For the "wrong reasons"? So arrogant!

hahahaha

We were right all along. They'll offer more data without reducing the package price.

1. Decent plans but significantly more expensive than the competitors
2. The new plan does not address upgrade for SurfMore and iValue plans.
3. The new plan will only be launched towards the end of the month.
4. FREE 3GB internet while waiting for the new plans is only available to ONE plan customers.

This post has been edited by izwanikhsan: Apr 8 2016, 03:19 PM

Worst apology video ever.

THANKS BUT NO THANKS


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SOYACINCAU

Thank you MAXIS, you make porting out decision easier.

The announcement proves that they're only half-listening:

1. Give customers more data = YES
2. Reduce package price to meet the competitors' pricing = NO
3. Provide similar offer to all Malaysians (hey, our country is not like China-Hong Kong-Taipei where we need different plans according to our geographical differences) = NO
4. The port-out offers are still better than the new plans

Going down despite the long-awaited announcement


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If not because of Jackson and this thread, Maxis users will still be paying RM98 +GST for mere 1GB of data. Consumer right is not dead.

If no problem, 1-2 days

yes includes weekend

Perhaps because CELCOM have overwhelming port in requests and at the same time, MAXIS have overwhelming port out requests which explains the delay.

This post has been edited by izwanikhsan: Apr 9 2016, 05:55 PM

The CEO said "unfairness" is against the MAXIS policy. Yet they discriminate users other than ONE PLAN subscribers and even the ONE PLAN subscribers in West Malaysia. I can't brain such contradiction.

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.

Down also after counter closed:

This post has been edited by izwanikhsan: Apr 12 2016, 05:13 PM


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If Celcom First Platinum gives 18GB all day data, it's good...if it's split into 9GB weekdays + 9GB weekend, I'm not really interested. How to finish 9GB in 48 hours?

I use less phone on weekends. I think it's better if they increase the weekdays quota to 13GB + 5GB for weekends, still 18GB in total.

If UMOBILE's coverage is good in your area, their postpaid RM28 gives 50 minutes, 100 SMS & 3GB data
Celcom have FIRST BLUE PLAN, RM45 for 2GB monthly + 2GB weekend + 50 minutes & 50 SMS