Download PDFTelco Sector: Operators ask subscribers who used one ID to register for more than 3 numbers for update. This is required based on BRTI 's new rule released on 21 November 2018. Policy to block and re-registration is implemented at least 30 calendar days after the rule is released. said it has asked subscribers who registered more than 3 numbers using one ID to update data. Telkomsel also said it already communicates with parthner and distributors, announces to respective subscribers, and asks Gov't to increase monitoring on operators. (Bisnis Indonesia)
Comment: This might give insignificant impact to as Telkomsel reponse this morning that it views its number of susbcribers' already relatively more stable. We are checking with other telcos and monitor progress subscriber base's update on subscribers who registered using one ID for more than 3 numbers (cleansing might occur until 21 December). We expect the impact of the BRTI ' rule in registratrion policy might be positive in the long term (less churn rate and more reliable subscribers' database) to telco industry, but short term impact will depend on how many susbcribers who registered more than 3 numbers using one ID in each telcos. Note that previously telco operators have completed validation and blocking of its overall prepaid SIM card numbers in 2Q18. Thus we view the impact from this BRTI 's regulation is lower than previous re-registration process ended in 2Q18. We have a Buy for TP Rp3,000, but Hold for TP Rp4,000 and TP Rp2,500.
Sumber : IPS RESEARCH
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