Posted by Bgt 9963 > 2021-04-26 08:59 |

Post removed.Why?

Posted by Hazmi90 > 2021-04-28 18:37 | Report Abuse

? Sit on rocket and fly together

Posted by Needluck > 2021-05-05 09:26 | Report Abuse

Digi holding well, but this counter price lower than before merge news. still can invest?

Posted by Keyman188 > 2021-05-11 11:30 | Report Abuse

SoftBank Corp invests RM250m in Axiata’s digital marketing unit for 23.07% stake

(theedgemarkets.com / May 11, 2021 11:06 am +08)

KUALA LUMPUR (May 11): Japan’s SoftBank Corp is investing RM250 million (US$60 million) for a 23.07% stake in Axiata Group Bhd’s digital marketing subsidiary ADA. The price tag values ADA at RM1.07 billion (US$260 million).

Axiata president and group chief executive officer (CEO) Datuk Izzadin Idris said ADA expects to benefit from the unlocking of significant global synergistic opportunities.

SoftBank is both a financial and strategic investor, given that it has interests in digital companies globally, including LINE, Cinarra and Incudata, he added.


## https://www.theedgemarkets.com/article/softbank-corp-invest-us60m-axiatas-ada-unit-23-stake-%25E2%2580%2594-sources

Posted by Needluck > 2021-05-11 14:58 | Report Abuse

got good news also cant up....

Posted by Keyman188 > 2021-05-12 12:34 | Report Abuse

CGS-CIMB keeps Axiata target price at RM4.20 as business deal with Softbank Corp looks positive

(theedgemarkets.com / May 12, 2021 12:25 pm +08)

KUALA LUMPUR (May 12): CGS-CIMB Research said it is positive on Axiata Group Bhd’s recent business deal with Softbank Corp, and maintained its "add" call with an unchanged target price (TP) of RM4.20.

Softbank Corp will invest RM250 million (US$60 million) for a 23.07% stake in Axiata’s digital marketing subsidiary ADA via the subscription of new shares. Post-deal, Axiata Digital Services (ADS) — in which Axiata owns 96.5% — will remain the largest shareholder of ADA with a 63.47% stake.

Following this partnership, ADA expects to benefit from the unlocking of significant synergistic opportunities.

“The deal values the whole of ADA at US$260 million (RM1.07 billion), or US$200 million on a pre-money basis, which is a 2.2x jump from its US$89 million valuation in 2018 (based on the Sumitomo Corp deal).

“ADS’s 63.47% stake is worth US$165 million (RM679 million).

“Thus, the implied enterprise value (EV) of ADS is US$615 million, with Axiata’s 96.5% stake (balance 3.5% owned by Mitsui & Co) therefore worth US$593 million (RM2.47 billion, or 27 sen per Axiata share), assuming Boost and Apigate’s valuations are still valid.

“This is 19% higher than ADS’s pre-money valuation of US$500 million during the Mitsui deal in May 2019,” said CGS-CIMB analysts Foong Choong Chen and Sherman Lam Hsien Jin in a note yesterday.

They continue to view Axiata’s recent digital business deal positively as it helps to illuminate the value of the assets, but maintain the group’s TP for now until it is closer to the monetisation of ADS via an initial public offering (IPO) or outright sale.

“Axiata’s FY21F EV/OpFCF of 12.9x is 34% (-1.0 s.d.) below its 12-year mean and at a 25% discount to its local mobile peers,” said the analysts.

They added that the key downside risks to the research house’s call included the Celcom-Digi merger deal collapsing as well as more intense competition in its operating markets.


## https://www.theedgemarkets.com/article/cgscimb-keeps-axiata-target-price-rm420-business-deal-softbank-corp-looks-positive

Posted by joyvest > 2021-05-12 12:50 | Report Abuse

Buy call

Posted by gcke > 2021-05-15 19:14 | Report Abuse

QR report will be made somewhere in late May@28.5.2021. To know whether the stock price is trending upwards, and will continue the momentum one can view the technical chart as appended here - https://www.malaysiastock.biz/Stock-Chart.aspx?securitycode=6888&mode=1D

Possibly, the price will trend up because of the latest development about SoftBank involvement in ADA.

