电讯公司之生存之战

khokhokho

楊先生他向現有3G與WiMax電訊業者下戰書，下個月8日推出4G流動通訊服務，搶攻市埸，應該是在西馬落實，東馬肯定又要等了。

TIMECOM +DIGI (3G)+外資
明訊  (3G)+本地
亞通  (3G)+政府支撐
以上的3G也快要UPDATE 4G了。
TM   (綱路+本地電話打給本電話不用錢))+政府支撐

綠馳通訊科技（GPACKET,0082,主板科技組）+外資
立通國際（REDTONE, 0032, 創業板貿服組）+本地
另外兩家好像沒動向，也沒什麼去注意，不過好像還有別家，不過不提這些，重點還是上市為主。

轉貼新聞:
投資10億建千個收發站‧楊忠禮通訊推出4G服務

• 大馬財經
  

2010-10-12 14:56

• 

  楊忠禮通訊首席執行員李永鉅（左）與Sezmi電視首席執行員布諾帕迪（右2）及主席菲爾維斯（右）交換簽約書，並由楊肅斌（左2）與國際貿易及工業部部長拿督斯里慕斯達化（中）見證。（圖：星洲日報）

  
  

（吉隆坡11日訊）楊忠禮機構（YTL, 4677, 主板建築組）旗下楊忠禮通訊私人有限公司將在下個月8日推出4G流動通訊服務，預計10億令吉投資額將建設1千個收發站，並可立刻覆蓋全馬65%人口地區。

這家公司董事經理丹斯里楊肅斌表示，4G流通語音與數據服務料可協助大馬成為網絡滲透率更高的國家，並透露使用速度將是目前業者的數倍。

“我希望推介後也能協助大馬經濟強勁成長。根據世界銀行研究報告，若寬頻認購率每增加10%，經濟成長也會跟隨提高1.35%，公司目標是希望大馬寬頻滲透率能達到70%。”

他向現有電訊業者下戰書，除了對本身產品充滿信心外，並認為現有市場的電訊模式無法維持太久。

“就算他們現在以語音為中心的3G服務賺了許多錢，惟這些東西創新不足，某程度上是對公眾不負責任。我相信全民可更進一步接觸網絡，這是我們推介4G最大願景。”

在標價方面，雖然楊肅斌不願直接透露，惟卻暗示價格將具有競爭力。

“人民似乎忘了90年代末期，公司旗下的網絡電話（VOIP）公司Extiva曾把語音成本下調93%的紀錄。我們永遠會讓旗下產品價格維持競爭力。”

將推介個人化電視節目

另一方面，他在今日與表示美國Sezmi電視簽署執照與服務協議上表示，透過與後者簽約，除了可獲得個人化數位電視內容外，並有在大馬與亞太地區獨家播放包括傳統電視，按需求（On-demand）、網絡內容與廣播等四合一內容混合電視服務，以協助大馬成為數位媒體與電視廣播的領導。

他指出，公司計劃在明年杪全面推出混合電視服務，除了Sezmi電視外，目前也會與國內內容提供者如首要媒體（MEDIA, 4502, 主板貿服組）探討合作形式，預料拓展費用耗資10億至20億令吉。

“這個新服務需要新配件、設備、內容與應用程式，不過一切都不是問題，細節稍後透露。在未來1年籌備期，公司將盡力去解決許多申請程序問題，包括與大馬多媒體通訊委員會（MCMC）探討執照問題。”

