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Strength
The OTT segment’s average robust revenue growth (3Y CAGR: 35.2%) paves the way towards cushioning the downtrend in FTA revenues; lower interest rates ahaead should spell good news for advertising demand
Weakness
FTA revenue may continue to decline as advertisers increasingly favor OTT platforms for their advanced algorithms, enabling more efficient and targeted advertising
Opportunity
As Set Top Boxes are more affordable, now priced as low as IDR 100k (prev: IDR 200k–300k), Free-to-Air TV performance may improve, especially amid current weak purchasing power, causing improved sentiment in the sector
Threat
Weak purchasing power and IDR depreciation may reduce both consumer spending on subscriptions as well as FMCG’s advertising budgets, limiting media sector’s earnings growth, resulting in unexciting sector outlook
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.
