Telkom Indonesia vs UMC

Telkom Indonesia and UMC are examined side by side to help readers understand their business models, financial performance, and market context. This page compares how each company creates value, allocates resources, and competes in its sector, presenting neutral information in accessible language. Educational content, not financial advice.

Telkom Indonesia and UMC are examined side by side to help readers understand their business models, financial performance, and market context. This page compares how each company creates value, alloc...

Comparison Snapshot

Key Financial Metrics

TLK

Metric

UMC

$23.27B

Market Cap

$30.51B

2.84%

Potential Profit

-48.16%

Strong Buy

Analyst Rating

Sell

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

Telkom Indonesia

TLK

Pros

Telkom Indonesia holds a dominant position in Indonesia's telecommunications sector with a large market share and extensive infrastructure.
The company has a strong dividend history, offering a high dividend yield that attracts income-focused investors.
Telkom is actively pursuing digital transformation initiatives, expanding into data centres, cloud services, and digital platforms.

Considerations

Revenue growth has been minimal recently, with only a slight increase reported in the latest financial year.
Net income has declined, reflecting margin pressures from rising operational costs and competitive pricing.
The stock is sensitive to regulatory changes and government policies, which can impact profitability and investment plans.

UMC

Pros

United Microelectronics Corporation is a leading global foundry with a strong presence in mature semiconductor nodes.
The company maintains a solid balance sheet with healthy cash reserves and low debt levels.
UMC benefits from steady demand in automotive, industrial, and IoT segments, supporting stable revenue streams.

Considerations

Growth is limited by its focus on mature technology nodes, missing out on higher-margin advanced semiconductor markets.
Profit margins are under pressure due to intense competition and cyclical downturns in the semiconductor industry.
The company is exposed to global trade tensions and supply chain disruptions, which can affect production and sales.

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About The Companies

Telkom Indonesia (TLK)

PT Telekomunikasi Indonesia Tbk (TLK) is Indonesia’s largest integrated telecommunications group, operating fixed-line, broadband, enterprise and digital services and holding major stakes in mobile and network infrastructure. With a market capitalisation of about $18.81 billion, the company benefits from scale in Indonesia’s large and still-growing market. Core revenues come from consumer broadband and mobile services, enterprise solutions, tower and fibre assets, and an expanding portfolio of digital platforms and cloud services. Strengths include extensive nationwide fibre and tower infrastructure and a dominant domestic brand; potential growth stems from rising data consumption, 4G/5G rollout and enterprise digitisation. Key risks include regulatory changes, intense competition, significant capital expenditure needs, and currency exposure to the Indonesian rupiah. The stock has historically formed part of income-focused portfolios due to regular dividend distributions, but past payouts are not a guarantee of future returns. This information is educational and not personal financial advice — investors should assess suitability before acting.

UMC (UMC)

United Microelectronics Corporation (UMC) is a Taiwan-headquartered, pure-play semiconductor foundry that manufactures integrated circuits for other companies rather than selling chips under its own brand. Investors should know UMC focuses on mature and specialty process nodes — such as power management, image sensors and embedded non-volatile memory — which can attract steady demand from automotive, industrial and consumer customers. Revenue and margins are cyclical and tied to capacity utilisation, customer mix and capital expenditure cycles. The foundry business is competitive, dominated by larger peers, and sensitive to technological investment, pricing pressure and macro conditions. Geopolitical and supply-chain risks — especially given Taiwan’s location — can affect operations. With a market capitalisation of about $18.6bn, UMC may suit investors seeking exposure to semiconductor manufacturing without the bleeding-edge node race, but it carries operational and market risks. This is educational information only and not personal investment advice; consider your risk tolerance and seek professional guidance.

Telkom Indonesia (TLK) Next Earnings Date

PT Telekomunikasi Indonesia Tbk (TLK)'s next earnings release is scheduled for March 19, 2026, covering the Q4 2025 fiscal quarter. Alternative estimates point to April 16-17, 2026, aligning with the company's historical pattern of mid-April Q1 reports, though recent sources favor the earlier date. Investors should monitor for official confirmation as dates may shift slightly.

Telkom Indonesia (TLK) Next Earnings Date

PT Telekomunikasi Indonesia Tbk (TLK)'s next earnings release is scheduled for March 19, 2026, covering the Q4 2025 fiscal quarter. Alternative estimates point to April 16-17, 2026, aligning with the company's historical pattern of mid-April Q1 reports, though recent sources favor the earlier date. Investors should monitor for official confirmation as dates may shift slightly.

Which Baskets Do They Appear In?

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Which Baskets Do They Appear In?

Telecom's Patent Powerhouses

A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.

Published: July 24, 2025

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Comparison Snapshot

Why It's Moving

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

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