Side to side comparison for Telco

Maxis, Digi, TM, Axiata

The top 4 malaysia telco company in bursa obviously all making money. So which 1 is doing great ? How you pick 1 of the best ? As usual I trust figure and number which tell the truth..

Let's drill down--
All 4 companies revenue increase quarter by quarter, EPS 1 out of 4 increase since quarter 1 till end of financial year -- Axiata
the rest up and down a bit--from here it might tell you something ... is local market stagnate ?!!

Let's look at revenue growth, Axiata is the only 1 out of 4 gain almost 10%, the rest all less than 10%... it explain why axiata market price rally in last 2 month..

PE comparison: (base on 25/2/2010 market closing price)
Axiata: 16.95
TM: 17.80
DIGI: 17.49
Maxis: 20.21

Obviously axiata will be the no.1 in my telco list if I'm going to buy.

Lion Industries did a good job

Let's have a quick look of how lion industries for 2nd quarter result, improve quarter to quarter, EPS improve from 9.78 cent to 11.70 which give you PE 3.5 ...!!! yes, you're right !! steel counter with fantastic improved result quarter to quarter, where you can find ??


Company prospect:
It is anticipated that the gradual recovery in the Malaysian economy and the expected roll-out of the Government's infrastructure projects will boost demand for long steel products in the coming Quarters. As such, the operating environment for the Group’s businesses is expected to improve.

Genting Singapore

For those who've bought genting singapore, it's obviously a good news. The casino grand open on 14/2/2010, it look like more grand than genting malaysia. Let's have a quick peek on the theme park.

Wishing everyone Happy chinese new year

Lionind Roar ~~~

Latest update:

I bought lionind at 1.56 10,000 unit

Reason:

I foresee demand increase in steel sector, fundamental strong rebound for lionind.

Genting SP gets license

Resorts World Sentosa Gets Licence To Run Casino

SINGAPORE, Feb 7 (Bernama) -- The newly-opened Resorts World Sentosa (RWS), Singapore's first integrated resort with a casino, has obtained the licence from the Singapore authority to operate the casino.

RWS chairman Tan Sri Lim Kok Thay said the resort was very happy to have received the casino licence yesterday.

In a statement, Lim, who is also Genting Malaysia chairman, said this was made possible by the dedicated team, consultants, contractors and government officials, especially the Casino Regulatory Authority, "which worked tirelessly to set up the regulatory framework within a very aggressive timeline".

However, Lim did not mention when the already completed casino in the resort will start its business.

The resort, which is located on Sentosa island here, opened its doors to the public last month with the launch of four of its six hotels including Hard Rock Hotel and Crockfords Tower.

RWS is still waiting for another licence to operate the Universal Studio theme park in the resort, dubbed the biggest in Southeast Asia.

-- BERNAMA

source: http://www.bernama.com/bernama/v5/newsbusiness.php?id=474020

YTL says broadband penetration to surge

Guys read this :

YTL Communications Sdn Bhd, the telecommunications arm of YTL Corporation Bhd, expects broadband penetration in Malaysia to surge between 70 and 80 per cent within five years from its present penetration level of about 25 per cent.

Source: http://www.btimes.com.my/Current_News/BTIMES/articles/20100204152416/Article/

What a joke, malaysia have been trying for more than 10 years time only can get 25% penetration, YTL not even have a commercial base station giving above statement, LOL !!!

P1 have been trying in last 1 year+ to build base station (more than 500 Base station) cover as many area as they can only gain 130k subscriber by end of 2009 (not even 1% of malaysia population). YTL can do magic show?

Btw, it'll be bright future for wimax player which I can foresee. Due to high demand of mobility user & devices increasing, it'll bring ton of $$ for those big player.

How you like it, turn paper into gold

Please don't learn if you totally don't know what's call warrant or warrant, it's very high risk. It could turn your hard earn money into paper.
I just did a transaction buy and sell less than 2 week time for gens-c2, how you like it ?!! more than 20% return in 2 week time