Posted by Needluck > 2021-05-21 09:50 | Report Abuse

this counter really lousy among the 4

Posted by James Ng > 2021-05-22 19:08 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-05-22-story-h1565208281.jsp
[转贴] [Video:浅谈AXIATA GROUP BERHAD, AXIATA, 6888] - James的股票投资James Share Investing

Posted by Ron90 > 2021-05-24 10:08 | Report Abuse

all telecomunication counter continue producing positive results la.. lagi banyak guna data during MCO !!

Posted by Zackmeiser > 2021-05-28 21:19 | Report Abuse

How come merger with digi, axiata barely moving? Merger is 50-50. Digi went up so much.

Posted by gcke > 2021-05-31 16:18 | Report Abuse

Axiata, RHB Bank to jointly bid for digital bank licence — sources
SINGAPORE (May 31): Malaysian telco Axiata Group Bhd has teamed up with RHB Bank Bhd to apply for a digital bank licence, two sources familiar with the matter told Reuters on Monday.

The sources declined to be identified as they were not authorised to speak to the media.

Malaysia's central bank has called for digital bank applications by June 30 and said it may issue up to five licences for online-only banks.

Across Asia, regulators are opening up banking for digital players, encouraged by a boom in mobile connectivity and the prospect of tech firms offering low-cost financial services. The Covid-19 pandemic has increased the need for digital transactions.

Axiata declined to comment on the digital bank application with RHB but said in an email it would hold a news conference with the bank on Wednesday "on significant partnerships that will expand collaborations between both parties."

RHB had no immediate comment.

Posted by gcke > 2021-06-02 14:16 | Report Abuse

From The Edge,Malaysia - Axiata unit Boost and RHB ink deal to jointly bid for digital banking licence

/
June 02, 2021 13:21 pm +08
KUALA LUMPUR (June 2): Axiata Group Bhd's subsidiary Boost Holdings Sdn Bhd and RHB Banking Group have signed a heads of agreement to form a consortium to apply for a digital banking licence from Bank Negara Malaysia (BNM).

In a filing with Bursa Malaysia, Axiata said Boost Holdings would own a majority stake of 60% in the digital bank, while RHB would hold the remaining 40%.

"Celcom Axiata Bhd has signed up as a major commercial partner on joint go-to-market activities with the digital bank for products and services which will benefit customers of both parties," it said.

More to come

Posted by Ron90 > 2021-06-02 20:03 | Report Abuse

well..axiata performe , digi just ride the wave after the merger..haha.. anyway, digi will got 5g infrastructure kot, together with TM.

Posted by Bgt 9963 > 2021-06-02 20:29 |

Post removed.Why?

Posted by Prem0403 > 2021-06-11 15:06 | Report Abuse

all in

Posted by jeannie > 2021-06-16 10:48 | Report Abuse

today got movement.

Posted by Lanmum > 2021-06-16 11:11 | Report Abuse

Hi guys, I'm wondering you guys reading report from Affin Hwang Capital in i3 here lately? The latest I check is on Sunway 31stMay. Seems there is no more report.

Posted by telurgoreng > 2021-06-16 13:54 | Report Abuse

Digi going to have bigger price movement compared to Axiata when they sign the merger. Celcom is not a listed company, they are part of Axiata group only. Hence, the merger only impacts a part of Axiata's shares only.. so the movement will be okok only. Digi on the other hand is listed, hence the merger will impact the entire company. Since both company makes about the same profit annually, basically the gross profit is about 97-99% double. If you include the reduction in Opex, I think you're looking at 6-7% dividends for every RM5 in Digi shares. Maybe someone who has also studied the annual earnings can share and correct me if I'm wrong.

Posted by Ukga > 2021-06-16 18:16 | Report Abuse

Looking good so far for both Digi and Axiata. Cheers.

