Junichiro

Junichiro | Joined since 2016-02-16

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Stock

2016-04-11 14:39 | Report Abuse

So far no date yet. But will know soon. Just look at RHB Cap. Even after ex date price drop a little.

News & Blogs

2016-04-11 14:36 | Report Abuse

Hi Calvin, do u keep yr futures position overnight?

Stock

2016-04-11 12:29 | Report Abuse

There is so much uncertainty in the telco sector.

Stock

2016-04-11 11:50 | Report Abuse

I sold off TM last month for a small profit. Its price hardly move. It seems P1 is selling below cost for its new launch to get market share. In the short term, P1 does not contribute to TM's profit.

As for Maxis, Amanah Raya is the buyer. It would probably settle around 5.8 ++. Its network is still the best. Packages can be refined. The Edge today, ... the player that benefit most is Axiata.

For the time being, I am staying out of telcos.

Stock

2016-04-11 09:26 | Report Abuse

Well cooling, yr post is enlightening. Hoping maxis will tweet their package further. I am suffering from slow broadband speed using Digi even in the heart of the town. A year ago, I was unable to call from using my Digi line from ClubMed Bali but my room mate's line using Maxis has no problem.

Stock

2016-04-11 09:20 | Report Abuse

TM's Pi offering is said to be RM10 for 8GB. This is what I heard from those coffee shop talks.
Now, I am not investing in the telco sector. P1 is said to ride on Celcom's network. It means Celcom, Digi, Maxis, Umobile will soon lose its customers.

News & Blogs

2016-04-10 10:48 | Report Abuse

no need to praise its rivals sky high. They are all the same.I am currently not using Maxis line. If their new plans are reasonable, I would like to try.

Stock

2016-04-09 23:07 | Report Abuse

an insight fr CEO of Telonor
He was asked why a rival (Umobile) can offer packages cheaper than Digi. The CEO answered umobile is probably selling its products below cost. They may get more customers while their profit will not increase n ultimately they will suffer network congestion.

Stock

2016-04-09 21:21 | Report Abuse

Bear in mind Umobile is still making losses. With the increase in spectrum fees, it may have to list in Bursa to fund their network

Stock

2016-04-09 21:19 | Report Abuse

Xox is an MVNO meaning it does not own any network. They rent those MNO networkwholesale n eke out small profit margins. Now it is a tough business for telcos as gomen have announced increase in spectrum fees n a price war is going on among telcos. Xox pays rentals to those with network like Digi, Maxis or Celcom n makes small profit or even losses.

Stock

2016-04-09 20:15 | Report Abuse

I hope they are not caught with their pants down like Maxis thinking that their cheaper packages can buffer their slow speed.
I am using postpaid. The offer a limited number of calls n sms beyond which they will charge. When data limit is used up, internet will stop.The telco war is on. So wake up

Stock

2016-04-09 20:08 | Report Abuse

Thanks kcyin, yr comments offers the most insight into what actually went wrong. This is an important lesson to those in the marketing line. Those guys in Maxis were caught with their pants down. The price war was started by Celcom when they too experienced the large exodus of customer.
Well, they would experience lost of some subscribers n learn this lesson. Restructure their package to make more attractive n start another price war.

News & Blogs

2016-04-08 23:03 | Report Abuse

Yes I agree but I don't how banks employ their marketing planner. I presume u are in the marketing line having this knowledge.

Stock

2016-04-08 23:00 | Report Abuse

In truth, it is the big funds like ASM, EPF which determine the price. None of them are going to make it fall like no tomorrow which can damage their own investments. One day they sell and the next day they buy it back.

News & Blogs

2016-04-08 22:48 | Report Abuse

They offered higher interest rates for new funds brought into the bank. But yr existing funds kept at the bank are not entitled to the higher interest. My question is "are all my existing funds already in the bank NOT IMPORTANT to the bank? " In that case, I can shift it to other banks.

