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Đánh de online:Kenanga sees upsides in CelcomDigi merger

Đánh de online:Kenanga sees upsides in CelcomDigi merger

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KUALA LUMPUR: Digi.com Bhd's prospects could be on the upswing following the merger with Celcom that will make the joint entity the largest mobile player in the country.

According to Kenanga Research, the merged entity, officially known as CelcomDigi, will be well entrenched in the public sector and migrant worker pace, commanding the dominant market share in the mobile market at 43%.

It said the telco's competitive pricing and attractive bundling will attract migrant and domestic customers while the roll out of 5G will likely further boost its subscribers given the absence of Maxis in the early stage of the roll out.

It noted that Digi and Celcom also have superior Ebitda margins at 5 to 6 ppts above the industry average of 41-42%.

"We rationalise our FY22−23F earnings forecasts to reflect contributions from Celcom starting from Dec 2022, i.e. a 1-month impact in FY22F and a full-year impact in FY23F,"it said.

Kenanga said its other assumptions include a 46% downward revision of 5G access costs to RM313mil on an incremental purchase based on a gradual nationwide rollout, and Celcom's post-paid average revenue per user raised 29% to RM80 to reflect the still separated products and services.

"Correspondingly, we raise our valuation of CelcomDigi by 10% to RM4.69 on the account of higher Ebitda (up 7% due to lower 5G leasing charges)," it added, while maintaining "outperform" on the stock

On CelcomDigi's plans following the merger, Kenanga said services have been streamlined as of Dec 14 but full network integration is expected to be completed in 24 to 36 months.

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"The two entities will maintain their respective products and services in the next two years as each caters for different segments of the market.

"Products and services that are relevant and successful after the end of the two years will be the spearhead of the new entity," it said.

Meanwhile, CelcomDigi also expects to innovate and introduce new products and services over the two years.

Kenanga said the merger of Celcom and Digi is expected to tap into the strengths of the two telcos, with Celcom's being its network capacity and wider coverage while Digi has in in-depth coverage with an emphasis on urban areas.

"Celcom’s 4G and 4G+ cover 96% and 90% of the population respectively while Digi’s 4G and 4G+ are at 95% and 80%.

"Their combined 12,000 retail touchpoints and 500 branded outlets will be repurposed to support and strengthen the business," it said.

Over the next five years, CelcomDigi plans to be the largest telco-tech company and the top ESG performer in Malaysia by 2025, said Kenanga.


转载说明:本文转载自Sunbet。,

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