Indosat Tbk PT Q3 2021 Earnings Call Transcript - Thomson StreetEvents

Indosat Tbk PT Q3 2021 Earnings Call Transcript

Indosat Tbk PT Q3 2021 Earnings Call Transcript - Thomson StreetEvents
Indosat Tbk PT Q3 2021 Earnings Call Transcript
Published Oct 28, 2021
Published Oct 28, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of ISAT.JK earnings conference call or presentation 28-Oct-21 8:00am GMT

  
Report Type:

Transcript

Source:
Company:
Ticker
ISAT.JK
Time
8:00am GMT
Format:
PDF Adobe Acrobat
Buy Now

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 : Three questions from me. Firstly, can you give us a bit more color on the government project that you mentioned in your slides that drove up the fixed data revenue significantly in the third quarter? What is the duration of this project? Is it recurring? And are we expecting more such projects to come by in the next 1 to 2 years? That's the first question. Second question on the Kominfo's requirement to roll out 4G coverage to the villages in the non-treaty areas, where is Indosat and your partner Hutch, in terms of the progress on those 1,000 sites? And what will be the estimated CapEx to roll out this for this year and also next year? And my third question, there has been some news on the sale of Indosat's data centers recently. I want to ask if indeed there is a sale of the data center assets prior to the completion of the merger with Hutch? Are the proceeds going to be ring fenced to the existing Indosat shareholders similar to the earlier tower sale in March, April this year? Yes. Those are my 3 questions.


Question: Choong Chen Foong - CIMB Research - Analyst : I wanted to ask about the -- for more color on the government project that you mentioned in the presentation slides, which drove up the fixed data revenue significantly in the third quarter. If you can give us a bit more color on the duration of that project? Is it going to be a recurring revenue going forward?


Question: Choong Chen Foong - CIMB Research - Analyst : Okay. And Pak Vikram, if I can ask you -- I mean you sound very optimistic about the enterprise business. But if I can ask you, say, over a longer -- over the longer term, like where do you think enterprise contribution to the group will be in, say, in 2, 3 years' time in terms of percentage of revenue? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 28, 2021 / 8:00AM, ISAT.JK - Q3 2021 Indosat Tbk PT Earnings Call


Question: Choong Chen Foong - CIMB Research - Analyst : Understood. And on my second question with regards to the rollout of 4G coverage to the villages in the non-treaty areas. I just want to know where Indosat and perhaps Hutch in terms of the progress on those about 1,000 sites that both of you have to roll out to? And what would be the estimated CapEx to do this?


Question: Choong Chen Foong - CIMB Research - Analyst : And for Indosat's portion, can you share with us what's the CapEx? Because I just want to know whether it's very heavy? And technology-wise, is it done through the usual tower site and microwave fiber backhaul? Or did you do it via other forms of technologies?


Question: Choong Chen Foong - CIMB Research - Analyst : Okay. And technology-wise? Is it different?


Question: Choong Chen Foong - CIMB Research - Analyst : Okay. But the delivery of that 4G technology, was it via your usual tower sites? Or was it using any other forms of other technologies such as satellite and all that? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 28, 2021 / 8:00AM, ISAT.JK - Q3 2021 Indosat Tbk PT Earnings Call


Question: Choong Chen Foong - CIMB Research - Analyst : Understood. And my last question is on the news of the sale of Indosat data center assets. I want to ask if indeed there is a sale of these data center assets prior to the completion of the merger with Hutch. Are the proceeds going to be ring-fenced to existing Indosat shareholders?


Question: Choong Chen Foong - CIMB Research - Analyst : Can I -- I just want to put in one more additional question. You've shown very good revenue growth. And as Pak Vikram has showed during the presentation, improvements in the NPS scores and CSAT scores. I wanted to ask whether you have any more to share -- more color to share on whether you are gaining more traction in the high-value customer segment? Yes, if you can share more on that, that would be helpful.


Question: Choong Chen Foong - CIMB Research - Analyst : Okay. And do you see any change in your customer lifetime -- or life cycle?

Table Of Contents

Full Year 2022 Indosat Tbk PT Earnings Call Transcript – 2023-02-13 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 13-Feb-23 6:00am GMT

Indosat Tbk PT Q3 2022 Earnings Call Transcript – 2022-10-28 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 28-Oct-22 6:00am GMT

Half Year 2022 Indosat Tbk PT Earnings Call Transcript – 2022-07-29 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 29-Jul-22 7:30am GMT

Indosat Tbk PT Q1 2022 Earnings Call Transcript – 2022-04-28 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 28-Apr-22 5:00am GMT

Full Year 2021 Indosat Tbk PT Earnings Call Transcript – 2022-02-22 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 22-Feb-22 5:30am GMT

Half Year 2021 Indosat Tbk PT Earnings Call Transcript – 2021-07-29 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 29-Jul-21 8:00am GMT

Indosat Tbk PT Q1 2021 Earnings Call Transcript – 2021-05-20 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 20-May-21 8:00am GMT

Full Year 2020 Indosat Tbk PT Earnings Call Transcript – 2021-02-19 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 19-Feb-21 8:00am GMT

Indosat Tbk PT Q3 2020 Earnings Call Transcript – 2020-11-03 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 3-Nov-20 8:00am GMT

Half Year 2020 Indosat Tbk PT Earnings Call Transcript – 2020-07-29 – US$ 54.00 – Edited Transcript of ISAT.JK earnings conference call or presentation 29-Jul-20 8:00am GMT

More from Thomson StreetEvents

Thomson StreetEvents—Thomson StreetEvents is a leading provider of Web-based solutions for the investment community, offering services that transform the way companies communicate and meet disclosure requirements while assisting investors in managing and leveraging this information. Thomson StreetEvents service offers institutional investors a one-stop solution for managing corporate disclosure information by aggregating conference calls, webcasts, transcripts, call summaries, and other financial information into a time-saving, efficiency tool.
Purchase Thomson StreetEvents' Transcripts (verbatim reports) and Briefs (call summaries) of earnings, guidance, M&A and other corporate calls directly through Alacra. Discounted prices apply to reports produced over two weeks ago.

About the Author


Cite this Report

  
MLA:
Thomson StreetEvents. "Indosat Tbk PT Q3 2021 Earnings Call Transcript" Oct 28, 2021. Alacra Store. May 11, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2021-Indosat-Tbk-PT-Earnings-Call-T15015898>
  
APA:
Thomson StreetEvents. (2021). Indosat Tbk PT Q3 2021 Earnings Call Transcript Oct 28, 2021. New York, NY: Alacra Store. Retrieved May 11, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2021-Indosat-Tbk-PT-Earnings-Call-T15015898>
  
US$ 54.00
$  £  
Have a Question?

Any questions about the report you're considering? Our Customer Service Team can help! Or visit our FAQs.

More Research

Search all our Credit Research from one place.