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51,416 slides across 1229 decks match.
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Costs of a mobile broadband data basket are below affordable level, yet income spent on fixed broadband is still considerably high
misc · 2021 · market_landscape
Costs of a mobile broadband data basket are below affordable level, yet income spent on fixed broadband is still considerably high
1.3% — GNIpc
 Many districts still have weak or no mobile broadband signal, while fixed broadband penetration is considerably low at 0% for some provinces
misc · 2021 · geographic_map
Many districts still have weak or no mobile broadband signal, while fixed broadband penetration is considerably low at 0% for some provinces
0% — Fixed broadband penetration
 Solutions are required to improve coverage quality to reach better (school) connectivity
misc · 2021 · problem_statement
Solutions are required to improve coverage quality to reach better (school) connectivity
29% — Internet connectivity
 Overview of major upcoming changes in telco landscape and resulting school connectivity expected
misc · 2021 · industry_trends
Overview of major upcoming changes in telco landscape and resulting school connectivity expected
 Penetration levels of fixed broadband has room for improvement, whilst increasing uptake in fixed broadband subscribers
misc · 2021 · industry_trends
Penetration levels of fixed broadband has room for improvement, whilst increasing uptake in fixed broadband subscribers
11.8m — Fixed broadband subscriptions
 60% mobile broadband subscribers have access to 4G, with three telco players controlling 80% of market share
misc · 2021 · market_landscape
60% mobile broadband subscribers have access to 4G, with three telco players controlling 80% of market share
80% — Market share
 Significant difference in 4G download speeds observed across operators despite similar 4G availability
misc · 2021 · competitive_analysis
Significant difference in 4G download speeds observed across operators despite similar 4G availability
12.7 — 4G Download speed
 Telkom leads in terms of size and as a result of its scale advantage manages to have higher profitability levels
misc · 2021 · competitive_analysis
Telkom leads in terms of size and as a result of its scale advantage manages to have higher profitability levels
66 — EBITDA margin
 Telkom capex has remained constant, with smaller players investing slightly more to expand their 4G network
misc · 2021 · competitive_analysis
Telkom capex has remained constant, with smaller players investing slightly more to expand their 4G network
41% — Capex/Revenue (%)
 Several interesting partners exist in Indonesia to reach school connectivity, either in terms of funding potential, or in terms of operating model
misc · 2021 · market_landscape
Several interesting partners exist in Indonesia to reach school connectivity, either in terms of funding potential, or in terms of operating model
 IdREN brings better connectivity for education and research, providing potential operating model for wider coverage
misc · 2021 · case_study
IdREN brings better connectivity for education and research, providing potential operating model for wider coverage
 USO, Indonesian USF to fund network coverage in the outermost, frontier, and underdeveloped areas
misc · 2021 · case_study
USO, Indonesian USF to fund network coverage in the outermost, frontier, and underdeveloped areas
3.3 Tn — IDR
 Bridging the connectivity gap and building digital ecosystems in not commercially viable areas through BAKTI
misc · 2021 · case_study
Bridging the connectivity gap and building digital ecosystems in not commercially viable areas through BAKTI
IDR ~3.3 Tn — Annual budget
 The key issue to be resolved in Indonesia, besides funding, is regional differences
misc · 2021 · problem_statement
The key issue to be resolved in Indonesia, besides funding, is regional differences
 Digitalization and school connectivity being top of mind of Indonesia leaders ...
misc · 2021 · quote_slide
Digitalization and school connectivity being top of mind of Indonesia leaders ...
 ... However, school connectivity gaps remain, especially in islands with lower population density, thereby requiring different funding solutions per region
misc · 2021 · problem_statement
... However, school connectivity gaps remain, especially in islands with lower population density, thereby requiring different funding solutions per region
 Most of schools are connected already, despite Sumatra still needing more equalization of internet access
misc · 2021 · market_landscape
Most of schools are connected already, despite Sumatra still needing more equalization of internet access
 For the well-developed regions, we believe four funding methods would be especially suitable to reach 100% school connectivity of a meaningful standard
misc · 2021 · strategic_options
For the well-developed regions, we believe four funding methods would be especially suitable to reach 100% school connectivity of a meaningful standard
 Demand-subsidy | Government’s allocation to school funding is already high, making an increase from moe unlikely to be sustainable
misc · 2021 · diagnosis
Demand-subsidy | Government’s allocation to school funding is already high, making an increase from moe unlikely to be sustainable
20% — Government education spending allocation
 Prerequisite in upcoming 5G spectrum auctions : Upcoming spectrum auctions could provide new possibilities for school connectivity in urban areas
misc · 2021 · strategic_options
Prerequisite in upcoming 5G spectrum auctions : Upcoming spectrum auctions could provide new possibilities for school connectivity in urban areas
 Build, Operate & Transfer by BAKTI| Selling infrastructure for expanding services into underserviced areas rather than money
misc · 2021 · strategic_options
Build, Operate & Transfer by BAKTI| Selling infrastructure for expanding services into underserviced areas rather than money
 Coverage as a service - revenue sharing (I/II) | Though Indonesia is used to sharing infra, formalized revenue-sharing provides opportunity for funding
misc · 2021 · strategic_options
Coverage as a service - revenue sharing (I/II) | Though Indonesia is used to sharing infra, formalized revenue-sharing provides opportunity for funding
 Coverage as a service - revenue sharing (II/II) | There are many local providers that could offer school connectivity at a fair price
misc · 2021 · other
Coverage as a service - revenue sharing (II/II) | There are many local providers that could offer school connectivity at a fair price
