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    Arthur Pineda

    Managing Director and Senior Equity Analyst at Citi

    Arthur Pineda is a Managing Director and Senior Equity Analyst at Citi, specializing in Asian telecommunications and conglomerate equity research. He covers major listed companies including Singapore Telecommunications, PLDT, Globe Telecom, and several others in the broader Asian telecom sector, consistently achieving a 78.57% success rate and generating an average return of 11.5% per rating over the past year. Ranked in the top quartile of Wall Street analysts by TipRanks, Pineda has built a strong track record since joining Citi after prior stints at leading investment banks across Asia. His professional credentials include securities analysis registrations and memberships in relevant financial industry associations, underscoring his expertise and recognition in the telecom investment community.

    Arthur Pineda's questions to PLDT (PHI) leadership

    Arthur Pineda's questions to PLDT (PHI) leadership • Q2 2025

    Question

    Arthur Pineda of Citi inquired about the drivers behind the recent softness in wireless revenue trends and sought an update on the regulatory status and potential impact of the Connect-a-Pinoy Bill.

    Answer

    Anastacio Martirez, COO of Smart Communications, attributed the mobile revenue dip to normal fluctuations and expressed confidence in a second-half recovery driven by new product innovations. Subsequently, Marilyn Victorio-Aquino, SVP & Senior Legal Advisor, detailed the company's strong opposition to the Connect-a-Pinoy Bill, outlining potential legal challenges based on constitutional grounds should it become law, citing it as a disincentive to build infrastructure.

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    Arthur Pineda's questions to PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK (TLK) leadership

    Arthur Pineda's questions to PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK (TLK) leadership • Q2 2022

    Question

    Arthur Pineda from Citi inquired about the drivers behind the reduction in the mobile subscriber base and the slowdown in broadband growth momentum. He questioned if these trends were due to structural issues like competition or market saturation and whether CapEx would be consequently reduced.

    Answer

    President Director and CEO Ririek Adriansyah attributed the mobile subscriber decline to post-festive season rotational churn and a strategic focus on high-value customers. Strategic Portfolio Director Budi Setyawan Wijaya confirmed Telkomsel's CapEx to revenue ratio would remain stable at 13-14%. Finance and Risk Management Director Heri Supriadi added that the IndiHome slowdown was a deliberate strategy to improve sales quality and reduce future churn by focusing on higher-value, longer-term contracts.

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