Axiata (Buy, RM 4.5, +92%) Our takeaway from Investor Day 2025; Shares look to have finally bottomed
Axiata held its Investor Day yesterday which focused on the Group's progress towards deleveraging and the outlook for dividends. As the Group transits to be more of a holding company, capital allocation and shareholder remuneration policies are central which is the key focus of our note below. With progress here we think the shares have finally bottomed.Axiata Group is an investment holding company. Co. is engaged in the provision of mobile communication services and network transmission related services. Co.'s principal activities are investment holding and provision of technical and management services. The principal activities of Co.'s subsidiaries are mainly the provision of mobile communication services and network transmission related services. Co. provides mobile services, leasing of passive infrastructure, and others such as provision of interconnect services, leased services, pay television transmission services and provision of other data services. Co. operates within Malaysia, Indonesia, Bangladesh, Sri Lanka.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.