Telco - Notes from CIMB US roadshow | I3investor

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Telco - Notes from CIMB US roadshow

StockFanatic

Publish date: Fri, 23 Aug 2013, 10:55 AM

During our roadshow in the US, we found that there was strong interest in small cap, higher-growth telcos, especially tower companies. However, interest in the large-cap, high dividend yield stocks has waned. We remain Neutral on the sector.

Our top picks are M1 and Telkom Indonesia. We also like SK Telecom and Thaicom. Our top sells include Telstra, Idea and XL Axiata. We recently downgraded both Tower Bersama and Jasmine to Neutral ratings as they have reached our target prices.

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