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5.59   +0.11 (2.01%)  5.47 - 5.64  639,600
1,217 comment(s). Last comment by James Ng at Jan 17, 2020 9:25 PM
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signalmw
2780 posts

Posted by signalmw > Jun 28, 2018 10:13 AM | Report Abuse

why maxis price not drop even ISP provider


apolloang
13869 posts

Posted by apolloang > Jun 28, 2018 11:45 AM | Report Abuse

maxis 1st day listing price now but excluded dividend since 2010


kiasoocheena
102 posts

Posted by kiasoocheena > Jun 28, 2018 4:56 PM | Report Abuse

with the old fella is back....all sort weird stuff will happen...we are back to 80's.


apolloang
13869 posts

Posted by apolloang > Jun 28, 2018 9:13 PM | Report Abuse

since listing maxis had paid dividend amounting to RM 2.80.those who apply the IPO at 4.80 now still make.5.27+2.80=8.07


Junichiro
1558 posts

Posted by Junichiro > Jun 28, 2018 11:21 PM | Report Abuse

"since listing maxis had paid dividend amounting to RM 2.80.those who apply the IPO at 4.80 now still make.5.27+2.80=8.07"

U are right. But if u have sold at $7.00, u would have make even more.
Business dynamics now does not favour telecom sector. High debt, high spectrum fees, fierce competition ....


Junichiro
1558 posts

Posted by Junichiro > Jun 28, 2018 11:30 PM | Report Abuse

"with the old fella is back.."

We need this old man. It is jibby who raise spectrum fees and put telcos on slippery slope. Why is BN gomen so hard up for $$$. Now it is clear that 1MDB have put M'sia in financial strain. Jibby is living on borrowed time. Even if BN is in power, crash will come.

All the wasteful gomen spending by Jibby such as TRX is just to put M'sian temporarily on cloud 9. Now there is oversupply of office space.
By the time TRX is completed, we are likely to see a recession. Google to see the correlation between recession n skyscrapers.


kiasoocheena
102 posts

Posted by kiasoocheena > Jun 29, 2018 5:29 PM | Report Abuse

not interested in the previous fella as well.


Midas57
686 posts

Posted by Midas57 > Jul 3, 2018 2:23 PM | Report Abuse

https://www.thestar.com.my/business/business-news/2018/07/03/telekom-plans-afforbale-entry-level-unifi-at-30mps-below-rm100/


Midas57
686 posts

Posted by Midas57 > Jul 3, 2018 2:29 PM | Report Abuse

Time to jump to TM


apolloang
13869 posts

Posted by apolloang > Jul 18, 2018 12:35 PM | Report Abuse

apa ini? profit down still can up 6cts?


truly
762 posts

Posted by truly > Jul 20, 2018 2:39 PM | Report Abuse

如TM之前承诺的Unifi与Streamyx特定用户将得到免费升级,今天(7月18日)可以开始在TM的网站查询是否符合资格了,但是必须注意的事免费升级是分阶段的。 
Unifi用户升级: 
少过20Mbps–> 100Mbps 
30Mbps–> 300Mbps (RM179) 
50Mbps–> 500Mbps (RM199) 
100Mbps–>800Mbps (RM329)


Larrytrader
1277 posts

Posted by Larrytrader > Jul 20, 2018 3:15 PM | Report Abuse

Thanks


loonginv
832 posts

Posted by loonginv > Jul 21, 2018 9:20 PM | Report Abuse

monday gap down, maxis involved probe case in India. first AA now maxis......run fast. better avoid ananda related ctr


freddiehero
9941 posts

Posted by freddiehero > Jul 21, 2018 9:26 PM | Report Abuse

lol penic again..


freddiehero
9941 posts

Posted by freddiehero > Jul 21, 2018 9:26 PM | Report Abuse

if no body sell no penic lo.m


loonginv
832 posts

Posted by loonginv > Jul 21, 2018 9:29 PM | Report Abuse

will c


86chong
298 posts

Posted by 86chong > Aug 10, 2018 10:56 AM | Report Abuse

what is the good price to in?


86chong
298 posts

Posted by 86chong > Aug 20, 2018 3:48 PM | Report Abuse

flying time http://www.theedgemarkets.com/article/maxis-launches-fibre-broadband-plans-consumers-businesses-prices-65-lower


curious2
1830 posts

Posted by curious2 > Aug 21, 2018 12:17 AM | Report Abuse

RM 89 30Mbps broadband any1 here using? Any complain abt their service? TM very slow yet expensive.


