Quite a long Q at 1.40...including me. he..he

TIME to buy?

i have 20k @ 1.45
Will 'CUT' if down to 1.37

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Added on November 12, 2009, 3:54 pmi have 20k @ 1.45
Will 'CUT' if down to 1.37

This post has been edited by APPA: Nov 12 2009, 03:54 PM

Looks like wimax counters play is over

diff to say...may be the 3Q report not very good...

3Q could be another red, otherwise the price won't be pushed down. I was comparing with supermax few days before the 3rd Q was announced, the price had been pushed up.

http://announcements.bursamalaysia.com/EDM...81?OpenDocument

Well, higher losses .. thats why it went down today

Maxis took 5 years after laying cables to achieve profitability. GPacket is a pale shadow given the competition and the size it has. Brace for more headwinds.

i thinks is still can keep some...
my target price is 1.80 leh....hehe!!

Sure bo... so high ah.... wonder if can keep for at least 10 years and above and one day, it will be like DiGi at 20+

I will pick-up some GPacket at 1.000

i should pick up some 2 months ago when 0.6x

Thank you for all your discussion . Kindly please vote at here http://forum.lowyat.net/topic/1224845 if you think Gpacket is a long term to buy-and-hold stock ! or not !



Techman

Will it or not surpass phone connectivity popularity is not really what I have in mind .. Will the whole Malaysia or will the whole world be in coverage of internet connectivity that's what I see . When there's internet connection in majority place , handphone will return to its most useful help as a portable phone . Ask yourself would you rather be surfing your website , writing mail , chattin through the net staring at a small small screen ? No doubt fibre cable connection will be more stable , but streamyx prove us wrong .. we had no choice but to hang on to them till new competitor arise to give a ass whoopin to them . TMNET themself are in danger water right now , with replacement of handphone its so seldom anyone ever use a TELE LINE - phone to make a call anymore . Just imagine their reign of monopoly for connection falling into ground , revenue drop drop droppppppp until 0 !



Morisato

Yes you can still buy stake in GPACKET or YTLE (both are growth share) , for growth share don't buy too late don't sell too early , for undervalue share don't buy too early don't sell too late .



Talbac

"The plan is so clear that it is almost definite that P1 will dominant the new broadband users. if everything goes as planned, don't be surprised that it will hit 1.76 by end of 2010. "

Talbac I agree on all the points you made out , its all very factual . But there is something I would like to remind , pricing for a share is really unpredictable ... even if a business is earning billion perday and no one is buying or demanding for their share , the price of it will eventually keep falling... and it becomes SUPER MAXIMUM ALL IN BUY UNDERVALUED SHARE . When I bought myself stakes in YTLE and GPACKET , I plan to hold them till they profit and pay dividend . Buy-And-Hold .. Long term .. Just like Motorolla Shares . Its beautiful to watch them grow and reap profit .


amoxicilin

I have to agree on your comment amoxcillin , I had thought of that question in my mind . Their limitation in profit because of fixed rate per-month . But now we start to see pre-paid plan for internet connection and a bandwidth limitation . So lets say if you use up to ur quota for rm145 a month , and any further usage of the bandwith connection would cost you to pay in some rate . Majority countries are using this kind of plan even for mobile line marketing comin in package . I see Malaysia are adapting to exactly similiar like to Australia package for mobile line and broadband connection , they come in package , free phone free modem and quota . Btw for phone .. if I don't use there wont be charges .. but for wimax if you dont use they still charge you per month . So there are pro and con to it .

TMNET no longer have competition in market , mobile phone killed phone line . They are shaking right now , how long can government back them up ? Holding Mas and TMNET TNB until the whole Malaysia crumble and fall ? No thats not what I see anymore, our leaders are becoming more realistic giving private sectors chance in water , electrice etc etc now connection . And they even enforce the law for anyone who slow roll the broadband service . Because of bad infrastructure and developement in Malaysia ESPECIALLY BAD LEADER in TMnet I have no worry at all , it would cost them hella lot to install landline in other states . Where as wimax can just plant their station for coverage ! .. Its new technology that ease life , cost and work .


TheTechie


1) All it takes is for TM to offer cheaper broadband/high bandwidth maintaining the same price and GP stock could plunge.
All it takes for TM to totally go bust after losing majority 90% usage of telephone line depending on their streamyx to make money is for wimax to make smaller portable new trendy super wireless connection like wiggy.. I think .

2) I am a dissatisfied P1 customer. As much as I dislike TM, $ vs Bandwidth, TM is still the best, unfortunately.
I am so pissed of calling streamyx for years now I am glad wimax came to life and more competition comin in to fire up the standard !

3) 100% sure that GP will need more $ to spend on CAPEX/OPEX, I don't know when the return is going to be.
It take years to stable and reap reward , every business the same . There is no sky rocket money fallin from sky .

4) TM is backed by Gov, in spending and in giving them monopoly status.
How long can they be spoon fed ? Who is it in the goverment thats supporting them ? Why are people in goverment supporting them ? For "rasuah" ? Cari makan ? How in a way is goverment supporting them? Giving them all our tax money to survive on ? What are they profiting from ? Telephone.. Line????

5) That radius thing, assuming they need to rent and maintain the base station @ RM 5K/month, you need to have 100 customers within the radius to cover the CAPEX. Not including marketing cost, customer care, sales commission etc. How many base station they have? How many subscribers they have?
This I do not have a statistic for it but I know people demand crave and beg for internet connection like mad tru out Malaysia ...as long as there is demand . Every business has its own expenses to bear.


cherroy

I am looking at another brighter perspective of it . Yes it has limitation of as well as its own brighter side , because I am looking into future not far ahead but the need of connection for gaming kids , for learning kids , for new era kids , for study student , for work student , for social student , for work adult , for business adult , for market the world ...etc etc.... YTLE motto for internet connection work learn play .

