Posted by mrZz90 > 2022-04-25 15:26 | Report Abuse

maybe can buy some... :)

Posted by Needluck > 2022-04-25 15:46 | Report Abuse

this counter when index green, it red, when index red it also red. very good performance.....

Posted by faridfet > 2022-04-25 19:10 | Report Abuse

I will be honest to all my brothers to discuss. I think the downtrend of Axiata are:

1. External sentiment from US Federal Reserve of hike interest rate this coming 4th May 2022

2. Delay in 5G issue
The dispute between the Mobile Network Operators (MNO); Axiata, Digi, Maxis, Umobile with Digital Nasional Berhad (DNB) about the share sale agreement that has not been agreed upon. The friction between the MNOs and DNB still exists. The biggest 4 MNOs have yet to agree on key terms in the Reference Access Offer (RAO) published by DNB. Those agreement outlines the costs, deliverables, requirements, including terms and conditions for the 5G network usage. It also serves as a base for commercial access agreements. Supposedly, the Single Wholesale Network (SWN) through DNB will enable the people to enjoy cheaper 5G service. It is because only one company would be involved in providing infrastructure which is DNB while telecommunications companies can focus 100% on providing the service. The government already listen to noise make by MNOs by making an offer a 70% equity stake in DNB to MNOs as a goodwill gesture to the MNOs in exchange for supporting DNB’s SWN. But these degil MNOs wanted to have Dual Wholesale Network (DWN) instead of SWN with 70% stake to them. This make 5G network rollout been very slow and making the investor huge source of frustration. The MNOs Maxis, Digi, Umobile, Celcom now try to negotiate like a cartel which forcing the government to go to Mobile Virtual Network Operators (MVNOs. If the agreement was not signed by the deadline end of June 2022, the deals might be struck with the 19 MVNOs such as Altel, redONE, TuneTalk, XOX, RedTone and etc etc. This will risk the 4 biggest MNOs in terms of pricing later on. If they did not sign by the deadline, they may not receive the preferential rate.

2. Delay of Bank Negara Malaysia
The Bank Negara Malaysia also could not announced in time for the 5 winners of Digital Banking License with the reason of delayed, because of pending completion of a legal process.

3. Delay of Celcom-Digi merger
The MCMC has made a statement of issues (SOIs) against Celcom & Digion pertaining to preliminary concerns over market competition.The ball is now in the telecommunications courts to address back the concerns to be presented to MCMC within 30 days. (Celcom&Digi, why not just accept the 70% stake of DNB maa, the MCMC then i think will sure bypass this SOI of prelimary concerns. sigh)

4. On 22 April, Axiata made an announcement offered 3,198,800 ordinary shares to their employees. This will result a bit of dilution.

Posted by moneyontheway > 2022-04-26 11:22 | Report Abuse

faridfet, is this article compiled by you? if it is not copied from somewhere, then you must have done a lot of research about these telco companies especially on the
"delay in 5G issue" which is pretty long and very informative and it gives every investor in this counter the insights into what has happened so far about the delay of all the various factors thus contributing to the downtrend of most telco companies involved in providing the service. are you able to provide an email for easier and more personal contact? do you invest in other counters? share with us.

Posted by faridfet > 2022-04-26 15:29 | Report Abuse

All the information is collected thru my reading for my personal analysis. What i shared depend by the context. Sometimes i would make my own conclusion and interpretation after in-depth research. Sometimes i just shared directly from the news with the links too but what can i confirmed that my reading source will always from legit broadsheet such as The Edge, The Star, Focus Malaysia, Malaysian Reserve, Bursa Announcement, Annual Report/Quater report. Just an ordinary person who is enthusiast for investment. We can still contact via here.

Posted by Deekay > 2022-04-26 15:54 | Report Abuse

While i don't really rely on the TP provided by the IB, their analysis does provide a good insight on their outlook. Certainly their outlook doesn't look so gloom which necessitates the attack like ones recently. In fact, most of them are quite positive with the outlook of Axiata.

