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 DNB and 2nd 5G network: needed or not?

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zidane28
post Dec 2 2024, 12:06 PM

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QUOTE(lurkingaround @ Nov 10 2024, 08:12 PM)
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AFAIK, around 2012, the government instructed TM HSBB Fibre to give access to other ISPs like Astro, Maxis and Digi, as per MSAP terms.
....... Thereafter, Maxis began contracting with housing developers to exclusively lay Maxis fibre cables in their new Taman/s, in order to have a captive market, but Maxis's "backhaul" connection to the Internet for their "exclusive" new Taman/s was still via TM HSBB Fibre network. Before that, most old/existing Taman/s had TM fibre cables deployed in their backlanes whose residents might subscribe to ISPs other than TM Unifi Fibre if there were available ports. Eg .......

https://www.maxis.com.my/ms/about-maxis/new...omes-in-melaka/ - Maxis dan Teladan Setia bekerjasama untuk membawa kesalinghubungan fiber ke lebih ramai penduduk Melaka
23 Mar 2022

- Perkongsian bakal membawa kesalinghubungan fiber ke lebih 2,100 penduduk di Taman Bertam Heights, Melaka
- Memanfaatkan binaan fiber Maxis untuk membawa kesalinghubungan yang lancar melalui pelan Maxis Home Fibre setelah serahan milikan kosong
- Pelan Maxis Home Fibre menawarkan kelajuan pantas sehingga 800Mbps dan pengalaman WiFi yang dipertingkatkan


IOW, Maxis does not has it's own HSBB Fibre network like TM.

TIME Fibre mostly services many condos and apartments, not TM Unifi Fibre. Was this by government arrangement.?
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No.

TM is being half-forced to serve HSBB at that time.

While Maxis and other telco mostly just ride on fibre network with MSAP sweet price and TIME purely deploy on business needs without need to worry about Malaysia Agenda.

Don't really want to explain long2 since this is about DNB.
zidane28
post Dec 2 2024, 12:15 PM

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QUOTE(p4n6 @ Nov 30 2024, 06:44 AM)
In short, gov setup an empty shell company, in which the empty shell company borrowred billion ringgit of loan from bank using gov as guarantor.

Spent 5B, gov paid 450M, telcos paid 300M.

Now government aaid telcos shall bail this company out entirely and also pay back gov 450M.

This is classic failed gov business looking for bailout โ€ฆ

Look at the way DNB spent their 5B,

1. Office in one of the most expensive place in KL
2. Advertise on most expensive billboard all around KL (they only have 6 telcos as customers)
3. Heard their employees also paid in premium
4. Have events/campaigns everywhere to promote 5G some even overseas

This is a forced bail out. Umobile fortunately doesnt have to be part of this bailout.

If 5 companies paying the bill, each company has to fork out 1B over 10 years meaning 100M per annum from their profit to settle DNB 5B debt.

Biggest winner is Ericason getting 5B out of DNB deal.
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I would say Madani handled this 5G fiasco poorly

The original idea of this SWN is that all telco will subscribe to it hence all the payments will distribute evenly among telcos and the funds received will pay for the investments.

In the end no loss will be made.

Madani should have just control on the pricing model of DNB if price complaint is an issue.

But nope, insists on no monopoly konon and go for this stupid 2nd 5G idea.

Now insists no 2nd 5G network as long as not get back enough money to pay the debt of DNB.

At this rate, there will be no 2nd 5G network in the foreseeable future I tell you.

poh880
post Dec 2 2024, 12:40 PM

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QUOTE(zidane28 @ Dec 2 2024, 12:15 PM)
I would say Madani handled this 5G fiasco poorly

The original idea of this SWN is that all telco will subscribe to it hence all the payments will distribute evenly among telcos and the funds received will pay for the investments.

In the end no loss will be made.

Madani should have just control on the pricing model of DNB if price complaint is an issue.

But nope, insists on no monopoly konon and go for this stupid 2nd 5G idea.

Now insists no 2nd 5G network as long as not get back enough money to pay the debt of DNB.

At this rate, there will be no 2nd 5G network in the foreseeable future I tell you.
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What even worse, we may stucked at 82% population coverage forever. ๐Ÿ˜… Better just let telco decide where to put their towers and like 4G. Since 4G are not going to stop, their can put at highly concentrated areas only and extent their no 4G areas to 5G NSA areas. Now the government is like your department do your own decision and other department didn't agree with it and add endless criterias to it.

