Malaysia Telecoms
Improving outlook
Aggressive iPhone offerings from DiGi to grab more data market share; may see near-term margin pressure but revenue gains in medium term. Prepaid segment also continues to be competitive. Expensive valuations; Top pick: DiGi.Com.
Asean strategy
Stay on course
November’s result season, China People’s congress meeting, US Fed will set tone for markets in early 2014. Equity risk premium should continue to expand as risk diminishes in ASEAN.
Source: HwangDBS Research - 4 Nov 2013
Created by kltrader | Jan 03, 2023
Created by kltrader | Sep 30, 2022