinmixedfashion,withIndosatdoublingunderlyingNPATYoY,whileTelkomwasflat.Revenuegrowthisdecelerating,withTelkomsservicerevenueupjust1%in2QandIndosatup11%,representinga4ppand5ppslipfrom1Qgrowthrates.Thisntsurprisingofcourseconsideringthepricin...