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Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
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Company · DSE:ROBI · Telecommunication · Initiation · 31 Oct 2026
Fair value range BDT 6.1–19.4 against a price of 29.7: revenue grows 6–7% again, but a 14% sustainable ROE sits below a 17% cost of equity
Fair value range BDT 6.1–19.4 (base 12.8) against a price of 29.7. ARPU growth and the 10-Nov-2026 spectrum renewal decide where in the range value lies; the cost of equity explains most of the gap to the price.
Fair value ৳6–19 · price ৳29.70 (2026-10-29)
Company · DSE:GP · Telecommunication · Initiation · 31 Oct 2026
Grameenphone's near-100% payout matches its cash flow, but ten years of flat ARPU and a BDT 75bn spectrum bill leave little room for growth
Fair value BDT 92–341 (base 213) vs a price of 237.3. Revenue has been flat for three years; ARPU growth and the 10-Nov-2026 spectrum renewal price decide where in the range value lies.
Fair value ৳92–341 · price ৳237.30 (2026-10-29)