星洲日報／財經‧2010.10.12




如果講，楊先生的做法，肯定會有電訊公司會困獸之鬥，以資金來講，肯定不會有問題，因為他還有別的業務都是強勢的公司，要集資和發附加股肯定沒問題。

不過也別小看另外幾家電訊公司，因為也是有資本的大公司，所以這一埸戰，肯定是打看誰的POWER夠大。

有些則已經向外發展，也不對大馬市埸的新新人士的搶灘，對一般大公司來講，兩三年的財務肯定不會有問題，因為它們也可以去集資和發附加股來運作。


也希望大家對未來也可以嚴謹的投資電訊股，因為未來的賺利會越來越困窘，人民又要先謝謝 楊先生取向這些電訊公司下戰書。

以上是個人的看法，不代表任何..........。

koo_2828

很好。。支持下

overyou

Timecom 专注 wholesale biz > 60%
所有的celco都是它的 customer ...
不是 timecom + digi 而已

http://mystockidea.blogspot.com

khokhokho

Timecom 专注 wholesale biz > 60%
所有的celco都是它的 customer ...
不是 timecom + digi 而已
overyou 发表于 12-10-2010 11:54 PM

對，我所講的是timecom的 3G給DIGI，DIGI借用了3G，最主要的是TIMECOM那一條水地大電纜。

所以我放成 timecom + digi ，算是兩者合作，不過不同事務，你不管我我也不會管你。

也謝謝你提意見。

基本上，這些公司也是上市的股票，未來誰會暴跌和上漲，而明訊肯定不受影響，因為部分的票全在大股東手上，所以最有可以會暴跌算是DIGI了，因為如果是受到強而有力的公司，那些外資(不是大股東的人)，肯定不會守下去，而基金也不會笨到以現在的股價來講，會等下去再享有分紅，而DIGI的股息也開始變小，所以最有可能的下跌電訊股，DIGI應該是排頭一位。

^U^

對，我所講的是timecom的 3G給DIGI，DIGI借用了3G，最主要的是TIMECOM那一條水地大電纜。

所以我放成 ...
khokhokho 发表于 13-10-2010 08:50 AM

看到digi好的时候就快快放咯。。

kok12wai27

是时候入手ytle

dato500

杨 忠 礼 加 油！

Harry1125

是时候入手ytle
kok12wai27 发表于 13-10-2010 10:42 AM

是YTLpower

kok12wai27

是YTLpower
Harry1125 发表于 13-10-2010 12:20 PM

YTL electronic

revata

ytl power 是母公司。

khokhokho

無情的戰場，隨時變成了.........早知道我不做了

這里講一下，場先生的做法，雖然他是多金，但是卻無情的手法，為何我會如此講呢?

一共有四家WiMax 公司。

這兩家是上市公司。
綠馳通訊科技（GPACKET,0082,主板科技組）
立通國際（REDTONE, 0032, 創業板貿服組）

楊先生不先從WiMax 3G先做起，一下就UPDATE到 WiMax 4G了，試想一想，以小資本的立通國際（REDTONE, 0032, 創業板貿服組）要如何去UPDATE WiMax 4G了, 所以一但無法跟進系統，我看不用講，沒的打下去這一戰。

綠馳通訊科技（GPACKET,0082,主板科技組）就算有外資，也難敵楊先生的強勢，所以未來前途........。

所以基本應該這兩家和另外一家肯定無法戰鬥下去了。
現在變成了，高成本技術運作，但是卻底收費，因為另外的 明訊、亞通、TM、DIGI也不是省油的燈，因為這四家也是大資本家，所以算是五家之戰，另外一家是陳大老板，我想他應該不會去做，所以基本WiMax 落實才三家而已。

而GPACKET已經下了重本下去做了，可以講它已經無法退了，只能強打，所以未來前途也難以定奪。

以本傷人的戰略~
生意之道，使他方無法收益，久而久之，就可大破他城。

如果場先生只要把收費拉到能保平衡收支，意思講，不虧不賺的地步，就是費用比其它公司來的更加的底收費，因為他還有別的事業，所以不必擔憂後路，這就是他最大的保障。

另外兩家肯定就沒有了，所以這一戰，楊先生先搶了頭彩，他講:
在標價方面，雖然楊肅斌不願直接透露，惟卻暗示價格將具有競爭力。“人民似乎忘了90年代末期，公司旗下的網絡電話（VOIP）公司Extiva曾把語音成本下調93%的紀錄。我們永遠會讓旗下產品價格維持競爭力。”

