EXCL XL Axiata Tbk


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EXCL Premier Insight : EXCL, to utilize Palapa Ring
13 Jun 2019 09:29 (7 hari lalu) - Download PDF EXCL : XL Axiata (EXCL IJ; Rp2,900; Buy) to utilize Palapa Ring. This is part of EXCL 's commitment to support Gov't program. Palapa Ring network helps to solve challgens in providing infrastructure network in outer Java. EXCL has utilized West Palapa Ring (to support EXCL 's 4G network in Anambas island, Riau Island, and Nias), and plans to use Central and East Palapa rRiang to cnnect outer areas of Indonesia. According to old news, Palapa Ring Project serves non-financially feasible areas and structured as cooperation between private and Gov't. (Bisnis Indonesia, Kontan). Comment: The Palapa Ring might give insignificant ...
EXCL Premier Insight : EXCL, will release bonds worth of Rp2.1tn as a part of continuous bond phase I 2017
23 May 2019 10:00 (28 hari lalu) - Download PDF EXCL : XL Axiata (EXCL IJ; Rp2,640; Buy) for East Region expects Lebaran Holiday to drive data traffic vs. Normal day. Representative of EXCL for "East Region" (specific areas not disclosed) estimates Lebaran holiday to drive 50% increase in data traffic vs. Normal day. EXCL 's number of subscribers in Sulawesi is 1.5mn (3% of total EXCL 's subscribers) supported with > 5.4K BTS (c.4% of EXCL 's total BTS). 4G BTS in Sulawesi accounted 28% of Sulawesi's total BTS. (Fajar.co.id, Company). Comment: Neutral for now but we expext actual data traffic in Lebaran will be driven by positive seasonality for Telco sector, more posit ...
EXCL Premier Insight : EXCL, strengthens network to develop East Indonesia’s market
20 May 2019 09:18 (1 bulan 1 hari lalu) - Download PDF EXCL : XL Axiata (EXCL IJ; Rp2,540; Buy) strengthens network to develop East Indonesia's market. This is part of preparation for peak demand near Lebaran holiday. EXCL said data traffic increase was +58% in the last one year. EXCL 's subscribers in East Java, Bali, West Nusa Tenggara, East Nusa Tenggara, and Sulawesi are 12.6mn (c.23% of EXCL 's 1Q19 subscriber base). The company are preparing its products, sevice, and network capacity near Lebaran holiday. (Company, JPNN.com). Comment: Neutral to EXCL as we already include expansion to outer Java in our estimates. We have a Buy with TP Rp3300. EXCL trades at 2019 EV/EBIT ...
TLKM EXCL Analisa Saham TLKM dan EXCL
20 May 2019 07:40 (1 bulan 1 hari lalu) - Analisa Saham TLKM dan EXCL Indo Premier on Telkom (TLKM) Early signs of strong comeback 1Q19 top-line tumbuh + 10% QoQ, didukung oleh pertumbuhan TLKM yang dilaporkan "Internet, komunikasi data, dan layanan TI" (19% terhadap pendapatan; + 281% QoQ; biasanya tidak stabil). 1T19 TLKM melaporkan internet seluler dan data Rp13tn adalah QoQ flat di 1Q19, sementara pendapatan SMS sebesar Rp2tn dan "pendapatan telepon - seluler" sebesar Rp6tn (mungkin menyiratkan suara) turun -10% QoQ. Catatan Data seluler, suara, dan angka pendapatan SMS Telkomsel mungkin berbeda di Info Memo. Kami berharap TLKM menunjukkan tren pemulihan YoY positif tahun ini ...
EXCL Danareksa Equity Snapshot - EXCL, 15 Mei 2019
15 May 2019 10:10 (1 bulan 6 hari lalu) - XL Axiata(EXCL IJ) Meeting takeaways: a mindset for value creation   The CFO of XL commented on the company’s robust operations and noted that the market risk was being reduced down to cluster level. He also affirmed that Q2 and the Ramadan period presented the company with monetization opportunities and offered the scope to raise pricing. XL continues to take efforts to rationalize its balance sheet and has room to start divesting its 4,600 towers.    Taking a longer-term view on 4G. Beyond XL’s dual brand strategy and ex-Java network roll-out with 4G, XL believes 4G is a necessity and takes a longer-term view on this cycle, investing in ...
