The stock rally of PT Bach Multi Global Tbk (BACH) has recently\ncaptured market attention. Within one week, BACH shares strengthened by\n67.62% to reach a position of Rp 880 at the close of trading on Friday\n(31\/07\/2026).<\/p>\n
Amid increasing investor interest in the issuer, the prospects for\nthe telecommunications infrastructure sector are considered promising\ndue to digital transformation, 5G network development, and the rising\ndemand for services based on artificial intelligence (AI) and cloud\ncomputing.<\/p>\n
Capital market observer Menteng Kleb Fauzan Luthsa stated that\nissuers in the telecommunications support sector are receiving\nsignificant attention from investors. He noted that the increased\ninterest in BACH is also inseparable from the entry of the Djarum Group\nthrough PT Global Teknologi Perkasa (GTP) as the company\u2019s controlling\nshareholder.<\/p>\n
Fauzan remarked that investors have traditionally known BACH as a\ngenerator company. However, according to its prospectus, the company\nmanages approximately 41,000 telecommunications sites, meaning BACH has\nbecome an integral part of the telecommunications infrastructure\necosystem. \u201cUltimately, the market will look at company performance.\nHowever, the shift in perspective regarding BACH\u2019s business model is one\nof the factors driving increased investor attention,\u201d he explained.<\/p>\n
Separately, CORE Indonesia observer Dipo Satria Ramli stated that\ngrowth opportunities in the telecommunications infrastructure sector\nremain vast over the next three to five years. He noted that the demand\nfor telecommunications tower construction and fibre optic networks\nremains high due to increasing needs from both individual customers and\ncorporations.<\/p>\n
He added that the need for basic infrastructure\u2014such as electricity,\ntelecommunications towers, fibre optic networks, and submarine\ncables\u2014remains a primary requirement, while the increasing use of the\ninternet, AI, and cloud computing will act as driving factors. Dipo\nnoted that the telecommunications support sector plays a highly\nstrategic role, as these companies determine the reliability and\nsustainability of telecommunications infrastructure and the digital\neconomy.<\/p>\n
Dipo also mentioned that unstable power supplies and non-integrated\nfibre optic networks in certain regions make the role of support\ncompanies vital in Indonesia. \u201cWithout the reliability of internet and\ntelecommunications, the digital economy cannot be built,\u201d he\nemphasised.<\/p>\n
Furthermore, the Head of the Centre for Telecommunications Policy and\nRegulation Studies at the Bandung Institute of Technology (ITB), Ian\nYosef M. Edward, stated that the availability and reliability of power\nsystems are top priorities in the construction of Base Transceiver\nStations (BTS). \u201cThe selection for BTS installation first looks at the\navailability and reliability of the power system. Therefore, it is a\nprimary priority in BTS infrastructure development,\u201d he said.<\/p>\n
Ian explained that the concept of redundancy or backup can involve\none PLN (state electricity company) power source with one backup\ngenerator, or a combination of PLN, batteries, and generators to\nguarantee the level of power availability.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/bach-multi-shares-surge-as-telecommunications-infrastructure-outlook-remains-bright-1785671450", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }