CELCOMDIGI BERHAD

KLSE (MYR): CDB (6947)

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Last Price

3.37

Today's Change

-0.04 (1.17%)

Day's Change

3.37 - 3.41

Trading Volume

3,724,400


23 people like this.

6,178 comment(s). Last comment by Junichiro 12 hours ago

freddiehero

16,722 posts

Posted by freddiehero > 2018-10-21 14:00 | Report Abuse

look the chart feel like break 3.50 posible la..

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-10-22 13:31 | Report Abuse

Today regional bourse looking good...why klse mati

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-10-24 15:41 | Report Abuse

Freddie..you are correct maybe 3.50 possible

xexlone

387 posts

Posted by xexlone > 2018-10-25 13:21 | Report Abuse

EPF entering low, sell high.....

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-10-26 18:53 | Report Abuse

How to sell high this week drop till 4.02, yesterday up 10 cent today drop 7 cent.. Better play hk market

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-10-26 18:55 | Report Abuse

All becoz of PH, to offer best quality but need supplier to reduce price. You cannot buy bmw with price of perodua

Posted by 496368277527220 > 2018-11-07 07:30 | Report Abuse

why nobody comment from 26.10,18 till today. is a fundamental stock. buy for long term.

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-11-07 13:56 | Report Abuse

Wait until digi drop to 3.50 many people will comment

Posted by 496368277527220 > 2018-11-07 13:59 | Report Abuse

nonsense, you wait until your hair drop.

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-11-07 17:49 | Report Abuse

Hahaha.. I hope digi wll reach 5.00, need to clear my c23.. Huhuhu

Posted by 496368277527220 > 2018-11-08 07:27 | Report Abuse

Digi is steadily moving up. signal up trend.

ABSBOSS

905 posts

Posted by ABSBOSS > 2018-11-08 16:55 | Report Abuse

Next week hope can reach 5... Hahahaha

david123

159 posts

Posted by david123 > 2018-11-08 19:55 | Report Abuse

no problem, is on the way

Posted by 496368277527220 > 2018-11-12 13:12 | Report Abuse

slow & steady win the race.

Posted by 496368277527220 > 2018-11-16 15:10 | Report Abuse

it will rise on ex div on 21.11.18

limkokthye

6,039 posts

Posted by limkokthye > 2018-11-29 08:18 | Report Abuse

kwsp keep selling,wtf

kino318

37 posts

Posted by kino318 > 2018-12-06 19:09 | Report Abuse

what happen today?

Posted by commonsense > 2018-12-07 09:32 | Report Abuse

In terms of financials, the company actually did not do that bad. 9m18 revenue actually saw a 3.4% growth vs 9m17. 9 months PBT and PAT also grew by 3.8% and 4.4% respectively which is a lot better than other big telco companies.

However, the company is currently trading at a very high valuation of 22.9x PE which investors would have normally expect the company to provide them with substantial profit growth to compensate the high price paid.

There are doubts that the company would be able to deliver this for FY19 onward. Some of the 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 8 analysts, the target PAT for FY19 is RM1.55bil. At the current price, the company is valued at 22.4x PE which is high for a company that will actually provide small profit growth to its investors.

Another pressure to the share price would be the continuous selling by EPF. As of 3rd December, they still have 1.16 bil 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 Digi, 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 Digi low 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 Digi can proof me wrong and deliver the growth that are expected of them from their existing shareholders.

Good luck

James Ng

2,704 posts

Posted by James Ng > 2019-01-02 09:10 | Report Abuse

https://klse.i3investor.com/blogs/general/188457.jsp
[转贴] [Facebook live:浅谈Digi com bhd (Digi)] - James的股票投资James Share Investing

heng1991

43 posts

Posted by heng1991 > 2019-01-22 17:27 |

Post removed.Why?

Nafster

31 posts

Posted by Nafster > 2019-01-24 14:44 | Report Abuse

good result

Posted by Pepsy Kay > 2019-01-25 11:01 | Report Abuse

Woahhh~

lailaiaa

17 posts

Posted by lailaiaa > 2019-02-28 12:04 | Report Abuse

run run... it is X day

lailaiaa

17 posts

Posted by lailaiaa > 2019-02-28 17:25 | Report Abuse

kasi bungkus terus. Waa mau beli murah murah

Crasd123

729 posts

Posted by Crasd123 > 2019-03-09 13:46 | Report Abuse

Buy Diqgi now only 4.56 , dividend rm1000, can buy

James Ng

2,704 posts

Posted by James Ng > 2019-03-31 12:04 | Report Abuse

https://klse.i3investor.com/blogs/general/200299.jsp
[转贴] [Facebook live:浅谈Digi .com bhd (Digi)] - James的股票投资James Share Investing

FLINV

217 posts

Posted by FLINV > 2019-04-12 11:19 | Report Abuse

This year DIGI send email to shareholders instead mail as AGM notification?

kino318

37 posts

Posted by kino318 > 2019-04-18 22:38 | Report Abuse

i didnot receive any email or mail from Digi regarding AGM

DickyMe

14,856 posts

Posted by DickyMe > 2019-04-22 14:37 |

Post removed.Why?

kilrathi

303 posts

Posted by kilrathi > 2019-04-22 16:33 | Report Abuse

Delisting? funny

icedvestor

136 posts

Posted by icedvestor > 2019-04-25 15:19 | Report Abuse

DickyMe only know one language since born. Q: Have you eaten? A: Delisting soon; Q: Where is direction to museum? A: Delisting soon; Q: Are you male or female? A: Delisting soon. The head breath in air, her bottom come out this word...

kankung

70 posts

Posted by kankung > 2019-05-02 11:56 | Report Abuse

Suddenly down to 4 38 , what happeneed?

