PT XL Axiata Tbk (EXCL) akan membeli dan mengambil alih Serve Co dan menyewa jaringan dan fasilitas milik PT Link Net Tbk (LINK) dengan total nilai transaksi mencapai Rp12,94 triliun. Transaksi afiliasi dilakukan untuk menciptakan proses pengambilan keputusan lebih efisien karena Axiata Investment Indonesia sebagai pengendali EXCL dan juga LINK.
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TVTranscript
00:00AXIATA TBK or XL will buy and take over Serveco and rent the network and facilities owned by PT Link Net TBK or LINK with a total transaction value of 12.94 trillion rupiah.
00:20Where the transaction is evaluated to create a more efficient decision-making process because AXIATA Investment Indonesia as the controller of XL and also LINK.
00:30AXIATA TBK or XL will buy and take over from LINK all rights and interests in and above Serveco worth 1.87 trillion rupiah.
00:52AXIATA TBK or XL will also rent the network HFC FTTH or facilities owned by LINK with a total rent payment potential of 11.07 trillion rupiah so that the transaction value reaches 12.94 trillion rupiah.
01:11When referring to the report of XL Finance on June 30, 2024, the total rent equity was recorded at 26.9 trillion rupiah. Thus, the transaction value of LINK is equivalent to 48.11% of the total equity.
01:30The affiliate transaction carried out by XL aims to create a decision-making process that is more efficient and synergistic on business strategy because of AXIATA Investment Indonesia as the controller of XL and LINK.
01:46XL Management has announced that it will join the Fixed Burden or FBB market and Fixed Mobile Convergence or FMC in Indonesia promising huge business opportunities.
02:01In addition to the demand for services that continue to grow, the level of FBB penetration is also still low compared to some countries in Southeast Asia.
02:13To respond to the high demand for market opportunities for the availability of FBB and FMC services, the company decided to buy the LINKNET residential business.
02:31Technical analysis of the opening of the first trading session this morning, Sam XL opened the flight, then moved to the red zone, touched the lowest level of intraday today, then turned to experience strength.
02:48However, entering the second trading session, the strength is more limited. Let's go straight to the first graph of the intraday movement for XL throughout the trading session today.
02:58Opened in the first session this morning at 2,270, opened the flight, this position is the same as the closing of the trading session the day before.
03:07Then a few minutes after the opening, the XL position immediately moved to the red zone and touched the lowest level throughout today's trading session at 2,250.
03:17When it touched 2,250, a significant reversal happened for XL, back to the green zone, experiencing significant strength up to 2,320, the highest intraday throughout today's trading session.
03:3110.30, the strength is more limited, at 12 o'clock, the first session this morning was closed, strengthened at 2,290, the strength is more limited at the opening of the second session at 2,280.
03:43The current position is moving flat, the same position at 2,280, strengthening at 0.44%. 2,320, the highest intraday throughout today's trading session.
03:54We move on to the next graph, how the XL stock movement in the last few months.
04:01We can see the graph on your television, the share price in April, exactly on April 17, the XL was traded at 2,120.
04:11Then on May 13, it experienced significant strength, 2,610, the highest intraday level in the last six months.
04:19Then on June and July, it was more stressed, 2,080, in July at 2,270, in August at 2,080, and the opening of the second session today at 2,280, the same level in the last few minutes of the second session.
04:37We will try to see from the valuation side, with several indicators.
04:42We move on to the next graph, the first one is the position from the price to earnings ratio indicator at 14.67x, the PSR at 0.88x, the PPV at 1.12x, and the PCFR at 1.47x.
04:59Yes, a combination of fundamental, technical, and also from the valuation side, and hopefully it can be one of your references.
05:12We will be back and stay in your place, because after this we will review how the trade is going on throughout the day, and later we will leave a sample of what is recommended.
05:22We will be back soon.