Download PDFTelco Sector: Ministry holds public consultation for regulation plan about usage of 2.3Ghz spectrum. Communication and Informatics Ministry announced public consultation period on 16-21 Oct 2018 on Ministrial Regulation plan regarding usage of 2.3Ghz spectrum. The regulation plan is based on Ministrial Regulation no. 53/2000 and to support Ministry's plan to reduce 100 Communication and Informatics Ministrial regulations. The Ministrial Regulation Plan on 2.3Ghz spectrum usage includes: 1) Combination, change, and revoke of 4 Ministrial regulations; 2) Planning of 2.3Ghz spectrum to use time division duplexing (TDD) based on neutral technology (2300-2360Mhz for national; 2360-2390 for zone based; 2390-2400 for telco universal service requirement); 3) Usage coordination consists of with regional country and for mobile cellular network service. Following bandwidth holder in 2.3Ghz band: Telkomsel 30Mhz + 15Mhz regional license; 15Mhz in certain regions (valid until 2019); 30Mhz. (IndoTelko, Communication and Informatics Ministry)
Comment: We expect Neutral impact for now as the regulation is still in public consulation. We will check with company regarding the impact as this regarding to detaid spectrum location in 2.3Ghz band. We have a Buy for TP Rp3,500, but Hold for both Rp 3,700and TP Rp3,500.
Sumber : IPS RESEARCH