Singapore Stock Market News

Telcos - Quest for data winners

StockFanatic
Publish date: Fri, 17 Jan 2014, 02:06 PM
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Regional (Asia Pacific) Sector Navigator - 2014

We recommend an Overweight on Asia ex-Japan telcos. We expect monetisation of data investments to be the key value driver for operators, enabling ROIC expansion.

We prefer operators which have competitive advantages or are better placed to capitalise on the potential data growth and rising data subscriber penetration.
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