NagaK
post Dec 2 2024, 04:28 PM

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QUOTE(zidane28 @ Dec 2 2024, 12:15 PM)
I would say Madani handled this 5G fiasco poorly

The original idea of this SWN is that all telco will subscribe to it hence all the payments will distribute evenly among telcos and the funds received will pay for the investments.

In the end no loss will be made.

Madani should have just control on the pricing model of DNB if price complaint is an issue.

But nope, insists on no monopoly konon and go for this stupid 2nd 5G idea.

Now insists no 2nd 5G network as long as not get back enough money to pay the debt of DNB.

At this rate, there will be no 2nd 5G network in the foreseeable future I tell you.
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80% from Dec 2023 to 82% Dec 2024 you will understand how DNB now works ...

Madani forced telco to take stake by offering 2nd 5G network deal similar to giving ice cream to children.. after MCMC announcement 2nd 5G to UM no news at all.

My area and another area near botanic klang 5G Tower install on during May 2024 timeframe until now about we enter 2025 there's no operation of it. I saw only on weekend Saturday rarely some from DNB( Saw vehicles and uniform) installing equipment inside.

Previously not a case after get approval they work it around 2 months. Seems DNB struggling financially due Govt rushed them to reach 80% in a year
zidane28
post Dec 2 2024, 05:07 PM

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QUOTE(NagaK @ Dec 2 2024, 04:28 PM)
80% from Dec 2023 to 82% Dec 2024 you will understand how DNB now works ...

Madani forced telco to take stake by offering 2nd 5G network deal similar to giving ice cream to children.. after MCMC announcement 2nd 5G to UM no news at all.

My area and another area near botanic klang 5G Tower install on during May 2024 timeframe until now about we enter 2025 there's no operation of it. I saw only on weekend Saturday rarely some from DNB( Saw vehicles and uniform) installing equipment inside.

Previously not a case after get approval they work it around 2 months. Seems DNB struggling financially due Govt rushed them to reach 80% in a year
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Again I say this, money not drop from the sky unfortunately.

One thing that almost everyone not realized is that, with everything increase in cost, telco industry is the only few industries that not only cannot increase the price along with the cost, but need to go the other way around and reduce the price while absorbing the costs.

Well, we can only see how this will goes.
prosibu
post Dec 2 2024, 05:19 PM

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QUOTE(NagaK @ Dec 2 2024, 04:28 PM)
80% from Dec 2023 to 82% Dec 2024 you will understand how DNB now works ...

Madani forced telco to take stake by offering 2nd 5G network deal similar to giving ice cream to children.. after MCMC announcement 2nd 5G to UM no news at all.

My area and another area near botanic klang 5G Tower install on during May 2024 timeframe until now about we enter 2025 there's no operation of it. I saw only on weekend Saturday rarely some from DNB( Saw vehicles and uniform) installing equipment inside.

Previously not a case after get approval they work it around 2 months. Seems DNB struggling financially due Govt rushed them to reach 80% in a year
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soon we will have 2 half boiled product, similar to our previous 8 LTE networks which ranked lowest currently rclxm9.gif
lurkingaround
post Dec 2 2024, 07:39 PM

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QUOTE((lurkingaround @ Nov 29 2024, 01:48 PM)
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https://www.thestar.com.my/news/nation/2024...der-says-gobind - 2024/11/28 - DNB -audit-reveals-all-dealings-in-order-says-gobind
.... Gobind said the RM16.5bil funds to DNB were for a 10-year period and did not fully involve government funds.

He said government funds only involved a RM500mil equity injection in 2021 and a shareholder loan of RM450mil from the Minister of Finance Inc in May 2023.

โ€œAs of 2024, DNB has also spent as much as RM5 bil for developing and maintaining its 5G network,โ€ he said.

โ€œApart from that, DNBโ€™s expenditure was carried out through private loans, including banks and other sources,โ€ he added.

Gobind added that government funds in DNB as well as bank loans, would be taken over by telecommunications companies and later paid to the government as part of the transition process to the dual-network 5G model.

โ€œIn other words, the government will still be paid by telcos and clearly shows that it will not sustain any losses,โ€ he said.

Gobind said 41 projects worth RM51.8mil were awarded by DNB this year through a tender process.

โ€œWe always emphasise transparency when it comes to any steps taken by DNB,โ€ he said, adding that it will continue being an industry player.

โ€œI want to stress here, that we will investigate if there are any issues. We take an open approach,โ€ Gobind added. ...

So far, DNB1 has spent RM5 billion to deploy 5G through a RM450 million loan from the government, the remainder from loans from banks, ... collected RM1.165 billion from the 4 celcos as their 14% share subscription stake and charging each celco about RM300 million per year for 5G access (= RM1.5 billion in total).

