BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Telco Stocks To Watch - Fibre Is King

Telco Stocks To Watch - Fibre Is King

Tan J Young, Senior Analyst, Hong Leong Investment Bank

23-Dec-20 09:17

Telco Stocks To Watch - Fibre Is King

Stock prices of Malaysia’s fixed-line telco players, TM and Time dotCom, are far outperforming the rest of the sector. The Morning Run speaks to Tan J Young of Hong Leong Investment Bank to get a better understanding of this, as well as his overall outlook for the sector, thoughts on 5G, and commoditisation in the wireless telco space.

Image Credit: metamorworks / Shutterstock.com

Produced by: Roshan Kanesan, Wong Shou Ning

Presented by: Roshan Kanesan, Wong Shou Ning


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  Business AnalysisTrends and ForecastsMarketsAutoPersonal FinanceInvestmentsFinancial LiteracyTechnologyTechMedical Innovation and Technology

Tags:  telcoTMtime dotcom5gwirelessdumb pipe





Play / Pause

Listen now : Inside Story

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Laurent Lequeu, Independent Market Researcher

7:15 AM

Morning Brief

Denys Mykhailiuk, Chargé d'Affaires, Ukrainian Embassy in Malaysia; Sheena Gurbakhash, Writer and EXCO Member of PEN Malaysia

8:00 AM

The Breakfast Grille

Dr. Muhammad Mohan, President, Transparency International Malaysia (TI-M)

8:30 AM

Morning Brief

Chan Soon Seng, CEO, Teach for Malaysia; Foong Cheng Leong, Intellectual Property and Information Technology Lawyer

9:00 AM

Opening Bell

Samuel Woo, Equity Research Analyst, MIDF

9:35 AM

What's the Focus

10:05 AM

Open For Business

Julian Koh, Co-Founder, Commune

11:05 AM

Tech Talk

MSP with Matt Armitage

12:00 PM

Enterprise Biz Bytes

1:00 PM

The Breakfast Grille Repeat

Dr. Muhammad Mohan, President, Transparency International Malaysia (TI-M)

2:05 PM

Front Row

Once On This Island

2:20 PM

Front Row

mf Music Fest: Identity Crisis!

2:40 PM

Front Row

Beauty in Elements Charity Art Exhibition

3:05 PM

Good Things

Wathshlah Naidu on Feminism, Activism and Debating Her Mom About Sita in the Ramayana

4:05 PM

Health & Living

Doctor in the House

5:00 PM

The Evening Edition

5:35 PM

Today On Twitter

6:05 PM

Inside Story

7:05 PM

The Evening Edition

8:05 PM

Just For Kicks

9:00 PM

A Bit of Culture

10:00 PM

Track By Track