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Strength
Aggressive acquisitions of new-tower and fiber-optic infrastructure to drive revenue; growth support from forays into the likes of Fiber-To-The-Home, which benefits from rising fixed broadband use, and Power-as-a-Service (PaaS) bundling to attract MNOs
Weakness
USD-based and capital-intensive businesses like tower companies are disadvantaged in a continued high interest rate and weak IDR environment, as the Fed’s ability to ease is limited by Trump’s trade war, resulting in stronger dollar which is negative for the IDR
Opportunity
Competition among MNOs may drive tower demand in penetrating uncovered areas and fiber-optic infrastructure enhancing network quality; potential BI rate cuts could reduce tower companies’ high interest charges, allowing for reversal in underperformances
Threat
Slower MNO network expansions may hinder tower companies’ growth; EXCL-FREN merger may lead to relocations in terms of tower lease contracts, applying pressure on other players’ performances, leading to continued share price underperformances
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.
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