swcv2
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RHb重申對Axiata的"買入"評級，目標價爲MYR3.40，提供44%的上漲潛力。XL Axiata與Smartfren的合併標誌着Axiata的投資組合優化策略取得了重要進展，可能重塑印度尼西亞的電信格局。
Axiata的子公司XL Axiata (XL) 將與Smartfre合併...
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swcv2
ID:
105474110
ID:
105474110
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swcv2 : Axiata（AXIATA，6888，主板電信與媒體業務）
評級：賣出，目標價：RM1.95
Celcom被拆分並與Digi-Link合併後，投資者繼續持有Axiata的理由不多，因此預計Axiata的估值折扣將擴大至30%。
與XLSmart的合併預計將增加Axiata的營業收入，但也會增加公司對前沿市場的暴露，這些市場在歷史上更加波動。
Axiata的潛在上漲來自Edotco和Axiata數字服務業務的剝離。
評級已調降爲「賣出」，目標價從RM3.50下調至RM1.95。