Telkom Indonesia
About: PT Telkom Indonesia (Persero) Tbk is the integrated telecommunications provider in Indonesia. The company is focusing on dividing business into 3 Digital Business Domains namely, digital connectivity, digital platform, and digital services. It also provides a wide range of other communication services, including telephone network, interconnection services, multimedia, data and internet communication-related services, satellite transponder leasing, leased line, intelligent network and related services, cable television, and VoIP services.
Employees: 19,456
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
4.36% less ownership
Funds ownership: 4.4% [Q3] → 0.04% (-4.36%) [Q4]
7% less funds holding
Funds holding: 162 [Q3] → 151 (-11) [Q4]
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
21% less capital invested
Capital invested by funds: $861M [Q3] → $681M (-$180M) [Q4]
51% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 72
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $439K
Research analyst outlook
We haven’t received any recent analyst ratings for TLK.
Financial journalist opinion
Neutral
Seeking Alpha
4 months ago
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.
Negative
GuruFocus
5 months ago
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.
Positive
Seeking Alpha
5 months ago
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.
Neutral
Zacks Investment Research
7 months ago
TLK vs. TU: Which Stock Is the Better Value Option?
Investors looking for stocks in the Diversified Communication Services sector might want to consider either PT Telekomunikasi (TLK) or Telus (TU). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
8 months ago
Telkom Indonesia: Secular Tailwinds, Stellar Balance Sheet, Attractive Valuation
Telkom Indonesia is the leading Indonesian telecom provider, with 50%+ market share in mobility and fixed broadband services. Consistently growing and profitable, Telkom Indonesia is investing for future growth and diversifying its operations into additional verticals. Indonesia's fast-paced economic growth, responsible monetary policy, and favorable demographic trends provide an ideal environment for Telkom Indonesia's continued success.
Positive
Zacks Investment Research
9 months ago
Why PT Telekomunikasi (TLK) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does PT Telekomunikasi (TLK) have what it takes?
Positive
Zacks Investment Research
9 months ago
TLK or BCE: 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 BCE (BCE). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
Seeking Alpha
10 months ago
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q1 2024 Earnings Call Transcript
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK ) Q1 2024 Earnings Conference Call April 23, 2024 2:30 AM ET Company Participants Ahmad Reza - SVP Corporate Communication and Investor Relations Ririek Adriansyah - President, Director and Chief Executive Officer Derrick Heng - Marketing Director Mohamad Ramzy - Director of Finance and Risk Management Conference Call Participants Piyush Choudhary - HSBC Kelsey Santoso - Goldman Sachs Marissa Putri - UBS Arthur Pineda - Citigroup Henry Peja - Mandiri Sekuritas Sigrid Qiu - J.P. Morgan. Sukriti Bansal - Bank of America Operator Good day and thank you for standing by.
Positive
Seeking Alpha
10 months ago
Telekomunikasi Indonesia: Sell-Off Looks Overdone
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.
Neutral
PRNewsWire
11 months ago
PT Telkom Indonesia (Persero) Tbk 2023 Annual Report on Form 20-F
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/).
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