Sarana Menara Nusantara Community
IDX:TOWR Community- 3 Narratives written by author
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Community Investing Ideas
Analysts Hold Price Target for Sarana Menara Nusantara as Share Buyback and Valuation Adjustments Unfold
Key Takeaways Ongoing 5G rollout and urbanization are expected to drive sustained demand for tower and fiber infrastructure, boosting recurring revenue and occupancy rates. Strategic fiber expansion, debt reduction, and sector consolidation position SMN for diversified growth, margin improvement, and stable long-term earnings.Read more
Indonesia's Network Densification And Fiber Expansion Will Create Enduring Value
Key Takeaways Rapid fiber and non-tower expansion, alongside unique industry positioning, could enable Sarana to capture outsized growth and share in both connectivity revenue and new tower builds. Strong financial discipline and national footprint position Sarana to benefit from digital transformation trends, supporting higher margins, recurring revenues, and premium valuations.Read more
Underutilization And Short Contracts Will Restrain Profitability But Enable Recovery
Key Takeaways Declining tenancy and high exposure to traditional towers could limit revenue growth despite Indonesia's expanding data market and 5G rollout. Increased reliance on short-term contracts and diversification into lower-margin services is diluting profitability and increasing earnings volatility.Read more
