reports
- ABGSC Telecom Operators Research
- Herman Caspersen
- Øystein Elton Lodgaard
Telenor Group's results invitation for the fourth quarter 2025
Telenor Group's results invitation for the fourth quarter 2025 Join us for Telenor Group’s results for the fourth quarter 2025.When: Friday 6 February 2026, 09.00 CET / 08.00 UKT. The presentation will be held by Group CFO Torbjørn Wist, in the temporary absence of Group CEO Benedicte Schilbred Fasmer, due to a planned operation and a short-term sick leave. To view the webcast, without participating in the live Q&A, please visit: /investors/reports-and-information/quarterly/telenor-groups-results-for-the-4th-quarter-2025/ or visit Telenor.com/investors The presentation will be availab...
Invitasjon til Telenors resultatfremleggelse for fjerde kvartal 2025
Invitasjon til Telenors resultatfremleggelse for fjerde kvartal 2025 Telenor legger frem resultater for fjerde kvartal 2025. Når: Fredag 6. februar 2026 kl 9.00. Presentasjonen vil holdes av finansdirektør Torbjørn Wist, under et midlertidig fravær av konsernsjef Benedicte Schilbred Fasmer som følge av en planlagt operasjon og en kortvarig sykemelding. For å se webcast, uten å stille spørsmål, bruk denne linken: /investors/reports-and-information/quarterly/telenor-groups-results-for-the-4th-quarter-2025/ eller besøk Telenor.com/investors. Presentasjonen vil kun være til...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Russell Waller
- Chris Hoare
True Corp (Buy, THB 18, +59%) Telenor sells out of TRUE – implication...
Telenor has announced it is selling the majority of its stake in TRUE to a CP Group–affiliated company for THB 11.7, a 4% discount to the market price. In this brief note we discuss implications for TRUE, and thoughts for CelcomDigi.
- ABGSC Telecom Operators Research
- Herman Caspersen
- Øystein Elton Lodgaard
Telenor sells ownership in True Corporation
Telenor sells ownership in True Corporation Fornebu, Norway – January 22, 2026 – After 25 successful years in Thailand, Telenor has agreed to sell its stake in True Corporation for a total value of approximately NOK 39 billion. Telenor Group has signed an agreement with Arise Digital Technology Company Limited, a company owned by Khun Suphachai Chearavanont, to sell 24.95 percent of the shares in True at THB 11.70 per share. In addition, Arise and Telenor have agreed a mutual put/call option for the sale of the remaining 5.35 percent two years after closing of the initial sale at the hig...
Telenor selger seg ut av Thailand
Telenor selger seg ut av Thailand (Fornebu, 22. januar 2026) Etter 25 vellykkede år i Thailand har Telenor inngått avtale om å selge sin eierandel i True Corporation til en samlet verdi på rundt 39 milliarder kroner. Telenor Group har inngått avtale med Arise Digital Technology Company Limited, et selskap eid av Suphachai Chearavanont, om salg av 24,95 prosent av aksjene i True til THB 11,70 per aksje. I tillegg har selskapene en opsjon for salg av de resterende 5,35 prosentene to år etter gjennomføring av det første salget, til det høyeste alternativet av THB 11,70 per aksje eller marke...
Telenor Marks 25 Years on the Oslo Stock Exchange
Telenor Marks 25 Years on the Oslo Stock Exchange Today, Telenor celebrated its 25th anniversary as a listed company on the Oslo Stock Exchange. Since its listing in 2000, the company has distributed more than NOK 243 billion to shareholders. Around 70 guests attended the event, including Minister of Digitalization Karianne Tung. The program featured speeches from CEO of Euronext Oslo Stock Exchange Øivind Amundsen, Telenor CEO Benedicte Schilbred Fasmer, and CFO Torbjørn Wist. Øivind Amundsen congratulated Telenor on the milestone: “We are very pleased to see the companies listed on th...
Telenor markerer 25 år på Oslo Børs
Telenor markerer 25 år på Oslo Børs Telenor markerte i dag sitt 25-årsjubileum som børsnotert selskap på Oslo Børs. Siden børsnoteringen i 2000 har selskapet delt ut over 243 milliarder kroner til aksjonærene. Rundt 70 gjester deltok på markeringen, blant dem digitaliseringsminister Karianne Tung. Arrangementet inneholdt taler fra børsdirektør Øivind Amundsen, konsernsjef Benedicte Schilbred Fasmer og finansdirektør Torbjørn Wist. Børsdirektør Øivind Amundsen gratulerte Telenor med jubileet: – Vi syns det er veldig gledelig at selskapene vi har notert her på Euronext Oslo Børs gjør det ...
- Chong Lee Len
Telecommunications - MOF Inc Set To Exit DNB; DNB’s Operating Losses T...
MOF Inc Set To Exit DNB; DNB’s Operating Losses To Pressure Shareholders’ Bottom Line Highlights MOF Inc has exercised its put options in relation to its existing 41.67% stake in DNB, requiring CelcomDigi, Maxis and YTL Power International (YTL Power) to each fork out RM327.9m to honour the shareholders’ agreement. We expect DNB to operate at a loss (2025 estimated loss is RM1b) in the near term. Our sensitivity analysis suggests -10% and -12% impact to 2026 earnings forecasts for CelcomDigi...
