Posted by minitrader > 2012-11-09 09:32 | Report Abuse

Brader DaveSingh...I entered Digi at the RM4 level several months ago,and it climbed >RM5.00. Do u think I would stay when I made my money? Liquidate la and wait. When price plunged, that's the time to relook at the stock.

Posted by DaveSingh > 2012-11-09 09:34 | Report Abuse

minitrader i think simple math...where can the market from 1700 or digi from 5.6... where.... up maybe but at this kind of time .. i see down more... i see 1200 and i see digi below 3.. simple...you want to buy at 4.8 or wait and see if you are long term.. its that simple.. i understand what you are saying but it is deeper then that..

Posted by DaveSingh > 2012-11-09 09:36 | Report Abuse

anyhow i got work.. you people enjoy..but remember whats most important to have faith in that you buy and your beliefs but always be open to new ideas as the world i dynamic... goodluck... my advice is not for free anymore.....bye

Posted by minitrader > 2012-11-09 09:41 | Report Abuse

Right DaveSingh...Your SELL call was right when Digi was in overbought position with RSI at around 80. Now the RSI dropped to 25. Over the last 5 yrs, there were 2 incidents when the RSI fell below 30, near 20. After the recent selldown on Digi, don't u think investors would relook at the stock in light of its oversold position? Buy and sell on technicals bro...fundamentals don't change much.

Posted by zack_liza > 2012-11-09 11:51 | Report Abuse

close today RM4.90 above?????

Posted by moulincv > 2012-11-09 11:53 | Report Abuse

I think at this moment, no sign of reversal trend yet.

Posted by millionaire > 2012-11-09 11:59 | Report Abuse

sold, less than hundred profit, enough to xiam cha n bak kuk teh, ha ha, waiting for another round

Posted by zack_liza > 2012-11-09 14:43 | Report Abuse

wow...up...EPF coming??/

Posted by minitrader > 2012-11-09 15:04 | Report Abuse

cheers

Posted by minitrader > 2012-11-09 15:07 | Report Abuse

telcos coming back...

Posted by Tony Nyuo > 2012-11-09 15:13 | Report Abuse

need hold or sell now?? any suggest??

Posted by zack_liza > 2012-11-09 15:18 | Report Abuse

to me hold better...bcoz today price above RM4.84 @ 6.3 mil shares...
if u want to sell,till digi touch at RM5.00..may b monday next week..

Posted by bubble > 2012-11-09 15:42 | Report Abuse

it doesn't look like the price is going anywhere today (no big up nor big down), better hold and see how it's played out next week. however, it's another story if u play contra.

Posted by josh > 2012-11-09 15:44 | Report Abuse

GOOD NEWS : IPHONE 5 COMING MALAYSIA ALREADY TODAY, SELLING PRICE RM3000++, DIGI AND MAXIS THIS QUARTER NET PROFIT SURE INCREASE ALOT!! BUY DIGI AND MAXIS!!!

Posted by moulincv > 2012-11-09 15:47 | Report Abuse

still see no strong reversal signal to rebound.

Posted by rich kueh > 2012-11-09 16:01 | Report Abuse

buy buy - next week short trading days

Posted by josh > 2012-11-09 16:02 | Report Abuse

moulincv : pls notice that strong buy queue vs sell queue, and the high buy rate now...

Posted by rich kueh > 2012-11-09 16:22 | Report Abuse

long buy queue

Posted by DaveSingh > 2012-11-09 16:34 | Report Abuse

digi people believe me now or not... still waiting for more evidence

Posted by DaveSingh > 2012-11-09 16:44 | Report Abuse

telcos are gone for at least 15 months cos........
mutual funds are running.. two reasons... lock in profit and uncertainty next year... and telcos made them the most after breweries...
so sell on rebound.... and wait... BUY GAS MALAYSIA at least its safe...i mean your funds are safe and returns are better than fixed deposit

Posted by millionaire > 2012-11-09 16:50 | Report Abuse

agreed, sell on rebound, then wait n see, GE around the corner, don't expect 5.00 in short term

Posted by Taugeh > 2012-11-09 16:50 | Report Abuse

@ rich keuh

good..good..trade one day ..rest one day

Posted by DaveSingh > 2012-11-09 17:06 | Report Abuse

SELL SELL SELL TELCOs...dont wait ...last man or woman standing when the music stops is gone....

