KUALA LUMPUR: Telcos are seeking out fresh opportunities to monetise the 5G network, including targeting high net worth retail customers to derive higher revenue.
"Therefore, this may compel customers to upgrade to expensive plans that correspond to faster speeds, as well as higher thresholds for fair usage policy caps and 5G quota," said the research firm. Over the longer term, Kenanga said the enterprise segment would also present more opportunities for telcos to monetise 5G.For example, CelcomDigi Bhd's strategic partnership with Japan-based Softbank Corp and Sumitumo Group's SC-NEX aims to formulate IR 4.0 solutions that apply artificial intelligence in robotics and analytics.
"Moreover, investors are optimistic that earnings and dividends for telco players will remain intact given a milder and more accommodative regulatory environment," said Kenanga. The research firm said it liked TM for its leverage on secular data growth on the back of current trends such as digital transformation, proliferation of Internet of Things and AI integration, and its benefits from Jendela phase 2 projects via roll-out and monetisation opportunities.
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