Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Indonesia
/
Telecom
Create a narrative
Indosat Ooredoo Hutchison Community
IDX:ISAT Community
3
Narratives
written by author
0
Comments
on narratives written by author
16
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
Indosat Ooredoo Hutchison
Popular
Undervalued
Overvalued
Indosat Ooredoo Hutchison
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Heavy 5G Spending And Market Saturation Will Squeeze Telecom Margins
Key Takeaways Heavy ongoing investments and market saturation will compress margins and limit sustained revenue growth, putting long-term profitability under pressure. Disruption from alternative technologies and competitors, combined with pricing pressure among core consumer segments, threatens to erode traditional revenue streams.
View narrative
Rp1.83k
FV
25.2% overvalued
intrinsic discount
3.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative
Indosat Ooredoo Hutchison
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
Mobile Data Surge Will Fuel Digital Growth Across Indonesia
Key Takeaways AI-driven personalization, market rationalization, and merger synergies are set to drive sustained revenue growth, margin expansion, and operational efficiency over the long term. Accelerated digital service adoption and enterprise digitization will position the company as a key enabler in Indonesia's digital economy with resilient, high-value recurring revenues.
View narrative
Rp3.50k
FV
34.6% undervalued
intrinsic discount
8.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
15 days ago
author updated this narrative
Indosat Ooredoo Hutchison
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
AI Cloud Services And Network Upgrades Will Shape Future Markets
Key Takeaways Price rationalization and industry consolidation are expected to boost customer retention, reduce churn, and drive improved revenue and profitability. Expansion in AI-driven digital services and ongoing network investments should diversify revenues, enhance margins, and deliver sustained growth from higher-value customer segments.
View narrative
Rp2.60k
FV
12.0% undervalued
intrinsic discount
6.84%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
about 10 hours ago
author updated this narrative
Your Valuation for
ISAT
ISAT
Indosat Ooredoo Hutchison
Your Fair Value
Rp
Current Price
Rp2.29k
35.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-2t
73t
2015
2018
2021
2024
2025
2027
2030
Revenue Rp73.0t
Earnings Rp6.0t
Advanced
Set Fair Value