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 DNB 5G Wholesale Pricing.

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p4n6
post Apr 1 2023, 10:04 PM

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I think problem is not DNB but the fact DNB owns by MOF its largest shareholders … why MOF owns telco infra?

Telco states they okay to take up ownership of DNB, finance and manage by private sectors entirely.

Note that Khazanah owns Axiata (mother company to Celcom) and TM (mother company to Unifi Mobile)

Celcom and Unifi Mobile have stakes in DNB.


MOF owning DNB as well for 30%, so nett nett … MOF owns more than 50% of DNB.

Why waste public money on DNB?
p4n6
post Apr 2 2023, 12:14 PM

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QUOTE(lurkingaround @ Apr 2 2023, 11:31 AM)
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Afaik, the main motive for the government monopoly of DNB was to prevent duplication of 5G infrastructure by the many private celcos, eg 5G cell towers, as has happened for 2G/3G/4G, besides 5G wholesale price-control. This is similar to TM HSBB Fiber Wholesale to Maxis Fiber, Digi Fiber, Astro Fiber, Timedotcom, etc.

Basic essential utilities like supply of electricity, water and Internet should not be fully privatized, in order to prevent profit-gouging of consumers/users by private companies, eg Apple Inc and Microsoft Corp(= profit margin of >30%). In most countries, basic essential utilities are nationalized or government-controlled.
....... Unfortunately, in Malaysia, there is political cronyism, nepotism, racialism(= race-based policies), etc, which have increased prices and produced inefficiencies or low-productivity wrt such basic essential utilities.
....... This may be why the cost of broadband Internet in Malaysia is more expensive (US$) than Thailand, Vietnam, Taiwan, HK, China, South Korea, Bangladesh, Pakistan, India, Sri Lanka, etc. .......
https://www.numbeo.com/cost-of-living/count...kings?itemId=33 - Price Rankings by Country of Internet (60 Mbps or More, Unlimited Data, Cable/ADSL) (Utilities (Monthly))
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That is abit of contradiction there, you are saying monopoly is good to reduce the cost.

Malaysia fibre infra is partially monopolized by TM and that is the answer why our internet is expensive. Also reason why Celcom, Digi, Maxis fibre can only close to match Unifi but not lower as majority cost went to paying TM monopoly cost. Gov needs to forcibly force TM to reduce the cost before other providers can lower the cost for customers. Also note after more than 2 decades TM unable to fully cover Malaysia consumers for fibre service, some KV areas today still with no ports issue. This is due to monopoly.

TNB also one thing, there are still places in rural Malaysia without and with unstable electricity!

TM is the reference model why DNB shall not be created as another monopoly.

There need to be competition if not 6 also should be at least 2 for 5G to ensure check and balance.

With only DNB, they set the KPI, measure their own KPI, no matter how they perform they are #1 always the best. DNB states said got 40% coverage in KL, but merely 10% of time i saw my phone shows 5G. So is a fake and we have no second option to compare.

MCMC to audit DNB? Is funny cause MCMC cant even audit current telco and TM to delivery quality service, how MCMC can audit and control DNB?



p4n6
post Jul 16 2023, 07:39 AM

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QUOTE(mlamlam @ Jul 16 2023, 12:41 AM)
see if M disclose they rent how many Gbps from DNB and we can estimate the cost from there...
if price is still at 30K per Gbps, likely Maxis only rent 1000Gbps...
keep delay end up also need to join and pay, so what's the point?

they should know gov also invest a lot on DNB and even it was a wrong direction, it is impossible to shutdown DNB completely, gov will maintain it for a period of time...

and I don't understand why it needs shareholders to agree to join DNB network.... it is not to appoint CEO CFO or what.. hope someone can explain ... it seems other Telco like Digi or Celcom does not have such thing..

so when M choose which partner to deploy 6G a few years later, will it need to ask shareholder agree again?
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Because signing DNB is considered huge disadvantage/bad decision to company so their board of directors do not want to take the responsibility for the decision… therefore EGM is to get shareholders to decide instead.
p4n6
post Jul 22 2023, 07:30 AM

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QUOTE(lurkingaround @ Jul 21 2023, 04:49 PM)
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Latest Update: .......

https://www.thestar.com.my/business/busines...on-in-5g-agency - Malaysia telecoms firms reach agreement on equity participation in 5G agency - 21 July 2023
KUALA LUMPUR: Malaysia said on Friday telecommunications firms CelcomDigi, Maxis, Telekom Malaysia, U Mobile and YTL Communications will take up stakes in state 5G agency Digital Nasional Berhad (DNB), following an agreement reached between the firms and the government on equity participation and 5G access.

The announcement comes as mobile operators and the government look set to conclude protracted negotiations over Malaysia's 5G rollout plans.

Malaysia had in 2021 announced that state-owned DNB would own the full 5G spectrum, with carriers using the infrastructure to provide mobile services. But the plan was met with industry concern over pricing, transparency and monopolistic practices.

Mobile operators agreed in October last year to take up 70% of DNB's stake to resolve the impasse.

However, the deal lapsed after Prime Minister Anwar Ibrahim's administration - which took power after an election in November last year - announced a review of the government's 5G plans.

In May, the government said it would allow in a second 5G operator next year when DNB's coverage reaches 80% of populated areas.

On Friday, the communications ministry said in a statement the telecoms firms will take appropriate governance actions to complete the shareholding process in DNB.

It did not however provide details on the division in equity or the value of the deal.

Last week, Maxis Berhad agreed to sign a deal to access DNB's network, the last major carrier to do so. Other carriers had signed the deal last year, paving the way for 5G services to be rolled out to customers. - Reuters

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So in the end, all the drama, DNB is still the only provider. Monopoly wins.
p4n6
post Jul 22 2023, 12:51 PM

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QUOTE(lurkingaround @ Jul 22 2023, 11:24 AM)
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Not really. Celcom-Digi and TM Unifi Mobile are GLCs. So, DNB1 will still remain government-controlled = more poltically influenced, more inefficient, less productive, less tech know-hows, higher wholesale 5G prices, etc - similar to TM Fiber HSBB and Tenaga Naional.
....... DNB2 whose separate 5G network will launch in early 2024 will likely be privately-owned by the non-GLC celcos, eg Maxis, U Mobile and YES.

DNB1 uses mostly Ericsson equipment to set up it's 5G network of cell towers whereas DNB2 will be using mostly much cheaper Huawei and ZTE equipment.
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Not for the news said though, all will go into DNB stakes
p4n6
post Aug 2 2023, 08:33 AM

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This TM HSBB related to 5G backhaul? Thought only for those offering Home Fibre services like Unifi and Maxis Home Fibre …

 

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