Telco: Jun26 Price Tracker: Limited but Positive Room to Sustain Price Repair (OVERWEIGHT)
Price repair has remained solid since Oct25, driven by monetization of low-to-mid-tier data packages and SKU rationalization...
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Telco: Entering the Real 5G Era: A Gradual Monetization Path (OVERWEIGHT)
Spectrum upfront cost and deployment capex should pressure MNO earnings; Monetization is unlikely to materialize immediately.
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BRIDS Market Pulse: Chart of the week – Consumer Sector P/E Band
JCI posted a second consecutive week of sharp correction, down - 4.7% w-w, putting the market as the worst performer within EM YTD (-8.2% YTD).
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Telco: Fixed Broadband Race Kicks Off; Challenger ISPs Pursue Aggressive Growth (OVERWEIGHT)
FBB penetration could reach ~41% in FY26, underpinned by 1.4GHz FWA, challenger-led price disruption, and open-access FiberCos.
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Telco: FY26 Outlook: Sustained Mobile Momentum and Upside from Fiber Transformation
We maintain an Overweight on the sector, supported by resilient mobile momentum and selective catalysts from ongoing fiber transformation.
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