just one to share some information about digi.. found this article
http://www.btimes.com.my/Current_News/BTIM...icle/index_htmlbased on the article above (and some other article/news) i conclude that
- digi is a net gainers (from MNP)
- hundreds people are ported to digi per day (not thousands, as rumours)
- no impact at all from new entrant (u-mobile)
- added 166,000 new customers during the 3Q, comprising 126,000 new postpaid users and 40,000 prepaid users (mean more people signup digi postpaid, compare to their prepaid)
- no rush in 3G launches but the CEO hope they can launches 3G in 1Q 2009
- digi aiming to get one third of broadband market share within more than 3 years (ambitious but realistic)
- digi broadband targeted to "internet-starved, bandwidth-hungry", so i expect no maximum usage quota (like other operator)
- digi will manage capacity "cleverly", their data services will ride on different spectrum to avoid drop call on voice network (like other operator does)
- dont expect huge price war in 2009 (as digi profit margin decreasing in last 3Q financial report, price war mean they will suffer more)
while other operator show a good financial performance report (increasing revenue, maintain net profit margin), digi showing quite disappointing third-quarter results.
http://www.btimes.com.my/Current_News/BTIM...icle/index_htmland current economic crisis might contribute to that as well, since consumers expected to spend less. plus, digi need to use more money (expected to use more than 30% of its capital expanditure) to expand and upgrading their 3g network.
but, they still pay 78 sen a share to their shareholder

because they still have a good cashflow.
This post has been edited by epool86: Jan 6 2009, 12:01 PM