The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kresna P. Hutabarat - PT Mandiri Sekuritas, Research Division - Analyst
: Congrats on the strong turnaround in this quarter. I have 2 questions. My first question on the BTS count. So how should we view the
quarter-on-quarter decline in your BTS numbers. Especially regarding your recent 900 gigahertz spend reform, how has that helped with your
network size requirement going forward? That's my first question.
My second question was on subsidiary stake sale, on the subsidy called APE. I understand that from financial statements that the asset has a carrying
value of around IDR 1 trillion. In the event of final stake sale, would this IDR 1 trillion be the amount of cash that you'd be able to collect? The first
question.
And my last question is more long term. I think in previous meetings with you guys, management had expressed that you have the intention to
return to net profitability by 2023. But given the strong trend witnessed is today and potentially as a restructure that Indosat could engage in,
could Indosat bring forward that target to 2021 or 2022? Any color on that would be very helpful.
Question: Kresna P. Hutabarat - PT Mandiri Sekuritas, Research Division - Analyst
: Sorry. It was a bit soft in the last 5 seconds. Could you mind repeating the last 5 seconds or 5, 7 seconds of your statement? It was a bit softer towards
the end, sorry.
Question: Kresna P. Hutabarat - PT Mandiri Sekuritas, Research Division - Analyst
: For the profitable...
Question: Kresna P. Hutabarat - PT Mandiri Sekuritas, Research Division - Analyst
: Yes. Number 2, yes.
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JULY 29, 2020 / 8:00AM, ISAT.JK - Half Year 2020 Indosat Tbk PT Earnings Call
Question: Kresna P. Hutabarat - PT Mandiri Sekuritas, Research Division - Analyst
: Understood. Would you mind be able -- would you be able to share, I mean, just some color on the portion of spectrum dedicated for 4G today
versus, let's say, same period last year?
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Good afternoon, thank you for the opportunity and congrats on the good result. I would like to, yes, a follow up again, on the BTS. I mean we've
seen that the 2G BTS, the development has been a bit volatile as -- from the fourth quarter went up, and then it came down to second quarter.
What is driving this switch? Is it because of the -- does it have to do anything with the re-farming that happened on the 900 megahertz? And I see
that -- related to this question, also I see that you still have a lot of packages currently doing legacy voice. Do you think this will taper off going
forward?
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JULY 29, 2020 / 8:00AM, ISAT.JK - Half Year 2020 Indosat Tbk PT Earnings Call
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Thank you Pak Vikram, so you're seeing more 4G BTS going forward, I suppose. Is it regarding more switching off of 2G or -- and 3G together?
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