Got this from baqueen, repost here...

 AXIATA_20120409_Visit_Note_1.pdf ( 76.45k ) Number of downloads: 41

Axiata – XL To Bounce Back Outperform

Visit Note

- We gather from management that competition in the small screen segment has been rational in Indonesia. This should bode well for XL as it prepares itself for the fast growing data business by increasing capex this year.

- We understand from management that for the next 2-3 years there is no hurry to dispose its stakes in M1 and Idea. Ideally, management would like to have a more meaningful stake in its associates but pricing so far has been an obstacle.

- Maintain Outperform with a fair value of RM5.90/share based on target EV/EBITDA of 6.5x.

---

Added on April 9, 2012, 11:20 amah ... great ... thanks for posting it here for me


This post has been edited by baqueen: Apr 9 2012, 11:20 AM


Attached File(s)
 AXIATA_20120409_Visit_Note.pdf ( 76.45k ) Number of downloads: 7

here we stay

need to reset..... divvy not in yet.

yesterday EOD it hookup to 5.44 (closer to my TP) but closes at 5.40, lucky no matching....

5.4 is a new high? or haven't reach its IPO price?

what was the IPO price? 5.37, 5.40?

If not mistaken bro Rosdi did mention (moons back) many r caught at IPO price? i hope they cash out...


i start lookin at Axiata when it starts climbing from 2's to 3's...

AGM today.

there were huge registrations,.... mostly came for food/gift.

in meeting there were only few seats filled.....typical of msian culture

as usual Jamal (ceo) keep raising the bar, and always strive to be above the competition, as he always did years ago and has not changed.

2 colleagues has joined axiata's mgmt team (not local btw)

kudos to Axiata....the only Msian co that make it to Asia's list in terms of performance

apart from the usual stuffs.....they r emphasiszing on talent/skill too in navigating the future.

what gift they provide? too bad can't attend

No wonder share price soar above 5.4 today

sorry late reply bro.

i like what they presented, still the same jamal (ibm product)

btw, only rm10 kfc voucher and rm20 Celcom reload

i am very worried bout the frequent ESOS for Axiata.....
these aint small numbers.....

telco day

so Axiata was in the limelight (topmost since yesterday) pushing CI

new high

still holding a lot of this counter, super supporter?

congrats to all Axiata holder

still super supporter,

but sold substantial amount, kids need cash

Attached latest CIMB report, i think they try to aim at Myanmar market
Myanmar is the next emerging market in SEA

---

Added on August 30, 2012, 8:21 pmEPS 7 cent, dividend 8 cent for 1H 2012

This post has been edited by yhtan: Aug 30 2012, 08:21 PM


Attached File(s)
 AxiataCIMB_21July2012.pdf ( 391.3k ) Number of downloads: 14

Hey new hi for Axiata....6.64

thinking of average up?

very close to its IPO price, back to glory days i guess

maybe hold to some cash for now.....election not over yet bro, very skeptical

furthermore our debt balloned to more than 5XXb compared to 4XX b last time, very worrying,

The government is over-spending obviously, paying too much of emoluments to feed 1mil+ government servant. The debt doesn't balloon in one factor, corruption, subsidies and inflation push it up.

Anyway, i saw Celcom set up a huge Blue Cube outlet at Sunway Pyramid and it is visible along NPE, a good marketing strategy and improvement

i am pretty much dissapointed, as they only want to garner votes instead of building up the country/economy to be competitive compare to our Asean nieghbours, we r loosing to them.

what i envisage, the Greece issue is looming here... we shall see how to overcome that....