Have u tried Unifi before. Some say that it won't work well during bad weather. I am thinking to shift from streamyx to Unifi

This post has been edited by Oracles99: Mar 7 2012, 11:51 PM

Every player has its own piece of cake. For those always on the move e.g. students, young people do not switch to Unifi. Maxis data now forms 43.5% of its total revenue.
Telcos lose data user due to slow speed. Digi is one example. the other is Celcom. Maxis i don't know. UMobile's data package is the cheapest and the fastest.
Voice revenue will continue to drop. Even in Indonesia, this is already happening. Maxis is probably aligning its rates more closer to other players as it acknowledge it is weak in the immigrant works and tourist sector

This post has been edited by Oracles99: Mar 16 2012, 06:55 PM

the other 8 cents will be paid after their AGM (date to be fixed) probably in July. BY end of May, the 1st qtr results would be announced n another 8 cents would be expected to to be paid probably in June.



This post has been edited by Oracles99: May 31 2012, 10:26 PM

This news already appeared yesterday. Combining its own bandwith with UMobile and Redtone, this partnership will enable the shared network with speeds up to 150Mbps, thus making a lot of things possible.
By leasing out its under-utilised network capacity, Maxis will received a steady stream of income. it was reported that income it would received from UMobile alone is at least 1 billion over the next 5 years. The income from Redtone was not disclosed.
It simply means extra income and early recoup of network investment n at the same time making a lot of new products possible with the speed.
I think Celcom and Digi is also embarking on this route.
The share price of the big 3 telcos have all moved today.
With the launching of high speed network next year, the telco sector would certainly won't be boring.
Well, corner the telco sector

Maxis hinted it is able to lease out its underutilised networks to at least 2 more partners besides UMobile and Redtone but did not name the new potential partners

From the Edge today, AK sold 375 million shares to EPF as he needed the money to upgrade Aircel's infrastructure in India.
He was roped in as one the cornerstone investor in IHH. His Astro Indonesian venture was hit. He needs the money.
Remember Maxis was awarded 20MHz of 4G spectrum. Together with UMobile's 20MHz and Redtone's 20MHz, they could built the 4G instructure with speeds of 150Mbps.
That leaves Digi with 20MHz, Celcom with 20MHz, Puncak Semangat 30MHz, Asiaspace 10MHz, Yes 20MHz and P1 20MHz
Without the combined spectrum, the 4G networks would probably face congestion. The minimum optimal amount is 30MHz which was secured by Puncak Segamat.
Probably Maxis have already taken the lead into 4G.
Unfortunately, Maxis is not a suitable stock for speculators but rather a stock for long term investors with good dividends
The price which Ak placed out to EPF is approximately the floor price of Maxis.
As to the rest of the telco which have not partnered each other, the options are probably limited now.

AK holds 5.25 billion shares in Maxis. 375 million share is a small amount to him.

This post has been edited by Oracles99: Jul 27 2012, 08:42 PM

No tax free status lal. All telcos including Axiata received the so-called "infrastructure relief". After all, service tax is the responsibility of consumers not businesses to pay.
We pay service tax in KFC, McDonald etc

I have stated earlier Maxis colloborative-partnership with UMobile n RedTone will enable them to build the fastest broadband 150Mbps with 60Hz

If Digi enters into partbership with Celcom, it will have a bandwidth of 40Hz

Puncak Semangat with 30Hz would probably wants it alone

That leaves Yes 20Hz, P1 20Hz and Asiaspace 10Hz

Maxis has probably made headway in 4G

All investors already home for "raya-raya".

Nobody knows..some analyst said its forthcoming results would probably be 'nothing to shout about'. But again, share prices are forward looking. Maxis have gathered more than enough bandwidth (with UMobile n redtone) totalling 60Hz to build the fasting broadband in M"sia 150Mbps to be launched in 2013. Highspeed broadband is a new growth area with the advent of new devices and services. Without this capacity, the telco would suffer congestion.
Maxis n Umobile are now offering high speed broadband of 42Mbps. I saw recently Celcom offering high speed broadband of 24Mbps.
As for the rest of the telcos, doing alone with 20Hz would see congestion in the network. The minimum being 30Hz clinched by Puncak Semangat.

This post has been edited by Oracles99: Aug 23 2012, 08:33 PM

May have to wait... the technical chart is not strong

Maxis chart at present shows no major reversal signal ......2013 is not too distant I think renting out its underutilised network wholesale to UMobile n Redtone in return for $$$$ and cooperating with them to build the fastest network...

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Added on August 26, 2012, 11:08 pmA bullish engulfing pattern appeared on the chart on Friday... it may advance further on.

This post has been edited by Oracles99: Aug 26 2012, 11:08 PM

From the chart today, the price of maxis may have peaked.

It may just be a case of sour grapes. It was long reported before AK came into the scene, the owner of Aircel was already negotiating with 2 other interested buyers to sell his stake. AK offered the highest price.
He has already shown his intention to sell and seemingly regrets selling.

Vincent Tan sold Mutiara Swiss-Com and later regretted. He is now jumping back into the sector via UMobile. In those days, the mobile sector has low penetration rate and involve high capital. Now suddenly, everyone is interested in the sector.

With the advent of smartphone and 4 G, the future of the telecommunications industry is full of promise. Telcos are thus long term investments. Even Digi practices capital management and declares good dividends. They surely know how to adapt. For Maxis, it is already 4- ready and does not require extraordinary huge capital expenditure.

Maxis is due to announce third quarter results and dividend at the end of this month.

Last week, my child was in Club Med, Bali. His mobile phone using 016 line was unable to connect to my 016 line. Luckily one of his friends use 012 line (Maxis) and this is the only line that is able to reach me. Otherwise, we would have totally lost contact. Maxis is still the best.

Stripping out all the major one-time transaction: VSS to reduce staff, Provision to exit home services, its normal profit register a growth of 2.3%. I read in Business Focus, Maxis is getting ready to exit its only loss making business -Home services. It has made provisions for this probably including paying off TM. Lundal said in an interview that the Home services segment's payback period is 10 years.
Probably it will deliver internet TV via LTE rather than using TM's network.
So all is not lost.
As to dividends, the days of extraordinary dividends for all telcos are probably over.
It has identfied Enterprise segment which posted a yoy revenue growth of 18.2% as its future growth driver.
With enough LTE spectrum to utilise, its future growth is bright.

short term pains, long term gains. just own these 2 & u have cornered the telco market

It probably lost in the prepaid segment. But churn rate in the prepaid segment is always high for this industry. One day the prepaid customer is yours and the next day it could be your competitor's.
For postpaid segment, Maxis has no problem.
Maxis has sufficient LTE spectrum due to colloboration.
SMS revenue for all telcos are set to decline as more & more switches to smartphones where messaging is free. The future for all telcos lies in data. Hence, the importance of enough spectrum. In this aspect, I worry more for Digi.
The situation in Maxis is not as bad as it seems now that an ex-Digi man is set to put things right.
As for dividends, just take while it gives. If it is not sustainable, it will scale back a bit but it is still substantial.
I own shares in both Maxis & Digi