Posted by ryan7642 > 2022-04-26 17:27 | Report Abuse

can smell some baby sharks swimming~~happy investing~~

Posted by apple168 > 2022-04-27 23:23 | Report Abuse

In the list of disposal shares

Posted by jkwl978 > 2022-04-29 15:27 | Report Abuse

Congrats yay ! axiata got it ! i bought alot

Posted by faridfet > 2022-04-29 15:34 | Report Abuse

My forecast is correct.

Bank Negara has announced the five successful applicants for the digital bank licences as approved by the Minister of Finance Malaysia.

According to the Bank Negara one of winner are consortium of Boost Holdings Sdn. Bhd(Axiata) and RHB Bank Bhd.

Next war result the 5G-DNB-SWN & Celcom Digi merger.

Posted by Deekay > 2022-04-29 15:37 | Report Abuse

Yay! Boost!

Posted by Jokers2020 > 2022-04-29 15:42 | Report Abuse

go go go Axiata..sudah dapat digital banking

Posted by moneyontheway > 2022-04-29 15:43 | Report Abuse

faridfet, you are very fast with the news. if the Celcom-Digi merger is successfully approved, what will happen to the Axiata shares and Digi shares. is there any chance for the shareholders of these two companies to hold the Mergedco.?

Posted by ryan7642 > 2022-04-29 15:55 | Report Abuse

now or nvr into the son b4 the lion awake!!

Posted by jkwl978 > 2022-04-29 16:08 | Report Abuse

Yes ! buy buy buy, is now or never !

Posted by jkwl978 > 2022-04-29 16:08 | Report Abuse

Is very low at support already !

Posted by wongsam16 > 2022-04-29 16:17 | Report Abuse

Start goreng! Boat now before too late ... It will uptrend

Posted by Hemsley > 2022-04-29 16:36 | Report Abuse

Digital bank license is giving no impact to Axiata share price.

Posted by Deekay > 2022-04-29 16:45 | Report Abuse

Seems like a huge volume at 3.54 resisting the breakthrough. Looks like some ppl really doesn't want the share price to go up.

Posted by faridfet > 2022-04-29 16:46 | Report Abuse

@Hemsley this is because the factor of 5G issue and Celcom-Digi merger is outweigh than announcement of digital banking license. Boost is their only Axiata digital business portfolio not a core business or their main revenue.

Posted by PassionateInvestor > 2022-04-29 19:00 | Report Abuse

@Hemsley, if Maxis and Digi's quarterly results are of any indication, the coming quarterly results for Axiata will most likely be a disappointment. Let's see if it can buck the trend.

Posted by wongsam16 > 2022-04-30 10:57 | Report Abuse

Buy now to accumulate, digital banking license will open more market gap and boost up the business ecosystem. Axiata technical chart already shows the bottom of long-term support, the stock price is difficult to fall below, now the stock price breakthrough upward, which is a good sign, in coming short-term will appear upward trend, there are the opportunities goreng again. Lets see. hihi

Posted by MoneyMakers > 2022-05-04 18:03 |

Post removed.Why?

Posted by wongsam16 > 2022-05-05 08:08 | Report Abuse

https://www.klsescreener.com/v2/news/view/984673/brokers-digest-local-equities-banking-sector-axiata-group-bhd-malakoff-corp-bhd-cimb-group-holdings-bhd

Posted by Jokers2020 > 2022-05-05 15:14 | Report Abuse

yes sell sell,i waiting to buy...FF waiting to buy low

Posted by wongsam16 > 2022-05-05 19:01 | Report Abuse

The more cheaper the price, there is people will buy more to keep ... Long term invester is look on future not the short term profit take only like speculator ... hehe

Posted by Jokers2020 > 2022-05-05 19:38 | Report Abuse

sri lanka bangkrup but citizen need to use hp and wifi..so what serious crisis will affect axiata

Posted by wongsam16 > 2022-05-06 15:15 | Report Abuse

Start rebound liao...came back stronger...hehe

Posted by Jokers2020 > 2022-05-06 18:40 | Report Abuse

collect at 3.36...wow rebound n green

Posted by ryan7642 > 2022-05-08 19:14 | Report Abuse

Lion shd be time to awake on 2nd half of May happy investing whack sons now or nvr^^

Posted by Hemsley > 2022-05-18 10:06 | Report Abuse

What happen? Impact from Sri Lanka?

