Each has its own strength and weakness. Digi has the least debt among all telcos. On the other hand, it does not have enough LTE spectrum and has not sign any collaboration agreement with other telcos. Maxis has enough LTE spectrum and has tried to rectify its weakness by having an ex-Digi man as CEO.
From the technical perspective, if you look at Digi's chart, it is making a big move since its EPS has caught up with Maxis.

That is the unlisted Maxis Communications Bhd. The current listed Maxis is : Maxis Berhad. They are not the same.
Maxis Communications Bhd was delisted when AK bought out all the shareholders at RM15-00 per share.
The current Maxis Bhd was listed in 2009 with only local operations.

Yes, I have received mine. 16 cents per share

What Lundall said is Maxis is now having the right mix of debt & equity to maximize its profit.
Thus it makes sense not to increase its debt. Paying a yearly dividend of 30cts per share is not too bad. Some blue chips which makes hell lot of money is not generous on dividend. The controlling shareholder prefer to use the cash for RPT.

The telecommunication landscape is undergoing a big change now. It is certainly not unexciting or stagnant. You may be a winner now but it is not sure if you would be a winner in the next battleground. Many of the traditional income sources of telcos are being threatened by those "over-the -top" applications like Whatsapp. Income streams from SMS are on the decline.
What Maxis is doing now offering calls and sms free when you subscribe a broadband package and broadband does not stop or slowdown & has no limit.
After all, in Europe & other western countries, calls & sms are free. It has now taken the first step in the new battleground.
Technically, it has corrected almost all the uptrend that started in late 2012.
But it is important that you must have the financial means to hold. If you have, I believe you would be rewarded.

I own shares in both Maxis & Digi.

This post has been edited by Oracles99: Aug 9 2014, 03:52 PM

It is probably the telco sector problem. Even Celcom is now experiencing a drop in revenue. Over-the-top application like whatsapp has caused a drastic drop in SMS revenue. It won't be long voice revenue would be hit. They have to identify new revenue streams besides the traditional ones. If you can find other shares paying more dividend than them, it is better to place yr bets there. But I am doubtful you can. I think it is paying a decent dividend even if it is a bit less. While some other shares can report high EPs but is stingy when comes to dividends.

This post has been edited by Oracles99: Sep 18 2014, 08:58 PM

On the brighter side, Maxis is now implementing a new strategy - unlimited free SMS n voice for their package aimed at heavy users. So, all is not lost.

But churn rate is higher for prepaid than postpaid.

Maybe some forumers who are incidentally working inside Maxis could enlighten all of us

I did something like that with a RM78 package from Digi & ended with regrets. One day recently at the G.Hospital, in the heart of the town, I could only access Google page but I am not able to access CNN website & other website despite all the news that Digi has upgraded their network.
I hold both Digi & Maxis shares. And weeks ago I have already pared down my shares in the telco sector. Maxis is on its corrective wave down after completion of its 5 waves. And Digi looks having completed its 5 waves.

I believe Maxis has reached its fair value. But no one knows if there will be further irrational selling. I based my belief on the fair value of Digi around 6.20. Digi is strong in prepaid but not in postpaid. On the other hand, Maxis is strong in postpaid but not in prepaid.The expected EPS for both to be almost the same. I still hold shares in Digi n Maxis after some reduction earlier.

This post has been edited by Oracles99: Sep 22 2014, 12:30 PM

From RHB Invest, Maxis upgraded from 'sell' to 'neutral'. "......we think a lot of negative news is priced in at this juncture unless its operational sequential improvements fade away in the 2H. we expect Maxis to lower dividend for FY15 (forecast DPS of 32 cts) resulted in a relatively decent divi yield of 5%.." Forecast EPS is 28 cts.

Maxis Q3 results - profit after tax grew 2.9% to 494 million with key indicators trending up. Dividend of 8 cents per share payable on 26 Dec 2014

The postpaid & prepaid subscribers are now seeing growth. The lower service revenue is due to its repricing of its postpaid packages. Bearing in mind that Maxis is using a new business model now whereby SMS & voice calls are free. If its subscribers continues growing, it won't have problem gaining back its lost revenue & continues growing.Lunal reckons that in the near future all SMS & voice would be free looking at the global trends now. So his strategy is why not do it now & stay ahead when others are not doing at this moment. It depends on how news people reports the story.

This post has been edited by Oracles99: Nov 14 2014, 11:09 AM

Even if it pays 32 CTS dividend, I think it is decent dividend, judging how much dividend Axiata & Digi are paying.

Ended at $7.13 today

Those who kept their IPO shares after deducting all the dividends received now have the cost of about $2.84 per share.

"a bit" means "more or less" that price

It depends on what price you bought. If u got it thru' IPO, after deducting all the dividends u received to date, yr cost is about RM2.85

This is a tough choice. Nothing is certain. Both can go either way. 2015 seems to be rough year for us. MYR dropped. Commodity prices dropped .....In such environment, which is defensive? You have to decide.