【GPACKET 0082 交流专区】绿驰通讯

icy97

本月公佈P1收購者 綠馳通訊受追捧

財經股市19 Mar 2014 23:00
（吉隆坡19日訊）綠馳通訊（GPACKET，0082，主要板科技）料將在本月公佈成功收購旗下P1網絡57%控制權的公司；該股早盤交投活躍，開市1小時后即衝破千萬股，應聲大熱穩守正面區。

綠馳通訊股價微揚1仙以48.5仙開盤，隨后走勢平淡，早盤不斷遊走在48.5至49.5仙水平間；休市時，該股平盤報47.5仙，半天交投為1316萬4300股，為熱門股之一。

閉市時，綠馳通訊起0.5仙，掛在48仙，成交量1675萬8900股。

市場早前傳言，數碼電訊（DIGI，6947，主要板基建）、馬電訊（TM，4863，主要板貿易），及楊忠禮能源（YTLPOWR，6742，主要板基建）皆尋求收購綠馳通訊旗下P1網絡的控制權。

大馬投資研究曾在早前預計，楊忠禮能源持股60%的楊忠禮通訊可能會進行上述收購。

楊忠禮通訊總執行長李永鉅昨日告訴《太陽報》，楊忠禮通訊未曾參與上述收購計劃；同時未否澄清公司對上述收購的興趣。

詢及是否向P1網絡進行精明審核，李永鉅回應：“不願置評。”【中国报财经】

jason8reading8

1. P1 有什么值钱？
2. 为什么要收购它？

rizer

会不会又是狼来了？

GP的CEO在这方面太有名了

cocoloco

WIMAX 科技过时了，就算有公司收购都不会有好价钱！

khokhokho

cocoloco 发表于 20-3-2014 06:46 PM
WIMAX 科技过时了，就算有公司收购都不会有好价钱！

其實另外的重點是客戶

sp13501

不知道讲了多少次，那个 Puan 讲话像放屁一样！

icy97

GREEN PACKET BERHAD

Type	Announcement
Subject	OTHERS
Description	PUT OPTION AND TAG-ALONG RIGHTS AGREEMENT ("POTA") GREEN PACKET BERHAD ("GPB" OR "THE COMPANY")
The Company wishes to announce regarding the Put Option and Tag-Along Agreement ("POTA") with Intel Capital Corporation on July 2010, to vary Intel Capital Corporation's right in connection with the issuance of the RM50.0 million nominal value of (4)-year 4.5% guaranteed redeemable convertible exchangeable bonds ("Bonds") issued by the Company on 27 November 2008 and maturing on 27 November 2012. Please refer to the attachment for further details of the POTA. This announcement is dated 21 March 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1572973

Attachments Table A.pdf POTA.pdf

jason8reading8

綠馳通訊馬電訊齊停牌 料與P1網絡股權有關
企業財經26 Mar 2014 23:00
http://www.chinapress.com.my/node/511548

（吉隆坡26日訊）綠馳通訊（GPACKET，0082，主要板科技）和馬電訊（TM，4863，主要板貿易）雙雙宣布明日暫停交易一天，相信或與P1網絡股權交易花落誰家有關。

綠馳通訊與馬電訊今日閉市后，向馬交所報備申請停牌，該股將于明日9點開始暫停交易，復牌日期之后會再作宣佈。

市場早前傳言，數碼電訊（DIGI，6947，主要板基建）、馬電訊，及楊忠禮能源（YTLPOWR，6742，主要板基建）皆尋求收購綠馳通訊旗下P1網絡的57%控制權。

如今無獨有爾，綠馳通訊與馬電訊一起宣佈停牌，相信后者很有可能是P1網絡的買家。

同時，馬電訊將在27日（週四）中午舉辦一場簽約儀式，儘管邀請函中未指明簽約對象，預計這場簽約儀式與收購旗下P1網絡有關。

P1網絡為早期獲頒WiMax執照的9家公司之一，2012年獲2600Mhz頻譜中的20Mhz，藉以在未來推出4G長期演進技術（LTE）。

GREEN PACKET BERHAD

Type	Announcement
Subject	SUSPENSION OF SECURITIES
Description	SUSPENSION OF TRADING OF SECURITIES GREEN PACKET BERHAD (“GPB” OR “COMPANY”)
The Company had on 26 March 2014 requested for the suspension of trading of its securities for one (1) market day, that is, from 9.00 a.m. on 27 March 2014 to 5.00 p.m. on 27 March 2014, pending a material announcement of a transaction where the percentage ratio calculated in accordance with Chapter 10 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad (“Bursa Securities”) (“Listing Requirements”) is equal to or exceeds 25%. The request for suspension is made under Paragraph 3.1(b) of Practice Note 2 of the Listing Requirements on Requests for Suspension. Bursa Securities had on 26 March 2014 approved its request for the suspension in trading of its securities from 9.00 a.m. on 27 March 2014 to 5.00 p.m. on 27 March 2014. This announcement is dated 26 March 2014.