DNB1 should have an operating expenses of about RM2 billion per year since it is not a normal celco which the latter usually has an op-ex of about RM4 billion per year, eg CelcomDigi has to pay thousands of staff to service it's subscribers.

DNB1 should need another RM2 billion (total deployment costs = RM7 billion) to achieve 99% coverage  of all populated areas in Malaysia, including rural areas. At 5% interest rate, it cost DNB1 about RM300 million per year to slowly pay off the RM5.4 billion debt (after minus the celcos' share subscription injection of RM1,165 billion + RM450 million govt stake).

So, DNB1 needs to collect about RM2.3 billion per year from the celcos, in order to be sustainable.

Correct.?
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Related news: .......

https://www.msn.com/en-my/lifestyle/other/g...3deff81da&ei=39 - Gobind: No second 5G network until MOF gets their money back, DNBโ€™s RM16.5 bil budget not funded by govt - 3 days ago
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NagaK
post Dec 2 2024, 07:42 PM

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QUOTE(zidane28 @ Dec 2 2024, 05:07 PM)
Again I say this, money not drop from the sky unfortunately.

One thing that almost everyone not realized is that, with everything increase in cost, telco industry is the only few industries that not only cannot increase the price along with the cost, but need to go the other way around and reduce the price while absorbing the costs.

Well, we can only see how this will goes.
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Yup this that's why Celcom Digi got married they understand telco industry won't be same as before.
NagaK
post Dec 2 2024, 07:42 PM

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Deleted

This post has been edited by NagaK: Dec 2 2024, 07:43 PM
JLA
post Dec 3 2024, 08:07 AM

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QUOTE(NagaK @ Dec 2 2024, 07:42 PM)
Yup this that's why Celcom Digi got married they understand telco industry won't be same as before.
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maxis want to buy umobile but umobile asking too much. IPO listing forever



This post has been edited by JLA: Dec 3 2024, 08:09 AM
NagaK
post Dec 3 2024, 10:37 AM

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QUOTE(JLA @ Dec 3 2024, 08:07 AM)
maxis want to buy umobile but umobile asking too much. IPO listing forever
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UMobile offcourse Tycoon want huge money but network quality sucks becoming worser.
It would be Half Singaporean company until when he decides to less down IPO
After pandemic Telco business changed whole landscape

This post has been edited by NagaK: Dec 3 2024, 10:42 AM
YoungMan
post Dec 3 2024, 10:53 AM

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QUOTE(JLA @ Dec 3 2024, 08:07 AM)
maxis want to buy umobile but umobile asking too much. IPO listing forever
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It's not the end of the world. TM, Maxis, or any other company can decide to take over the foreign share if they want. Then they will have to become kuli to build 5G for U Mobile.
nexona88
post Dec 3 2024, 12:18 PM

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Who knows...

Now with the passing of tycoon AK...

TM & UM might joint hand take over Maxis???

His children don't know anything & not interested with the business empire

One of the biggest opportunity ๐Ÿ˜

And all would be under 2nd 5G umbrella

This post has been edited by nexona88: Dec 3 2024, 12:19 PM
YoungMan
post Dec 3 2024, 03:10 PM

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QUOTE(nexona88 @ Dec 3 2024, 12:18 PM)
Who knows...

Now with the passing of tycoon AK...

TM & UM might joint hand take over Maxis???

His children don't know anything & not interested with the business empire

One of the biggest opportunity ๐Ÿ˜

And all would be under 2nd 5G umbrella
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And TM can monopolise their fibre business again, as largest competitor is Maxis.
lurkingaround
post Yesterday, 04:43 PM

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Latests news update on DNB2: .......

https://www.klsescreener.com/v2/news/view/1...-to-mawar-setia - Confusion over Temasek's ST Telemedia stake size after it inks deal to pare down 'majority stake' in U Mobile to 20%
TheEdge Thu, Dec 05, 2024

.... The buyer of the stake is Mawar Setia Sdn Bhd โ€” a company owned by Tan Sri Vincent Tan and Johor princess Tunku Tun Aminah Sultan Ibrahim. Mawar Setia was incorporated in April this year and is 70%-owned by Tan and 30% by Tun Aminah based on information retrieved from the Companies Commission of Malaysia (SSM). Tun Aminah is the only daughter of Malaysiaโ€™s King, Sultan Ibrahim.

The statement made no mention of the value of the stake to be sold. ...


AFAIK, Singapore's Temasek or ST Telemedia was the major shareholder = had management rights, in U Mobile.

After the above development, who will manage U Mobile and DNB2.?
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