Analyst Research Report Snapshot

Title:

(REG) ASEAN Telecom Sector: Is ARPU heading in the right direction?

Price:

$391.00

Provider:

DBS Bank

Date:

01 Apr 2014

Pages:

38

Type:

AcrobatPDF

Companies referenced:

0941.HK 0215.HK 0315.HK 0728.HK 0762.HK 6823.HK ADVANC.BK AXIA.KL DSOM.KL DTAC.BK EXCL.JK ISAT.JK MONE.SI MXSC.KL STAR.SI STEL.SI TBIG.JK THCOM.BK TLKM.JK TLMM.KL TOWR.JK

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Summary:

ASEAN Telecom Sector Is ARPU heading in the right direction? • 3G is not enhancing ARPU in Indonesia and Thailand; Thai operators are prudent to keep 3G capex low despite regulatory cost savings • Indonesia has fairly high reliance on SMS revenue (c.23% of mobile revenue versus 6% in Thailand); SMS revenue may suffer a rapid decline especially in Java • 4G has stemmed ARPU decline in Singapore due to tiered-data pricing; lack of tiered-data plans and entry of Telekom Malaysia into 4G is a concern in Malaysia • M1, DTAC and PT Telkom are top picks while Indosat, XL and Maxis are top sells based on our Economic Value Added (EVA) analysis.

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