- Chong Lee Len
- Greater China Research Team
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Johnny Yum
- Kenny Yong Hui Lim
- Kong Ho Meng
- Tanapon Cholkadidamrongkul
Regional Morning Meeting Notes: Thursday, December 04, 2025
Greater China Strategy | Alpha Picks: December Conviction Calls Market consolidation slowed in November as expectations of a 25bp Fed cut improved sentiment. The HSI and MSCI China fell 0.2% and 2.4% mom amid weak data and limited catalysts. While the upcoming Economic Work Conference may offer a catalyst to end this phase, we remain cautious, preferring defensives and oversold names. We add BeOne Medicines, HKEX, NetEase and Plover Bay to BUY, take profit on AIA, and cut losses on Jacobson,...
00823 LINK REAL ESTATE INVESTMENT TRUST
00388 HONG KONG EXCHANGES & CLEARING LTD.
ENRG ENERGI MEGA PERSADA
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
JPFA JAPFA COMFEED INDONESIA
BBCA PT BANK CENTRAL ASIA TBK
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
AXIATA AXIATA GROUP BERHAD
MAXIS MAXIS BHD
PDD PINDUODUO INC. SPONSORED ADR CLASS A
T TELEKOM MALAYSIA BHD
DLUM DELEUM BERHAD
TDC TIME DOTCOM BHD
MPM MARCO POLO MARINE LTD
09999 NETEASE INC
2269 WUXI BIOLOGICS (CAYMAN) INC.
WDH WATERDROP INC
06160 BEIGENE LTD.
MDKA MERDEKA COPPER GOLD TBK PT
CDB CELCOMDIGI BHD
02015 LI AUTO INC
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
DEWA IJ DARMA HENWA (DEWA IJ)
ASSA IJ ADI SARANA ARMADA TBK PT (ASSA IJ)
ARCI IJ ARCHI INDONESIA (ARCI IJ)
002371 CH NAURA TECHNOLOGY GROUP CO LTD
- Chong Lee Len
Telecommunications - MOF Exercises Put Options For Its 41.67% Stake In...
MOF Exercises Put Options For Its 41.67% Stake In DNB Highlights In a recent Bursa announcement by CelcomDigi and Maxis, the Ministry of Finance (MOF) has exercised its put options in relations to its existing 41.67% stake in Digital Nasional Bhd (DNB). The put option notice requires the three investor shareholders, CelcomDigi, Maxis and YTL Power International to purchase the ordinary shares in DNB owned by MOF and take over the MOF loan together with accrued interest. The trio is required ...
- Chong Lee Len
Axiata Group (AXIATA MK) - 3Q25: In Line; Balance Sheet Optimisation P...
3Q25: In Line; Balance Sheet Optimisation Plan On Track Highlights Axiata reported 3Q25 underlying net profit from continued operations of RM137m (-40% yoy; -17% qoq), which excluded gains on early debt redemption and Linknet goodwill impairment (RM167m). This brings 9M25 underlying net profit to RM343m, accounting for 80% of our full-year forecast, which we deem to be in line. Axiata improved its balance sheet health with net debt/EBITDA reduced to 2.61x in 3Q25 (2Q25: 2.76x). Monetisation ...
- Bella Lu Yifei
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Chong Lee Len
- Desmond Chong Chee Wai
- Greater China Research Team
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Kasemsun Koonnara
- Keith Wee Teck Keong
- Ken Lee
- Posmarito Pakpahan
- Sunny Chen
- Suryaputra Wijaksana
- Tham Mun Hon
Duplicate of Regional Morning Meeting Notes: Thursday, November 27, 20...
Greater China Strategy | Market Strategy Global liquidity is expected to stay supportive through 1H26 following the Fed’s Sep 25 rate cut, lifting emerging-market assets and commodities. Chinese equities should extend gains, with MSCI China targeted at 104 on 16.3x forward PE and 6% EPS growth. Growth will rely more on domestic demand amid geopolitical risks and slowing external momentum. China’s GDP growth for 2026 is projected to rise 4.2% yoy. We favour AI/semiconductors, automation/robotics,...
Telenor Consolidates IoT Operations to Launch Global IoT Powerhouse
Telenor Consolidates IoT Operations to Launch Global IoT Powerhouse Fornebu, Norway – November 13, 2025 – Telenor announces a significant step in its Internet of Things (IoT) strategy by consolidating its Nordic IoT operations under Telenor Connexion, creating a unified global IoT powerhouse. This move strengthens Telenor’s position as a leading provider of managed IoT solutions, enabling customers to benefit from a more streamlined, scalable, and innovative service offering. “This consolidation is about unlocking scale and accelerating growth. By bringing our IoT capabilities together und...
Telenor samler IoT-virksomheten – etablerer en global IoT-enhet
Telenor samler IoT-virksomheten – etablerer en global IoT-enhet (Fornebu, 13. november 2025) Telenor tar et viktig steg i sin IoT-strategi ved å samle den nordiske IoT-virksomheten under Telenor Connexion og skape en samlet global IoT-aktør. Dette styrker Telenors posisjon som en ledende leverandør av administrerte IoT-løsninger og gir kundene et mer strømlinjeformet, skalerbart og innovativt tjenestetilbud. – Dette handler om å utnytte skala og øke veksttakten. Ved å samle IoT-kompetansen under Telenor Connexion og vårt porteføljemerke Telenor IoT, bygger vi en sterkere plattform for å be...
- Russell Waller
- ABGSC Telecom Operators Research
- Herman Caspersen
- Øystein Elton Lodgaard
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