不過重點 :大馬多媒體通訊委員會（MCMC）探討執照問題。
“這個新服務需要新配件、設備、內容與應用程式，不過一切都不是問題，細節稍後透露。在未來1年籌備期，公司將盡力去解決許多申請程序問題，包括與大馬多媒體通訊委員會（MCMC）探討執照問題。”

送給有錢人一句話：
退一步海闊天空，你要吃飯，人家也是要吃飯，你能不賺錢，但是別人就無法不賺錢，因為貨款了太多錢，一但無法還錢，就會進入破產邊緣。

以本傷人，這句話，真是從古代用到現在也是真管用，百試百靈。

smb4221

不管怎么说，我先来说说我的意见。
首先，wimax直至今日的发展令人失望，这令很多人尤其是潜在消费者的心理对wimax已经有一定程度的畏惧。
再者，虽然报道篇幅不大，但是消息指出digi,celcom和maxis已经在进行着lte技术的测试并且是最后阶段。
而lte执照的拍卖其是明年3-6月期间【暂定的】
所以我的意见是展示采取观望态度，因为首先这项技术需要庞大资金支持，也需要技术支援，由于马来西亚先前的不良执行范本，所以短期内【3年吧我想】lte wimax都应该不会赚钱。

以上。

Harry1125

YTL electronic
kok12wai27 发表于 13-10-2010 08:36 PM

我在里面做


btw，YTLE = YTL- e solution

klagigi

是时候入手ytle
kok12wai27 发表于 13-10-2010 10:42 AM

YTLE做这个业务的部门 （YTL Communications Sdn Bhd) 60%早已经卖给YTLPower了（另外40%不懂卖给谁）。。。所以跟YTLE没有关联咯！！你应该买入YTLPower,不是YTLE。。。不要押错宝。。。
你现在才想要进， 希望不会迟。。。。

klagigi

http://www.ytlcomms.my/EN/news_details.aspx?id=4

YTL Communications Collaborates with TM to Bring 4G Technology to Malaysia

Kuala Lumpur, 18th November 2009 – YTL Communications Sdn Bhd (YTL Communications), which will soon deploy a nationwide 4G network service, today signed a Wholesale Ethernet Service and Master Tenancy for Infrastructure Sharing Agreement with Telekom Malaysia Berhad (TM), thus bringing the promise of a truly converged seamless broadband connectivity one step closer to reality.

The partnership agreements were signed by Tan Sri Dato' (Dr) Francis Yeoh, YTL Group Managing Director and Wing K. Lee, Chief Executive Officer of YTL Communications, while TM was represented by Group Chief Executive Officer, Dato' Zamzamzairani Mohd Isa, and Executive Vice President, Wholesale Business, Rafaai Samsi.

The 15-year agreement inked by two of Malaysia’s most recognisable brands will enable YTL Communications to leverage on TM’s nationwide Wholesale Ethernet service, while riding on the High Speed Broadband (“HSBB”) infrastructure, and TM’s other telecommunications facilities, to deliver 4G services nationwide by 2010.

The partnership agreements were signed by Tan Sri Dato’ (Dr) Francis Yeoh, YTL Group Managing Director and Wing K. Lee, Chief Executive Officer of YTL Communications, while TM was represented by Group Chief Executive Officer, Dato’ Zamzamzairani Mohd Isa, and Executive Vice President, Wholesale Business, Rafaai Samsi.

Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping hailed the collaboration between YTL Communications and TM as a pivotal and strategic move that will help Malaysia achieve its vision of being a broadband nation and to have a complete eco-system that provides for a truly converged nationwide mobile internet service using 4G technology.

“We are extremely delighted with this collaboration with TM as both parties share a common goal to accelerate nationwide broadband penetration in Malaysia and bridge the digital divide in the country between the urban and rural populations.”

“Furthermore, YTL Communications’ nationwide 4G services will help Malaysia’s economy be truly innovation-led and will enable the country to be a centre of excellence for mobile internet technology,” Tan Sri Francis Yeoh declared while adding that YTL’s mission is to provide affordable, world-class quality products and services that improve the way people in Malaysia learn, work and play.

