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Market Bites: Telecom Sector

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Manage episode 347391191 series 2910484
Innhold levert av First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this Market Bites episode, FirstMetroSec’s Equity Research Associate, Adel Bermudez elaborates on why we are underweight on the Philippine telco sector and why we have downgraded our target prices across our telco coverage. Nonetheless, the recent selloff offers an opportunity to enter on select stocks with specific catalysts, which, in our view, can mitigate the impact of rising competition in the core telco segments. Learn more about which stocks are those here on Philippine Stock Market Weekly!

  continue reading

132 episoder

Artwork
iconDel
 
Manage episode 347391191 series 2910484
Innhold levert av First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this Market Bites episode, FirstMetroSec’s Equity Research Associate, Adel Bermudez elaborates on why we are underweight on the Philippine telco sector and why we have downgraded our target prices across our telco coverage. Nonetheless, the recent selloff offers an opportunity to enter on select stocks with specific catalysts, which, in our view, can mitigate the impact of rising competition in the core telco segments. Learn more about which stocks are those here on Philippine Stock Market Weekly!

  continue reading

132 episoder

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