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sanchit-gandhi

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earnings22_split_resampled

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Um, is that, is that a fair, uh, understanding?

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G- g- good question, thank you.

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by, by the, by the Telkom group.

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Uh, we have some plan.

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Thank you.

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On the retail margin data, the deadline is mentioned by, uh, uh, our CEO.

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That's overall strategy of that concern.

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We implement the basic inaudible.

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I hope that answers.

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I would like to pick up, uh, on the, on the Gojek collaboration, uh, and, the surveys that are found in the Bloomberg inaudible.

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Good day, and thank you for standing by.

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Firstly, on mobile, can you talk about the competitive dynamics in the industry and outlook for 2021?

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Firstly, uh, on IndiHome, can you talk a bit about competition, uh, in this space?

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There will be an overview from our CEO, and after that, all participants are given the opportunity to participate in the Q&A session.

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Thank you, Barchetti.

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We have uh, over the years, built up a lot of digital assets, so this will be yet another focus that we will take, where we got to, uh, digital, uh, investments.

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Currently, we review, and then we provision it, uh, if under usage, inaudible.

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Just a reminder, to ask a question, you will need to press star one on your telephone.

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Got it, thank you. Your next question comes from the line of Xian Chen Fong of CIMB.

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So this means the capital is gonna be, uh, slightly, uh, aligned with our, our, uh, slightly, uh, good, uh, our inaudible aligned with our, uh, revenue contribution, and, uh, treating, uh, from the next two and three years.

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Welcome to the Telkom's full year of 2020 results conference call.

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However, as the market leader, we need to always stay focused on driving sustainable growth behaviors in the industry.

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And what are the network roll out objectives and subs addition targets for 2021?

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And…

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And for this year, 2021, the opex related with the revenue and some costs related with the, you know, spectrum that we get, it's going to be, uh, uh, invest, and it's going to be aligned with the, you know, additional, uh, investment that'll assist with our, uh, costs in the, the, the, you know, the, the, the network and also the power.

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Uh, uh, mobile, uh, mobile in the home, and um, and, the enterprise business?

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Unfortunately I cannot give you so much color on this one.

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And we hope that, that the synergy value that we, uh, plan will achieve more than 100% this year.

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Ladies and gentlemen, to conclude my remarks, let me share our spend guidance for the year of 2021.

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Basically, uh, what uh, inaudible is uh, we expect to have additional about one million of the, uh, in the home.

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One, we expect consolidated revenue to grow by around mid-single digit.

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Okay. Hold on. inaudible in the 2020, uh, it's about 20.7, that is, uh, home path is ready for the in the home.

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Thank you.

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We see the process of fiscal stimulation, we see businesses and individuals adapting much better to COVID-19 with the COVID rollout.

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How, how do you, um, plan in doing this?

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Uh, second question is on Telkomsel's proceeds, uh, given the prior sale…

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And, um, on, on the capital that you received, is, is that just going to stay on Telkomsel?

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So, as a company, uh, as a leading digital company, we want to be, uh, remain as the leader in the technology.

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inaudible Our mobile business still face intense competition and continued declining legacy due to transition from voice and SMS to data.

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Please ask your question.

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And what sort of ROIC and enterprise solution impact that, uh, Telkomsel seeks to achieve?

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Please ask your question.

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Uh, by, uh, Nico, uh, for, for the 5G, uh, 5G is a bit different with 4G.

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Increasing ARPU was largely driven by revenue from adds-on that grew by 27.8% and contributed to around 14.7% to IndiHome revenue, compared to 13.6% in the same period last year.

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Uh, I'm not sure if you can answer this, but can you share your thoughts on the remaining Telkomsel towers?

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Uh, inaudible about 81, uh, in the…

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Thank you.

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Uh, uh, as an additional information from one pass, the end pass, you now mention.

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Thank you.

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In parallel, we also try to find strategic partnership or collaboration with digital player inaudible to help accelerate digital transformation.

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Your next question comes from the line of Nico Margaroni's of BRI Benelexa.

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inaudible From the enterprise segment, although it declined by 5.2% year-on-year, it saw significant improvement during the year, which was mainly due to the success of the new strategy to reduce low margin business and focus on more profitable products, along with various effort to get quality revenues.

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Uh, at the same time, uh, beyond the inorganic, uh, we also actively looking, uh, at organic growth, or digital.

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Ladies and gentlemen, it's my pleasure now to introduce Telkom's Board of Directors, who are joining us today: Mr.

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Hi, thanks for the call.

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inaudible on data centers, data centers crosstalk. Okay. Um, uh, the data center that we are building now is a…

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Good afternoon, uh, management.

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Uh, that's my first question.

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Uh, why we cannot provide with some detail on this one, uh, a lot of actually a common asset include in this uh, I think uh, accounting treatment, uh, to really understand under cost allocation here.

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So, this is actually the, you know, what I'm talk- we align with the, you know, pace, basic inaudible the funding, uh, of, of inaudible, and then going forward, it's gonna be consistent for us to allocate the expenditures by fund the person that uses it, so the data is, uh, the usage inaudible from data is gonna be allocated also professionally the data, and the inaudible gonna be consistent allocated for the legacy.

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Um, secondly, uh, how, how should we, uh, think about this, uh, uh, uh, uh, the consequences from a inaudible 72, in terms of data revenue?

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Uh, we will launch it, uh, this year.

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still in the progressing of the inaudible scale, and this also…

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uh, development.

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Uh, is that gonna be, uh, our retailer, for retail segment, or uh, uh, w- w- would it be selective roll-outs?

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I'll now hand over the call to our CEO, Mr.

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Uh, inaudible.

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Well, let's say the plan that we have today.

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Please ask your question.

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Thank you.

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Uh, can you give us some examples of how you are able to derive such benefits?

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Yeah. Yeah, right. crosstalk the IPO? So crosstalk… Sorry. Well, sorry.

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Well, if you remember, we have around 1, uh, 0.65 that are all objective, and our plan is to have this, uh, Mitratel ready for the IPO by the end of the year, subject to the market condition.

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This is, uh, Fong from CIMB.

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We recently come up in 20 megahertz spectrum in 2.3 gigahertz that strengthen our spectrum within position including who asked to prepare 5G technology.

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Uh, given that you do have the proceeds at hand, um, what are your thoughts on deploying the capital on that?

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Okay, got it. Yeah.

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Your first question is from Piyush Choudhary of HSBC.

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Let me try to answer your second question.

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Okay. Thank you, crosstalk.

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and Ms.

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Uh, thank you.

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Sorry, it's not very clear, the voice.

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Okay, and for number one, for the inaudible 2020, actually for the inaudible for seven million, and for the fourth itself, inaudible.

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Thank you, Raquel.

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Three questions, but I think they're straightforward.

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Um, you've posted a 4% Q-on-Q growth for Telkomsel as a group.

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Please ask your question.

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We will now begin the Q&A session.

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So, what is exactly classified on, on this side?

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So-… returns at traditional car companies in the near term.

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We really appreciate your participation in this call.

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For the IPO, I think that we, we…

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Venusiana as Consumer Service Director;

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And I think in the enterprise, uh, with regard to current COVID situation today, uh, which we don't uh, really know, uh, where it's going to be benign.

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And, uh, uh, and so part of the, the, the result of that collaboration programs, and then the value that's derived from that collaboration program, is above what we expect.

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We're going to consolidate all that, uh, data centers, and including the potential for future b-…

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mm-hmm <affirmative>. Uh, thank you, Nico, for uh, uh, your question.

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Uh, can we get some update on Telkomsel's capital allocation strategy over the next two to three years?

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Um…

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