Jasper Coo
2178 posts

Posted by Jasper Coo > Aug 21, 2018 11:24 AM | Report Abuse

This stock become stronger and stronger, worth to invest


wisdomtot
603 posts

Posted by wisdomtot > Aug 22, 2018 4:47 PM | Report Abuse

TM thought they were smart to restrict their 30Mbps plan for B40...alienating the M40 and T20...which have now been the customer segments targeted by Maxis... well done Maxis..after this Maxis can cross sell, up sell to these 2 big spending groups... the marketing strategy brains are definitely in Maxis. Quick to pounce on opportunities..


Junichiro
1558 posts

Posted by Junichiro > Aug 22, 2018 8:29 PM | Report Abuse

In the short term, its EPS would be reduced due to cut in prices. In the long term, it has now another source of growth since there are so many unserved or under-served areas which TM would not venture.


JinAurora
401 posts

Posted by JinAurora > Aug 23, 2018 11:03 AM | Report Abuse

Maxis is the large client of binacom, recently maxis launched new plan and expand the business into fiber optic sector, binacom definitely will have advantage on this expansion.


Lim Tek Wai
2389 posts

Posted by Lim Tek Wai > Aug 23, 2018 11:15 AM | Report Abuse

Well done, the profit can let me to buy more food.


James Ng
1439 posts

Posted by James Ng > Sep 23, 2018 2:39 PM | Report Abuse

https://klse.i3investor.com/blogs/general/175061.jsp
[转贴] [MAXIS BHD:市场将保持竞争性,收入和EBITDA将分别下降中个位数或高个位数,基本资本支出将在RM10亿] - James的股票投资James Share Investing


BN_better
868 posts

Posted by BN_better > Sep 26, 2018 5:06 AM | Report Abuse

RM 89 30 Mbps no 1 use in i3 true? Any complain bec TM unlimited plan min is RM 129.


msnX13
47 posts

Posted by msnX13 > Oct 1, 2018 6:42 PM | Report Abuse

Maxis got staff attitude problem since its binariang early launched in 1990s until today.

https://malaysia.yahoo.com/news/angry-boss-screamed-pregnant-employee-151320373.html


relaks
812 posts

Posted by relaks > Oct 1, 2018 8:17 PM | Report Abuse

Takutnya! Aku nyaris kencing!
Reminded of my COO masa aku freshie dulu. Dia ni, bila marah ( selalu, very hot tempered punya org) sweep everything off his desk! Klau ada pen, buku atau file, dia langsung throw at the staff! Macam tu! Tiap2 Isnin meeting, aku duduk hujung hujung bilik, near the door. Bila dia hantam meja, baling file, I cepat2 cabot pigi tandas! Hahaha! Dunno how my manager bole tahan. Lucky, aku tak report sama dia. Bila dia quarrel with his wife, come to office pick on semua org! Org macam tu really not fit to be in management. Need counselling! That lady too!


qmtronic
77 posts

Posted by qmtronic > Oct 4, 2018 12:04 PM | Report Abuse

With TP 5.2, I pulled out all my investment in maxis. Poor maxis workforce with poor work ethics lost my faith in this counter...


Junichiro
1558 posts

Posted by Junichiro > Oct 4, 2018 12:24 PM | Report Abuse

Today in The Edge - More reasons to shy away from telecom sector. (page 3)


stuffx
29 posts

Posted by stuffx > Oct 4, 2018 2:57 PM | Report Abuse

The issue with maxis staff attitude is not a new thing. I have been scolded once by a Maxis staff because I canceled my iphone pre-order due to their late delivery.


Gala Kat
387 posts

Posted by Gala Kat > Oct 5, 2018 8:04 AM | Report Abuse

http://www.theedgemarkets.com/article/more-reasons-shy-away-telecom-sector-%E2%80%94-analysts


relaks
812 posts

Posted by relaks > Oct 8, 2018 3:36 PM | Report Abuse

http://www.theedgemarkets.com/article/axiata-maxis-tm-time-apft-country-heights-and-prg


matkaya
67 posts

Posted by matkaya > Oct 30, 2018 12:43 PM | Report Abuse

yeah keep on listening to all those articles and IB advice...you'll be a very good investor.


commonsense
474 posts

Posted by commonsense > Dec 7, 2018 9:08 AM | Report Abuse

In terms of financials, the company actually did not do that bad. 9m18 revenue was actually flat vs 9m17 (fell by 2.5%). However the 9 months profit ,PBT and PAT fell by 8% and 7% respectively which signals margins compression which is likely to continue going forward.

