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 Merger, CELCOM AND DIGI

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MyProLife
post Jun 30 2022, 05:39 PM

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QUOTE(ezekieldavidchong @ Jun 30 2022, 04:19 PM)
Isn't it Altel a MVNO?
2.If MVNO spin off then which MNO they will join?
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ALTEL currently is MVNO however also holds 2600 and 900 spectrum

currently ALTEL having the spectrum sharing with Celcom and DIGI, this is because ALTEL at the start only able to obtain 2600 which is not enough for being full telco without indoor coverage

it wasnt until 2021 when ALTEL also given award of 900 spectrum for indoor coverage, however is too late for them

2. is the MVNO management division that give the infra usage rights for MVNOs. Will be stay as subsidiary of celcom-digi merged entity
axxer
post Jun 30 2022, 08:57 PM

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I thought altel is in the alibaba untung atas angin license renting business lol. They've got their own prepaid plan and all, but it seems like just smoke and mirror for the more profitable renting spectrum to celcom and digi. Not even sure if they're using the 900mhz one anywhere.
nate_nightroad
post Jun 30 2022, 09:00 PM

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if celcom digi merge then tunetalk how? CB liao?
shaun_kok
post Jun 30 2022, 09:00 PM

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QUOTE(MyProLife @ Jun 30 2022, 01:47 PM)
the price they have to pay for merger to happen is

1. 70mhz of spectrum have to be given back to mcmc (mcmc will reassign to another new company maybe) including ALL 2600 spectrum they hold (40mhz) (they also rent spectrum from ALTEL and moving forward can only use rented 2600 spectrum)

2. MVNO renting have to be spin off under the subsidiary of the new merged company and subject to stricter regulations (this affects tune talk, XOX, redONE etc but such business will go on)

3. yoodo have to be either spin off into seperate entity, sold off or to be close down
moving forward the case will be similar to UK EE (was merger of T mobile and Orange UK operation) in which new company name will be decided while digi and celcom branding will continue for a while (maybe 2-3 years) before eventually merge of operation
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Giving spectrum to other new company will result on what Altel has done, making rental to other providers.

It is better that the spectrum is assigned to the other 4 telcos (Maxis, U Mobile, TM, Yes) with stricter requirements to improve communication quality rather giving to some newcomers, letting it wasted. But who knows, this is MCMC which has known to give Altel spectrum to waste.

This post has been edited by shaun_kok: Jun 30 2022, 09:03 PM
shaun_kok
post Jun 30 2022, 09:02 PM

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QUOTE(nate_nightroad @ Jun 30 2022, 09:00 PM)
if celcom digi merge then tunetalk how? CB liao?
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Tunetalk will still exist, possibly under a different structure than what they have now

The article only mentioned they have to divest/close down Yoodo
axxer
post Jun 30 2022, 09:10 PM

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QUOTE(shaun_kok @ Jun 30 2022, 09:02 PM)
Tunetalk will still exist, possibly under a different structure than what they have now

The article only mentioned they have to divest/close down Yoodo
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Thats because yoodo is directly under celcom. It is a celcom subsidiary. "real" mvno like tunetalk, xox, redone, tonewow, toneplus isn't related to celcom and digi, company wise. They're only renting access to both network whereas yoodo is celcom, employees paid by celcom. Weird thing here is digi tapp, i though tapp is similar to yoodo, like a digi subsidiary. Strange that only yoodo is mentioned because its connection to celcom but not tapp for its connection with digi.
shaun_kok
post Jun 30 2022, 09:34 PM

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QUOTE(axxer @ Jun 30 2022, 09:10 PM)
Thats because yoodo is directly under celcom. It is a celcom subsidiary. "real" mvno like tunetalk, xox, redone, tonewow, toneplus isn't related to celcom and digi, company wise. They're only renting access to both network whereas yoodo is celcom, employees paid by celcom. Weird thing here is digi tapp, i though tapp is similar to yoodo, like a digi subsidiary. Strange that only yoodo is mentioned because its connection to celcom but not tapp for its connection with digi.
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Maybe because Digi didn't actively promoting tapp like what Celcom do with Yoodo.
MyProLife
post Jul 1 2022, 07:44 AM

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Tapp technically still under beta testing, digi can stop it anytime


Yoodo is heavily promoted by celcom, already having some significant user base, it is kinda one of the profit making digital unit alongside Boost wallet

That's why yoodo is requested to be spin off while tapp still fall far under the radar forever until destined to be shutdown by itself
TSezekieldavidchong
post Jul 1 2022, 04:32 PM

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With all mvno spin off all 3 giants will survive
Angry Clerk
post Jul 1 2022, 06:24 PM

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Faster buy XOX validity period for RM25/year. Later they cancel pula due to rising cost of renting
nexona88
post Jul 1 2022, 07:56 PM

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QUOTE(ezekieldavidchong @ Jul 1 2022, 04:32 PM)
With all mvno spin off all 3 giants will survive
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Don't spread fake news...

