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  "documentTitle": "Indonesia case study",
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  "notes": "The chart uses a grouped bar-line combination to show absolute Capex (bars) and intensity (lines) for three distinct companies.",
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      "text": "Telco players aggressively increased their capex in 2019 to expand 4G base stations nationwide; Capex/revenue intensity higher in the smaller players as they are trying to increase network coverage & quality",
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      "text": "Capex (IDR Bn) for Telkom, XL, and Indosat",
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      "text": "XL and Indosat to continue 4G network expansion, especially outside Java and increase the network quality. While Telkom has an established mobile network outside Java already, its CapEx remain constant to expand its fixed broadband network. Passive infrastructure sharing requirement in new Omnibus Law provides long-term positive for the industry capex efficiency",
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      "text": "Telco players aggressively increased their capex in 2019 to expand 4G base stations nationwide; Capex/revenue intensity higher in the smaller players as they are trying to increase network coverage & quality",
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      "text": "Source: Company Data, BCG Analysis",
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