CELCOMDIGI BERHAD

KLSE (MYR): CDB (6947)

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Last Price

3.33

Today's Change

+0.01 (0.30%)

Day's Change

3.29 - 3.38

Trading Volume

1,705,600


23 people like this.

6,187 comment(s). Last comment by LittleKnife 2 days ago

Posted by Alfred Tay > 2016-01-29 14:33 | Report Abuse

mama teed l agree mkt over react.With large capex for spectrum telcos will increase price for their services

Wow123

1,971 posts

Posted by Wow123 > 2016-01-29 15:17 | Report Abuse

whose die us die not pak moh

timing

726 posts

Posted by timing > 2016-01-29 15:26 | Report Abuse

gov want eat telco money now. funny

xexlone

387 posts

Posted by xexlone > 2016-01-29 15:40 | Report Abuse

timing: if oil price slump to below 20, gov will revised budget oso,tat time don know who is the next industry victim....nowaday lot of holes to cover ..

luckycharm

385 posts

Posted by luckycharm > 2016-01-29 15:40 | Report Abuse

buy in digi...digi steady....

luckycharm

385 posts

Posted by luckycharm > 2016-01-29 15:49 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/90630.jsp THREE BIG TELCO...DIGI BEST BET!

lch90

228 posts

Posted by lch90 > 2016-01-29 16:41 | Report Abuse

oh please.

When Digi drop to 4.80 ppl scared. When digi go up till RM 6.

Oh wai i Didnt buy this stock.

Stupid ppls. Buy when cheap. Sell when high. Common sense of stock market.

And this is a KLCI benchmark not some ah beng company. Takut apa.

sosfinance

1,305 posts

Posted by sosfinance > 2016-01-29 16:45 | Report Abuse

CEO of DIGI welcome the government new policy. Over reaction from the market? nothing new.

kymlym

56 posts

Posted by kymlym > 2016-01-29 16:56 | Report Abuse

Buy and keep

lch90

228 posts

Posted by lch90 > 2016-01-29 16:59 | Report Abuse

Steady stock.

luckycharm

385 posts

Posted by luckycharm > 2016-01-29 17:06 | Report Abuse

thanks to those panic seller..buy digi at 4.79 last few days thinks wanna buy axiata at 6.030...last minute cancel.

lch90

228 posts

Posted by lch90 > 2016-01-29 17:12 | Report Abuse

u r so lucky, lucky charm. I makan sikit sikit of this share only.

Price too high. But i believe long term this share will definitely bring profit. XD

luckycharm

385 posts

Posted by luckycharm > 2016-01-29 17:45 | Report Abuse

market sometimes really need timing ,patience and luck...opss 1 more is CASH IS KING.

Wow123

1,971 posts

Posted by Wow123 > 2016-01-29 21:06 | Report Abuse

4896 masi nor b lor ahe bun tai

SoSo

46 posts

Posted by SoSo > 2016-01-29 22:01 | Report Abuse

dividend soon

fungsoh

8 posts

Posted by fungsoh > 2016-01-30 09:53 | Report Abuse

hmm can someone tell me how long digi give dividend once?and probably how any percentage for it?sorry new to share market :p

cipapo

1,288 posts

Posted by cipapo > 2016-01-30 13:13 | Report Abuse

with the bidding of spectrum....a lot of cash will be drained for the gomen....dont think there will be anymore dividend moving forward...

Wow123

1,971 posts

Posted by Wow123 > 2016-01-31 13:37 | Report Abuse

keep sell at moment

Posted by alfredchxx > 2016-01-31 21:45 | Report Abuse

http://chartia n.com/traders-note-114/
Budget Telco counters? Buy or sell?

luckycharm

385 posts

Posted by luckycharm > 2016-02-02 09:42 | Report Abuse

digi buy call below rm5

xexlone

387 posts

Posted by xexlone > 2016-02-02 10:16 | Report Abuse

4.9 all in

lanciao

544 posts

Posted by lanciao > 2016-02-02 11:32 |

Post removed.Why?

lanciao

544 posts

Posted by lanciao > 2016-02-02 11:33 |

Post removed.Why?

Posted by MissElizaClarke > 2016-02-02 12:15 | Report Abuse

u are dammn right....drop like nobody businesss.then up a few few

luckycharm

385 posts

Posted by luckycharm > 2016-02-02 15:35 | Report Abuse

4.50 pm mostly will push up...hope can close rm5 above..

