the least expected winner from big four, i was expecting either celcomdigi or maxis to be chosen

Study who’s the shareholder behind U Mobile then you get the answer 😜

This is bad news !!!

berjaya 5G power by ZTE

Still n78 and B28 anchor for NSA you think? Or maybe we have enough spectrum in the 2500-2600 MHz range for n41?

Also ZTE is an interesting partner, at least they're not in the spotlight (for the wrong and right reasons) unlike Huawei.

This post has been edited by Epic_winner091: Nov 1 2024, 08:49 PM

Either U Mobile kept a separate network. Or integrate its existing available 4G spectrum.

If U Mobile decided to only allow its subscribers to use its existing 4G spectrums/bands with 5G. They can easily be the fastest 5G network in Malaysia. Given that 5CA 4G + n78 100MHz can do wonders like even 3Gbps

5CA with what bands? 4G CA with 5G possible?

Why??

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U Mobile chosen to implement second 5G network
FMT Reporters
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01 Nov 2024, 08:01 PM
The company, which has tycoon Vincent Tan as its chairman, will be allowed to work with other mobile network operators in rolling out the second 5G network.

= DNB2 owned by U Mobile with Maxis and YES as equal partner shareholders.?

DNB1 which has a huge debt (RM12 billion.?), owned by CelcomDigi and TM Unifi Mobile because both are "bail-out"able GLCs.?
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The BIG question now is how will MCMC allot the 5G frequency bands to DNB2, equally or unequally wrt DNB1.?
.

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More detailed news: .......

https://www.klsescreener.com/v2/news/view/1...twork-says-mcmc

KUALA LUMPUR (Nov 1): U Mobile Sdn Bhd has been selected to implement Malaysia's second 5G network, the Malaysian Communications and Multimedia Commission announced on Friday.

"U Mobile Sdn Bhd, subject to the approval of MCMC, is allowed to collaborate with other MNOs (mobile network operators) in the implementation of Malaysia’s Second 5G Network. MCMC will continue to oversee the progress of the implementation of Malaysia’s second 5G network to ensure total compliance with all regulatory requirements as provided for in the Communications and Multimedia Act 1998 (Act 588)," it said in a statement.

It said the MNO was selected after it had "rigorously undertaken processes encompassing detailed deliberations on technical and commercial aspects", and that the selection was made in the interest of "maximising the true potential of 5G technology for the benefit of rakyat, the industry, and the nation".

U Mobile, linked to Tan Sri Vincent Tan Chee Yioun, won the bid against Maxis Bhd (KL:MAXIS) and CelcomDigi Bhd (KL:CDB). The tender closed at end-July.

Previously, Telekom Malaysia Bhd (KL:TM) had also expressed its intention to lead the second network but failed to complete its subscription of shares in Malaysia's first 5G network operator Digital Nasional Bhd (DNB) within the stipulated deadline. The share subscription was a prerequisite to bid for the second network.

Most Malaysian telcos have proposed for the second network ever since the setting up of DNB, a Ministry of Finance-linked company that was set to roll out Malaysia's 5G infrastructure across populated and rural areas to be leased out to the MNOs.

Currently, Maxis, CelcomDigi, U Mobile and YTL Communications Sdn Bhd own a 16.3% stake each in DNB.

The latest development could spell the exit of U Mobile from DNB. It remains to be seen whether the other MNOs will remain in DNB or join hands with U Mobile instead.

U Mobile had earlier signed memorandums of understanding with telco tower operator Edotco Group Sdn Bhd, as well as Chinese digital network equipment provider ZTE in relation to the proposed second 5G network roll-out.

There is a concern that once the second network is set up, the players would just focus on the densely populated centres where demand for 5G is expected to be high, leaving DNB to invest in building up the 5G infrastructure in rural areas, where the demand does not always justify the investment.

In a recent interview with The Edge, Digital Minister Gobind Singh Deo said that despite this possibility, the sustainability of DNB will remain intact if it is able to "provide 5G to industries" and thus remain commercially viable.

“I’m fully confident that it [DNB] will not only survive but also play an integral role in how Malaysia develops its digital economy moving ahead," Gobind said at the time.
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There is also possibility U mobile will collaborate with Celcomdigi, extending previous MOCN agreement. If that happen DNB 2 will have very huge subscriber base.

Possible:
UM + CDB
UM + TM
Since all using ZTE.

If the award happening in 2024, UM winning chance boost significantly. If it was last year or year before they could be underdogs but 2024 onwards is their year.

UM is aiming RM 20B IPO, perhaps now even higher and more. Certain major shareholders will be earning billions in this program.