Tan Sri Francis Yeoh said YTL Communications will help change the way people access the Internet and provide new opportunities for business and consumer applications and solutions, and bring seamless converged mobile internet service to Malaysians.

YTL Communications has obtained approval from the Malaysian Communications and Multimedia Commission (MCMC) to operate a 2.3 GHz WiMAX wireless broadband network in Malaysia and is using this privilege to provide, in the near future, state-of-the-art mobile connectivity with some of the biggest global technology pioneers such as Cisco, Clearwire, GCT Semiconductor and Samsung.

According to Dato’ Zamzamzairani, the signing ceremony between TM and YTL Communications is a testament to TM’s strength in its core networks and infrastructure.

“TM is committed to supporting the wireless broadband service operators in the country through its wholesale business arm. This signing ceremony will see TM become a key service provider to YTL Communications in the setting-up of its network and coverage, and will be the enabler in driving it towards realising its vision of delivering a nationwide wireless broadband service to Malaysians.”

“By making the network infrastructure open to all licensed access seekers such as YTL Communications, TM is keeping its promises for open access and continuing its support for the government’s initiative to provide Information and Communications Technology (ICT) accessibility to all, while increasing the broadband penetration rate to 50% by end 2010. We see this collaboration as our contribution to the nation’s aspirations for higher broadband penetration in the country,” Dato’ Zamzamzairani added.

With TM’s Wholesale Ethernet infrastructure, YTL Communications can gain from the scalability of bandwidth through TM’s integrated solutions and can also leverage on the sustained and reliable bandwidth of TM’s Wholesale Ethernet to access large volumes of data and utilize bandwidth intensive applications. Through these agreements as well, YTL Communications will tap on to more than 200 TM telecommunications towers across the country to facilitate the roll-out and installation of its 4G network radios.

About YTL Communications Sdn Bhd
YTL Communications is a subsidiary and the communications utility of YTL Power International Berhad (YTL Power International). The Company has approval from the Malaysian Communications and Multimedia Commission (MCMC) to operate a 2.3 GHz wireless broadband network in Malaysia and intends to use this privilege to provide affordable, world-class services that improve the lives of people across Malaysia.

Financial backing from YTL Power International and technological know-how from strategic, best-in-breed partners including: Cisco, Clearwire, GCT and Samsung, will position YTL Communications as a leading player in the telecommunications industry and will lay the foundation for the roll out of a nationwide wireless broadband network in 2010. As a responsible corporate citizen, YTL Communications is committed to bridging the digital divide between the urban and rural communities, improving the quality of life, and supporting efforts to promote technological innovation. For more information, visit: www.ytlcomms.my.

浩然

小弟有些愚见，我觉得依然是看YTLE。他们是把60%卖给YTL POWER，然后40%不知道卖给谁。不过，YTL COMMUNICATIONS是YTLE的子公司，唯一业务是操作YMAX。然后把收益给回YTLE, 而YTL POWER (60%) 和不知道（40%），在这里是属于股东方式，主要收益licence的回酬。
对吗？不要骂我。。。

klagigi

小弟有些愚见，我觉得依然是看YTLE。他们是把60%卖给YTL POWER，然后40%不知道卖给谁。不过，YTL COMMUNICA ...
浩然 发表于 14-10-2010 10:55 AM

解释道这么清楚了你还是看不明白。。。
YTLE都把4G业务（YTL Communications)100%卖出了，请问这个4G还跟YTLE还有什么关系？？？！

About YTL Communications Sdn Bhd
YTL Communications is a subsidiary and the communications utility of YTL Power International Berhad (YTL Power International).

klagigi

小弟有些愚见，我觉得依然是看YTLE。他们是把60%卖给YTL POWER，然后40%不知道卖给谁。不过，YTL COMMUNICA ...
浩然 发表于 14-10-2010 10:55 AM

