Indosat Tbk PT Q1 2023 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Hussaini Saifee - UBS Investment Bank, Research Division - Analyst : Several questions from me. First on, Pak Vikram, data traffic trend. I see the data traffic tipped EBITDA on a quarter-on-quarter basis. So just wanted to understand that the price increase effort, is it having any negative impact on the purchasing power or affordability leading to volume dip? Or is it just a seasonal effect? Then the second question is, again, linked to that competition remains highly rational and there is potential for price increases. Now we are already in the 1/3 of this year. So looking at the trend, what's your expectations for the full-year mobile revenue growth for the industry? And finally, on the network integration side, Indosat has done an exceptional job in terms of MOCN integration. But can you maybe throw some light on the core integration as highlighted in the -- in one of the slides? Like what it entails and how much time it will take? And what kind of cost synergies it will lead to?

Question: Hussaini Saifee - UBS Investment Bank, Research Division - Analyst : Just a couple of questions. First is, any color on spectrum auction, any time line linked to that? And the second question is that if we see, your competitors are trying to make inroads or trying to differentiate themselves through converged services. What is Indosat strategy over there? Or are there ways and means to for the Indosat to play in the space, not just on the FTTH side, but through wireless means? So I just wanted to get some color on this side.

Question: Hussaini Saifee - UBS Investment Bank, Research Division - Analyst : Just going back to the response to the fixed mobile convergence. So is Indosat going to roll out its own network on the FTTH side? I mean, what's the strategy over there?