AnalystBro Research

Research

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.

3 articles.

Company · DSE:BSCPLC · Telecommunication · Initiation · 31 Oct 2026

Bandwidth volume grows about 18% a year, but private submarine cables could cut prices about 40% by FY29, so EPS falls from BDT 13.6; fair value range BDT 42–104

Fair value BDT 42–104 (base 68) vs a price of 142.5. FY2026 EPS rose 38% on a policy push to submarine cable; SMW-6 triples capacity in 2027 as private cables arrive.

Fair value ৳42–104 · price ৳142.50 (2026-10-29)

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)