Singapore Stock Market News

Telcos - Quest for data winners

StockFanatic
Publish date: Fri, 17 Jan 2014, 02:06 PM
StockFanatic
0 10,453
Welcome to Stockfanatic Singapore stock market and regional market news. This is a platform to share Singapore stock market and regional news to investors / man in the street. Investors can also look forward to analyst reports and brokers recommendations. Stockfanatic's Singapore stock market and regional news blog, home of investors one stop news station.
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.
Read more »
Discussions
Be the first to like this. Showing 0 of 0 comments

Post a Comment