New Street: Malaysian Telcos: Covid-19 triple whammy, downgrade pts and recs
Malaysian telecom has three vulnerabilities (tourism, oil and migrant workers) which means it is likely to see a bigger than average impact from Covid-19.
Maxis is engaged as a communications service provider. Co. operates in three segments: mobile services, which comprises postpaid mobile, prepaid mobile, mobile data, broadband and roaming services; fixed line services, which comprises a range of voice services, data services, Very Small Aperture Terminal services and Internet Protocol and managed services to consumer and business customers; and international gateway services, which comprises services to international telecommunications carriers for termination of traffic into Malaysia, services to send Co.'s own international traffic abroad and bandwidth leasing services. As of Dec 31 2010, Co. had 13,954,000 mobile subscriptions.
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