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OverviewFinancial Highlight
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Business Background Axiata is a telecommunications company. It primarily provides mobile and infrastructure service and operates in four main geographic areas: Malaysia, Indonesia, Bangladesh, and Sri Lanka. Mobile services are derived through controlling interests in five mobile operators: Celcom in Malaysia, XL in Indonesia, Dialog in Sri Lanka, Robi in Bangladesh, and Smart in Cambodia. The company generates the vast majority of its revenue in Malaysia and Indonesia. It also owns mobile tower and fibre infrastructure and generates infrastructure revenue through its infrastructure company, Edotco.
9 people like this. Medusa Follow medusa earn plofit IB ask you sell, slowly buy IB ask you buy, runnnnnnnnnnnnnnnn Kikiki… 01/12/2023 4:10 PM Strategist Invest Lam @Ck1973 yes agree with it ,just need patience on this counter everything smooth on the recovery path 22/12/2023 8:29 AM DividendGuy67 Fwiw, this company's long term financial character has changed quite considerably, after Celcom operations discontinued last year. Over past 9 years, its EPS and DPS results are extremely volatile, if compared with say CDB or MAXIS. Honestly, relative to MAXIS, MAXIS has in my view the more optimal longer term earnings yield and dividend yield characteristics. As investors, its longer term EPS, DPS, and Price action matters and as investors we have a choice to invest in one or the other ... I own 40+ stocks and I don't want to over-diversify to own MAXIS, CDB and AXIATA and/or TM and if I have to choose one over these 4 counters for long term investment, based on historical results, MAXIS looks like the better choice to me from just the pure numbers perspective. I invest based on numbers and as they say ... numbers never lie. 28/12/2023 10:59 PM DividendGuy67 So, I have disposed all of my AXIATA holdings that I bought 20 days ago at 2.32, to sell at 2.43, netting 11 sen. I don't like to trade by holding such a short term like 20 days - I prefer to hold for months / years, but in this case, as MAXIS was cheaper a few days ago, I disposed AXIATA to buy MAXIS. 28/12/2023 11:00 PM AlphaAdventurer P/E of Maxis is much more higher than Axiata...I wonder why also 29/12/2023 11:28 AM Deekay Think you should compare Maxis to CDB rather than Axiata nowadays after the merger. 20/01/2024 12:40 PM Medusa Congratulations to everyone Follow medusa earn plofit Follow others Holland coming Kikiki… 13/02/2024 7:52 AM furball Buy Axiata for its indonesian operations. Over time, that will get bigger and more profitable. Edotco is a bonus. And good riddance of its Nepal ops🙂 18/02/2024 4:36 PM hotsauce1924 some of the comment really make me thing is people wanna sabo. like dividendguy. sell axiata at 2.4 in january in order to exchange for Maxis cuz "its a better stock". two months later, axiata up 15% from when he sell, maxis down 10%. 20/03/2024 12:02 PM MoneyMakers Delicious discount - most undervalue telco Should be strong QR this yr (no more impairments) + sell Edotco xtra few Bil Wait yr end see can overtake Maxis (most overvalue telco) 27/03/2024 4:26 PM Deekay Axiata's edotco to sell Myanmar tower business for US$150 mil https://theedgemalaysia.com/node/707012 04/04/2024 6:03 PM bose00 Myanmar having internal war~ got buyer ? I doubt it unless it’s a huge discount/ loss for shareholders 05/04/2024 9:13 AM Deekay "Exit multiple reflects the challenging macroeconomic conditions. The consideration translates into a valuation/tower of c.USD70,000, which is about 30% lower than the indicative USD100,000/tower forked out in 2016 (75% stake), which valued EMM then at USD167m. The buyer is Pun Tower Investments Ltd, which is linked to the founder of Yoma Group, a Myanmar conglomerate with exposure to real estate, financial services, consumer, automotive, and heavy equipment, amongst others. Yoma was edotCo’s original strategic partner in the towerco business in Myanmar. " https://klse.i3investor.com/web/pricetarget/research/71122 05/04/2024 10:45 AM MoneyMakers Edotco Myanmar sale rm700Mil consider small cake No more ESG issue (Myanmar civil war) - will open door/speed up ‘Edotco stake sale’ up to usd 1Bil 06/04/2024 4:34 PM BenjaminSS14 Now they wanna go invest in India and Sri Lanka....high risk investments....??? ...should ask shareholders first!!! 19/04/2024 9:57 AM Deekay Read properly first before jumping into conclusion. The IB analysis will help. 19/04/2024 11:22 AM MoneyMakers Surprise heavy drop even tho strong profit 200Mil Nvrmnd look forward more QR recovery + mergers in Indonesia/Sri Lanka (become even bigger) Hopefully sell Edotco this yr also 29/05/2024 10:15 PM nab8080 Time to accumulate this counter…..elf keep on acquiring this counter!don’t wait until above 3 !time is running out,never miss it! 23/06/2024 10:51 AM Needluck can someone explain why the total volume traded on 20/6 is 9,378,800 shares but EPF announced that day acquired 1,000,000 and disposed 9,265,200 shares. doesn't match, how come??? 26/06/2024 10:00 AM MoneyMakers Disappointing half-yearly close after strong run Telco biz going strong but side biz (edotco/linknet) losing money Better selloff side biz edotco/linknet get few Bil..no use ‘UNICORN’ status but red unicorn (lose money) 30/06/2024 12:45 PM speakup https://www.thestar.com.my/business/business-news/2024/07/05/u-mobile-partners-edotco-to-accelerate-5g-network-rollout Limit up after lunch? 05/07/2024 1:25 PM bullrun168 Wow, Amazing ! Now Axiaita was traded at @RM2.53 (+0.08) (+3.3 %) Heng ah, Ong ah, Huat ah ! 15/07/2024 4:11 PM ivanlau Bangladesh turmoil will definitely pull this stock go down another 10 % , today closing 2.25 , beware guys........... 06/08/2024 10:42 PM icedvestor The turmoil was reported in the past weeks which resulted in the major price dip. Now the situation seem slightly stabilized as the Bangladeshi army refused to suppress protest which aggravated the turmoil in the first place. Probability is that the price will likely rebound from here. 07/08/2024 4:12 PM punpipi ok la, if just thinking for better dividends, this one can promise long long time. They aim for each quarter give dividend RM0.05 from next next year, if become real good la. 13/08/2024 11:39 AM speakup Edotco listing and Boost listing make Axiata hidden gem. I sold my Maxis swap to Axiata 13/08/2024 12:59 PM AlphaAdventurer Axiata Join Forces With CSM, MDEC To Enhance Nation’s Cybersecurity Resiliance https://www.businesstoday.com.my/2024/08/12/axiata-join-forces-with-csm-mdec-to-enhance-nations-cybersecurity-resiliance/ 13/08/2024 5:05 PM sweetylemon I'm buying Axiata and I want to see how far they could make money from their Indonesian business. 22/10/2024 11:16 AM AlphaAdventurer Analysts positive on Axiata's emerging-market focus, CelcomDigi merger benefits https://theedgemalaysia.com/node/733208 14/11/2024 9:52 AM | |