General Announcement

Reference No Ye-090618-6EAB6

Company Name	:	YTL E-SOLUTIONS BERHAD (MESDAQ Market)
Stock Name	:	YTLE
Date Announced	:	18/06/2009

Type	:	Announcement
Subject	:	YTL E-SOLUTIONS BERHAD - DISPOSAL OF SUBSIDIARY
Contents	:	Pursuant to Rule 9.19(25) of the Listing Requirements for the MESDAQ Market, the Board of Directors of YTL e-Solutions Berhad ("YTLe" or "the Company") wishes to announce that the Company has resolved to dispose of 300,000 ordinary shares of RM1.00 each in the issued and paid-up share capital of YTL Communications Sdn Bhd (formerly known as Y-Max Infra Sdn Bhd) ("YTL Communications") to YTL Power International Berhad ("YTL Power"), a related company, at par value per share or a total consideration of RM300,000 ("the Disposal"). As a result of the Disposal, YTL Communications will cease to be a subsidiary of the Company. YTL Communications was incorporated on 30 October 2007 and presently has an authorised share capital of RM5,000,000.00 comprising 5,000,000 ordinary shares of RM1.00 each of which 500,000 ordinary shares have been issued and fully paid-up. The Disposal is not expected to have any material effect on the earnings, net assets and gearing of the YTLe group for the current financial year. Save for the following interests of the Directors, major shareholders and/or persons connected with them, insofar as the Board of the Company is aware, none of the other Directors or major shareholders of the Company or persons connected with them has any interest, direct or indirect in the Disposal:- (i)        Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, Dato’ Yeoh Seok Hong, Dato’ Sri Michael Yeoh Sock Siong, Dato’ Mark Yeoh Seok Kah ("the Yeoh Directors") are also shareholders of YTL Power; (ii)        Tan Sri Dato’ Seri (Dr) Yeoh Tiong Lay ("Tan Sri YTL"), YTL Corporation Berhad and Yeoh Tiong Lay & Sons Holdings Sdn Bhd are major shareholders of YTLe and YTL Power and persons/parties connected with the Yeoh Directors; (iii)        Puan Sri Datin Seri Tan Kai Yong @ Tan Kay Neong, Dato’ Yeoh Seok Kian, Dato’ Yeoh Soo Min, Dato’ Yeoh Soo Keng, Datin Kathleen Chew Wai Lin, Datin Tan Siew Bee, Datin Julie Teh Chooi Gan, Datin Lim Lee Lee, Dato’ Tan Kim Kuan, and Mr Choy Wai Hin, being persons connected with Tan Sri YTL and the Yeoh Directors are also shareholders of YTL Power; (iv)        Tuan Syed Abdullah bin Syed Abd Kadir and Encik Mohamad Zaid bin Dato’ Hj Mohd Zainal Abidin are also shareholders of YTL Power; (v)        Mr Yeoh Keong Yeow is also a person connected with Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping; (vi)        YTL Power is deemed a party connected with the Yeoh Directors.

   

General Announcement

Reference No YP-090618-70F29

Company Name	:	YTL POWER INTERNATIONAL BHD
Stock Name	:	YTLPOWR
Date Announced	:	18/06/2009