Posted by wongsam16 > 2022-05-18 11:20 | Report Abuse

Epf withdraw... Short term impact only, long term will be no issues. Digital banking and 5g era is coming soon.

Posted by ryan7642 > 2022-05-18 20:34 | Report Abuse

Been 2 wks disposed continuously shd be time to bound back happy investing n patient will make big gain for sure^^

Posted by apple168 > 2022-05-23 13:35 | Report Abuse

https://www.thestar.com.my/tech/tech-news/2022/05/20/elon-musks-starlink-plans-to-provide-internet-access-via-satellite-in-malaysia

Posted by apple168 > 2022-05-23 13:35 | Report Abuse

GG, starlink going to launch in Malaysia

Posted by ryan7642 > 2022-05-24 12:25 | Report Abuse

simply oversold (Pressure to sign on DNP agreement) by epf (Mar'22-12.1% vs May'22-12.1% shareholding)..price adjustment from EPF only...end game will be all telco sign still for DNP and move forward n epf will unlock their price again with BUY:) happy investing..

Posted by MoneyMakers > 2022-05-24 17:25 | Report Abuse

Stagnant..all waiting see QR how bad Sri Lanka situation

Posted by farouq > 2022-05-26 11:21 | Report Abuse

@faridfet what your view for the court case between Celcom and Tune Talk shareholder? How long do you think it will delay the merger between celcom-digi?

Posted by speakup > 2022-05-26 11:24 | Report Abuse

govt should cancel all the license of MVNOs
far too many telcos in malaysia. dah saturated!

Posted by MoneyMakers > 2022-05-26 16:16 | Report Abuse

Basically Sri Lanka losses wipe out all other segment profit

Will take around 6months to get IMF bailout money

Posted by wongsam16 > 2022-05-26 19:12 | Report Abuse

https://www.klsescreener.com/v2/news/view/994909/celcom-will-meet-june-30-deadline

Posted by ryan7642 > 2022-05-27 10:59 | Report Abuse

it is coming after EGM clear some big block on indonesia project:) btw overall regional perform good exclude sri langka n epf gg in EGM so no more big block on share price stress d for not..happy investing:)

Posted by Keyman188 > 2022-05-30 15:28 | Report Abuse

Amboi...What is happening !!!...

Why share price dipped back in year 2020 level !!!...

Keyman188 long long time didn't come back Bursa market liao...

Very fortunately Keyman188 had disposed all local equities for couple of month...


wkwkwk...kekeke...hehehe...

Posted by DickyMe4 > 2022-05-30 15:31 |

Post removed.Why?

Posted by DickyMe4 > 2022-05-30 15:33 | Report Abuse

"speakup

govt should cancel all the license of MVNOs
far too many telcos in malaysia. dah saturated!

4 days ago"
====================

YES! Begin by closing down Telekom Malaysia.

Posted by ryan7642 > 2022-05-31 03:14 | Report Abuse

If u ever study how the 5g work you will understand who have the most tower who is the front runner...see how huawei did..use most of tower to reduce costing etc..now they gaining the thousand of towers over asean country..who ever hv the bigger patient who will win big no matter in capital or superp dividend yield in 2-3 years happy investing^^

Posted by kct153 > 2022-06-01 15:01 | Report Abuse

beli sikit2 here

Posted by wongsam16 > 2022-06-01 17:48 | Report Abuse

Gems will back to shine if erase the dark side of the outside ...

Posted by kct153 > 2022-06-03 16:30 | Report Abuse

takut same sj batu di tepi jln.

Posted by wongsam16 > 2022-06-03 17:55 | Report Abuse

kalau nak jadi batu tepi jln pun yg paling besar sekali... hehe