News & Blogs

2016-04-08 22:43 | Report Abuse

Years back, I was made a fool by Celcom n I never want to patronize them again. There is no such thing as brand loyalty.

News & Blogs

2016-04-08 22:41 | Report Abuse

Ha Ha, don't be so emotional. I was also being made a fool by DIGI and I am thinking to port to Maxis now.

Stock

2016-04-08 22:38 | Report Abuse

Whatever mistake they have done earlier is theirs and not mine to care. I care for the present moment only.

Stock

2016-04-08 22:35 | Report Abuse

Other telcos also did these stupid things. One of them is DIGI. I have written comments about it earlier. Imagine you can't receive calls n sms in yr house and you complained. But they did nothing. BUT the bill came and ask for payment. How do u feel?
I was at the handphone shop when the incident happened n I happened to see a businessman living in my area buying a handphone which can handle 2 sim cards. He told me he did not want to be held hostage by any telco. The whole episode lasted 1 month over.
I have commented on DIGI's facebook n yet nothing happened. Maybe it the problem is not widespread. If they are that responsible they should have at least given me some discount on the monthly bill. Due to their fault, I was forced buy another line from Umobile.

I am thinking to port my Digi line to Maxis in view of the fact that they have increased the data GB.

Anyway there is no such thing as brand loyalty. Probably those British universities taught so. But those Australian Uni says there is no such thing as brand loyalty. Leave those business that give u a bad deal.

Stock

2016-04-08 22:34 | Report Abuse

I have no holdings in IOI having sold at 4.8xxx before the fall. But I can see EPF buying back.

News & Blogs

2016-04-08 21:46 | Report Abuse

That was also the first book I read way back in the 1980s. It is more about fundamental analysis. Those days they are no internet. And it is hard for the man in the street to have the advantage of looking at charts n doing technical analysis. Everything moves at a slow pace.

These days charts are easily available n would be an advantage to know technical analysis. Due to internet, prices, news travel at the speed of light. Just fundamental analysis is not enough.

Dr Neoh himself have acknowledge times have changed. Making money is harder now.

News & Blogs

2016-04-08 21:34 | Report Abuse

I hope this will happen to the banks also.

News & Blogs

2016-04-08 21:31 | Report Abuse

I have already terminated that line.

Stock

2016-04-08 21:28 | Report Abuse

we are only ikan bilis trying to earn some $$$. we are not politicians. we play any shares that can give us some $$$. leave the boycott to others. in the days to come, the Panama papers will reveal the names of politicians who shout n scream here but do other unethical things

Stock

2016-04-08 21:23 | Report Abuse

Actually, holding the key are the big funds eg. EPF. If they do not throw, the price will be stable. Not only Maxis, other counters also.

Stock

2016-04-08 21:20 | Report Abuse

Celcom is offering cheap packages to attract customers as they lost a lot of them during their IT problem.

General

2016-04-08 19:56 | Report Abuse

I love Elliott Waves.

Stock

2016-04-08 19:54 | Report Abuse

Ha Ha, this is not a bull market lah.

Stock

2016-04-08 19:19 | Report Abuse

What happened to Maxis may also spread to other telcos. Here is why. I have a line with UMobile n months after I signed up, I noticed that the new package for newbies offers more GB than mine for the same price. I ask them whether mine would be automatically upgraded. They say no. I have to terminate my package, pay up the bill n pay deposit, fees to sign up for the new package.

You can check the package u are using n compare it with the new packages n u will know. Businessmen are businessmen.

Digi lost lots of customers during their 3G upgrade. Celcom lost a lot last year due to their IT problem. Now Maxis. Telcos actually have to thank us for pointing out their mistakes. We are doing them a favour.

Stock

2016-04-08 19:12 | Report Abuse

Telekoms rang up yesterday. They offer streamyx 30 Mbps at the price of $179 instead of $200 ++. What would happen if u have a 30 Mbps package but have to pay $200 ++? Why this discounted package is not automatically given to u as a loyal customer?

