QUOTE(joeblow @ Mar 2 2021, 11:41 PM)
I always like DIGI for its affiliation with Telenor. It gets a lot of good tech from Telenor especially on the IT side. Telenor long term has Accenture helping them, I was there in Norway to witness how they operate, just another story another day.
A couple of things for DIGI:
1. The merger factor. Could happen if Axiata or other suitors can agree a price with Telenor.
2. DIGI is very reliant on pre paid. These group of users more costs sensitive and fickle minded.
3. The 5G situation, basically screws all mobile players with the complicated arrangements subjected to massive U-turn. Just the selling of spectrum already U-Turned a couple of times.
4. Telco sector is cash cow mostly and DIGI has good dividend policy.
Thanks to you I might go in DIGI soon...
Because of DIGI's affiliation with Telenor, I do think DIGI is good at least in terms of their tech. But they rely too much on Huawei (networks and BSS), might get screwed by US.
I am already very heavily in TNB. Top 3 holdings. I like TNB because it is defensive in nature and the future EV potential. But TNB can be screwed by govt either with digging its reserve for more vote friendly policies or introducing kawan companies to compete with TNB especially when EV is norm in Malaysia. I am still stuck whether to go more in TNB or Banks...
Please lah... Malaysia spaceship? Can't even get the submarine cable policy right....
I remember your nice sharing about digi when see digi stock price gap up today. Hope you got Digi last time.A couple of things for DIGI:
1. The merger factor. Could happen if Axiata or other suitors can agree a price with Telenor.
2. DIGI is very reliant on pre paid. These group of users more costs sensitive and fickle minded.
3. The 5G situation, basically screws all mobile players with the complicated arrangements subjected to massive U-turn. Just the selling of spectrum already U-Turned a couple of times.
4. Telco sector is cash cow mostly and DIGI has good dividend policy.
Thanks to you I might go in DIGI soon...
Because of DIGI's affiliation with Telenor, I do think DIGI is good at least in terms of their tech. But they rely too much on Huawei (networks and BSS), might get screwed by US.
I am already very heavily in TNB. Top 3 holdings. I like TNB because it is defensive in nature and the future EV potential. But TNB can be screwed by govt either with digging its reserve for more vote friendly policies or introducing kawan companies to compete with TNB especially when EV is norm in Malaysia. I am still stuck whether to go more in TNB or Banks...
Please lah... Malaysia spaceship? Can't even get the submarine cable policy right....
Cheers!
This post has been edited by CSW1990: Apr 9 2021, 11:35 AM
Apr 9 2021, 11:35 AM

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