Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Malaysia
/
Telecom
Create a narrative
Telecom Malaysian Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Telecom Malaysian Investing Ideas
All companies
Popular
Undervalued
Overvalued
Axiata Group Berhad
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Digital Disintermediation And Fierce Competition Will Compress Margins
Key Takeaways Accelerating digital disintermediation and market commoditization threaten core revenues, with intense competition further pressuring profitability and margins in primary markets. High debt, regulatory demands, and emerging market exposure create persistent risks to cash flow stability and earnings predictability.
View narrative
RM 1.50
FV
75.3% overvalued
intrinsic discount
-18.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Celcomdigi Berhad
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
OTT Cannibalization And Mounting Debt Will Weaken Long-Term Prospects
Key Takeaways Cannibalization from digital platforms, regulatory constraints, and industry commoditization threaten legacy revenues and undermine long-term growth and profitability. Elevated debt, slow post-merger integration, and operational inefficiencies increase cost pressures and constrain financial flexibility and earnings potential.
View narrative
RM 3.03
FV
28.1% overvalued
intrinsic discount
-0.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Axiata Group Berhad
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
5G And Digital Adoption Will Open New Markets
Key Takeaways Rapid merger integration, market repair, and digital expansion position Axiata for accelerated revenue and margin growth ahead of analyst expectations. Strong cash generation and balance sheet support strategic investments, M&A, and higher returns to shareholders, unlocking further value.
View narrative
RM 3.89
FV
32.5% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Celcomdigi Berhad
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Digital Acceleration And 5G Rollout Will Unlock Mobile Potential
Key Takeaways Deep operational integration and network modernization position the company for superior cost efficiency, market share gains, and sustained margin expansion. Strategic investments in AI, digital products, and converged offerings enable robust long-term revenue and cash flow growth amid rising connectivity demand.
View narrative
RM 5.18
FV
25.1% undervalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Telekom Malaysia Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Partnership With Nxera And Singtel Will Deliver AI-Ready Data Center In Johor
Key Takeaways Strategic partnerships and infrastructure expansion aim to boost service offerings and revenue growth amid rising data demand and connectivity trends. Cost optimization and strong financials support strategic investments, suggesting potential for improved margins and higher shareholder returns long-term.
View narrative
RM 7.63
FV
9.5% undervalued
intrinsic discount
3.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
1 day ago
author updated this narrative
Celcomdigi Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Completion Of Network Integration Will Boost Operational Efficiency And Service Quality
Key Takeaways Network integration and modernization enhance efficiency and service quality, driving revenue growth and improved margins. Cost synergies and value-added services boost profitability and sustain future earnings growth.
View narrative
RM 4.04
FV
3.9% undervalued
intrinsic discount
1.59%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Axiata Group Berhad
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Monetization Of Digital Assets Like Link Net Will Unlock Value For Future Investments
Key Takeaways Market consolidation in Indonesia and improved operational excellence are expected to boost revenues and enhance margin growth. Debt reduction strategy and digital asset monetization could improve financial health and benefit shareholder returns.
View narrative
RM 2.64
FV
0.4% undervalued
intrinsic discount
2.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
30 days ago
author updated this narrative
Value any company in seconds
Popular companies