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Michael Teo

The announcement did not provide the estimated value of the arrangement, which will be determined by usage at the agreed rates. While some revenue will be generated from utilizing Celcom’s network, we expect minimal earnings contributions from webe over the medium term given its low subscriber base relative to the 4 main cellular operators currently contending for market share. Hence, we are neutral on this development.

22 Feb 2019, 10:54 AM
Michael Teo

Even though Axiata currently trades at a bargain FY18F EV/EBITDA of 5x, way below its Maxis’ 13x, the group’s likely weak 4QFY18 results announcement later today from further year-end asset impairments amid deteriorating overseas risk profile from Nepal’s additional capital gains tax charge on NCELL acquisition and intense competition from both local and overseas mobile operations constrain upside momentum. Additionally, the government’s intention to reduce Khazanah Nasional’s GLC holdings casts possibilities of a share overhang over the medium term.

22 Feb 2019, 10:54 AM

Y it drop so sharply. Investor must realize its already few month overbought in weekly chart and monthly.Its also the main critea  for determine trend(both)

10 Sep 2019, 12:53 PM

Industry Comparision Mobile Services (Malaysia):

  2. DIGI
  3. MAXIS
  5. XOX
11 Apr 2020, 06:29 PM

yeahAxiata most welcomed ...?Shares...?

16 Oct 2020, 08:57 AM

[KLSE Stock Series] Check out the latest Malaysia Telco stocks analysis:

1. Axiata

2. Digi

3. Maxis

4. Redtone

5. TM

25 May 2022, 02:06 AM

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