from DNB which could potentially cost more than building their own 5G network. According to a CGS-CIMB report, DNB forecasts that Maxis, Celcom and Digi would have to pay DNB between RM7.4 to RM8.4 billion each between 2022 to 2030.
If the DNB’s wholesale pricing is to be reviewed every three years, this would require a revision to its RAO which currently locks the pricing to a service term of 10 years. Alternatively, the MCMC should also revise its Mandatory Standard on Access Pricing to include 5G.
Following the government’s decision to retain the SWN model for 5G and allowing telcos to take a 70% stake, the big four telcos have said that they are open to the proposal but it has to be done through a process. The big four recommended to setup up project teams to align on the processes such as due diligence, transaction timelines, and other administrative matters.
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