YAPSS

216 posts

Posted by YAPSS > 2019-05-05 00:31 | Report Abuse

Day 62 of Fundamental Daily, YAPSS will be covering Digi.Com Berhad's fundamental via a short animated video. It is solely based on my opinion and I hope it helps :) #YAPSS #FundamentalDaily #DigiComBerhad

Click the on the link to find out more: https://youtu.be/8WAaKwxhFGM

Mabel

24,090 posts

Posted by Mabel > 2019-05-05 23:13 | Report Abuse

Guys

If I buy Digi tomorrow, will I still entitle for this interim dividend?

W1S3

106 posts

Posted by W1S3 > 2019-05-06 09:58 | Report Abuse

https://www.theedgemarkets.com/article/axiata-and-telenor-talks-merge-asian-operations
Telenor holds 49% of Digi shares

Posted by Nicole Chow > 2019-05-06 10:37 | Report Abuse

any effect to digi share price on the merger?

Hafid

1,135 posts

Posted by Hafid > 2019-05-06 12:09 | Report Abuse

digi share and axiata share will be down

Junichiro

2,063 posts

Posted by Junichiro > 2019-05-06 12:21 | Report Abuse

Telenor pulling out of SEA markets, I think. They sold their Nepal telcom company to Axiata but refused to pay the tax leaving Axiata to eat the dead fish.

Junichiro

2,063 posts

Posted by Junichiro > 2019-05-06 12:23 | Report Abuse

So much for a European company which boast of social corporate responsibility. All shit.

yippy

1 posts

Posted by yippy > 2019-05-06 13:48 | Report Abuse

Telia sold Nepal company,not Telenor。Telia is not Telenor. Do your home work first.

Posted by Warren_to_be > 2019-05-06 14:08 | Report Abuse

what will happen to digi's share price after merger?

Junichiro

2,063 posts

Posted by Junichiro > 2019-05-06 15:13 | Report Abuse

Posted by yippy > May 6, 2019 1:48 PM | Report Abuse

Telia sold Nepal company,not Telenor。Telia is not Telenor. Do your home work first.

Yes, U are right. Sorri for the confusion.
I standby my statement that Digi has little or no social corporate responsibility.
It happened years back when they started upgrading their entire network.
I called the person in charge to complain that I am not able to receive calls n sms for almost ONE month. But the moment, I go to the shoplots not far from my house, everything was fine.
Their person in charge started to ask me abt the model n year of my mobile. I cut him short n told him I have bought a new SIm card from U Mobile n it is working fine. Finally he admitted that the upgrading in my area is not complete.
BUT their bill kept coming. I am expected to pay their full bill notwithstanding that the problem is theirs.

Posted by DonaldTrumpMalaysia > 2019-05-06 16:58 | Report Abuse

Digi and Maxis level of customer service, overall, are few levels above Celcom, from real experience.

XOX_

339 posts

Posted by XOX_ > 2019-05-07 02:34 | Report Abuse

Some join XOX is it?

v1vin https://www.lowyat.net/2019/185221/digi-lost-459000-prepaid-subscriber...
03/05/2019 3:57 PM

Junichiro

2,063 posts

Posted by Junichiro > 2019-05-07 09:09 | Report Abuse

According to the Edge, there will be an IPO of the merged entity. Prior to IPO, the two companies were be delisted.

xexlone

387 posts

Posted by xexlone > 2019-05-07 10:49 | Report Abuse

what a joke a lost making company is value higher than profit making ocmpany.....

xexlone

387 posts

Posted by xexlone > 2019-05-07 12:43 | Report Abuse

so @DickyMe is correct....delisted first....

Posted by William Wang > 2019-05-07 12:57 | Report Abuse

It seems quite a few investors are willing to part with Digi at this level.
Let's us take a look at those few reports that are available so far: 1, Combined shares at about 16.8 billions. 2. The merged companies Digi+Axiata will have a combined earning of roughly 4 billions ( giving Digi an estimated earning of 24 sens PA). 3. The combined synergy will create 15 to 20 billions [ this will mostly benefit Telenor (49% holder of Digi) and Axiata]. Telenor will emerge with about 56% of the global combined entity - meaning less benefit to the Digi holders but will still benefit at 20 to 25% of the synergy.
If everything is taken at status qua prior to the suspension, PE of Digi is steady at 22. With improved earning of 24 sens, this will bring Digi price up to Rm 5.28.
With Telenor in majority and dominance in the new company, is such a retail price in doubt?
Have yet to add the savings and benefits in this merged synergy.

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