Posted by millionaire > 2012-11-09 17:12 | Report Abuse

bought 4.81, sold 4.88, happy alraedy, y hold

Posted by Fat Cat Tim Buddy > 2012-11-09 17:22 | Report Abuse

thats is like.. 1% profit ?

how many shares you bought? 100 lots?

if so, u inject 48100 and get only 481 profit?

wow.. ermm.. if the price drop till 4.75 , will you cut loss?

please enlighten :)

Posted by Fat Cat Tim Buddy > 2012-11-09 17:27 | Report Abuse

wow.. i just check digi today trading info, 4.88 only have 380 lots, you must be queue very early :p lucky btard haha lol

Posted by fadhlullah > 2012-11-09 17:28 | Report Abuse

i think at least he bought 1000 lots...and it will be worthwhile...but if only intraday..earning 400-500 a day is good too

Posted by millionaire > 2012-11-09 17:33 | Report Abuse

contra gain few hundred also not bad, right ? enjoy weekend, next week, bargain hunting again, just don't want to take risks, the political situation here is worsening.

Posted by Fat Cat Tim Buddy > 2012-11-09 17:33 | Report Abuse

but i feel like the risk is too big for my appetite, 7 cent gain only get 480 profit, but if drop 7 cent, thats a 900 loss.

Posted by millionaire > 2012-11-09 17:36 | Report Abuse

support level 4.80, below 4.80 immediately cut loss

Posted by Fat Cat Tim Buddy > 2012-11-09 17:40 | Report Abuse

but ,if cut loss at 4.79 also is a RM 400 loss

man, i might have a heart attack :D hahaha, u must have a strong heart...

Posted by rookie > 2012-11-09 17:47 | Report Abuse

Digi is well covered by many brokers and big foreign funds also buying it. Why not shift attention to least known stocks like FPI? Least known stocks = more opportunity. Look at their latest 3Q result just released today lunch time:
i) 9M12 profit tripled to RM24.6m due to better sales of audio business in Malaysia and China.
ii) Consistent dividend payment every year. This year final dividend may reach 6 sen, meaning if buy at 73 sen, dividend yield as high as 8%.

Posted by minitrader > 2012-11-09 17:54 | Report Abuse

ya lor...but spiked oledi...still got upside meh?

Posted by josh > 2012-11-10 18:10 | Report Abuse

Population, Malaysia

www.google.com.my/publicdata
28,859,154 - 2011
Source: World Bank

Disclaimer

Posted by josh > 2012-11-10 18:15 | Report Abuse

Population Malaysia keep increase with high rate, mobile user will keep increase despite political uncertainty.

Posted by KC Loh > 2012-11-13 05:38 | Report Abuse

In all, the management is upbeat that it can achieve slightly higher than industry average revenue growth in 2013 while maintaining operating margins at current levels.

Certainly, we expect DiGi to report significantly higher earnings in 2013, with the last of the accelerated depreciation to be expensed. To recap, the company estimates some RM500 million to RM550 million in total accelerated depreciation — for the old radio access network being swapped out for one that is LTE-ready — this year.

This leaves just about RM100 million to be written off in 2013. Net profit is forecast to jump to RM1.75 billion, up from an estimated RM1.28 billion this year.

Source : http://www.theedgemalaysia.com/mobile/article.php?id=224554&pid=1

Dear Liew, don't be overly worried. The hiccup for digi is because of market jitters from the delay in the swap to newer technology as well as cosmetics to accounting practise in the fast tracked depreciation. Digi will maintain its climb after the next earning results. This represents a good bargain currently of over 7% to its current value for the rest once investors realised that the so-called "drop" in accounting figures is well covered. We will soon cheers again, so in the meantime just enjoy their interim and special dividend! :)

Posted by liew kimguan > 2012-11-13 09:34 | Report Abuse

Bro KC, But DG PE already too high. I dont know want switch my stock from DG to NCB or not. can provide comment?

