KLSE: MAXIS (6012)       MAXIS BHD MAIN : Telco&Media
Last Price Today's Change   Day's Range   Trading Volume
5.45   -0.01 (0.18%)  5.39 - 5.45  1,038,400
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Market Cap: 42,622 Million
NOSH: 7,820 Million
Avg Volume (4 weeks):2,630,083
4 Weeks Range:5.32 - 5.72
4 Weeks Price Volatility (%):
52 Weeks Range:5.13 - 5.89
52 Weeks Price Volatility (%):
Average Price Target: 4.96
Price Target Upside/Downside: -0.49

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2018 [#2]  |  18-Jul-2018
Next QR | Est. Ann. Date: 30-Sep-2018  |  25-Oct-2018
T4Q P/E | EY: 20.16  |  4.96%
T4Q DY | Payout %: 3.66%  |  73.87%
T4Q NAPS | P/NAPS: 0.909  |  6.00
T4Q NP Margin | ROE: 23.89%  |  29.74%


Date Subject
17-Aug-2019 Astro 和明讯合作一箭双雕
16-Aug-2019 Maxis Bhd - Partnering With Astro
15-Aug-2019 [转贴] [Facebook live video:浅谈Maxis bhd (Maxis)] - James的股票投资James Share Investing
09-Aug-2019 持续投资 优化设备 推进数码‧电讯业未来2年盈利承压
08-Aug-2019 Telecommunications - Worst Is Over But Earnings Remain Muted
06-Aug-2019 【视频】明讯 3年财测下修
05-Aug-2019 Maxis - Weaker Earnings, Largely Inline
05-Aug-2019 Maxis Berhad - Topline Pressure to Persist
05-Aug-2019 Mplus Market Pulse - 5 Aug 2019
05-Aug-2019 Maxis Bhd - 1H19 Within Expectations
05-Aug-2019 Maxis Berhad - Hit By Lower Revenue and Higher Costs
05-Aug-2019 Maxis Bhd - Lackluster Earnings
05-Aug-2019 Maxis - Bitten by Wholesale
05-Aug-2019 Maxis - Wholesale impact remains
02-Aug-2019 Maxis - Growing Postpaid Base Amid Likely Softer 3QFY19
02-Aug-2019 Maxis - Rising Fiberised Competition
26-Jul-2019 Stocks on Radar - Maxis (6012)
18-Jul-2019 Maxis - Moving into Targeted Township Fiberisation
17-Jul-2019 PublicInvest Research Headlines - 17 Jul 2019
15-Jul-2019 PublicInvest Research Headlines - 15 Jul 2019

Business Background

Maxis Bhd is a telecommunications provider. Its primary services include mobile, wireless, fixed, and enterprise services, with the majority of revenue generated from mobile and wireless. The company generates mobile revenue from prepaid and postpaid subscribers, with roughly an even split between both. Within enterprise services, Maxis provides traditional managed services in addition to mobile and fixed services. Additionally, the company owns fiber backhaul infrastructure. The company generates the vast majority of its revenue in Malaysia.
Analyze this stock with MQ Trader system

  5 people like this.
relaks http://www.theedgemarkets.com/article/axiata-maxis-tm-time-apft-country-heights-and-prg
08/10/2018 3:36 PM
matkaya yeah keep on listening to all those articles and IB advice...you'll be a very good investor.
30/10/2018 12:43 PM
commonsense 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
07/12/2018 9:08 AM
James Ng 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
23/01/2019 10:26 AM
LouiseS 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%.

