Logitech vs Telkom Indonesia

Logitech vs Telkom Indonesia: this page compares the two companies, highlighting their business models, financial performance, and market context in a neutral, accessible overview. Educational content, not financial advice.

Logitech vs Telkom Indonesia: this page compares the two companies, highlighting their business models, financial performance, and market context in a neutral, accessible overview. Educational content...

Comparison Snapshot

Key Financial Metrics

LOGI

Metric

TLK

$15.05B

Market Cap

$22.69B

33.21%

Potential Profit

2.84%

Buy

Analyst Rating

Strong Buy

Why It's Moving

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High

Telkom presented its blueprint for Indonesia's digital future at WEF Davos 2026 on January 26, positioning itself as the national digital orchestrator and sparking market enthusiasm.
Stock rocketed 4.9% to $22.82 on January 22, leading Indonesia's IHSG gains during January 19-23 amid successful business transformation efforts.
Partnered with global players like Alibaba Cloud and regional banks to accelerate digital shifts in education, finance, and AI talent development.

Sentiment:

🐃Bullish

Telkom Shines at Davos as Digital Strategy Fuels Stock Surge to 52-Week High

Telkom presented its blueprint for Indonesia's digital future at WEF Davos 2026 on January 26, positioning itself as the national digital orchestrator and sparking market enthusiasm.
Stock rocketed 4.9% to $22.82 on January 22, leading Indonesia's IHSG gains during January 19-23 amid successful business transformation efforts.
Partnered with global players like Alibaba Cloud and regional banks to accelerate digital shifts in education, finance, and AI talent development.

Sentiment:

🐃Bullish

Investment Analysis

Logitech

LOGI

Pros

Logitech maintains a strong market position in software-enabled hardware solutions for gaming, streaming, and video conferencing.
The company demonstrated solid profitability with a recent net income of approximately $660 million and effective cost management.
Analyst consensus is generally positive with a majority rating of 'Buy', indicating confidence in medium-term performance.

Considerations

Despite good fundamentals, the average price targets suggest a potential stock price decline of around 9-12% over the next year.
Logitech faces execution risks from tariff-related challenges and potential overvaluation concerns as noted by analysts.
Beta of 0.66 indicates some market sensitivity; valuation multiples reflect a relatively high price-to-earnings ratio around 27.

Telkom Indonesia

TLK

Pros

Telkom Indonesia is Indonesia’s largest telecommunications provider with a dominant market share and diversified services portfolio.
The company benefits from strong government backing and strategic initiatives in digital transformation and broadband expansion.
Solid cash flow generation and a relatively stable regulatory environment support Telkom's long-term operational resilience.

Considerations

Telkom Indonesia is exposed to macroeconomic and currency volatility risks given Indonesia’s emerging market status.
The telecom sector in Indonesia faces intense competition which may pressure margins and limit growth acceleration.
Infrastructure expansion requires substantial capex, posing execution and funding challenges amid evolving technology demands.

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