Stock

2016-04-08 19:07 | Report Abuse

The same if u place fixed deposit with banks. Only new funds are entitled to promo rates. If this argument is used, every business is not fair. Why not give it to those loyal n long time customers also.

Stock

2016-04-08 19:05 | Report Abuse

No, Umobile is owned by Vincent Tan.

News & Blogs

2016-04-08 19:03 | Report Abuse

What happened to Maxis may also spread to other telcos. Here is why. I have a line with UMobile n months after I signed up, I noticed that the new package for newbies offers more GB than mine for the same price. I ask them whether mine would be automatically upgraded. They say no. I have to terminate my package, pay up the bill n pay deposit, fees to sign up for the new package.

You can check the package u are using n compare it with the new packages n u will know. Businessmen are businessmen.

Digi lost lots of customers during their 3G upgrade. Celcom lost a lot last year due to their IT problem. Now Maxis. Telcos actually have to thank us for pointing out their mistakes. We are doing them a favour.

News & Blogs

2016-04-08 19:00 | Report Abuse

But P1 will probably be selling below cost. Which business can survive? Not only you, everybody would grab it.

Stock

2016-04-08 18:56 | Report Abuse

What happened to Maxis may also spread to other telcos. Here is why. I have a line with UMobile n months after I signed up, I noticed that the new package for newbies offers more GB than mine for the same price. I ask them whether mine would be automatically upgraded. They say no. I have to terminate my package, pay up the bill n pay deposit, fees to sign up for the new package.

You can check the package u are using n compare it with the new packages n u will know. Businessmen are businessmen.

Digi lost lots of customers during their 3G upgrade. Celcom lost a lot last year due to their IT problem. Now Maxis. Telcos actually have to thank us for pointing out their mistakes. We are doing them a favour.

Telekoms entry into the mobile business would bleed them for years before it could bear fruit. Even Umobile is running at a loss.

Stock

2016-04-08 18:06 | Report Abuse

Digi is supposed to go up looking at those favourable comments. But it didn't. Still lots of sellers . Maybe ppl are moving out of telco sector as the field is crowded now .

Stock

2016-04-08 18:02 | Report Abuse

Look like lah

Stock

2016-04-08 17:10 | Report Abuse

Is this not good? Some owners would just walk away without even trying to limit the fall to their shares.

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2016-04-08 15:58 | Report Abuse

If u want to buy Digi, u better buy today. Still lots of sellers. If Bursa turns green on Mon, u won't get this price.

Stock

2016-04-08 14:47 | Report Abuse

Even with the new mobile arm, it means little for Telekom. There won't be much growth as the mobile market has already matured.

Stock

2016-04-08 14:41 | Report Abuse

First Telekom demerged its mobile arm n listed it as telekom Intl (now axiata). Now they are back into mobile services. But why demerge its mobile section in the first place? If Gomen competes with private sector, it is not a healthy sign. The telco sector is over-crowded now with little growth including Telekom itself.

Stock

2016-04-08 12:18 | Report Abuse

Multinationals do not treat their staff like that.

Stock

2016-04-08 10:03 | Report Abuse

According to HLB report, due to realloction of spectrum Maxis n Celcom are not able to deploy LTE to 900Hz early. Do u think gomen will give the edge to a foreign company n sideline the local ones? I do not think so.

Stock

2016-04-08 09:59 | Report Abuse

They are having their AGM on 20th Apr. See what answers they give to your questions. The fact is that the whole sector is affected. I am not buying into this sector now.

Stock

2016-04-08 09:54 | Report Abuse

Even if Digi is least affected, it is affected. The whole sector is affected. Probably it will have to reduce its dividends.

Stock

2016-04-08 09:50 | Report Abuse

I am not buying into the telco sector yet.

Stock

2016-04-08 08:53 | Report Abuse

Today in The Edge, "IOI suffers another blow, loses big customers"

General

2016-04-07 23:10 | Report Abuse

Yes, it is worth to take a look.