Wednesday, September 2, 2009

Axiata vs TM


After since TM split their share into 2 I wanted to study what really axiata and TM different. Which is good for those people want to have better idea what their $$ really invest into and where's the market and what business their hard earn $$ invest.

Axiata:
  • Axiata Group Berhad (formerly known as TM International)
  • Incorporated on 12 June 1992
  • Listed on the Main Board of Bursa Malaysia Securities Berhad
  • Principal activities - investment holding and provision of telecommunication and consultancy services on an international scale; focusing in high growth low penetration emerging markets
  • Controlling interest in Malaysia, Indonesia, Sri Lanka, Bangladesh and Cambodia with significant strategic stakes in India and Singapore
  • Over 94 million mobile subscribers in Asia (As of Mar 2009)
  • Over 25,000 employees in 10 countries (As of Dec 2008)
  • Revenue of RM11.3 billion (As of Dec 2008)
  • Vision is to be a regional champion by 2015

TM: Telekom Malaysia Berhad (TM), Malaysia’s leading integrated information and communications group, offers a comprehensive range of communication services and solutions in broadband, data and fixed-line. As a market leader in the broadband and fixed-line businesses, TM is driven to deliver value to its stakeholders in a highly competitive environment. The Group places emphasis on continuing customer service quality enhancements and innovations.

With its extensive global connectivity, TM is poised to position Malaysia as a regional Internet hub and digital gateway for South-East Asia. In line with this, TM is evolving into a Next Generation Network service provider enabling the Group to enhance its efficiency and productivity while providing enriched products and services.


94 millions subscriber for Axiata, alone in india how big is the potential ?? compare to TM which focus on malaysia market....

If you ask me which counter should I go for ? How do I choose ?

I would ask you back what kind of investor you're ? You want stable but slow and stable grow you go for TM. Under government umbrella, you'll enjoy stable grow.

But if you look for high potential go for axiata, reason ??

1.) After since split, Axiata came down from its highest RM8.x to 1.x now back to 3.x, upside potential you tell me.

2.) TM came down from 3.5 now stood at 3.1x, upside potential limited

3.) Axiata market focus on Indonesia, Sri Lanka, Bangladesh and Cambodia, India and Singapore. Can you imaging how much of population of indonesia and india vs malaysia ?

4.) Axiata Net profit is double of TM, revenue increase but TM revenue still same.

Should I say more ?

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