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Market Bites: Telecom Sector
Manage episode 347391191 series 2910484
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!
132 episoade
Manage episode 347391191 series 2910484
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!
132 episoade
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