Posted by kennethcheah > 2016-02-02 20:38 | Report Abuse

DiGi: Spectrum Allocation Allows Better Investment Plan, Network Design

By Meena Lakshana / theedgemarkets.com | February 2, 2016 : 7:15 PM MYT



KUALA LUMPUR (Feb 2): DiGi.Com Bhd said the spectrum allocation will allow the company to better plan its investment and network design.

DiGi has been allocated the spectrum of 2x5 megahertz (MHz) of 900MHz and 2x20MHz of 1,800MHz for 15 years beginning July 1, 2017.

The telecommunications company (telco) said in a filing with Bursa Malaysia that the allocation will improve its spectrum portfolio for the 900MHz band.

"The certainty on allocation and tenure of these two bands will allow for better investment planning and optimal network design," the statement read.

"With the improved spectrum portfolio for the 900MHz band, DiGi looks forward to continue bringing quality high-speed internet to its 11.7 million customers and more nationwide," it added.

The company said it noted the importance of taking a holistic view on spectrum, and welcomes the timely review of 700MHz, 2300MHz and 2,600MHz bands by the end of 2016.

"Having a fair and balanced portfolio is crucial to delivering affordable and quality Internet services to meet growing demands," it added.

On Monday, Malaysian Communications and Multimedia Commission chairman Datuk Seri Dr Halim Shafie said spectrum in the 900MHz and 1800MHz bands will be reallocated among Celcom Axiata Bhd, DiGi, Maxis Bhd and U Mobile Sdn Bhd by August this year.

He had said the two bands of spectrum will be assigned for a fee to the four telecommunication players for a period of 15 years.

Analysts had previously stated that among the telcos, DiGi stands to benefit the most from the auction of spectrum due to its low net debt to earnings before interest, taxes, depreciation and amortisation (EBITDA) value of 0.3 times compared to Maxis (1.8 times) and Axiata (1.3 times).

However, Kenanga Research had said in a note today the government's model for the reallocation of spectrum is unlikely to have a severe operational impact on telcos.

http://www.theedgemarkets.com/my/article/digi-spectrum-allocation-allows-better-investment-plan-network-design

Posted by proprop88 > 2016-02-02 22:14 | Report Abuse

I think It's a good news for Digi, better coverage compared to as is

xexlone

387 posts

Posted by xexlone > 2016-02-03 09:19 | Report Abuse

all in today

lanciao

544 posts

Posted by lanciao > 2016-02-03 12:19 |

Post removed.Why?

fungsoh

8 posts

Posted by fungsoh > 2016-02-03 12:23 | Report Abuse

as stated in http://klse.i3investor.com/servlets/stk/annent/6947.jsp for past dividend, how does it calculate?unit x amount?sorry new to share market please help

Posted by MissElizaClarke > 2016-02-03 15:18 | Report Abuse

wa...up 0.001..so many ...OMG...sell sell ==

luckycharm

385 posts

Posted by luckycharm > 2016-02-03 16:01 | Report Abuse

today vry boring digi...yellowman sleeping.

lanciao

544 posts

Posted by lanciao > 2016-02-03 16:32 | Report Abuse

Ha.. ha.. ha..... misseliza wow u da big untung lah.

Posted by MissElizaClarke > 2016-02-03 17:58 | Report Abuse

Haha.. Sarcastic bro. .Negative ing

mamatede

3,950 posts

Posted by mamatede > 2016-02-03 21:02 | Report Abuse

big big institute buying lor.. quarter might be good with strong promotion on their new package

Posted by kennethcheah > 2016-02-03 21:26 | Report Abuse

Digi.Com Bhd - Early Ang Pow

Author: kiasutrader | Publish date: Wed, 3 Feb 2016, 10:23 AM
News

Digi confirmed that it has been allocated 2x5 MHz (from 2x2 MHz previously) of 900MHz and 2x20 MHz (from 2x25 MHz) of 1800MHz band for 15 years with full implementation starting 1st July 2017.