Type	:	Announcement
Subject	:	YTL POWER INTERNATIONAL BERHAD - ACQUISITION OF NEW SUBSIDIARY
Contents	:	Pursuant to Paragraph 9.19(23) of the Listing Requirements, the Board of Directors of YTL Power International Berhad ("YTL Power" or "the Company") wishes to announce that the Company has resolved to acquire 300,000 ordinary shares of RM1.00 each in the issued and paid-up share capital of YTL Communications Sdn Bhd (formerly known as Y-Max Infra Sdn Bhd) ("YTL Communications") from YTL e-Solutions Berhad ("YTLe"), a related company, at par value per share or a total consideration of RM300,000 (“the Acquisition”). As a result of the Acquisition, YTL Communications will become a subsidiary of the Company. YTL Communications was incorporated on 30 October 2007 and presently has an authorised share capital of RM5,000,000.00 comprising 5,000,000 ordinary shares of RM1.00 each of which 500,000 ordinary shares have been issued and fully paid-up. The Acquisition is not expected to have any material effect on the earnings, net assets and gearing of the YTL Power Group for the current financial year. Save for the following interests of the Directors, major shareholders and/or persons connected with them, none of the other Directors or major shareholders of the Company or persons connected with them, insofar as the Board of the Company is aware, has any interest, direct or indirect in the Acquisition:- (i)        Tan Sri Dato’ Seri (Dr) Yeoh Tiong Lay ("Tan Sri YTL"), YTL Corporation Berhad and Yeoh Tiong Lay & Sons Holdings Sdn Bhd are major shareholders of YTL Power and YTLe; (ii)        Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, Dato’ Yeoh Seok Kian, Dato’ Yeoh Soo Min, Dato’ Yeoh Seok Hong, Dato’ Sri Michael Yeoh Sock Siong, Dato’ Yeoh Soo Keng and Dato’ Mark Yeoh Seok Kah are persons connected to Tan Sri YTL; (iii)        Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, Dato’ Yeoh Seok Hong, Dato’ Sri Michael Yeoh Sock Siong and Dato’ Mark Yeoh Seok Kah are also Directors of YTLe; (iv)        Datin Tan Siew Bee, spouse of Dato’ Sri Michael Yeoh Sock Siong, and Dato’ Yeoh Soo Keng are shareholders of YTLe; (v)        Tan Sri Dato’ Lau Yin Pin @ Lau Yen Beng, Dato’ (Dr) Yahya bin Ismail and Tuan Syed Abdullah bin Syed Abd Kadir are also shareholders of YTLe; (vi)        YTLe is deemed to be a party connected with Tan Sri YTL, Tan Sri Dato’ (Dr) Francis Yeoh Sock Ping, Dato’ Yeoh Seok Kian, Dato’ Yeoh Soo Min, Dato’ Yeoh Seok Hong, Dato’ Sri Michael Yeoh Sock Siong, Dato’ Yeoh Soo Keng and Dato’ Mark Yeoh Seok Kah.

浩然

我明白你所说的。。

可是我看到的是，现在是YTLE 通过子公司（Y MAX NETWORK SB）持有WIMAX SPECTRUM LICENSE. YTLE WEBSITE说明：
Y-Max Networks Sdn Bhd has a Worldwide Interoperability for Microwave Access (WiMAX) 2.3GHz wireless broadband access spectrum license for Peninsular Malaysia, issued by the Malaysian Communications and Multimedia Commission (MCMC).

然后YTL COMMS 本来是属于YTLE的子公司，负责开拓YMAX。YTLE WEBSITE说明：
The Group shares its WiMAX spectrum with YTL Communications Sdn Bhd, which is a builder and owner of 4G WiMAX infrastructure in Peninsular Malaysia.

我觉得YTLE卖给YTL POWER的是YTL COMMUNICATIONS，不是Y MAX NETWORK SB，所以卖的不是licence，WEBSITE说明YTLCOMMS只是SHARE　WIMAX　SPECTRUM FROM YTLE.

其实这只是他们两兄弟买来卖去的伎俩，主要是要动用YTL POWER的庞大资金来开拓YMAX，尤其是需要大量的资金来起SUBSTATION. 再说，YTL POWER 拥有专业的ENGINEERING人才来做YMAX的硬体设施。

再说，YTL COMMS好像只是掌管YMAX的基础设施，YTL Communications Sdn Bhd, which is a builder and owner of 4G WiMAX infrastructure in Peninsular Malaysia。

所以YMAX赚到的PROFIT，应该会照样拨入YTLE，然后FIXED ASSET就属于YTL POWER.

kok12wai27

小弟有些愚见，我觉得依然是看YTLE。他们是把60%卖给YTL POWER，然后40%不知道卖给谁。不过，YTL COMMUNICA ...
浩然 发表于 14-10-2010 10:55 AM

对，同条肠