Telefônica Brasil vs Telkom Indonesia

Telefônica Brasil and Telkom Indonesia are featured on this page, which compares their business models, financial performance, and market context to help users understand how each operates within its sector. The comparison highlights strategy, revenue drivers, and competitive landscape in a clear, neutral tone. Educational content, not financial advice.

Telefônica Brasil and Telkom Indonesia are featured on this page, which compares their business models, financial performance, and market context to help users understand how each operates within its ...

Comparison Snapshot

Key Financial Metrics

VIV

Metric

TLK

$22.61B

Market Cap

$22.69B

N/A

Potential Profit

2.84%

N/A

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

Telefônica Brasil

VIV

Pros

Telefônica Brasil has achieved record EBITDA margins, reflecting strong operational efficiency and cost management.
The company is experiencing sector-leading growth, driven by expansion in postpaid plans and fiber optic services.
Robust cash generation and a solid balance sheet support dividend stability and future investment capacity.

Considerations

Recent quarters have seen some misses on revenue expectations, raising concerns about sustained top-line growth.
The company's current ratio is below 1, indicating potential challenges in meeting short-term obligations.
Market sentiment remains mixed, with some analysts expressing caution due to macroeconomic volatility in Brazil.

Telkom Indonesia

TLK

Pros

Telkom Indonesia maintains a leading market position in Indonesia's telecommunications sector with diversified service offerings.
The company has demonstrated stable asset growth and a solid return on equity, supporting long-term profitability.
Its extensive fixed-line and mobile infrastructure provides a resilient revenue base across consumer and enterprise segments.

Considerations

Revenue growth has been relatively modest, constrained by market saturation and competitive pressures in Indonesia.
The company faces regulatory risks and potential policy changes that could impact its operations and margins.
Exposure to currency fluctuations and macroeconomic conditions in Indonesia adds uncertainty to financial performance.

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