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PSE:TEL Community- 3 Narratives written by author
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Community Investing Ideas
Fintech And Digital Platforms Will Ignite A Regional Digital Revolution
Key Takeaways Integrated fintech and digital banking momentum, along with asset monetization, is poised to drive significant profit growth, boosted by efficient cost control and reinvestment. Early leadership in AI-ready data centers, accelerating 5G adoption, and digital home innovation will underpin outsized enterprise and consumer revenue gains, surpassing market expectations.Read more
Philippines Digital Expansion And 5G Adoption Will Unlock Value
Key Takeaways Strong growth in fiber broadband, 5G, and digital offerings positions PLDT for expanding revenues, especially among younger, tech-savvy customers. Strategic focus on enterprise solutions, fintech, and cost management diversifies earnings and improves profitability through enhanced cash flow and margin expansion.Read more
Open Access Law Will Squeeze Fiber Margins And Pricing Power
Key Takeaways Regulatory changes and open access laws will undermine PLDT's pricing power, compressing margins and exposing the company to greater competition and revenue erosion. Heavy capital investments amid rising disruptive competition and government intervention threaten free cash flow, profitability, and the sustainability of PLDT's core business model.Read more
