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    Hussaini Saifee

    Vice President and Equity Research Analyst at UBS

    Hussaini Saifee is a Vice President and Equity Research Analyst at Maybank Securities, specializing in analytical coverage of telecommunications and infrastructure companies, including high-profile firms like NetLink NBN Trust and Singtel. Previously, he was an Equity Research Analyst at UBS Securities Pte Ltd. from 2021 to 2024, following a decade at Citigroup Global Markets Singapore where he built a reputation for detailed sector research. His career trajectory reflects strong expertise in financial analysis and investment banking, and he is a CFA Level 3 candidate demonstrating commitment to professional development. Saifee's analytical work is referenced widely in industry circles, notably for his insights on Southeast Asian telecom and infrastructure equities.

    Hussaini Saifee's questions to PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK (TLK) leadership

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

    Question

    Hussaini Saifee from UBS inquired about the growth outlook for Telkomsel's mobile business following industry price increases, asking if it could accelerate to mid-single digits. He also requested an update on data center revenue growth, the timeline for a data center IPO, and whether the full-year IndiHome net adds target was still achievable.

    Answer

    Marketing Director Derrick Heng outlined Telkomsel's strategy to defend market share and focus on high-value customers, without providing a specific growth forecast. Finance and Risk Management Director Heri Supriadi reported data center growth at 4.5% YoY, noting that new hyperscale capacity would drive growth in H2. He added that an IPO or strategic investor would be considered once the business reaches scale and confirmed the company still targets 600,000 to 700,000 new IndiHome subscribers for the full year.

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