Why west Malaysia n east Malaysia different price!

Lol maybe TS now enjoying better benefit than all of us here. Thats why quiet down d

RHB RESEARCH: http://klse.i3investor.com/blogs/rhb/94472.jsp

We maintain our SELL rating on Maxis based on our DCF (26% downside, WACC: 8%, TG: 2%) TP of MYR4.70. 1. We think 72% of its postpaid revenues could be vulnerable to price-focused, data-centric competition; 2. TM-P1’s entry could prove to be disruptive and intensify the already-aggressive competition in the market; 3. We believe its commercial execution may have been hampered by its premium MaxisONE plan on the back of rising porting-out activities.

Trying times. We remain negative on Maxis’ prospects as competition heats up from the impending entry of TM-P1, there is a more equitable reallocation of the 900MHz/1800MHz spectrum and an upside risk to capex/opex. Our valuation implies 8.8x FY16F EV/EBITDA. The stock is currently trading at 13.8x FY16F EV/EBITDA, a premium to the industry average of 10.4x.

ARPU likely to come under pressure. Although its blended ARPU held up better than that of its peers in 4Q15, we believe its mobile service revenue could face headwinds in subsequent quarters. We estimate some 78%/72% of Maxis’ postpaid subscribers/revenue could be vulnerable to price-focused, data-centric competition in the market. The recent launch of cheaper MaxisONE postpaid plans in East Malaysia and its contentious marketing campaigns (played out over social media) may have impacted its brand equity and could manifest in higher churn in the months ahead. TM-P1 could tilt the enterprise share. We believe the introduction of TM-P1’s mobile service (targeted for 13 Apr) could prove to be disruptive. Typical of a new entrant, TM-P1 is likely to undercut prices to gain market share. In our view, Maxis’ sizeable enterprise customer base would render it susceptible to competition from TM-P1 in the longer term, should the latter decide to leverage on its stranglehold on the enterprise fixed-line market to cross-sell and bundle mobility solutions.

Spectrum. The Government is set to announce details of the spectrum payouts by Aug 2016. We think spectrum fees should be manageable, as the Government has accounted for the industry’s heavy capex requirements. However, there is upside risk to capex/opex as Maxis may need to spend to retune its radio/transmitters and optimise its network to make up for the spectrum shortfall. The company has the highest net debt/EBTDA among the mobile operators, at over 1.8x. Risks to earnings. We make no changes to our earnings forecast. Risks to our recommendation include better-than-expected net subscriber growth as well as a slower-than-expected decay in its ARPU.

I didn't want to say anything earlier, cause will sound like Maxis cyber trooper or what not. Trying other telcos, they are either on par or worse on data or/and voice coverage/speed. Expensive definitely yes. My friend shouted "I WILL FOLLOW YOU", but later quietly port back to Maxis after trying Celcom also.

Telco services are mainly based on usage pattern, places we go, experience of the service. This will vary. But I believe most will have the same situation.
Maxis service will somehow be more bearable overall than most other options.

If others had better experience with other telco, good for you. Port out and get savings.
Some form of boycott
Porting out to other telco may not be the best way, since paying penalty and there are chances people might need to port back (scenario like above).

What I did and suggest others to do so, don't give more money/revenue to Maxis than you can if you need to stick to Maxis. Don't sign up iValue plans, device contract especially Zerolution which is a big hit and money maker for Maxis that was recently launch. Look for options...examples

a) Instead of shouting, buy outright which not everyone can do so, but don't subscribe Zerolution. Go get installment plans from SenQ, Machines, Macstudio, TBM even or via credit card facility, maybe ease of convenience to sign up with Maxis. Don't, go for alternative.

