QUOTE(nikewee @ Nov 19 2018, 02:15 PM)
no..just not yet..they dominate too long..
do a simple math before and after their earning from Streamyx and Unifi then you get a clearer picture on this.
https://www.tm.com.my/Newsroom/Pages/TM-POS...ND-DIGITAL.aspx
if u use total number 2.3 m user now, average I use 200RM (insert number you wish here) unifi was RM139 streamyx 120+ and those corporate sure higher
now UNIFI discount 89, streamyx yet to down
assume average rev/user = RM140 now (insert any number you like also)
total profit down = 30% = 138 m x 12mth = 1.6 bil (cost same, infrastructure alr there, unless user number decline)
can they still sustain PBT of 194 m?
*I dont own this stock, I'm ikan bilis of ikan bilis, all calculation just very very rough...but correction are welcomedÂ
Not count like that.do a simple math before and after their earning from Streamyx and Unifi then you get a clearer picture on this.
https://www.tm.com.my/Newsroom/Pages/TM-POS...ND-DIGITAL.aspx
if u use total number 2.3 m user now, average I use 200RM (insert number you wish here) unifi was RM139 streamyx 120+ and those corporate sure higher
now UNIFI discount 89, streamyx yet to down
assume average rev/user = RM140 now (insert any number you like also)
total profit down = 30% = 138 m x 12mth = 1.6 bil (cost same, infrastructure alr there, unless user number decline)
can they still sustain PBT of 194 m?
» Click to show Spoiler - click again to hide... «
*I dont own this stock, I'm ikan bilis of ikan bilis, all calculation just very very rough...but correction are welcomedÂ
The reduction of Unifi/Streamy (if) at 30%, means you have reduce 2.3 mil x 30% of the subscription price. If average revenue per user (ARPU) reduces Rm30 per month, then total monthly revenue loss would be 2.3 mil x RM30 = Rm69 mil per months if cost is not reduced.
So market currently is pricing in the PBT may reduce significantly, unless some drastic measures (that involving cost cutting effect) are taken to mitigate the risk of lesser revenue.
This post has been edited by cherroy: Nov 19 2018, 03:18 PM
Nov 19 2018, 03:17 PM
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