The company notes the importance of taking a holistic view on spectrum and welcomes the timely review of the 700MHz, 2300MHz and 2600MHz bands by the end of 2016, as having a fair and balanced portfolio is crucial to delivering affordable and quality internet services to meet growing demand.
Comments

We are POSITIVE on the latest spectrum allocation to Digi as the much-needed additional 900MHz band will not only enhance the group’s network coverage but also improve its quality (i.e. to address/partially eliminate its poor in-door signal penetration issue) moving forward. We believe the additional 900MHz band would allow the group to optimise its future capex plan further as it requires lesser capex to enhance its network coverage (especially in the rural areas). Indeed, management has been keeping no secret in eyeing the additional 900MHz band for more than a decade.

On the 1800MHz spectrum front, despite Digi’s allocation being narrowed by 10MHz (similar to its rival – Maxis), it may not pose a great challenge to the group in view of its vast experience in managing spectrum portfolio.

Meanwhile, we also do not discount that the industry players could apply a change in spectrum usage (i.e. to deploy 4G services under the 900MHz and etc.). This, if approved by the authority, will allow the incumbents to optimise their spectrum portfolio further.
Outlook

Competition is expected to remain intense in view of the stronger competition from U Mobile. Similar to Digi, we believe U Mobile could be allocated a comparable spectrum under the 900MHz and 1800MHz bands, which could pose a great challenge to the industry’s incumbents moving forward.
Forecast

We leave our FY15/16E earnings unchanged for now pending the upcoming 4Q15 results review.
Rating

Upgraded to OUTPERFORM
Valuation

Raised TP to RM5.45, based on a higher targeted FY16 EV/fwd. EBITDA of 13.0x, representing an average 4-year’s mean (vs. 12.3x previously, which implied -0.5x SD below its 4-year’s mean). Although the upfront Spectrum Assignment fee is yet to be confirmed, we believe the latest spectrum allocation (in both the 900MHz and 1800MHz bands) to Digi could eliminate some investors’ concern and provide a short-term positive catalyst to the group.
Risksto Our Call

Intensifying competition.

Source: Kenanga Research - 3 Feb 2016

Posted by kennethcheah > 2016-02-03 21:31 | Report Abuse

Both DiGi and Maxis announced their respective spectrum reallocation under the 900MHz and 1800MHz bands. However, pricing was not announced. Instead of an open bidding exercise, the authority maintains its direct allocation method but converts the annual assignment fee to an upfront fee with long-term concession, in this case a 15-year period. The refarming of spectrum will be positive for the sector as it discourages hogging and promotes a more efficient use of scarce resources. With a more optimal use of spectrum and competition from Telekom and U Mobile, we could only expect greater efficiency and affordability for customers. However, this will be at the expense of incumbents’ profit margins.

DiGi was given additional spectrum under 900MHz but 1800MHz reduced. As expected, DiGi received additional spectrum under the 900MHz. It was allocated 2x5MHz, an upward revision from the current 2x2MHz. However, its allocation was cut under the 1800MHz band from 2x25MHz to 2x20MHz. With an improvement in allocation under the lower spectrum band, DiGi would benefit as it could widen its network coverage with lower capex investment on additional sites and equipment. Also, its network quality should improve as the lower spectrum is ideal for indoor coverage.

Maxis’ allocation was reduced. Under the 900MHz and 1800MHz band, Maxis’ allocation was cut to 2x10MHz and 2x20MHz respectively. Currently, Maxis has 2x16MHz and 2x25MHz. This is negative for Maxis as it means the telco would need to invest more on capex in order to maintain its LTE rollout plan in the future. However, with the anticipation of a release of 700MHz band to telco operators beyond 2017, it could offset some of the additional required.

Posted by kennethcheah > 2016-02-03 21:32 | Report Abuse

PUBLIC INVEST RESEARCH
DIGI TP rm5.80

Posted by kennethcheah > 2016-02-03 21:39 | Report Abuse

EPF 对DIGI 很有兴趣!

yansheng

233 posts

Posted by yansheng > 2016-02-03 22:46 | Report Abuse

Its start drop since last year...further drop will limited.

lanciao

544 posts

Posted by lanciao > 2016-02-04 11:18 | Report Abuse

Fuyoooo up 3 cent liao misseliza dapat big ang pao liao. kena belanja makan pau hu ...liao ha ha

luckycharm

385 posts

Posted by luckycharm > 2016-02-04 11:48 | Report Abuse

rm5 comin...

mamatede

3,950 posts

Posted by mamatede > 2016-02-04 16:43 | Report Abuse

digi announce report tomorrow...huat ah with their new plan

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