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RHb重申对Axiata的"买入"评级，目标价为MYR3.40，提供44%的上涨潜力。 XL Axiata与Smartfren的合并标志着Axiata组合优化策略的重要里程碑，可能重塑印尼的电信行业格局。
Axiata的子公司XL Axiata (XL) 将与Smartfre…合并
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swcv2 : Axiata（AXIATA，6888，主板电信与媒体）
评级：卖出，目标价：RM1.95
Celcom分拆并与Digi-Link合并后，投资者继续持有Axiata的理由不多，因此预计Axiata的估值折扣将扩大到30%。
与XLSmart的合并预计将增加Axiata的营业收入，但也增加了公司对前沿市场的暴露，这些市场在历史上更具波动性。
Axiata的潜在上涨来自Edotco和Axiata的数字服务业务的剥离。
评级从“买入”下调为“卖出”，目标价从RM3.50降至RM1.95。