Posted by kadilong > 2021-06-21 20:26 | Report Abuse

LOL axiata

Posted by cavalera > 2021-06-29 22:28 | Report Abuse

cause not get the digital banking license?! ...

Posted by wallstreetrookie > 2021-07-19 08:08 | Report Abuse

The latest shift in WFH trend to boost long-term telecommunication outlook.

Posted by Bgt 9963 > 2021-07-19 08:58 |

Post removed.Why?

Posted by Hafid > 2021-08-07 06:00 | Report Abuse

All the Telco will down due to another Telco going to be list

Posted by Keyman188 > 2021-08-27 13:41 | Report Abuse

Revenue = QoQ = +5.38% ; YoY = +10.32%

Net Profit = QoQ = +267.60% ; YoY = +247.12%

Dividend payout = YoY = +100%

Posted by Keyman188 > 2021-08-30 09:55 | Report Abuse

Foreign buying extends to third week, surges to RM964.3m

(theedgemarkets.com / August 30, 2021 09:42 am +08)

KUALA LUMPUR (Aug 30): Foreign buying of Malaysian equities extended for the third week and surged to RM964.33 million last week, from a paltry RM6.71 million the prior week.

In its weekly fund flow report today, the MIDF Research team said as the market reopened last Monday, foreign investors were net buyers amounting to RM6.7 million.

Meanwhile, it said local institutions bought RM19.16 million net of local equities, with retailers as net sellers to the tune of RM25.86 million.

The research house said foreign investors were net buyers every day of the week.

It said the largest foreign inflow was recorded last Thursday to the tune of RM310.79 million, while the inflow of RM6.7 million last Monday was the smallest.

“As for retailers, they were net sellers every day of the week except on Monday.

“The largest net selling by retailers was recorded last Tuesday and the smallest net selling was on Friday to the tune of RM48.43 million and RM16.88 million respectively.

“Cumulatively, for the week, retailers net sold RM113.96 million worth of equities on Bursa Malaysia,” it said.

MIDF said that meanwhile, local institutions recorded cumulative weekly net selling to the tune of RM850.37 million.

It said local institutions were net sellers every day of the week, with the largest net selling on Thursday to the tune of RM290.41 million.

Since the beginning of 2021, cumulatively, retailers were the only net buyers of the local equity market to the tune of RM9.46 billion.

Local institutions and foreign investors were net sellers to the tune of RM4.46 billion and RM5 billion respectively.

“In terms of participation, retail investors, local institutions and foreign investors recorded weekly movements of -3.82%, 9.89% and 16.82% respectively in average daily trade value (ADTV),” it said.



## https://www.theedgemarkets.com/article/foreign-buying-extends-third-week-surges-rm9643m

Posted by Keyman188 > 2021-08-30 09:55 | Report Abuse

Foreign funds coming back...

Posted by alphaedgeinvesting > 2021-09-06 15:25 |

Post removed.Why?

Posted by Keyman188 > 2021-09-08 17:11 | Report Abuse

OMG...Foreign funds coming back...

Last min push catching certain bluechip...

KLCI pushed up +14++ pt...

Bravo....

Posted by hahasong > 2021-10-01 11:26 |

Post removed.Why?

Posted by Keyman188 > 2021-10-31 13:57 | Report Abuse

Really fortunate...Keyman188 had managed to pare down 40% shareholding of overall long term position since 2nd half of Sept until now...

Keyman188 diverted investment funds to "other market"...

Be frankly speaking...

Keyman188 really not so favourable the latest 2022 Budgetary...

Unexpected GOM will implement "Cukai Makmur" for those RM 100 mil above...

Unexpected GOM will remove stamp duty capping by RM 200 & increase the duty by 50% from 0.10% to 0.15%...

Since "Cukai Makmur" already tabled at Parliament...you think upcoming year by year will continue !!! (We don't know but high possibility since Natioanal debt now stood at RM 1.25 trillion pre-budgetary announcement)...

Keyman188 will further pare down shareholding by upcoming weeks until local equities to 30% ~ 35% holding since Keyman188 managed to strike cheapest entry price last year during pandemic...

