Opinions
The Panic-Proof Portfolio (Stockchase Research)
Telekomunik Indonesia P.T.
TLK-N
TOP PICK
Jun 05, 2025
$17.410
Stock price when the opinion was issued
telephone utilities
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly
TLK is the top provider of telecommunication services in Indonesia with almost 160 million mobile users. Recently reported revenues were up 29% on the year, while the company is rolling out 4G and 5G infrastructure. The robust dividend is backed by a payout ratio under 80% of cash flow. We recommend setting a stop-loss at $12, looking to achieve $22 -- upside potential of 33%. Yield 6.9%
(Analysts’ price target is $22.30)
telephone utilities
We reiterate Indonesia's largest telecom with over 160 million customers as a TOP PICK. Recently released earnings showed a 10% growth in personal account revenues along with a 14% increase in data consumption. This allowed cash reserves to continue to grow, despite aggressively retiring debt and buying back shares. It trades at 12x earnings, 2x book and supports a ROE of 16%. We recommend trailing up the stop (from $12.00) to $15.00, looking to achieve $20.50 -- upside potential of 17%. Yield 6.5%
(Analysts’ price target is $20.12)