Picture this , from home you have wimax connection , you go school , school has wimax connection . You go shoppin mall it has wimax connection , you go to work office has wimax connection . To anywhere ..... we are looking at 75% coverage in the whole Malaysia and monthly income from it . Its a big cake and a big thing thats why there are 7 competitor in Market and we can see who is the leading one right now . Gpacket and I believe YTLE has a great potential with his current partners and cashflow to sustain its roll out .

Before Genting was fully built , if you asked me to invest in them ... I would be skeptical .. But Lim Goh Tong showed me what I couldn't see or believe . So did Astro .. it prove lifestyle change .. astro connection was very bad, it would appear the blue screen written low connectivity until years before their service become good and stable even during rainy days . Maxis Digi Celcom .. we can see how life is changing and moving . No doubt... we are the new era people we need connection like water and food.................................

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Added on November 13, 2009, 12:07 am

I hope tomorrow Gpacket and YTLE shares fall more , I am waiting to restock more it has since been pricy !

Remember the rule for growth stock , Don't Buy Too Late and Sell Off Too Early .

Sold off my Public Bank and TOPGLOV stock , reap nice rewards from these stock , bought them when they were VERY VERY VERY undervalued during recession DOUBLED~. Now with more cash , I am going to maximise my money in YTLE and Gpacket for buy-and-hold long term .

This post has been edited by Investing11111: Nov 13 2009, 12:07 AM

1) The only reason was not in the wireless technology was because of Celcom. Now that they are fully divorced, I won't be surprise if TM come out with wireless broadband technology riding on their CDMA spectrum. As for their fix line business, it might be declining in the consumer segment but businesses will still subscribe to it. People will want to carry a fix line number for their general line and fax, TM is making RM 45/line not inclusive of usage.

2) If talk about investment, it's fundamental. As trendy, as creative their advertisement is, all these hype will not sustain the value of the stock. The fact I want to invest in this company for long term, I look at the returns. Why should I pay so much for a company that make lost and they are in a business of low margin and fierce competition?

3) GP will reap reward later and longer. When they started the WiMax operation, it was at the peak of the economy, everything was expensive then. If you ask me, YTL is coming it at the right time, they saw the mistakes GP did and partnerships are done at the right time. Business is about timing, there is always a price to pay as a pioneer, it is a good reward if you make a great head start so that the competitors cannot catch up, however with YTL's RM 2.5 b, GP is just a small fry.

4) Gov is also support GP, if not why just restrict to 4 Wimax license, why not make it 40 license? Because the investment is big, hence the market need to be protected. TM is not fully monopolize fixed line market, they have competition from Maxis and DiGi too. In some condominiums and areas, you can't get TM fix line or streamyx.

5) Demand for broadband is there, because our penetration is low. However, you also need to look at options you can get. Today we have HSDPA, DSL, FTTH and later on we have LTE. Technology and potential is one thing, competition is another. If you have friends who work as Engineer for these kind of wireless technology, you can ask them how much does it cost to maintain a site. In order for GP to make money, they can't be charging too low, with the current rate they charge, they will continue to make loss for a long long time.

If you bought such good bluechips like PBBbank and TOPGLOV, you should be happy with the dividends pay out. I have more beliefs that YTLE can make it, GP, I have some reservations until they switch their strategy, they should not fight head to head with TM, this will kill their own margin. They might win a battle but lose the war. They should find a niche instead. Their competitor is not just streamyx, DiGi, Celcom, Maxis and YTLE is on the way. Anyway, good luck in your venture

Sold PBank and T Glove for GPacket? wow!

Has any of the research houses initiated coverage on GreenPacket? I'm curious to find out how much its being valued at.

Green Packet CEO says losses are short term

OT . Well., as A SMALL consumer of broadband and fixed line internet, I do not totaling discount WIMAX .

For the very least, WIMAX's latest advertisement is very effective and awaking the Giant such as Telekom, Celcom or even Maxis.

As a small consumer, it would be ineffective to voice out any below expectation service about your connections, even if you take the trouble to go to their offices to explain what is wrong with them, such as very slow connection ( worse than Edge ) for broadband etc.

But , I do notice nowaday the competitors of WIMAX are willing to listen to what I have to say, and do take quick steps to resolve the problems.

So the bottomline, competitions are good. It would bring greater efficiency and bring overall improvements to the communication and information systems.

So Green Packet is doing a good job here.

Keep up the good work.

This post has been edited by SKY 1809: Nov 13 2009, 08:57 AM

Green Packet Bhd. (GRPB MK): The provider of wireless
Internet services said its third-quarter loss widened to 31.8
million ringgit ($9.4 million) from 10.3 million ringgit a year
earlier as operating expenses tripled. Sales rose to 63 million
ringgit from 18.2 million ringgit, it said in a statement.
Separately, the Business Times reported the company plans
to spend 500 million ringgit over the next 12 to 18 months to
increase its WiMax coverage, citing Managing Director Puan Chang
Cheong. Green Packet fell 6.1 percent to 1.38 ringgit.

http://futureswinner.blogspot.com/

Immediate focus is not the loss itself, but cashflow as well.

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Added on November 13, 2009, 10:29 amI still think it is a bit too optimistic for the 200k target within this year. (just my opinion). As some may also cancel the subscription within the cooling off period if experience with it is not good, which in lyn we have some cases on it. To be fair, we have mixed bag review/feedback on P1 service, some good, some not good, may be due to area issue or congestion which I don't know as there is not disclosure in this issue, just can know from feedback of current users.

From thestar
This post has been edited by cherroy: Nov 13 2009, 10:29 AM