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 DIGI.com, All about DIGI

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Starbucki
post Nov 30 2015, 10:04 AM

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QUOTE(Bigproblem @ Nov 30 2015, 09:29 AM)
is that anyone take note for this counter??
the price keep drop,
EPF keep throw; however, Amanah keep sapu
*
scared of morten lundal at the other end
Bigproblem
post Nov 30 2015, 10:11 AM

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QUOTE(Starbucki @ Nov 30 2015, 11:04 AM)
scared of morten lundal at the other end
*
that's y Maxis so good (stable than previous)nowadays??
l'm still enjoy this counter, as their kind of door gift of agm
Starbucki
post Nov 30 2015, 10:24 AM

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QUOTE(Bigproblem @ Nov 30 2015, 10:11 AM)
that's y Maxis so good (stable than previous)nowadays??
l'm still enjoy this counter, as their kind of door gift of agm
*
Door gift from maxis or from digi?
SUSPink Spider
post Nov 30 2015, 10:32 AM

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4% dividend yield for a maturing/saturated market is not attractive

For me, I need at least 5% yield

So, that means, buy BELOW RM4.80 rolleyes.gif

This post has been edited by Pink Spider: Nov 30 2015, 10:33 AM
Bigproblem
post Nov 30 2015, 11:12 AM

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QUOTE(Starbucki @ Nov 30 2015, 11:24 AM)
Door gift from maxis or from digi?
*
from Digi of course...
Maxis getting cheapskate
CAFE21
post Dec 2 2015, 12:26 PM

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QUOTE(Bigproblem @ Nov 30 2015, 11:12 AM)
from Digi of course...
Maxis getting cheapskate
*
What is the door gift given?
river.sand
post Jan 28 2016, 04:35 PM

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Bad news for telcos...

QUOTE
Malaysia’s telco players Maxis, Axiata and DiGi fell in late Thursday trade on news about the government’s plan for the telecommunications spectrum soon.

Under the government’s revision of the Budget 2016 announced by Prime Minister Datuk Seri Najib Tun Razak at midday on Thursday, the government will optimise the revenue from the telecommunication spectrum through a redistribution and bidding process which will be implemented soon.


http://www.thestar.com.my/business/busines...trum-plan-soon/

But, maybe Digi can get more spectrum hmm.gif
CAFE21
post Jan 28 2016, 05:07 PM

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QUOTE(river.sand @ Jan 28 2016, 04:35 PM)
Bad news for telcos...
http://www.thestar.com.my/business/busines...trum-plan-soon/

But, maybe Digi can get more spectrum  hmm.gif
*
No wonder r all telxo shares plunges.
Is it a good time to buy now?
Oracles99
post Jan 28 2016, 05:07 PM

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TM is the least affected
Oracles99
post Jan 28 2016, 05:11 PM

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QUOTE(river.sand @ Jan 28 2016, 04:35 PM)
Bad news for telcos...
http://www.thestar.com.my/business/busines...trum-plan-soon/

But, maybe Digi can get more spectrum  hmm.gif
*
Sure can get. It is the amount of $$ u can afford to give. It means that the payback period will be much longer n there will be less incentive to introduce new technology. For example India.
felixmask
post Jan 28 2016, 06:09 PM

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QUOTE(river.sand @ Jan 28 2016, 04:35 PM)
Bad news for telcos...
http://www.thestar.com.my/business/busines...trum-plan-soon/

But, maybe Digi can get more spectrum  hmm.gif
*
indeed a good news.
Oracles99
post Jan 28 2016, 07:22 PM

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the good that comes out of this is no telco can afford to sell their products cheap. The price war is ending soon.
elea88
post Jan 29 2016, 03:05 PM

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Maxis.. Digi CHEAP SALES now...
ken_ng
post Jan 29 2016, 03:29 PM

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when telcos have to spend more $, all the costs will go to consumers in the end.
babygrand123
post Jan 29 2016, 04:57 PM

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Time to sapu like our sapu man? Too bad need to spend a lot on this coming CNY.


Here very yellow ah very very yellow ah and gong xi fa cai to all of you
Oracles99
post Jan 29 2016, 05:11 PM

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QUOTE(ken_ng @ Jan 29 2016, 03:29 PM)
when telcos have to spend more $, all the costs will go to consumers in the end.
*
What more do consumers expect? I find the article in The Star today amusing. You incur a lot more cost to the telcos but hope consumers are not affected. Maybank report say analyst compare spectrum auctions to be same as Thailand which may not be the case here. However the industry is in limbo pending a clearer picture. He expect a win win situation here.
Oracles99
post Jan 29 2016, 05:13 PM

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QUOTE(elea88 @ Jan 29 2016, 03:05 PM)
Maxis.. Digi CHEAP SALES now...
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If there are no news like this one, where got opportunity to buy them cheap? Once the picture gets clearer, price may have gone up.
ken_ng
post Jan 29 2016, 05:22 PM

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QUOTE(Oracles99 @ Jan 29 2016, 05:11 PM)
What more do consumers expect? I find the article in The Star today amusing. You incur a lot more cost to the telcos but hope consumers are not affected. Maybank report say analyst compare spectrum auctions to be same as Thailand which may not be the case here. However the industry is in limbo pending a clearer picture. He expect a win win situation here.
*
"Thailand raised about US$6.5 billion last year from its own auction of spectrum needed to provide fourth-generation mobile services."
source

$$$ going into pocket again...
nexona88
post Jan 29 2016, 05:22 PM

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QUOTE(Oracles99 @ Jan 29 2016, 05:11 PM)
What more do consumers expect? I find the article in The Star today amusing. You incur a lot more cost to the telcos but hope consumers are not affected. Maybank report say analyst compare spectrum auctions to be same as Thailand which may not be the case here. However the industry is in limbo pending a clearer picture. He expect a win win situation here.
*
the star report is the one make people panic.

it's stated cost from rm 2bil to almost rm 10bil for telcos depend on how intense the "bidding" ohmy.gif shocking.gif
ken_ng
post Jan 29 2016, 05:25 PM

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QUOTE(nexona88 @ Jan 29 2016, 05:22 PM)
the star report is the one make people panic.

it's stated cost from rm 2bil to almost rm 10bil  for telcos  depend on how intense the "bidding" ohmy.gif  shocking.gif
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"“The final spectrum price will depend on the auction terms and the bidding intensity. In the recent Thai auctions, the final prices were 2.5x (1800MHz) to nearly 6x (900MHz) higher than the reserve price due to intense bidding.

If we assume the same outcome, Maxis, Celcom and DiGi would have to pay RM9.55bil, RM9.94bil and RM4.11bil, respectively, to retain their existing spectrum holdings. In this case, our target prices for Maxis/Axiata/DiGi would be cut by 19.0%/17.0%/10.6%. "

This post has been edited by ken_ng: Jan 29 2016, 05:26 PM

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