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: Choong Chen Foong - CIMB Research - Analyst
: This is Foong from CIMB. A couple of questions from me. Firstly, congrats on the good set of results. You've had a very healthy 7.5% ARPU increase
Q-on-Q. I wanted to understand if that's mainly seasonal? Or have you done anything with regards to pricing to improve monetization in the
quarter? That's question number one. Secondly, can you give us your view on the current competitive landscape? And given the future economic
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JULY 29, 2021 / 8:00AM, ISAT.JK - Half Year 2021 Indosat Tbk PT Earnings Call
outlook in Indonesia, your thoughts on whether there is room for Indosat to optimize tariffs going into the second half of this year? Or do you think
that it is better to hold on to your current tariffs and focus on other revenue growth drivers? These are my 2 questions and I'll come back with more
questions after this.
Question: Choong Chen Foong - CIMB Research - Analyst
: Yes, Pak Vikram. How about my second question on the competitive landscape?
Question: Choong Chen Foong - CIMB Research - Analyst
: Okay. If I can just put in another 2 question. Firstly, do you see any impact on Indosat's revenue thus far from the imposition of the partial lockdowns
in the third quarter? And do you also see any sign of stress on Indosat's customer spend so far in the third quarter? And then another question is
on the network. Have we been rolling out actively to new areas? Or have we been focusing more on capacity additions and quality improvement
in existing areas? And I think where I'm coming from here is I'm trying to find out how much of our revenue growth is coming from expansion into
new areas in the last 6 months?
Question: Choong Chen Foong - CIMB Research - Analyst
: Okay. And how much would you say the revenue growth that you've seen is coming from new areas or new clusters?
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Congratulations for the good results in Q2 '21. I would like to ask more like due diligence questions I suppose. Are there any one-offs in the -- in
your cost for quarter 2? And may I ask what is recorded under other expenses? Other -- it's about IDR 350 billion -- IDR 358 billion. That's question
#1. And question #2 is about there is a spike in the 3G BTS', number of BTS' in quarter 2. And maybe could you perhaps provide some insight how
this bodes with customer-centric -- customer centricity and going into 4G users?
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Yes, yes. So the network cost, they sort of increased in Q2. This is -- there's no one-off there?
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JULY 29, 2021 / 8:00AM, ISAT.JK - Half Year 2021 Indosat Tbk PT Earnings Call
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Are there any one-off in cost of services?
Question: Niko Margaronis - PT. Danareksa Sekuritas, Research Division - Analyst
: Pak Vikram for your reply earlier. My -- an additional question would be on the cash balances. Are there any thoughts of what is the use of this cash
going forward?
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