Friday, February 26, 2010

Side to side comparison for Telco

Maxis, Digi, TM, Axiata

The top 4 malaysia telco company in bursa obviously all making money. So which 1 is doing great ? How you pick 1 of the best ? As usual I trust figure and number which tell the truth..

Let's drill down--
All 4 companies revenue increase quarter by quarter, EPS 1 out of 4 increase since quarter 1 till end of financial year -- Axiata
the rest up and down a bit--from here it might tell you something ... is local market stagnate ?!!

Let's look at revenue growth, Axiata is the only 1 out of 4 gain almost 10%, the rest all less than 10%... it explain why axiata market price rally in last 2 month..

PE comparison: (base on 25/2/2010 market closing price)
Axiata: 16.95
TM: 17.80
DIGI: 17.49
Maxis: 20.21

Obviously axiata will be the no.1 in my telco list if I'm going to buy.

3 comments:

  1. I agree. Only AXIATA have exposure to high growth market like Indonesia & India. The rest only present in Malaysia market which is quite saturated. AXIATIA will have higher growth potential.

    By the way, how do you get that screenshot? I am looking something like that. Can you share it with me. Thanks

    ReplyDelete
  2. it's under individual counter announcement, then goto table of contents then financial summary

    ReplyDelete