TELECOMMUNICATION
[%mFVL%] [%LnUw%] 
Research by Kenanga
Overweight

“AI Oversight to Uphold Cybersecurity ”

We believe that artificial intelligence (AI) in the telco context requires regulatory oversight to ensure that ESG pillars in cybersecurity are upheld. This is to counter cybersecurity threats to telco users arising from AI that includes the perpetration of online scams, proliferation of deep fakes, phishing, etc. We remain OVERWEIGHT on the sector as we are optimistic on monetization opportunities from enterprise clients emanating from 5G solutions, managed services, and upcoming generative AI cloud offerings. Our sector top picks comprise TM (OP; TP: RM7.22) and CDB (OP; TP: RM5.83).

Analyst(s):
Kylie Chan Sze Zan
[%IauR%]

TELECOMMUNICATION
$KLSE-TM $KLSE-DIGI 
Research by Kenanga
Overweight

“AI Oversight to Uphold Cybersecurity ”

We believe that artificial intelligence (AI) in the telco context requires regulatory oversight to ensure that ESG pillars in cybersecurity are upheld. This is to counter cybersecurity threats to telco users arising from AI that includes the perpetration of online scams, proliferation of deep fakes, phishing, etc. We remain OVERWEIGHT on the sector as we are optimistic on monetization opportunities from enterprise clients emanating from 5G solutions, managed services, and upcoming generative AI cloud offerings. Our sector top picks comprise TM (OP; TP: RM7.22) and CDB (OP; TP: RM5.83).

Analyst(s):
Kylie Chan Sze Zan
kyliechan@kenanga.com.my