alanlam84

jason8reading8 发表于 26-3-2014 08:52 PM

那个25%是什么意思？

jason8reading8

http://www.bursamalaysia.com/mis ... m_mainchapter10.pdf

page1008, 10.07 Requirements for transactions with percentage ratio of 25% or more

我也是不明白

sp13501

M succeeds in acquiring P1 stake
Wednesday, 26 March 2014 10:00  P Prem Kumar       
http://themalaysianreserve.com/main/news/corporate-malaysia/5637-m-succeeds-in-acquiring-p1-stake

One of Malaysia’s largest telecommunication firm, Telekom Malaysia Bhd (TM) is believed to have emerged as the successful stake acquirer in broadband Internet service provider Packet One Networks (M) Sdn Bhd (P1).

The current majority stakeholder of P1, Green Packet Bhd is expected to make an announcement of the winner by end of this week, according to a source familiar with the deal.

“All details of the deal are being finalised. A signing ceremony between Green Packet and TM will be held soon.

“TM is buying a portion of Green Packet’s stake in P1,” said the source.

Attempts made to TM officials to comment on the deal at press time were unsuccessful.

TM is expected to dish out more than RM2 billion for the stake, according to earlier speculations.

The news brings to closure the much-delayed merger and acquisition exercise involving P1 since 2011, with the shortlisted potential buyers besides TM, included DiGi.Com Bhd and YTL Power International Bhd.

P1 — founded in 2002 — is a 57% unit of listed Green Packet and owns valuable wireless spectrum, including 30MHz in the 2.3GHz band (that is used for its WiMAX network), and was one of the eight companies to be awarded last year with 20MHz of the 2.6GHz spectrum, which would be suitable for longterm evolution (LTE) or 4G-LTE type of services in the future.

TM on the other hand, has some lower bands of spectrum of 450MHz and 850MHz. In March 2007, P1 was one of four companies awarded 2.3GHz spectrum licences by the government to deploy 4G WiMAX services throughout Malaysia, and subsequently, in August 2008, P1 became the first company to launch commercial WiMAX services in Malaysia.

“If the deal happens, TM will gain access to P1’s existing customer base and valuable infrastructure that can be utilised by TM for faster growth in the wireless segment.

“TM will then be a very large player in the business, as they would have a combined deployment of low- and high-frequency bands,” an analyst told The Malaysian Reserve.

P1 has more than 2,000 base stations, boasting a coverage of more than half of the Malaysian population.

As of last valuation in 2010, P1 was valued at RM1.45 billion with a subscriber base of less than 250,000. Its current subscriber base stands at more than 550,000.

P1’s strategic partner is South Korea’s SK Telecom Co Ltd (SKT), which has a 26% stake in P1. SKT is an advanced player in the LTE space, with more than 10 million subscribers, possibly making it the LTE player with the highest subscriber base in Asia.

TM Group CEO Tan Sri Zamzamzairani Mohd Isa said last month that the telco is open for negotiations with any company which complements its business strategy.

“Mobility is important for us especially in the rural areas. We will be open to talk to anyone who is able to complete our portfolio of services, not just restricted to one single company,” he had said.

TM registered a revenue of RM10.63 billion and a normalised net profit of RM1.36 billion for 2013, with this year it will focus on the Internet and data segments to grow its top line.

TM shares closed at a 12- month high of RM6.11 yesterday, a 2.37% jump from RM5.97 recorded on Monday.

About 17.25 million shares exchanged hands yesterday.



20亿叻，很高下 。。。传闻说是换股， 4GP 换 1TM，不知真假？

63333336

不认为是换股，换股是TM连母公司也吃下。

63333336

不管怎样，结果很快就知道了。

khokhokho

收購P1網絡57%股權 馬電訊注資3.5億購新股
企業財經股市27 Mar 2014 17:52
http://www.chinapress.com.my/node/511788

（吉隆坡27日訊）馬電訊（TM，4863，主要板貿易）以3億5000萬令吉，收購綠馳通訊（GPACKET，0082，主要板科技）旗下P1網絡57%股權，躍身成為P1網絡最大股東。