EXCL Analisa Saham EXCL: TP upgraded
09 May 2019 07:57 (1 bulan 12 hari lalu) - EXCL: Still our top-pick, TP upgraded EXCL mencatatkan laba bersih tumbuh positif ke Rp57 miliar di 1Q19, +270,6% YoY, yang didorong oleh: (1) penurunan beberapa komponen biaya seperti beban penjualan dan beban langsung (2) one-off dari keuntungan selisih kurs. Tingkat hutang masih tercatat tinggi, dengan net gearing naik ke 0,81x di 1Q19 (1Q18: 0,53x) yang mengakibatkan beban bunga naik ke Rp607 miliar, +59,5% YoY. Trafik data naik signifikan, tercatat 710pb, +12,4% QoQ, +70,2% YoY, didorong oleh peningkatan konsumsi data di tahun Pemilu, ini juga didorong oleh ekspansi yang agresif di segmen data, dengan pertumbuhan tower 4G menjadi 33,1k ...
EXCL Ada Rencana Merger Dengan Telenor, Analis Pertahankan Buy EXCL
07 May 2019 17:41 (1 bulan 14 hari lalu) - Ipotnews- XL Axiata (EXCL ) membukukan laba sebelum pajak (EBITDA) hingga Rp2,3 triliun, naik 15 persen secara tahunan (YoY). Sementara laba bersih yang diraih sebesar Rp58 miliar di sepanjang periode kuartal pertama tahun ini (1Q19). Pencapaian kuartal kali ini adalah keberhasilan membukukan pertumbuhan EBITDA kuartalan keduanya secara berturut-turut dengan yang naik secara double digit. Pada kuartal IV 2018, EBITDA yang diraih tumbuh 11 persen (YoY). Akan tetapi EBITDA di 1Q19 tersebut tercatat turun tipis 3 persen bila dibandingkan periode yang sama tahun lalu. Hal ini terutama disebabkan oleh kenaikan biaya infrastruktur. Namun ini masih ...
EXCL Danareksa Equity Snapshot -EXCL, 07 Mei 2019
07 May 2019 13:53 (1 bulan 14 hari lalu) - XL Axiata(EXCL IJ) Robust topline, expansion weighed on earnings   XL posted a robust 1Q19 topline, +9%yoy. As fixed assets normalized from 4Q18’s accelerated depreciation, the operating profits reflected much of the topline growth despite increases in other OPEX. 1Q19 net profits reached Rp57bn (the last net profit was in 1Q18), achieving only 11% of our full year estimate due to higher interest costs from leases and debt.   Decent 1Q19 topline growth. EXCL continued to demonstrate good traction with a 1Q19 topline of Rp5.97tn, -1.3% qoq. On a yearly comparison, the growth reached 8.5%. Service revenues grew 1.8%qoq (+12.0%yoy), driven b ...
EXCL Danareksa Equity Snapshot - 07 Mei 2019
07 May 2019 13:48 (1 bulan 14 hari lalu) - FROM EQUITY RESEARCH Strategy: 1Q19 GDP: slowdown in GFCF growth Although the 1Q19 GDP growth of 5.07% came in below the consensus figure of 5.2%, household consumption growth remained elevated at above the 5% level. Demand during Lebaran will likely provide more support for growth in 2Q19. As expected, GFCF growth moderated to 5.03%, its lowest pace since 2Q17, while Government Consumption slipped 46% q-q on seasonal factors. On a more positive note, DRI’s recent Consumer Confidence Index reading shows a pick-up to its highest level since Feb 2005.   To see the full version of this report, please click here   XL Axiata:  Robu ...
EXCL ERAA Analisa Saham ERAA dan EXCL
02 May 2019 07:56 (1 bulan 19 hari lalu) - Trimegah Securities on XL Axiata (EXCL) Positive earnings outlook Meskipun pertumbuhan 14% dalam pendapatan data, XL melaporkan hanya pertumbuhan 2% sederhana dalam EBITDA pada tahun 2018. Hal ini disebabkan oleh fakta bahwa pertumbuhan pendapatan data sebagian besar didorong oleh volume, yang naik 72% YoY pada tahun 2018, sementara data hasil panen menurun sebesar 34%. Mulai Februari 19, XL memperkenalkan Combo Xtra VIP yang dihargai Rp10 ribu lebih tinggi dari paket normal yang menyertakan iflix VoD dan memungkinkan rollover data (data yang tersisa ditambahkan ke kuota bulan depan). Kami percaya bahwa pengguna yang biasanya tidak mengguna ...
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