It is the “main artery” of 5G data centers, and Malaysia Telecom can win alone if it has optical fiber
(Kuala Lumpur, 24th) Optical fiber is the “aorta” of 5G and digital centers. Market participants believe that regardless of the risks involved, Malaysia Telecom (TM, 4863, Main Board Trade Services) can profit from it, so they give it a separate “buy” rating.
Research analysts at Hong Leong Investment Bank pointed out that in fact, the telecommunications sector index only rose 5% in the first half of this year, and its performance was far less than the 9% increase in the Malaysian Fushilong Composite Index. It was mainly dragged down by various downside factors, including insufficient dividend distribution and uncertainty about the 5G regulatory mechanism.
Despite this, analysts are still optimistic about the performance of the relevant sector in the second half of this year, mainly because no matter how the political trend evolves and whether a single wholesale network (SWN) or dual wholesale network model (DWN) is used, it will not be possible to prevent the launch of 5G.
In the first phase of SWN, Malaysia's 5G Special Use Company (SPV) - National Digital Corporation (DNB), as entity A, successfully achieved 80% 5G population coverage last year.
Also, as of June 1, apart from Malaysia Telecom, which is still awaiting shareholder notions, all four other telecom giants have completed share subscription agreements.
After signing, in addition to meeting the financial requirements of the DNB, telecommunications giants also formulated a series of policies and strategies to carry out the transition plan.
Analysts are optimistic that Entity B's 5G network will be better and more cost-effective, plus it can utilize existing...

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Today, ...