Report
Chris Hoare ...
  • David Lopes
EUR 9490.00 For Business Accounts Only

New Street: Malaysian Telcos Q2 22 review: Recovery continues

Malaysian operators reported a better quarter, supported by a lower ARPU decline. EBITDA growth also outpaced service revenue and we expect the recovery to continue in 2H.
Underlyings
Axiata Group Bhd.

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.

Digi Communications NV

XL Axiata (Excelcomindo)

Provider
New Street Research
New Street Research

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
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  • Asian Internet
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  • Global healthcare thematic research

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  • Pan European Telecom Services and Cable


Analysts
Chris Hoare

David Lopes

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