Posted by KC Loh > 2012-11-13 12:02 | Report Abuse

Liew :) surprised you are taken by the PE argument alone. Don't just take one ratio for valuation. You can check out why Amazon PE went from 97+ beginning of this year to appx 300 today. That's because amazon is still ploughing back every penny it earns to reinvestment in physical business (like depots, merchandise purchasing etc) which the investors and analysts could witness. But we will not compare apples to oranges in this case with digi but just the principles behind them.

I see it this way: Digi business has surpressed earning this year because higher depreciation, delay in the LTE switch as well as competition from rivals. By next year when the. Only 100mn depreciation is accorded, switchover is done plus saving on sharing with celcom is in line, earnings will shine. What will happen to the PE ratio calculation then? Strong earnings will lower the PE definitely.

Good business always gets and justifies high PE. I understand the implication of higher than average historical P/E implications. This is where market goes for correction and as usual, Malaysian market tend to overdo it! This is where market inefficiency provides opportunity if one is aware where value is. Mind you, this is a company that still earns faster than it spends according to many analyst houses. ;) so back to the original observation, is digi still building for the future as per my first paragraph related to Amazon? I believe so! Unless Digi is tomorrow run by a nincompoop group, then I join you in NCB. NCB by all means is also strong in dividend, but price may not rise as fast as Digi IMO. Perfect defensive stock!

Just ignore current noises in the forum! :)

Posted by Fat Cat Tim Buddy > 2012-11-13 12:42 | Report Abuse

hi kc, im pretty sure i saw you got 5k posts this morning, why suddenly reduce to 4621 1? :p

Posted by KC Loh > 2012-11-13 12:58 | Report Abuse

i have no idea also. kena senate kick out i think! :(

Posted by Maria Kamaruddin > 2012-11-14 10:29 | Report Abuse

DIGI will fall,cos to much sport for cina doll actor.

Posted by Tanhengjin > 2012-11-16 10:13 | Report Abuse

DIgi vs Axiata, any comment from the gurus.???

Posted by josh > 2012-11-16 11:32 | Report Abuse

Digi will recover soon, digi net profit will increase alot bcoz in sale of s3 and note2, digi h more profit earning by reducing subsidiary to phone.

Posted by josh > 2012-11-16 18:03 | Report Abuse

KUALA LUMPUR (Nov 16):  Prime Minister Datuk Seri Najib Razak today (Friday) announced more mega projects under the Economic Transformation Programme (ETP) to propel the nation forward.

Among the mega projects announced today were the development of PJ Sentral Garden City by Nusa Gapurna on a 40-acre site in Seksyen 52 with gross development value of RM11 billion and a RM1.58 billion investment to breed Arowana fish in Kedah and Perak, to be carried out jointly by Northern Corridor Implementation Authority, Jabatan Perikanan and a private company.

A big project in East Malaysia announced is the development of a 300MW gas fired combined cycle power plant in Kimanis, Sabah, with investment of up to RM1 billion, by a joint venture (JV) between Petronas Gas Bhd and Yayasan Sabah's unit Innoprise Corporation Sdn Bhd.

In addition, MMC Corporation Bhd's unit Seaport Worldwide will develop RM1.02 billion Petrochemical and Maritime Industrial Centre in Tanjung Bin, the prime minister said.

Apart from projects, Najib also announced the liberalisation of more sectors of the economy.

These sectors include legal and medical specialist, dental specialist services; international schools, private universities and telecommunication sector.

Posted by josh > 2012-11-16 18:05 | Report Abuse

Digi stock will benefit from telecomunication sector liberalisation.

Posted by josh > 2012-11-16 21:54 | Report Abuse

#Update 2* PM announces 20 ETP projects worth RM26b
Written by Mohd Kamarul Azhar of theedgemalaysia.com
Fri Nov 16 2012 19:52:27 GM
PUTRAJAYA (Nov 16): Prime Minister Datuk Seri Najib Razak today (Friday) announced 20 projects under the National Key Economic Areas (NKEAs) as well as the three Economic Corridors worth RM26.09 billion, which will contribute RM10.08 billion of gross national income (GNI) and create 64,282 jobs by 2020.

The 11 key projects in seven NKEAs (Oil, Gas and Energy, Greater KL, Communications, Content and Infrastructure, Business Services. Healthcare, Tourism and Education) will contribute RM1.129 billion of GNI in the year 2020 as well as attract investments of RM6.68 billion and create 40,021 jobs by 2020.

