Hi @saintex Telecoms aren't really in my circle of competence so my opinion is probably not worth much. High growth companies with little earnings now but big promises in the future should trade well as interest rates decline and their discount rates fall. https://rogermontgomery.com/tuas-still-growing-at-a-strong-clip-in-singapore/ This is a good article on Tuas if you haven't already come across it.
Stock is quite expensive especially compared to something like ATP. I don't want to comment on it too much as again Telecoms isn't my space. My major bet at the moment is a hedged Nasdaq play (HNDQ), I think Fed will cut quicker than RBA and bodes well for both US tech and AUD.
