Artwork

Content provided by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Market Bites: Telecom Sector

10:32
 
Distribuie
 

Manage episode 347391191 series 2910484
Content provided by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

Artwork
iconDistribuie
 
Manage episode 347391191 series 2910484
Content provided by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by First Metro Securities and Podcast Network Asia, First Metro Securities, and Podcast Network Asia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință