Among them, PT Telkom Indonesia stands out. As the country’s largest telecom provider and key player in digital transformation, it’s growing its digital and data centre businesses while partnering with Singtel to expand hyperscale infrastructure, positioning it well for future cloud and AI demand.
Financially, Telkom offers steady margins, a strong ~7% dividend yield, and share buybacks. Though near-term risks like ARPU pressure and rising capex exist, I see long-term potential, and SGX’s new SDRs make such regional exposure much more accessible for investors like me.
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- kooko·2025-10-16TOPYou’ve articulated a strong case1Report