 Regional focus: Kalimantan, Sulawesi, Nusa Tenggara & Papua
misc · 2021 · geographic_map
Regional focus: Kalimantan, Sulawesi, Nusa Tenggara & Papua
 Majority schools have limited or no connectivity in the sparsely populated islands
misc · 2021 · diagnosis
Majority schools have limited or no connectivity in the sparsely populated islands
 For the less-developed regions, we believe five funding methods would be needed in order to reach meaningful connectivity in the long-term
misc · 2021 · strategic_options
For the less-developed regions, we believe five funding methods would be needed in order to reach meaningful connectivity in the long-term
 USO financing | A trustworthy USO can be leveraged as a financial mechanism
misc · 2021 · strategic_options
USO financing | A trustworthy USO can be leveraged as a financial mechanism
 Regulated advertising model | Advertisement seen as potentially viable option for funding method, however rules & guidelines surrounding ethics needed
misc · 2021 · strategic_options
Regulated advertising model | Advertisement seen as potentially viable option for funding method, however rules & guidelines surrounding ethics needed
 Community contribution | A community contribution model is driven by local ownership leading to lower costs
misc · 2021 · case_study
Community contribution | A community contribution model is driven by local ownership leading to lower costs
51% — Gross margin
 Community contribution #1 – local ownership | Zenzeleni’s model is successful due to professional organization steering local communities
misc · 2021 · case_study
Community contribution #1 – local ownership | Zenzeleni’s model is successful due to professional organization steering local communities
 Community contribution #2 – village ownership | The Indonesian village model variant of the Zenzeleni model would look as follows
misc · 2021 · process_diagram
Community contribution #2 – village ownership | The Indonesian village model variant of the Zenzeleni model would look as follows
 Government invests alongside ISPs | The Indonesian government can help ISPs to expand into new areas by co-investing
misc · 2021 · case_study
Government invests alongside ISPs | The Indonesian government can help ISPs to expand into new areas by co-investing
 P&L of an avg. school¹ in Java, Bali & Sumatra | No model sufficient by itself to cover costs, though clear differences in potential arise
misc · 2021 · financial_analysis
P&L of an avg. school¹ in Java, Bali & Sumatra | No model sufficient by itself to cover costs, though clear differences in potential arise
$922 — Funding Gap
 P&L of total area in Java, Bali & Sumatra | No model sufficient by itself to cover all schools of central states, though clear differences in potential arise
misc · 2021 · financial_analysis
P&L of total area in Java, Bali & Sumatra | No model sufficient by itself to cover all schools of central states, though clear differences in potential arise
$58 — Funding Gap
 Detailed assumptions | These are the "what you need to believe" for these P&Ls to hold true and what targets must be met for theory to meet practice
misc · 2021 · appendix
Detailed assumptions | These are the "what you need to believe" for these P&Ls to hold true and what targets must be met for theory to meet practice
 P&L o total area in Java, Bali & Sumatra | Funding models can lead to school connectivity if assumptions turn out positive
misc · 2021 · financial_analysis
P&L o total area in Java, Bali & Sumatra | Funding models can lead to school connectivity if assumptions turn out positive
$118 — Annualized P&L
 Combining funding models leads to school connectivity in theory, however many hurdles need to be overcome
misc · 2021 · financial_analysis
Combining funding models leads to school connectivity in theory, however many hurdles need to be overcome
$100 — Surplus
 P&L of an avg. school¹ in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover costs, though clear differences in potential arise
misc · 2021 · financial_analysis
P&L of an avg. school¹ in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover costs, though clear differences in potential arise
$1,998 — Funding Gap
 P&L of total area in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover all schools, though clear differences in potential arise
misc · 2021 · financial_analysis
P&L of total area in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover all schools, though clear differences in potential arise
$22m — Funding Gap
 Detailed assumptions | These are the "what you need to believe" for these P&Ls to hold true and what targets must be met for theory to meet practice
misc · 2021 · appendix
Detailed assumptions | These are the "what you need to believe" for these P&Ls to hold true and what targets must be met for theory to meet practice
 P&L of total area in Kalimantan, Sulawesi, Nusa Tenggara & Papua | Funding models can lead to school connectivity if assumptions turn out positive
misc · 2021 · financial_analysis
P&L of total area in Kalimantan, Sulawesi, Nusa Tenggara & Papua | Funding models can lead to school connectivity if assumptions turn out positive
$87 — Annualized P&L
 Combining funding models leads to school connectivity in theory, however many hurdles need to be overcome
misc · 2021 · financial_analysis
Combining funding models leads to school connectivity in theory, however many hurdles need to be overcome
$27 — Surplus
 Recommendations for short-term next steps
misc · 2021 · next_steps
Recommendations for short-term next steps
 Non-performing Loan Balance Expected Growth
Strategy_and · 2021 · diagnosis
Non-performing Loan Balance Expected Growth
 Net NPL Inflow Total Volume Expected Growth [TRY bn, 2010-23]
Strategy_and · 2021 · market_sizing
Net NPL Inflow Total Volume Expected Growth [TRY bn, 2010-23]
121.9 — Net NPL Inflow
 Net SME and Corporate NPL inflow volume expected growth [TRY bn, 2010-23]
Strategy_and · 2021 · market_sizing
Net SME and Corporate NPL inflow volume expected growth [TRY bn, 2010-23]
TRY 259-321 billion — NPL inflow volume
 Non-performing Loan Sales Expected Growth
Strategy_and · 2021 · scenario_analysis
Non-performing Loan Sales Expected Growth
 Industrial executives are navigating a trying business landscape while eyeing several long-term challenges that still must be addressed
LEK · 2022 · key_messages
Industrial executives are navigating a trying business landscape while eyeing several long-term challenges that still must be addressed
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