Tuesday, February 19, 2013
Neratel
Neratel: DMG has a BUY with TP of $0.72.
DMG cites exciting growth through-
1) strong and supportive new parent, Northstar, which allows for potential collaborative opportunities with one of its telco equipment business which own and charter out radio masts and towers;
2) robust telco infrastructure spending outlook on the back of data demand increasing rapidly (14x over the next 5-years);
3) stellar performance from its Point-of-sales (POS) terminal business on growing Southeast Asian consumer market
4) Myanmar story; Company had previous made a small but significant step into the Myanmar market, involving both its POS and telecommunication infrastructure business
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