Begini Potensi Emiten Telko Sambut Momen Nataru dan Pemilu

IDXchannel

Memasuki momen Natal dan Tahun Baru, emiten telekomunikasi dinilai menjadi salah satu yang akan diuntungkan, karena berpeluang mendulang lonjakan traffic data. Apalagi berbeda di Tahun 2022, momen nataru kali ini juga bertepatan dengan peralatan kampanye pemilihan umum atau pemilu.

Transcript

00:00 We are moving on to the topic of the voters' choice,

00:02 which includes the new year and the new year of the Telecommunications Emitter

00:06 is considered to be one of the benefits

00:09 because it has the opportunity to boost the traffic data.

00:12 What's more different in 2022,

00:14 the new year is also in line with the end of the general election campaign or the election.

00:20 It doesn't feel like 2023 will pass soon.

00:27 Talking about the opportunity of the Telecommunications Emitter stock is considered to be one of the benefits

00:31 that is ready to boost the traffic data at the Christmas and New Year moments.

00:35 What's more, this year's Christmas is in line with the voters.

00:39 Players are also reported to have a projection of traffic boost for the end of the year.

00:44 Quoted from the content PTXL Asia Tbk or EXCEL for example,

00:48 predicting data service traffic during Christmas can increase by 8% to 12%

00:53 from the average traffic on Christmas and New Year's Eve last year.

00:57 The reason is because many customers will access the service while spending their holidays at home.

01:03 Meanwhile, PT Indosat Tbk or ISAT is also confident that data boost during the period of 2023 will occur,

01:09 although ISAT has not yet released the projected figure for sure.

01:13 Historically, ISAT's traffic increase in 2022 reached 16%

01:17 compared to the average of Christmas.

01:20 Not only that, PT Telekom Indonesia Tbk or Telkem through its business entity,

01:24 PT Telekomunikasi Cellar or Telkomsel,

01:27 projected that there will be a 13% broadband traffic boost from the usual day.

01:32 The traffic boost is estimated at a peak of 55.2 petabytes

01:37 and is driven by an increase in social media access to e-commerce.

01:40 Different from 2022, the moment is also in line with the campaign equipment of the general plan or voters,

01:47 which will peak in February 2024.

01:50 The list of voters will be heard until the beginning of the year,

01:53 which is expected to boost data activity.

01:56 Therefore, the telecommunications emitter began to fill the space for traffic boosts

02:01 by doing a comprehensive preparation series

02:04 through the increase in network capacity and telecommunications infrastructure.

02:08 Most Telco operators are also monitoring the increase in the price of data packets in November 2023

02:14 in order to make the most of the holiday season in December.

02:17 TLK, for example, increased its effective data yield by reducing bonuses.

02:22 Telkomsel also increased the price by around 7% to 12%,

02:26 which increased the cumulative data yield to 5.24 rupiah per megabyte.

02:30 ISAT also increased the price of Freedom packets by about 5% to 17% monthly.

02:36 Meanwhile, Xcel also increased the price of 30-day packets by 5% to 25% monthly.

02:43 From the SAMs' performance, if you observe the SAMs' telecommunications movement today,

02:47 it is still weakening.

02:49 Like Xcel, 3% to 2070.

02:52 However, throughout this year, Xcel still fell by almost 4%.

02:56 TLK weakened 0.26% to level 3910.

03:00 With the performance throughout the year, it strengthened 4%

03:03 and ISAT or Indosat, anomaly with a 1.08% boost to level 9400.

03:10 Since the beginning of the year, ISAT has strengthened more than 52%.

03:13 There are also surprises to earnings ratio or PEER.

03:17 Telkom and Xcel are in the 15th place, while Indosat is above 20%.

03:23 Which SAMs' floor is your top pick from this telecommunications sector?

03:29 Share the source for IDX Channel.

03:31 [Music]

03:37 [Music]

03:39 [BLANK_AUDIO]

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