How Telcos Can Unlock Value from Their Data Centres
The demand for data centres is booming in Southeast Asia, driven by factors like increasing smartphone usage and government initiatives. This presents a particular opportunity for telecom companies in the region.
Currently, the value of telecom companies' data centres is hidden within their overall performance. However, data centre businesses trade at much higher valuations. By carving out their data centres and partnering with operators who can attract hyperscalers, telecom companies could unlock significant shareholder value.
This model has already been successfully used by XL Axiata in Indonesia. Telecom companies in Southeast Asia should take note and explore similar opportunities. Download the PDF to get the full details on the data centre boom in Southeast Asia and how telecom companies can capitalize on it.