Friday, March 13, 2009

Telkomsel

Telkomsel:
  • CAPEX 2009 : USD 1.5 bn; purposes --> coverage, network capacity & quality increase, new services (mobile wallet, mobile broadband, content)
  • 2008E : 27,000 BTSs (6,000 of those were built in 2008); covers 95% of the country population
  • Target : 10 - 15 mn new customers in 2009 (from expected 20 - 30 mn total new customers nationwide); most of them shall be outside Java --> govt's USO programme!
  • Target in Pamasuka (Papua, Maluku, Sulawesi, Kalimantan) : 3 mn new customers
  • 02E/2009 --> Pamasuka : 15.2 mn cust. (9.75 mn Simpati, 5.16 mn Kartu AS, and 287 th. Kartu Hallo
  • 2008E --> Pamasuka : 14.2 mn cust.; 2007E --> 10.76 mn cust.

Telkomsel's Broadband Data Services "Flash":
  • 260 th. customers (02E/2009)
  • Target : 2 mn customers by 2009E (seems too optimistic, right ??)
  • Additional 5 MHz band will be used for data services recently approved by KOMINFO; they pay IDR 160 bn for that!
  • Plan to construct additional 3,000 3G-BTSs in 24 cities; included in their USD 1.5 bn annual CAPEX
Rough Statistics / Estimates :
  • Q3/2008 --> 33 mn Internet users
  • 2012 --> 70 mn Internet users expected
  • Q3/2008 --> 120 mn cellular users
  • 2012 --> 200 mn cellular users expected
  • Q3/2008 --> 22 mn fixed line users (including FWA)
  • 2012 --> 47 mn fixed line users expected

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