03/02/2019 6:56 PM
Nura Post removed. Why?
04/02/2019 6:02 PM
Nicholasming91 Wa half profit gone
15/02/2019 12:59 PM
Nicholasming91 Network cost and operation maintenance cost
15/02/2019 1:02 PM
michaelgohmox Anaconda cost
15/02/2019 1:42 PM
PHBNsameshit future strategy seems convincing. should be stable around 5.65-5.66
18/02/2019 11:23 AM
BananaGoreng going to holan
18/02/2019 3:04 PM
DickyMe The demise of Maxis is forthcoming. 50% maybe wiped out. Same stale business, arrogant customer service, uncreative products, lousy connection and exorbitant price.
23/02/2019 11:01 AM
shpg22 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.
23/02/2019 11:15 AM
Dickyyou EPF keep disposed. Will drop below RM 5?
23/02/2019 11:19 AM
DickyMe 15 sen down..hem..more should drop.
26/02/2019 11:00 AM
DTZW 1882 ya, will collect soon
26/02/2019 2:44 PM
DickyMe RM5 coming
28/02/2019 4:39 PM
lailaiaa 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.
01/03/2019 8:25 AM
lailaiaa run run ...it is X day
04/03/2019 9:02 AM
$$$< GOODLUCK >$$$ maxis start to moving up.
09/03/2019 1:37 AM
Calvin882 Down force is too strong now
17/03/2019 8:22 PM
DickyMe Delisting soon!
25/03/2019 9:32 AM
mawiLegend lets move to INARI they started installing 5G,,obviously confirmation i-phone is the 1st phone will use 5G!!! just c the shark buy milions cap INARI guys!!! come on open ur eyes n brain!!
25/03/2019 1:10 PM
calvintaneng DickyMe

Delisting soon!
25/03/2019 9:32 AM





21/04/2019 4:32 PM

21/04/2019 4:33 PM
calvintaneng https://asia.nikkei.com/Asia300/Indian-telecom-war-leaves-three-players-standing
21/04/2019 9:27 PM
silom e-commerce in short is buying and selling goods or services over Internet , think pre requisite ur phone need a data plan or Internet access for e-commerce , it could ride on this mobile technology, sunset industry ?
21/04/2019 10:15 PM
calvintaneng Oh yes
I forgot to mention
Price war by telcos over market share will lead to a race to zero profit later. Even if not zero it will be razor thin profit as Umobile, Digi and Redtone coming up and clobbering from behind
21/04/2019 11:55 PM
DickyMe "silom e-commerce in short is buying and selling goods or services over Internet , think pre requisite ur phone need a data plan or Internet access for e-commerce , it could ride on this mobile technology, sunset industry ?"

A phone is not a necessity for the wise one. One could communicate even via computers from home. Only those young punks who wants to show off their assets are keen with phone, but over time it will die out.
22/04/2019 11:11 AM
calvintaneng Digi result out

Weak quarter result

Maxis expected to be worst
22/04/2019 1:31 PM
i38888 Results is within analysts expectation
26/04/2019 3:33 PM
i38888 Heard rumours saying Huawei is buying a stake in Maxis
26/04/2019 3:34 PM
(HK1997 again) Philip Maxis and parkson cannot be compared at all...

Maxis has 2 billion revenue, 400 million profits, 18% net profit margins and 5.7% roe.

One is a REAL RED SEA with suppliers and competitors in all corners.

The other has only a few limited competitors like CELCOM, DIGI, YTL..... AND MAXIS.

Totally a blue ocean with fixed competitors ( you can't get online licensing of cellular services).

Calvin is really funny sometimes. This is how he loses respect and readers and believers.

Or he wants everyone to sell so he can buy low?

In either case.



2019 4:32 PM


26/04/2019 7:18 PM
korek2 Philip, can I get your view on upcoming IPO Leong Hup which will be listed at PER 20X historical earnings FY2017? Will it have chance to get valuation like QL? Worth applying its IPO?
29/04/2019 10:15 PM
Syndicates Holland, no place to stand ady
06/05/2019 9:20 PM
DreamKentut Post removed. Why?
09/05/2019 10:55 AM
greenpack Maxis no friend now except TM
09/05/2019 3:05 PM
YAPSS Day 68 Fundamental Daily, YAPSS will be covering Maxis Berhad's fundamental via a short animated video. It is solely based on my opinion and I hope it helps :) #YAPSS #FundamentalDaily #MaxisBerhad

