Investor Presentaiton
2
Link Net
Link Net - Leading HSBB provider of scale and operating in some of the
most attractive metropolitan areas of Indonesia...
Operating in provinces with high GDP contribution... (a)
...and in some of the most densely populated cities (a)
% of
national
17.5%
15.0%
13.3%
4.2%
Total
population
10.3
2.7
3.2
2.2
0.9
1.1
259
GDP
(millions)
158
Population
2016 GDP(b)
(US$ bn)
134
120
density
Per km², 2016
15,479 15,345
9,143
8,299
37
6,207
1,538
136
Jakarta
East Java (c)
West Java (c)
Rest of (d)
Indonesia
Jakarta Bandung Surabaya Medan Malang Batam Indonesia
City City
Link Net's large and fast growing addressable market(e)
Addressable
homes (k)
Anchor provider to affluent households in Indonesia
7.1% CAGR
7,321
CAGR
6,609
Upper 1
Upper 1
10.4%
Upper 2
Upper 2
Others(f)
345k,
11.8%
570k,
19.4%
Link Net
Subs.
market
share
Middle 1
Middle 1
- 4.5%
2015
Source: 2017 Media Partners Asia unless otherwise stated
a) Source: Badan Pusat Statistik ("BPS")
b) GDP assumes USD/IDR exchange rate of 13,322
2Q2017
3 Key
Metropolitan
Cities
2,016k,
68.8%
P1
Nationwide coverage
>20 Cities (g)
c) Key cities in East Java include Gresik, Bangkalan, Mojokerto, Surabaya, Sidoarjo, Lamongan and in West Java includes Bandung
d) Rest of Indonesia figure is the average of the remaining top 9 provinces as per BPS excluding Jakarta, East Java and West Java
e) According to, and based on addressable market of Upper 1, Upper 2 and Middle 1 SEC households as defined by Nielsen (2Q17 definition of SEC classification) - For Greater Jakarta, Greater Bandung, Greater Surabaya (Includes Malang) and Medan.
Nielsen reports based on number of people aged 10 and above. Addressable homes or households is derived by assuming each home or household has 4 people each
f) Consists of 4 other key HSBB players in Indonesia which combined have fewer HSBB subscribers compared to Link Net
g) Refers to P1's nationwide coverage which covers more than 10 cities on Java island, plus key cities in Sumatra (Medan, Banda Aceh, Bandar Lampung, Bekasi, Palembang, Bengkulu), Kalimantan (Pontianak, Banjarmasin, Balikpapan, Samarinda),
Sulawesi (Makassar) and Nusa Tenggara
12View entire presentation