馬電訊今日與綠馳通訊、P1網絡和韓國SK電訊簽署一項合作協議，四家公司共同開發新一代長期演進網絡技術服務（LTE）基礎設施，為客戶提供完整的融合通訊服務。

在這項合作協議下，馬電訊將注入3億5000萬令吉資金于P1網絡，並換取后者所發行的新股，這批新股相等于擴大股本后的57%股權；綠馳通訊和韓國SK電訊則各別持有30%和13%股權。

另外，馬電訊將透過發行債券，投資2億1000萬令吉至綠馳通訊，讓該公司做為投資之用。

馬電訊總執行長丹斯里詹佔再拉尼在簽約儀式上說：“這次的合作達成馬電訊與大馬寬頻之冠進行資訊共享的願望，我們將進一步擴大我們的能力至無線網絡領域，提供更好的服務來滿足客戶需求。”

他指出，這種合作關係提供了一個很好的平台，讓公司能更有效的推出無線網絡產品，將產品更快的推出市面。

馬電訊指出，該企業活動所需的3億5000萬令吉資金，公司將透過內部籌資獲得。

今日出席者包括大馬通訊與多媒體部長拿督斯里阿末沙比里仄、馬電訊主席拿督斯理哈林沙菲益、綠馳通訊總執行長潘振祥、P1網絡主席舒科凱林和SK電訊業務副社長朴正浩。

Type	Announcement
Subject	MULTIPLE PROPOSALS
Description	GREEN PACKET BERHAD (“GPB” OR “COMPANY”) (i)        PROPOSED DILUTION; (ii)        PROPOSED ACQUISITION; (iii)        PROPOSED EXCHANGEABLE BONDS ISSUANCE; AND (iv)        PROPOSED SUBSCRIPTION OF CONVERTIBLE BONDS.
On behalf of the Board of Directors of the Company, RHB Investment Bank Berhad (“RHB Investment Bank”) wishes to announce the following:-     (i)    the Company had on 27 March 2014 entered into a conditional investment agreement (“Investment Agreement”) with Mobikom Sdn Bhd (“Mobikom”), a wholly-owned subsidiary of Telekom Malaysia Berhad (“TMB”), SK Telecom Co. Ltd. (“SKT”), Packet One Sdn Bhd (“POSB”), a wholly-owned subsidiary of the Company, TMB and Packet One Networks (Malaysia) Sdn Bhd (“PON”), a 55%-owned subsidiary of POSB, for the subscription by Mobikom of new ordinary shares of RM1.00 each in PON (“PON Share(s)”) (“Subscription Share(s)”) for a total subscription consideration of RM350.0 million (“Subscription Consideration”). The subscription price per PON Share and the actual number of PON Shares to be subscribed by Mobikom will be determined in accordance with the terms of the Investment Agreement (“Mobikom Subscription”); and (ii)    POSB had on 27 March 2014 entered into a conditional share sale agreement (“SPA”) with the minority shareholders of PON, namely Dutamas Equity Sdn Bhd (“DESB”), Dutamas Regal Sdn Bhd (“DRSB”), Akar Amanjaya Sdn Bhd (“AASB”) and Megan Sinar Sdn Bhd (“MSSB”) (collectively referred to as “Minorities”) for the acquisition of an aggregate of 450,000 PON Shares (“Acquisition Shares”) for a total cash consideration of RM30.0 million (“Purchase Consideration”) (“Proposed Acquisition”). In accordance with the Investment Agreement, the Company is also proposing to undertake, amongst others, the following:- (a)    the conversion of 1,927,620 Class A Islamic irredeemable convertible preference shares (“ICPS”) of RM0.10 each in PON (“Class A ICPS”) and the 200,000 Class B ICPS of RM0.10 each in PON (“Class B ICPS”) to be acquired by POSB from Intel Capital Corporation pursuant to terms of the Investment Agreement; (b)    issuance of up to RM210.0 million nominal value of eight (8)-year redeemable exchangeable bonds (“Exchangeable Bonds”) to TMB in tranches. The Exchangeable Bonds may be exchangeable for PON Shares held by POSB (“Proposed Exchangeable Bonds Issuance”); and (c)    the subscription by POSB and/or its affiliates of up to RM247.5 million of nominal value of eight (8)-year redeemable convertible unsecured bonds (“Convertible Bonds”) to be issued by PON in tranches after the completion of the Proposed Dilution (as defined herein) (“Proposed Subscription of Convertible Bonds”). Upon completion of the Investment Agreement and subject to closing adjustments, Mobikom will emerge as the largest shareholder of PON, with a 56.8% equity interest in PON. Simultaneously, the equity interest of the Company, via POSB, in PON will be diluted from 55.0% to 30.0% (“Proposed Dilution”). Further details of the Proposals are set out in the attachment below. This announcement is dated 27 March 2014.   http://www.bursamalaysia.com/market/listed-companies/company-announcements/1577273

