XL Axiata

Indonesian Telcos – Q3 24 review: Softer, expect Q4 to improve on price increase; XL-Smartfren merger positive for continued market repair

Indonesian Telcos – Merger of XL Axiata and Smartfren

XL Axiata – Q3 24 Quick Take: Slower on softer spend but continued margin expansion

Indonesian Telcos - Q2 24 review: Continued margin expansion from XL and Indosat; trimmed target price for TLKM

XL Axiata – Q2 24 Quick Take: Slower but solid, good KPIs, guidance reiterated