Telkom Indonesia May Benefit From Fiber-Optic Asset Transfer -- Market Talk

Dow Jones

Nov 07

0142 GMT - Telkom Indonesia may benefit from the transfer of 75 trillion rupiah worth of fiber-optic assets to subsidiary Telkom InfraCo, UOB Kay Hian analysts say in a research report. The telecommunications company also intends to invite a strategic partner to acquire a 20%-30% interest in the subsidiary, focusing on expertise that can boost operational performance and accelerate growth, the analysts note. After the transfer, the subsidiary is expected to generate around 26 trillion rupiah in revenue and 9 trillion rupiah-10 trillion rupiah in Ebitda, implying 35%-39% margin. The brokerage raises the stock's target price to IDR4,000.00 from IDR3,800.00 to reflect the value-unlocking catalysts, with an unchanged buy rating. Shares last closed at IDR3,480.00. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

November 06, 2025 20:42 ET (01:42 GMT)

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The telecommunications company also intends to invite a strategic partner to acquire a 20%-30% interest in the subsidiary, focusing on expertise that can boost operational performance and accelerate growth, the analysts note. After the transfer, the subsidiary is expected to generate around 26 trillion rupiah in revenue and 9 trillion rupiah-10 trillion rupiah in Ebitda, implying 35%-39% margin. The brokerage raises the stock's target price to IDR4,000.00 from IDR3,800.00 to reflect the value-unlocking catalysts, with an unchanged buy rating. Shares last closed at IDR3,480.00. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2025 20:42 ET (01:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Telkom Indonesia May Benefit From Fiber-Optic Asset Transfer -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTelkom Indonesia May Benefit From Fiber-Optic Asset Transfer -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-07 09:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0142 GMT - Telkom Indonesia may benefit from the transfer of 75 trillion rupiah worth of fiber-optic assets to subsidiary Telkom InfraCo, UOB Kay Hian analysts say in a research report. The telecommunications company also intends to invite a strategic partner to acquire a 20%-30% interest in the subsidiary, focusing on expertise that can boost operational performance and accelerate growth, the analysts note. After the transfer, the subsidiary is expected to generate around 26 trillion rupiah in revenue and 9 trillion rupiah-10 trillion rupiah in Ebitda, implying 35%-39% margin. The brokerage raises the stock's target price to IDR4,000.00 from IDR3,800.00 to reflect the value-unlocking catalysts, with an unchanged buy rating. Shares last closed at IDR3,480.00. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 06, 2025 20:42 ET (01:42 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4115","symbol_name":"综合电信业务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2581230350","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581230350","pubTimestamp":1762479720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0142 GMT - Telkom Indonesia may benefit from the transfer of 75 trillion rupiah worth of fiber-optic assets to subsidiary Telkom InfraCo, UOB Kay Hian analysts say in a research report. 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The telecommunications company also intends to invite a strategic partner to acquire a 20%-30% interest in the subsidiary, focusing on expertise that can boost operational performance and accelerate growth, the analysts note. After the transfer, the subsidiary is expected to generate around 26 trillion rupiah in revenue and 9 trillion rupiah-10 trillion rupiah in Ebitda, implying 35%-39% margin. The brokerage raises the stock's target price to IDR4,000.00 from IDR3,800.00 to reflect the value-unlocking catalysts, with an unchanged buy rating. Shares last closed at IDR3,480.00. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 06, 2025 20:42 ET (01:42 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}