b) you have multiple lines, port some to other telco when there's no advantage to keep everything with Maxis. Perhaps u need broadband, get from other while main phone line with Maxis. When you port out, take advantage of their "preferential" treatment.
Maxis isn't competitive because
1) most will come to realize for their usage pattern, maxis service is still working for them better
2) ARPU (average revenus per user) is very healthy versus competitors
- the rule of top few % giving more profits overall than just focus on the biggest majority of lower paying customers. (same logic like Apple market share isn't the biggest, but grab most industry profits)

Before the frenzy, I was on surfmore75
Utilizing my 5gb close to max
Bcoz of the plan not covering call/sms
I have been conserve in using call, in order not to push high my bill, tgt wit my supp line surfmore30
In that, my mobile life actually stir towards using the app call instead, leaving cell call to older ppl who don use app only

When Jackson thread start appear, I too noticed it, and seeing the temptation of first gold, n a poor offering from maxis, I evetually went to celcom to request port
On the same day itself maxis get back to me for the offer
For the 88/7gb. Having extra 13 and have unlimited wit additional 2gb, I agreed
Honestly Spotify was not part of my desire
So when all the flips n flops in my MyMaxis takes place, I watch n laugh too
But as it settled, I see I am ok with it, after all my usage has been around 5gb, living with extra 2 for next 2yr is fine with me, n with the one share 5gb, it even now tempt me to move my supp in, so she do not need to worry of not making call when she has to.

Maxis definitely not the competitive one from price point, but u know, u can't help to agree, some ppl making noise, not bcoz they wanna quit maxis, but they just asking for more when they don get it

Celcom not my cup of tea, digi n u is not up to my expectation yet, so gonna hang on probably next 2 year, Mayb the battlefield will be change again, I will wait n watch to decide later

I was previously paying over RM200+ for 10gb, and with the hoos and haas, I've ported out. Now that they've revised their plans, can consider porting in again. At least I don't have to pay exorbitant prices now compared to my previous old plan.

Actually ivalue subscriber have the choice to change plan to MOP without needed to pay the penalti. But the contract will be following MOP after that. Im one with ivalue plan successfuly change to MOP. But the things is, maxis should highlight to ivalue subscriber about this. Atleast they can send mass sms to all ivalue subscriber. We already tide with the contract , why not offered us to a better plan but have the same price with ivalue.

just use the live chat and check your wife availability to change plan but I think the cs said all ivalue are good to go with MOP and the remaining contract follow. . no need to go there actually, got mine thru live chat, also yesterday MOS48 for my wife. it took around 15 minutes of chat. plus u can save ur entire chat with cs and send it to your email.

* is there still have Ivalue plan offered? because I don't see any offer regarding ivalue in maxis site.

hahahahaha. seriously, u didn't get into live chat?....how long did u wait? or u go direct to maxis center?

change plan under contract? from how much to how much? got penalty ?

well celcom speed is slow nowadays.
peak hour, sometimes cannot even load 

hope some return back to maxis! let's us get back our normal speed..

Maxis sets trend in rewarding customers
http://www.thestar.com.my/business/busines...ding-customers/

Exactly. Other telcos won't have unlimited call plans at affordable price have Maxis not introduced the MaxisONE plan 2 1/2 years ago when Lundal just assumed the role of Maxis CEO.

Quite a few features of MaxisONE plan have changed since it was first introduced. Initially MOP98 only offered unlimited calls and texts to Maxis numbers. To get unlimited calls and texts to all networks, you had to go for MOP128.

Anyway, I'm still hoping Maxis will revamp their MaxisONE plan again because the current offer is still not good enough and MOP is still the most expensive postpaid plan out there. Maxis should consider upgrading MOP98 data further to something like DiGi Smart Plan 80 (7GB + 3GB) and continue to offer unlimited calls and texts to all networks (DiGi Smart Plan 80 doesn't come with unlimited SMS).

They want to maintain high ARPU to please investors

many drivers don't know takata in their cars....they don bother news...

many user don't bother Maxis makes a comeback...slow poke and just ported out....while people porting back in....

umobile is offering 30gb for RM98 now. second telco wave has started today.