[New post] CIMB: Telco – Overall (Overweight)

alanyeo posted: " Ringing louder and clearer ■ Singtel's regional digital banking forays may add 29 Scts/share to its SOP valuation over 3-4 years' time. Asset recycling may raise another S$2bn-3bn.■ Singapore's mobile service revenue should finally turn the corner and" New post on Alpha Edge Investing CIMB: Telco – Overall (Overweight) by alanyeo Ringing louder and clearer ■ Singtel's regional digital banking forays may add 29 Scts/share to its SOP valuation over 3-4 years' time. Asset recycling may raise another S$2bn-3bn.■ Singapore's mobile service revenue should finally turn the corner and grow 8%/14% in CY22F/23F, driven by rising 5G adoption and roaming recovery.■ Stay sector Overweight, with Singtel […] Read more of this post alanyeo | March 1, 2022 at 3:32 pm | Tags: Netlink NBN Trust, Singtel, Starhub | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-8zt Comment    See all comments Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: https://alphaedgeinvesting.com/2022/03/01/cimb-telco-overall-overweight/