Given the high valuation of 20x PE, investors would have expect the company to provide them with some profit growth to compensate the high price paid.

Some of the current headwind faced by the telco industry in general are:

1) High competition between the different operators
2) Malaysia is already a saturated market. On average Malaysian owns more than 1 phone per person.
3) Government pressure for telco companies to reduce their price but at the same time provide better services to the public which would only mean lesser revenue but higher capex and opex cost.

All these will only expect to lower the company's margin even further. Based on the average forecast of 7 analysts, the target PAT for FY19 is RM1.87bil. At the current price, the company is valued at 22.7x PE which is high for a company that will actually provide limited profit growth to its investors (if any).

Another pressure to the share price would be the continuous selling by EPF. As of 3rd December, they still have 898mil shares of the company.

Those that are interested in the telco industry are advice to look at other companies that might be able to provide some growth but at a cheaper valuation. Maybe try looking at companies that are not directly involve in the telco industry but is a proxy/ service provider to it. Like cable supplier/ provider or telco tower owners etc. If you are still interested in Maxis, maybe just wait till EPF stops selling.

Those that are already invested are advice to diversify their portfolio to companies that would be able to provide some profit growth in the near to mid term (to compensate Maxis negative profit growth for the same period).

For those looking to diversify their portfolio outside of the Telco industry, i would recommend them to look at MBMR.

The company is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 5.9x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.6x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17. And FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Hope Maxis can proof me wrong and deliver the growth that are expected of them from their existing shareholders.

Good luck


James Ng
1439 posts

Posted by James Ng > Jan 23, 2019 10:26 AM | Report Abuse

https://klse.i3investor.com/blogs/general/191144.jsp
[转贴] [Facebook live:浅谈Maxis bhd (Maxis)] - James的股票投资James Share Investing


LouiseS
206 posts

Posted by LouiseS > Feb 3, 2019 6:56 PM | Report Abuse

Last 5 years EPS on increasing trend, increased by 16.5% over last 5 years, PE ratio is high at 21.83, ROE 28.52%, and dividend yield 3.45%.

https://louisesinvesting.blogspot.com/2019/02/preliminary-screening-of-counters-with_45.html


Nura
36 posts

Posted by Nura > Feb 4, 2019 6:02 PM |

Post removed. Why?


Nicholasming91
3573 posts

Posted by Nicholasming91 > Feb 15, 2019 12:59 PM | Report Abuse

Wa half profit gone


Nicholasming91
3573 posts

Posted by Nicholasming91 > Feb 15, 2019 1:02 PM | Report Abuse

Network cost and operation maintenance cost


michaelgohmox
117 posts

Posted by michaelgohmox > Feb 15, 2019 1:42 PM | Report Abuse

Anaconda cost


PHBNsameshit
104 posts

Posted by PHBNsameshit > Feb 18, 2019 11:23 AM | Report Abuse

future strategy seems convincing. should be stable around 5.65-5.66


BananaGoreng
30 posts

Posted by BananaGoreng > Feb 18, 2019 3:04 PM | Report Abuse

going to holan


DickyMe
4556 posts

Posted by DickyMe > Feb 23, 2019 11:01 AM | Report Abuse

The demise of Maxis is forthcoming. 50% maybe wiped out. Same stale business, arrogant customer service, uncreative products, lousy connection and exorbitant price.


shpg22
2349 posts

Posted by shpg22 > Feb 23, 2019 11:15 AM | Report Abuse

Telco are being piggybacked by those internet giant that parasites on their network. Last time they used to make tons of money from IDD and local call. Now no more. But CAPEX spending is rising with new tech like 5G, later 6G, 7G. Slowly and surely they will be sucked dry.


Dickyyou
116 posts

Posted by Dickyyou > Feb 23, 2019 11:19 AM | Report Abuse

EPF keep disposed. Will drop below RM 5?


DickyMe
4556 posts

Posted by DickyMe > Feb 26, 2019 11:00 AM | Report Abuse

15 sen down..hem..more should drop.


DTZW 1882
239 posts

Posted by DTZW 1882 > Feb 26, 2019 2:44 PM | Report Abuse

ya, will collect soon


DickyMe
4556 posts

Posted by DickyMe > Feb 28, 2019 4:39 PM | Report Abuse

RM5 coming


lailaiaa
17 posts

Posted by lailaiaa > Mar 1, 2019 8:25 AM | Report Abuse

Maxis team up with huawei for 5G, a global scandal-plaqued company operating as an espionage company for commie china. Expect maxis go to holan today.

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