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GPacket, plain discussion
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Oracles99
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Aug 20 2010, 10:09 PM
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QUOTE(alenac @ Aug 20 2010, 12:28 AM) Looks like Sk Telecom may have to buy out Puan Chan and his gang b4 they can return to profitability. Product is lousy so when can profit be expected! Have you tried their product? They advertised "potong" but I have second thoughts about them. I am afraid after I potong my Celcom broadband, I would get speed that is even worse.
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Oracles99
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Feb 17 2011, 09:35 PM
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If you look at the whole of Insider Asia's portfolio, they can afford to take a hit.
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Oracles99
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Feb 25 2012, 11:03 PM
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QUOTE(rizer @ Feb 24 2012, 02:19 PM) Actually P1 will get LTE license too if not mistaken but the problem is the spectrum is very limited The CEO of Maxis stated in announcement of its 2011 results that ".....our capex allocation for FY2012 does not factor in the LTE upgrade .... because the government has not awarded the licence yet...Should the government award it, which we expect by this year ..." Hence, LTE licence would only be awarded this year.
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Oracles99
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Feb 27 2012, 08:09 PM
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Black swan events. Unlikely Vincent Tan having regreted selling Mutiara Swisscom to Digi would now merge UMobile with Digi. All indications are UMobile is doing it alone. Hence, its IPO in the third quarter
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Oracles99
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Oct 17 2012, 08:55 PM
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Green Packet selling P1. The Edge reported "5 parties have submitted their bids for P1. 3 of the bidders are a foreign party and 2 local telcos"
I guess one of the local parties is YTL
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Oracles99
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Dec 17 2012, 07:48 PM
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they got a sub-optimum allocation of LTE spectrum. Unless, they collaborate with other telcos, they are unlikely to make headway.
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Oracles99
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Sep 11 2013, 10:43 PM
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Maybe P1, YTL, Digi will sign a collaboration agreement instead.
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Oracles99
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Mar 26 2014, 10:24 PM
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TM is the likely buyer of P1 looking at their request for suspension tomorrow
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Oracles99
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Mar 26 2014, 11:33 PM
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QUOTE(andrekua2 @ Mar 26 2014, 11:06 PM) What matter is the price, not who. No doubt the price would be high. But Digi needs it badly without which its LTE would suffer congestion as its subscribers grow.
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Oracles99
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Apr 2 2014, 10:06 PM
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CIMB said this implied a hefty EV/EBITDA of 24 times (based on its subscriber base now) and that the acquisition price suggested that P1’s subscriber base would grow fourfold to 1.8 million, to reach a reasonable EV/EBITDA of 5.9 times.
“We think that it will be a stretch for P1 to achieve 1.8 million subscribers as Celcom, the largest wireless broadband operator in the country, only has 1.2 million users,” it added.
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