Asia-Pacific telecommunications companies are undergoing a structural transformation — and the market hasn’t fully priced it in. CFRA’s latest thematic research uncovers how telcos across the region are spinning off passive infrastructure assets like towers, data centers, and fiber networks to unlock trapped value, reduce capital intensity, and shift toward high-margin digital growth.
But this is more than just a monetization story. It’s a strategic pivot reshaping investor returns and rerating opportunities.
In this exclusive report, CFRA’s Ahmad Halim, CFA, explores:
- Why this is a long-term structural shift — not a passing trend
- How valuation arbitrage between integrated telcos and pure-play infrastructure assets creates NAV uplift
- Which companies stand to benefit most — and why NTT, Singtel, and Telekom Malaysia are top picks
- What rising AI compute demand, sovereign cloud mandates, and hyperscaler expansion mean for data center infrastructure
- How investors can assess telcos through a new lens: platform value, not just connectivity revenue
Download the full report to access detailed company analysis, historical spin-off data, and sector-specific valuation comparisons.