It's more prudent to expect less than 100% payout policy to determine buy/hold/sell for stocks. It's not practical to expect DPS>EPS forever.

For DiGi, it's still an attractive hold if they pay 99% of earnings as dividends.

For Maxis, NO.

even the Dividend policy change below 8 sen; i still keep..for long term investment.
Telco is good cash flow company; ppl like to use phone to call..but current ppl moving to data technology like whatapps...

I read a research the ppl require live stream data..matter time data will overtake voice segment.

The one i regret is selling DIGI ;    believe PE very high.

I'm long term investment...buy never sell.
For maxis case- their dividend will shrink to repay debt for next few year..then dividend might follow DIGI dividend policy. Since their CEO also from DIGI.

Now maxis main strategic -
Gain back their Market - introduction of plan than ppl think affordable; new plan with free new smartphone
Restructure internally - reduce headcount nonproductive - Align with company direction to gain as market leader telco provider.
I want to see more Operation cost reduce more: introduction more affordability plan with  smartphone like DIGI. Is not easy to change;

Maxis vs DIGI staff cost
[attachmentid=4142780][attachmentid=4142781]

Maxis vs Digi Cash flow..i still wonder where mine mistake..when i study that Digi Cash flow get lower comparing prior year. The reason i sold it..hope it drop back below rm4.( Im lousy accuntant)

Maxis Cash Flow 2013 from their AR
[attachmentid=4142787][attachmentid=4142791]

Digi Cash Flow 2013 from their AR
[attachmentid=4142789][attachmentid=4142790]

my instance....not good.    Made more carefull..to check and double check before made any fast decision to sell
best buy lock inside freezer.
For those are cycle like palm oil there possible of buy and sell..becoz of season.

Now is not the time to grab it, im still waiting 

Yeap, should have buy it when 6.4 

Buy when low is different story 

Did u got it right?

- The Edge

http://www.theedgemarkets.com/my/article/m...ofit-067-rm449m

don't hope on Maxis increasing dividends

they seriously need to reduce gearing UNLESS they can increase cash earnings

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

Last Done 6.920 (+0.020)

Results are not improving

dividend have to see in terms of yield %...

Vivian Hsu

Any comments on GENTING 3182?