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Premier Insight : ISAT, data traffic in Lebaran 2019 (H-3) grew 41% vs. normal day
Wednesday, June 12, 2019       09:57 WIB

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: Indosat ( IJ; Rp2,100; Hold) data traffic in Lebaran 2019 (H-3) grew 41% vs. normal day. Compared to H-3 Lebaran 2018, 's data traffic grew 68.5% from Lebaran 2019. Compared to other operators' data traffic during similar period reported by news outlets in the last 2 days, 's data traffic growth during Lebaran is the highest among Big 3 Telco operators.

Data traffic growth during Lebaran '19

Operators

Vs. Lebaran 2018

Vs. Normal Day 2019

Note

Telkomsel

50%

12%

H-1 period



69%

41%

H-3 period

XL

57%

24%

H-1 until H+1 period

Compared to normal day, 's SMS traffic was up by +5% (H-7 until H+5), while voice traffic -13%. (Indotelko, IndoPremier, Kontan).
 Comment: Slight positive sentiment to , neutral to , but slight negative sentiment to on the back of possibility for to improve (or at least maintain recovery trend) in 2Q19F revenue market share among Big 3 Telcos.  
 We have a Buy for TP Rp3,300 and TP Rp4,300, but Hold (concern on balance sheet's quality) for TP Rp2,200. 

Sumber : IPS RESEARCH

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