CGI vs Telkom Indonesia
This page compares CGI Group, Inc. with PT Telekomunikasi Indonesia Tbk, examining their business models, financial performance, and market context in a balanced, accessible way. Educational content, not financial advice.
This page compares CGI Group, Inc. with PT Telekomunikasi Indonesia Tbk, examining their business models, financial performance, and market context in a balanced, accessible way. Educational content, ...
Why It's Moving
Telkom Indonesia advances massive fiber spin-off to unlock premium valuation ahead of today's shareholder vote.
- Phased spin-off to TIF unit begins December 2025, with further stages in 2026, pending evaluations and approvals to boost long-term performance.[1]
- Extraordinary General Meeting today seeks consent, signaling confidence in separating high-value fiber ops from core business.[2][6]
- Recent earnings on December 1 and board resignation add to the mix, but fiber strategy steals the spotlight for growth potential.[1][5]
Telkom Indonesia advances massive fiber spin-off to unlock premium valuation ahead of today's shareholder vote.
- Phased spin-off to TIF unit begins December 2025, with further stages in 2026, pending evaluations and approvals to boost long-term performance.[1]
- Extraordinary General Meeting today seeks consent, signaling confidence in separating high-value fiber ops from core business.[2][6]
- Recent earnings on December 1 and board resignation add to the mix, but fiber strategy steals the spotlight for growth potential.[1][5]
Which Baskets Do They Appear In?
North American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketWhich Baskets Do They Appear In?
North American Trade Normalization
Canada has lifted retaliatory tariffs on a wide range of U.S. products, a significant step toward normalizing trade relations. This creates a favorable investment landscape for American companies in sectors like apparel and consumer goods that export to Canada.
Published: August 24, 2025
Explore BasketInvestment Analysis
CGI
GIB
Pros
- CGI delivered strong revenue growth of nearly 10% year-on-year, supported by rising demand for managed IT services and strategic acquisitions.
- The company has expanded its European footprint and increased new business bookings, which now account for a significant share of total contracts.
- CGI maintains a resilient business model with recurring revenue from long-term government and enterprise contracts, providing stability in uncertain markets.
Considerations
- Pricing pressure and flat margins reflect ongoing challenges in the enterprise IT sector, limiting near-term profitability expansion.
- North American growth has slowed, and the US federal segment faces upcoming revenue and operating income headwinds.
- Mass adoption of AI-driven IT workloads remains delayed, which could constrain margin improvement and future growth acceleration.
Pros
- Telkom Indonesia benefits from a dominant market position in Indonesia's telecommunications sector, supporting stable cash flows.
- The company is expanding into digital services and infrastructure, which could drive future revenue diversification and growth.
- Strong government backing and regulatory support provide a favourable operating environment for long-term expansion.
Considerations
- Revenue growth is constrained by high market penetration and intense competition in the domestic telecom space.
- Exposure to regulatory changes and potential pricing pressures in Indonesia's telecom sector could impact profitability.
- Currency volatility and macroeconomic risks in Indonesia may affect investor returns and financial performance.
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