Posted by villa1668 > Nov 25, 2018 11:16 PM | Report Abuse
Majority people watch video from Youtube, Facebook, drama websites already.
Answer : Even Youtube start to launch their own original tv series and movies! Soon most of us will watch Youtube because it's better than Astro! I mean, you can watch your new favorites on your time with Youtbe!
A lots of hater for this company. EPF spooked by new government and keeps on selling.
Without EPF selling, the price could be around RM1.80. If you track daily per trade, you'll notice the slump is caused by bulk sales that pushed the price down a few cents per minute.
Singapore just banned TV Box. Malaysia just taxed Netflix. Will Goblind ban TV box? Chance is low as Goblind only side very poor Rakyat. But legalising TV Box will only benefit China as China is the main supplier of TV Box. Rakyat gets 0. Astro shareholders (some are poor also) suffer.
All good news for Astro but too much haters will not push the price up.
Posted by weng77 > Nov 26, 2018 08:27 AM | Report Abuse
Take a look at Astro last Q result presentation. Their customer base continue growth... ------------------------------------------------------------- Customer base will continue to grow at the expense of lower subscription revenue. This is because the increase in NJOI (free) customers exceed the reduction in paid customers. Doing so they may be able to retain the advertisement revenue but losing out on the subscription revenue.
Massive 1-min sell-off continues today. I personally think the selloff will continue until next Tuesday/Wednesday then shoot like last pre budget announcement. I think it is a standard procedure for funds to dump before earnings especially those they think alteady rotten.
Changing the name is Astro only ticket out as the name is in Harapan manifesto. The government won't admit they made a mistake during drafting the manifesto. Merger is the only way to have the name changed.
Privatisation won't solve the problem. The name Astro Malaysia is still in the manifesto. If there is still no big competitor 5 years later, UMNO will squash Harapan.
Astro needs to do an obvious transform or change name in order to avoid the attacks from politicians and stolen content (TV Box) lovers.
Although it has transformed for the past few years such as expand to other countries, make movies that is very popular to local and oversea, sell merchandise through TV/websites, the last bad earnings made a lots of genuises think that the problem came from TV box.
It was very obvious the last bad earnings was due to higher cost for world cup original content and lack of exclusiveness due to political reasons. Illegal TV box has been popular for years already and Astro has its own TV box starting this Sunday called IPTV. But it is not enough as Malaysians love stolen goods.
Bulk dumping suddenly diminishes today. Better check whether massive dumping come back or not. Or they have finished dumping? I can only see single trade dumping today. EPF fun managers went to holiday?
1) If delay earnings report (like last qtr), drop 10% 2) If earnings good, up 15% (- sunset biz naysayers bad mouth push down) 3) If earnings bad, drop > 20% towards 80 cents 4) If delay earnings + bad earnings, drop 10% + 20% 5) If delay earnings + good earnings, drop 10% + up 15-20% 6) If good earnings, privatisation rumours will be reignited (potentially up 40%)
A lots of people are confused about the privatisation pricing. If let's say the privatisation price offer is RM2.25, it won't just limit up 30% in one day and that's it. It will limit up 30% everyday until RM2.25. Usually privatisation won't complete in 1 trading session, it will be announced weeks before the implementation.
Turbulence ahead. Funds will unload before earnings/delayed earnings. New CEO. A lots of uncertainty.
With so many flagship phones release around September, Astro ad department should be happy. They must have received big pay checks from Huawei at least.
technology is evolving too fast nowadays... even telcos could not escape.... people are talking about 5G.... capex, etc. etc.... with greater speed, astro is facing more competition for online players
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
apolloang
18,163 posts
Posted by apolloang > 2018-11-26 00:25 | Report Abuse
tak apa lah Ananda already sold his Tanjong power to 1mdb,so gobind please allow tv box so let asstro lose more market share...hehe