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PhillipCapital's Chew maintains 'buy' call on TeleChoice International

The Edge Singapore
The Edge Singapore  • 2 min read
PhillipCapital's Chew maintains 'buy' call on TeleChoice International
Besides building on existing businesses, TeleChoice is exploring opportunities in rising AI adoption, expanding data centres, and increasing cloud demand
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Paul Chew of PhillipCapital has kept his "buy" call and 21.5 cents target price for TeleChoice International following its set of mixed 3QFY2025 numbers.

For the three months to Sept, the company's revenue was within expectations, driven by contributions from logistics and distribution services provided to U-Mobile, plus the turnaround at TeleChoice's ICT business

On the other hand, profit before tax, which surged 568% y-o-y to $3.3 million, was better than what Chew exceeded.

The company's business segment of distributing handsets enjoyed earnings growth of 260% y-o-y to $1.8 million, as customer U-Mobile registered strong subscriber growth as it rolls out 5G services and expands its distribution network nationwide.

However, Chew notes that the company's handset distribution business in Singapore suffered from operating losses, no thanks to efforts to bring in new phone brands.

The ICT segment, meanwhile, turned around from losses to earnings of $1.1 million for 3QFY2025, thanks to new projects and customers in government and financial services.

See also: RHB's Natarajan keeps IREIT Global's target price at 35 cents

Chew, who expects Telechoice's growth to sustain into FY2026, has kept his buy call and 21.5 cents target price, which is based on 15x P/E FY2025 earnings, in line with other SGX-listed proxies in system integration and software.

Besides building on existing businesses, TeleChoice is exploring opportunities in rising AI adoption, expanding data centres, and increasing cloud demand, says Chew.

TeleChoice shares last traded at 17 cents, more than double year to date.

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