That’s a reasonable prediction of upcomingnumbers. Following a...

That’s a reasonable prediction of upcoming
numbers. Following a logical and consistent trajectory of growth in subscribers and schools, these should be very achievable targets.

I’m a quite optimistic about the take up of Telkomsel, I’m not sure of exactly how and to what extent the product will be marketed, but the sheer fact that they are primarily selling to customers with use of the Telkomsel brand, can prove to be a very effective strategy. I wonder if this will be a recurring approach ?
I feel as if this model is successful here, their next deals with large telecommunication companies will come with ease. They can sell on the basis of success.
The fact that they have put a lot of thought into a model
that works with the insights feature, and then trialed it (with success) before entering the market on a mass scale, gives me confidence they are going to get strong returns.

The progression with schools has been pretty impressive recently, I think where shareholders lost confidence was when they signed all these big deals but had big delays in kickstarting them, or didn’t execute a well though out strategy. At the moment with the progress in Indonesia I am quite confident in their ability to penetrate the market/s - If they fail here, I will have to reevaluate my overall position.