DNB1 : yes + maxis + TM
DNB2 : berjaya umobile + axiata edotco + axiata celcomdigi + berjaya redone

since no news of the new 5G spectrum, so DNB1 and DNB2 using the same 5G band

DNB under Digital Minister Gobind Singh Deo. so dont attack Fahmi

I also see it that way. During SUKMA U Mobile, CDB, and ZTE collaborated for 5G broadcast.

https://www.freemalaysiatoday.com/category/...holdings-to-20/

U Mobile to reduce foreign shareholding percentage to 20%, in compliance with the 5G award given....

Now time to tikam, who would buy more stakes in U Mobile to increase the local shareholding percentage....

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Afaik, DNB1 and DNB2 cannot be using the same frequency bands for 5G. Similarly for celcos not doing so for 4G.

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Latest News Update: .......

https://soyacincau.com/2024/11/02/u-mobile-...ond-5g-network/ - U Mobile eager to work with CelcomDigi and TM (and Huawei) to build second 5G network, to reduce foreign majority shareholding to 20%
BY Alexander Wong - 2 November 2024, 10:37 am
.... Based on the latest SSM data, U Mobile is currently half-owned by Singapore-based Straits Mobile Investments Pte Ltd which holds a 48.3% stake in the orange telco. This is followed by DYMM Agong Sultan Ibrahim holding 22.3%, Magnum Berhad at 7.8%, Singer (Malaysia) Sdn Bhd at 6.1% and U Telemedia Sdn Bhd at 5.6%. ...
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https://en.wikipedia.org/wiki/U_Mobile - previous shareholding, ...
Stakeholders

The major shareholder of U Mobile includes Straits Mobile Investments Pte. Ltd (49%), followed by U Telemedia Sdn Bhd (21.46%), DYMM Sultan Ibrahim (15%),[30] Magnum Berhad (6.33%), Tan Sri Vincent Tan Chee Yioun (6.2%), and Berjaya Infrastructure Sdn Bhd (2.01%).

= presently U Mobile is managed by the Singaporean 48.3% shareholder. Who will be managing U Mobile after this.? Status Quo.? Johor royalty.? Berjaya Vincent Tan.?
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This post has been edited by lurkingaround: Nov 2 2024, 02:33 PM

Can be better of not Maxis. Later the "5G rental" also same as their plans

5G Second Network: CelcomDigi considering several options at hand, no impact to current 5G customers

We note the Government’s announcement on the selection of the mobile network operator that will implement Malaysia’s second 5G network.

We believe we have presented a compelling technical and commercial proposal to build the second 5G network, leveraging on our financial standing and track record of investing in and deploying large-scale mobile networks, and delivering affordable, high-quality services to the rakyat.

This included the ability to commence nationwide rollout almost immediately after spectrum award, to build a 5G network that will match the population coverage of our 4G and 4G+ network within the shortest time possible.

Our priority remains to ensure that our customers have affordable access to a competitive, robust, and efficient 5G network. We will discuss with various stakeholders to consider several viable options ahead of us, to the benefit of our customers and shareholders.

In the meantime, we continue to focus on merger integration to realise savings and synergy targets and continue delivering the best possible experience to our customers. Our network integration is now 68% complete and 65% of our customers benefit from improved experience on the new CelcomDigi intelligent network, ahead of schedule.

The announcement will have no impact on CelcomDigi’s 5G customers, and all consumer and enterprise customers with 5G devices will be able to continue accessing and enjoying 5G services as usual - all day, every day. We will continue delivering the best choice and value in connectivity services and the best customer experience for Malaysian consumers and enterprises through our network, products and services and digital platforms.

CelcomDigi remains committed to the sustainability of the industry and to drive the nation’s transformation into a 5G-AI powered digital society.



https://corporate.celcomdigi.com/news/5g-se...nt-5g-customers

Why CelcomDigi prefers to lead second 5G network
22 Oct 2024,

Idham says CelcomDigi does not only have a Plan B but also a Plan C and Plan D, should it lose the bid for the second 5G network.

He notes that not having control of the 5G spectrum and network slows down the delivery of “mission-critical” enterprise services to its customers.

Would CelcomDigi integrate DNB’s network infrastructure with its network if it fails to win the bid for the second 5G network?

“There are many options for us. It depends on the situation. We can do that. We can decide to be an access seeker, that is, continue. We can have access from the second network,” Idham says.

Does that mean CelcomDigi will also choose to exit DNB even if it does not win the bid for the second 5G network?

“Hopefully, it doesn’t come to that … There’ll be equalisation; whoever takes Entity B will start on a level playing field. So, if we go into Entity B, for example, we make sure that we are at the level. We are committed.”

This article first appeared in The Edge Malaysia Weekly on October 14, 2024 - October 20, 2024

https://theedgemalaysia.com/node/730235