【出版时间及名称】:2010年2月东南亚电信行业研究报告
【作者】:摩根大通
【文件格式】:pdf
【页数】:83
【目录或简介】:
Table of Contents
Opportunities and risks ...........................................................3
Why PDLT is our top pick...........................................................................................3
Risks ............................................................................................................................4
Valuation analysis ....................................................................5
Philippines the better dividend play.............................................................................5
Re-accelerating telecom growth story..................................10
Broadband contribution to growth .......................................15
Wireless contribution to growth............................................19
Fixed contribution to growth.................................................23
Companies
Philippine Long Distance Telephone Co. (PLDT).....................................................26
Globe Telecom...........................................................................................................35
PT Telekomunikasi ....................................................................................................44
Indosat........................................................................................................................63
Excelcomindo ............................................................................................................72