Under the Oil, Gas and Energy NKEA, Seaport Worldwide Sdn Bhd — a wholly-owned unit of Johor Port Bhd, which is in turn a subsidiary of MMC Corporation Bhd — is developing RM1.02 billion Tanjung Bin Petrochemical and Maritime Industrial Centre in Pontian, Johor.

The development comprises prime and strategic land covering a total area of 2,255 acres (913 hectares). This centre will complement other projects in Johor which aim to drive Malaysia’s ambition to be Asia Pacific’s hub for petroleum storage and trading.

Nusa Gapurna Development Sdn Bhd — a 60:40 joint venture between Gapurna Sdn Bhd and the Employees Provident Fund (EPF) — is developing a commercial property project in Seksyen 52, Petaling Jaya with a potential gross development value (GDV) of RM11 billion named the PJ Sentral Garden City.

The development, to span across 40 acres, is poised to be the new green central business district of Selangor, supporting Kuala Lumpur and other business hubs around the city and state.

Under the Communications, Content and Infrastructure NKEA, GPSTech Solutions Sdn Bhd will roll out the Malaysian Public Transportation System (MyPUTRAS), a free online smartportal and smartphone application.

MyPUTRAs was made possible by public-private sector collaboration involving the Malaysian Communications and Multimedia Commission (MCMC) and the Land Public Transport Commission (SPAD) with technology support from MIMOS Bhd, Syarikat Prasarana Negara Berhad, Malaysian Technical Standards Forum Berhad, REDtone International Bhd, DiGi.Com Bhd and U-Mobile.

Posted by KC Loh > 2012-11-16 22:28 | Report Abuse

When telco liberalization is proposed, its always a double edged sword. Chiefly in my mind was that those with data and broadband talk-enable connections would benefit. There is no way we can stop the evolution started by Skype! This is because after looking for answers to the massive selling previously (fundamentally nothing had changed, in this josh and the CIMB analyst were right), i now firmly believe the contemporary telco giants knew of this ETP liberalization to come beforehand. The double-edged sword here refers to those with WAP-enabled capability to come the fore. Redtone and YTL group (YES?) to me would have probably benefited largely from the government exercise.

I was worried that Digi would be left out but it looks like this particular case, the experienced Telenor management is still way ahead in the game and preempted the data segment war. For your info, they have been growing in the data segment (Continuous growth in data revenue elevates its contribution to overall revenue to 31.3% from 30.3% in 2Q12 on the back of increased mobile internet users of 5.56m (2Q12: 5.41m) coupled with higher smartphone penetration rate of 24.8% (2Q12: 23.5%)) They now have has been the first to include unlimited to prepaid data for even the ever popular whatsapp. Now that they are moving to ZTE and eventually 4G-enabled, they are looking every step of the way a winner and ready for the new challenges that liberalization offers.

The above statement offered by Mohd Kamarul Azhar of theedgemalaysia.com in the above article actually now puts my conviction to rest! Kudos to the management of Digi. They were ever prepared for the worst and may i add, the future! Indeed, this is the perfect defensive stock! Good times ahead!

Posted by passingby > 2012-11-16 22:56 | Report Abuse

any body here knows why sell down of maxis

Posted by KC Loh > 2012-11-16 23:45 | Report Abuse

in my opinion, it would be the liberalization to the telecommunication sector and this directly affects the..er.. "big four" TM, Maxis, Celcom & Digi when they face open competition for communication through WAP/data. Think about it!

you can either beat the revolution or join them! Digi joining forces with Celcom now make sense! :)

http://www.digi.com.my/aboutdigi/media/mr_press_det.do?id=6040&pgPoint=5&year=2011

Posted by KC Loh > 2012-11-16 23:53 | Report Abuse

and here's the one about Maxis and Redtone (and some mention about U-Mobile)!

http://announcements.bursamalaysia.com/EDMS/EdmsWebh.nsf/all/0B82E75AADA7BCBA48257A49005D9E22/$File/News%20Release-Maxis-REDtone%20(FINAL%20Approved)130712.pdf