Furthermore...current local equities valuation really not so attractive if comparing other market peers...

Beside valuation...other "factors" also not so favourable since slowly slowly emerged on the table...



~~~~~~~~~~~~~~Always remember, plenty of choice~~~~~~~~~~~~~~~~

Posted by Keyman188 > 2021-10-31 14:20 | Report Abuse

Let us review the latest corporate tax rate in the region (follow by highest to lowest)...

Malaysia = 33% (2022 assessment)

Australia = 30%

Philipines = 30%

Japan = 29.74%

South Korea = 27.50%

China = 25%

Indonesia = 25%

Myanmar = 25%

Taiwan = 20%

Thailand = 20%

Vietnam = 20%

Brunei = 18.50%

Singapore = 17%

Hong Kong =16.50%

Macau = 12%


^^Don't forget...RM 100 mil profit PLC considered very minimal & acceptable for investment targeting...

Posted by villiian > 2021-11-05 17:05 | Report Abuse

Foreign holdings in Axiata Group Bhd rose to their highest level since March 2020, at 10.7% as of September 2021, from 10.5% in the preceding month.The telecommunication group’s foreign shareholding previously rose to 11.3% in November 2019, before seeing a retreat to below the 11% level from April 2020 onwards, an update on its website showed.According to its published data that goes back as far as 2013, the group's highest foreign shareholding in the last eight years was 28.3%, which was recorded in January 2013, while the lowest foreign shareholding level was found in June 2018, at 9.3%.

Posted by villiian > 2021-11-05 17:05 | Report Abuse

According to Bloomberg data, Khazanah Nasional Bhd is the largest shareholder of Axiata with a total stake of 3.37 billion shares or 36.75%, followed by the Employees Provident Fund (16.99%) and Amanah Saham Bhd (14.68%).Axiata shares rose four sen or 1.05% to RM3.86 at the time of writing, giving the group a market capitalisation of RM35.41 million.

Posted by Zackmeiser > 2021-11-07 17:17 | Report Abuse

How come digi up but merger partner axiata barely rm4.

Posted by Zackmeiser > 2021-11-07 17:18 | Report Abuse

Its edotco company worth so much more. Biggest tower company in asean. 5g would require revamping those tower.

Posted by newbie8080 > 2021-11-12 11:02 | Report Abuse

Seems the 5G approach monopolised by DNB not favorable by the big 3 telco companies as none of them are signing up their network to participate.

I believe the big 3 telcos generals may be thinking out of the box by forming a Telco 5G Alliance/consortium to share 5G infra which benefits long term asset utilization and cost control.

Posted by James Ng > 2021-11-19 21:12 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-11-19-story-h1594555487.jsp
[转贴] [Video:浅谈AXIATA GROUP BERHAD, AXIATA, 6888] - James的股票投资James Share Investing

Posted by spammerx > 2021-11-26 07:17 | Report Abuse

Merger celcom + digi.. what will happend to the shar price?

Posted by Karma4444 > 2021-12-07 19:32 | Report Abuse

Digi merger will benefit both

Posted by Hafid > 2021-12-30 17:42 | Report Abuse

Digi sure on dividend

Posted by warrenchok90 > 2021-12-31 18:41 | Report Abuse

so sad was que just now... end up unable que from morning then limit up d...

Posted by yingzhe17 > 2022-01-11 09:35 | Report Abuse

Epf buying non stop

Posted by MoneyMakers > 2022-01-14 15:23 | Report Abuse

Nice discount..come to papa

Posted by Marigold123 > 2022-01-21 15:12 | Report Abuse

controllable ship

Posted by derickuan > 2022-01-26 18:37 | Report Abuse

Everyday kena hentam this share

Posted by Needluck > 2022-01-27 10:35 | Report Abuse

EPF always buy high, bought 6.55m shares at above RM4, now drop to 3.65, wonder how can make profit?

Posted by Zackmeiser > 2022-02-02 12:41 | Report Abuse

Banking on axiata edotco for next growth