Attachments GPB - Proposals (final).pdf

Type	Announcement
Subject	OTHERS
Description	PACKET ONE NETWORKS (MALAYSIA) SDN BHD : PARTNERSHIP WITH TELEKOM MALAYSIA BERHAD
Further to the Company’s announcement today on the Investment Agreement, the Board of Directors of Green Packet Berhad is pleased to announce its’ press statement jointly made with the parties namely Telekom Malaysia Berhad and SK Telecom Co. Ltd, on their collaboration to develop Malaysia’s Next-Gen Converged Communications Services. Detail of the press statement is attached herewith. This announcement is dated 27 March 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1577277

Attachments A.pdf

等於tm和韓國SK電訊共同控制了 P1，等於不是如早期的價錢而成為 p1 的大股東。

cocoloco

今次最大赢家是TM3亿几就有57％GREEN PACKET控制权，GREEN PACKET股东们看明天有没有水鱼帮你们推高股价吧！！！OSKVI今天不升反跌！

khokhokho

cocoloco 发表于 27-3-2014 08:58 PM
今次最大赢家是TM3亿几就有57％GREEN PACKET控制权，GREEN PACKET股东们看明天有没有水鱼帮你们推高股价吧！ ...

不用去建設做發射站就可以應用 LTE 基礎設施，何樂不為呢 !

順便搶 绿驰通讯 的客戶 要開玩笑的。

沒講绿驰通讯是否能和tm 分享利益。

bboycs

不知到会不会因这样拖累了TM的股价。。感觉明天会很多人抛售。。。

rizer

TM 是注资到P1让他有本钱把网络升级到LTE
再者tm 现有的fibre network和发射塔 也能够帮助P1 降低营运开支

互惠互利的决策
只不过TM 的出价有点低
P1可能也到油尽灯枯，需要注资的时候了

icy97

icy97 发表于 22-3-2014 04:27 AM

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	NS-140325-53152
Subject	PUT OPTION AND TAG-ALONG AGREEMENT ("POTA")
Description	GREEN PACKET BERHAD OR THE COMPANY
We refer to the Company’s announcement dated 21 March 2014 on the Put Option and Tag-Along Agreement (“POTA”) and Bursa Malaysia Berhad’s query letter dated 25 March 2014. The Company hereby furnishes the following additional information: 1. The consideration was arrived after considering amongst others the discounted cash flow method of valuation, comparable transactions and comparable trading multiples. 2. The net profits and net assets of Packet One Networks (Malaysia) Sdn Bhd (“P1”) based on its latest audited financial statements 31 December 2012 were RM124,455,603 and RM37,324,453. 3. The effects of the exercise of the POTA  by Intel Capital Corporation are as follows: 3.1.1 Issued and paid-up share capital    The POTA will not have any effect on the issued and paid-up share capital of the Company. 3.1.2 Substantial shareholders’ shareholdings The POTA will did not have any effect on the shareholdings of the substantial shareholders of GPB. However, the POTA has an effect on GPB’s shareholdings in P1, which is illustrated in Table A. 3.1.3 Earnings Per Share (“EPS”) The POTA is not expected to have a material effect on the EPS of the GPB Group. 3.1.4 Net Assets (“NA”) per share and gearing The POTA is not expected to have a material effect on the NA per share and gearing of the Group. 4. The entry into the POTA was expected to provide an opportunity for the Company to increase its shareholdings in its major subsidiary, Packet One Networks (Malaysia) Sdn Bhd (“P1”). 5.     The liabilities (including contingent liabilities and guarantees) to be assumed by the Company, if any are immaterial 6. Statement by the Board Having considered all aspects including the business and commercial factors, the Directors are of the opinion that the exercise of the POTA by the Company is in the best interests of the Company and Group. This announcement is dated 27 March 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1578373

Attachments Table A - POTA _bursa query_.pdf

Reference is made to Bursa Malaysia Securities Berhad’s query letter dated 25 March 2014 and the Company’s reply  on 27 March 2014.

We wish to highlight that there were errors in the previous announcement relating to P1’s financial figures. The correct numbers are highlighted below in bold text:

1.) The net profits and net assets of Packet One Networks (Malaysia) Sdn Bhd (“P1”) based on its latest audited financial statements 31 December 2012 were (RM124,455,603) and (RM37,324,453).

This announcement is dated 28 March 2014.

liang_2002

今天一复牌就下跌？？