The strategic partnership with Linkem, together with plans to expand its fibre offering, should increase GO’s addressable market and provide a much improved service to its existing wireless subscriber base. Despite this, the shares appear to discount a continued slowdown in subscriber growth from the wireless network with nothing in the price for fibre. We believe there is upside potential towards 220c/share.
08 May 2018
Adding fibre and 5G capacity
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Adding fibre and 5G capacity
The strategic partnership with Linkem, together with plans to expand its fibre offering, should increase GO’s addressable market and provide a much improved service to its existing wireless subscriber base. Despite this, the shares appear to discount a continued slowdown in subscriber growth from the wireless network with nothing in the price for fibre. We believe there is upside potential towards 220c/share.