All still there except Yodoo...

Maybe possible...
The offering is not good later on...
No cheap plans...
p4n6
post Jul 2 2022, 07:39 AM

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QUOTE(ezekieldavidchong @ Jun 30 2022, 11:33 AM)
So i think some of you heard the news that Celcom and Digi had mearge
So what your opinion about it?
Once merge it will be less competion and less choice for users also
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Malaysia now has 9 telcos, that already alot of competitions, and you see all telco profit downhill continuously for 3-4 years so merger is imminent. Now all telco cant launch 5G and force by gov to feed DNB cash lot of money every year … sooner or later will go bankrupt …
We back to use fixed telephone line soon …
p4n6
post Jul 2 2022, 07:45 AM

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QUOTE(MyProLife @ Jun 30 2022, 03:11 PM)
theoretically

2G: 10mhz (2x5) 900 (b8) + 10mhz (2x5) 1800 (b3)

4G: 20mhz (2x10) 900 (b8) + 60mhz (2x20 + 2x10) 1800 (b3) + 50mhz (2x20 + 2x5) 2100 (b1)

alongside ALTEL 2x20 2600 b7

total can do up to 6CA and 12 spatial streams (5CA or 10SS without ALTEL) enough for LTE GIGABIT（lol)
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Digi needs to return all their spectrum to MCMC so all users will connect under Celcom spectrum resources only. Will congest to hell …
JLA
post Jul 2 2022, 09:11 AM

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QUOTE(p4n6 @ Jul 2 2022, 07:45 AM)
Digi needs to return all their spectrum to MCMC so all users will connect under Celcom spectrum resources only. Will congest to hell …
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that a [tot] idea

close digi highway and move digi highway user to celcom highway
nexona88
post Jul 2 2022, 10:03 AM

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QUOTE(p4n6 @ Jul 2 2022, 07:45 AM)
Digi needs to return all their spectrum to MCMC so all users will connect under Celcom spectrum resources only. Will congest to hell …
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Huh?
Like that really crazy...
Not both company spectrum combination.... Which much better 👍
p4n6
post Jul 2 2022, 10:14 AM

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QUOTE(nexona88 @ Jul 2 2022, 10:03 AM)
Huh?
Like that really crazy...
Not both company spectrum combination.... Which much better 👍
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Already stated in the mcmc doc that they will need to return spectrums within 3 years. Mcmc will pro rate payback Digi for the spectrum they paid to Mcmc.

Question is who Mcmc will give the spectrum to?

Likely to some new no experience telco registered in SSM last week.
akhito
post Jul 2 2022, 10:19 AM

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QUOTE(p4n6 @ Jul 2 2022, 07:45 AM)
Digi needs to return all their spectrum to MCMC so all users will connect under Celcom spectrum resources only. Will congest to hell …
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blink.gif why not the other way round. I like digi coverage now
p4n6
post Jul 2 2022, 10:23 AM

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QUOTE(akhito @ Jul 2 2022, 10:19 AM)
blink.gif  why not the other way round. I like digi coverage now
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I think is the same eventually all Digi Celcom users will be under one network. Quality will drop, people will leave to competitors then cause all the service of all telco will somehow be lower …
akhito
post Jul 2 2022, 10:39 AM

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QUOTE(p4n6 @ Jul 2 2022, 10:23 AM)
I think is the same eventually all Digi Celcom users will be under one network. Quality will drop, people will leave to competitors then cause all the service of all telco will somehow be lower …
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damn mcmc is dumb then the re-harvested spectrum just give some unknown player that nobody use and make this worse. or digi-celcom will rent the spectrum from new awardedplayer
p4n6
post Jul 2 2022, 10:49 AM

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QUOTE(akhito @ Jul 2 2022, 10:39 AM)
damn mcmc is dumb then the re-harvested spectrum just give some unknown player that nobody use and make this worse. or digi-celcom will rent the spectrum from new awardedplayer
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That is the culture here.

The top 3 parasites in telco industry are Asiaspace, Altel and Redtone.

Asiaspace get spectrum for decade did nothing but to rent to other telcos for instant profit - if not mistaken to YES

Altel gets largest share of LTE spectrum, did nothing and rent to other telcos for instant profit - if not mistaken to Celcom

Redtone also the same - if not mistaken to Maxis

These 3 politicial linked company get spectrums for FREE then rent to others for profit. Big 6 telcos are financing them under MCMC watch. If in other countries, their spectrums would be collected back and sold to the more deserving telcos and likely price can drop further.
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