分析员:缓解竞争压力和成本 电信业需并购共享5G
(吉隆坡2日讯)大马电信业竞争激烈,且陷入长时间削价战,彭博智库认为,该领域需企业并购与共享5G设施,以减轻成本压力,对业者长期保持盈利至关重要。
彭博智库日前发布报告写到,电信业者面对着移动市场过度拥挤的问题,以及价格竞争的难题。
因此,分析员认为业界的整合,将是在本地拥挤的移动市场中获利的关键。
除了许多移动虚拟网络营运商,本地共还有4家移动网络营运商,而邻国的菲律宾或泰国,也只有2到3家;潜在的第五家新竞争对手——Altel通讯的加入,将会进一步加剧竞争。
5G明年杪推出
此外,为了扩展光纤和5G的推出,电信业者还需面对拨出巨额投资的问题;若政府将5G频谱颁发给单一财团,那么,5G设施共享应能减轻部分开销负担。
所幸,大马计划最快到2022年底才会推出5G服务,意味着电信业者可保留资金,减轻短期内的资本开销压力。
个股来看,分析员认为明讯(MAXIS,6012,主板电信与媒体股)应该会极力维持每位用户平均收益(ARPU),而亚通(AXIATA,6888,主板电信与媒体股)的天地通亚通(Celcom Axiata)正专注于高消费用户,诱使后者从3G配套提升至4G。
至于数码网络(DIGI,6947,主板电信与媒体股),则通过轻量数据配套来吸引对价格敏感的用户。
分析员补充,在第三季4G网络覆盖率上输给天地通后,明讯可能会失去服务质量的优势;天地通4G网络覆盖率在第三季达到94%,而明讯和数码网络分别为93%与91%。
另外,数码网络正整合成为固线和无线服务营运商,以缓解该领域的剧烈价格竞争。
“该公司可利用固线宽带营运商的网络,如时光网络(TIMECOM,5031,主板电信与媒体股)和马电讯(TM,4863,主板电信与媒体股),来扩展光纤宽带产品的覆盖范围。”
分析员指,除了5G网络的推出,数码网络在固线宽带方面的扩展,可能会增加成本压力;根据官方数据,我国固线宽带的接纳度,截至6月仅达9.5%。
http://www.enanyang.my.
Singapore Investment
-
-
-
-
Wake up with Purpose4 hours ago
-
-
-
-
-
-
-
-
-
Updated: CIMB Visa Signature Review17 hours ago
-
-
-
-
-
Amova ChiNext Index ETF1 day ago
-
-
-
-
-
-
-
Buying more2 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
I have Achieved Lean FIRE!!6 days ago
-
-
-
-
The Art of Being Patient1 week ago
-
-
-
-
-
-
-
Portfolio Summary for June 20251 week ago
-
-
-
Portfolio (June 30, 2025)1 week ago
-
Portfolio (June 30, 2025)1 week ago
-
-
-
-
-
Month of June 20251 week ago
-
June 2025 Updates1 week ago
-
-
-
Batisht crazy!2 weeks ago
-
-
Will SORA crash to 1 per cent?2 weeks ago
-
-
Hello world!2 weeks ago
-
-
-
Buying an overseas home for retirement3 weeks ago
-
-
8 tips for house moving3 weeks ago
-
-
-
-
-
-
-
-
-
-
May 2025 Portfolio5 weeks ago
-
-
-
Thakral - Gem life deal finally coming?1 month ago
-
-
-
Clarity1 month ago
-
The Trump Tariffs1 month ago
-
Selling HRnet and Fiverr2 months ago
-
-
-
-
Ignore the noise and be calm2 months ago
-
-
-
-
FAQ on Quantitative Investing Part 23 months ago
-
-
-
-
Crossing the 300k Mark [in a volatile period]3 months ago
-
-
-
-
-
-
-
-
ETF vs Mutual Fund: Which is Better?5 months ago
-
-
-
-
-
Arigato Everyone! A Decade of Blogging!6 months ago
-
Top 10 Highlights of 20246 months ago
-
-
-
Union Square Residences8 months ago
-
-
-
STI ETF9 months ago
-
-
-
Unibet Casino Bonus Codes 202410 months ago
-
-
-
-
The Stigma against Early Retirement (FIRE)11 months ago
-
Monthly IBKR Update – June 20241 year ago
-
-
-
-
-
-
-
-
-
Feb 2024 Expenditure1 year ago
-
-
-
-
-
-
-
Monthly Summary of November 20231 year ago
-
Migration of website1 year ago
-
-
-
-
-
-
Hello SP Group, I'm Back!2 years ago
-
-
-
A New Light2 years ago
-
-
-
-
-
2022 Thoughts, Hello 2023!2 years ago
-
Series of Defaults for Maple Finance2 years ago
-
Takeaways from “Sea Change”2 years ago
-
Greed is Coming Back2 years ago
-
-
-
-
-
-
-
-
What is Overemployment3 years ago
-
Terra Hill Condo (former Flynn Park)3 years ago
-
Alibaba VS Tencent: The Battle Royale3 years ago
-
-
-
-
-
-
-
-
-
-
-
-
-