Click the on the link to find out more: https://youtu.be/RUl5VhL9pe0
11/05/2019 10:03 AM
mr yong MALAYsia oil and gas company all HUGE DEBT ,Crude oil price low oil n gas sector DIE ,biggest exporter EURO don't want PALM OILplantation sector DIE ,IMDB HUGE debt,Tabung HAJI billion billion losses ,household DEBT 80% GDP MALAYsia people NO MORE purchasing power BANk and PROperty sector will going SlowDOWNn ,GOVT DEBT nearly 1 TRILLION GOVT no more MONEY do Infrastructure CONstuction sector DIE .OIL and PALM OIL contribution GDP 40% ,MALAYsia deficit,malaysia GOVT selling asset HK property selling TELCO asset to FOREIGN company,SOVEREIGN fund khazanah selling stock ,EPF selling stock,FOREIGN FUND selling malaysia BONDS ,Economy RECESSION..MALAYSIA CRISIS induced ASIAN FINANCIAL CRISIS 2019.
13/05/2019 11:38 AM
James Ng https://klse.i3investor.com/blogs/general/206469.jsp
[转贴] [Facebook live:浅谈Maxis bhd (Maxis)] - James的股票投资James Share Investing
14/05/2019 9:21 PM
fosther Prime Minister Tun Dr Mahathir Mohamad came out in support of Huawei Technologies Co, the Chinese technology giant blacklisted by the US amid claims the group aids Beijing in espionage.
The Southeast Asian country will use Huawei’s gear “as much as possible” as they offer “tremendous advance over American technology,” Dr Mahathir said at a forum in Tokyo on Thursday.
The public comments by Dr Mahathir are a snub to the Trump administration’s campaign against the telecommunications network-gear maker. They also signal US efforts to win allies against Huawei are flopping in some countries that are prioritizing development of 5G wireless networks, one of the firm’s specialties.
The targeting of Huawei by the US has also complicated the trade war between Washington and Beijing, leaving telecom operators around the world to decide whether to shun the Chinese equipment maker.
This week, Singapore-based mobile phone carrier M1 Ltd said it’s open to more dealings with the Chinese company, while flagging that there will be alternative providers as well for 5G infrastructure. A day later, Japan-based SoftBank Corp selected Nokia Oyj and Ericsson AB as vendors for its next-generation wireless network, excluding long-time supplier Huawei.
Dr Mahathir had also visited Huawei’s Beijing office in late April.
“We found that Huawei is very advanced” in the use of artificial intelligence, he said at the time. “We see there is an opportunity for us, together with Huawei, to improve our capacity in the fields of communication and AI.”
Outside Asia, the UK’s BT Group Plc announced plans to remove Huawei gear from the core of its mobile network soon after the head of Britain’s foreign intelligence agency MI6 said the UK warned about the risks of using Chinese equipment.
30/05/2019 2:59 PM
pearlwhite Maxis reminds us of the great UMW-Toyota times of the 1990s and 2000s. The issues were the same, overpriced for the repackaged old technology with superficial styling change. Paying more for basic essential service and get a "nobody knows" One Club membership.

Being in the One Club doesn't make you a VVIP. Its all fake driven ego.

Maxis packages should be RM18, RM28 and RM38 for everything under the sun.
22/06/2019 5:22 PM
Junichiro All telcos overpriced, with dropping profits, little growth prospects.
01/07/2019 3:24 PM
pearlwhite When are the 5G packages going to be rolled out?

Looking forward for the rm18, rm28, and rm38 (rm38 - unlimited data, call and SMS of these 5G packages).
09/07/2019 1:10 PM
abusabbath HAHAHAHAa...
02/08/2019 5:51 PM
10218296660755375 got collect on weakness?hahaha
02/08/2019 6:30 PM
derricksyl will break RM5
02/08/2019 9:40 PM
10218296660755375 would like to see that too. hahaha..
02/08/2019 10:10 PM
henrymlim Sold off at RM5.70 before yesterday's 28 sen drop. Been holding the stock since IPO so it's time to cash out. As mentioned above, telecommunications industry does not have good prospects. If it drops below RM5.00, I may reconsider
03/08/2019 1:09 PM
James Ng https://klse.i3investor.com/blogs/general/219728.jsp
[转贴] [Facebook live video:浅谈Maxis bhd (Maxis)] - James的股票投资James Share Investing
15/08/2019 7:17 PM


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