#30 tag 24jam
Comparing TLKM, ISAT Strategic Directions in Fiber Optic Business
Telkom and Indosat are restructuring their fiber-optic businesses. Telkom's InfraNexia aims for growth, while Indosat's FiberCo, with Arsari and Northstar, targets digital expansion. [91] url asal
#fiber-optic-business #tlkm-strategy #isat-strategy #telkom-indonesia #indosat-ooredoo #fiberco-joint-venture #infranexia-spin-off #arsari-group-investment #northstar-group-partnership #digital-infrast
(Bisnis.Com - Terbaru) 01/01/70 07:00
v/95766/
Bisnis.com, JAKARTA — Two telecommunications heavyweights, PT Telkom Indonesia (Persero) Tbk. (TLKM) and PT Indosat Tbk. (ISAT), executed closely aligned corporate maneuvers toward the end of 2025, each moving to carve out their fiber-optic businesses through distinct structures.
The market response, however, has diverged. TLKM shares have extended their rally into early 2026, while ISAT has continued to weaken. The separation of fiber-optic units—assets with considerable valuation—has emerged as a key strategy to unlock value amid rapid technological shifts and intensifying competition in Indonesia’s telecom sector.
Telkom (TLKM) Talks About a New Cash Engine, The Next Telkomsel?
TLKM is separating part of its assets into Infranexia, a move expected to boost TLKM’s long-term value by optimizing assets and improving efficiency. [70] url asal
#telkom-spin-off #infranexia-growth #telkomsel-successor #tlkm-strategy #infrastructure-assets #network-sharing-model #asset-optimization #digital-economy #revenue-engine #fiber-optic-management #telec
(Bisnis.Com - Terbaru) 01/01/70 07:00
v/60849/
Bisnis.com, JAKARTA — PT Telkom Indonesia Tbk. (TLKM) says the spin-off of its infrastructure assets into Infranexia is poised to become a powerful new revenue engine. The newly formed entity is even touted as a potential successor to Telkomsel in terms of growth and value creation.
TLKM confirmed that the spin-off has reached 60% completion. Management is aiming to finalize the process by the first half of 2026.
#50 tag sepekan
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