【TM 4863 交流专区】马电讯

icy97

TELEKOM MALAYSIA BERHAD

Type	Announcement
Subject	OTHERS
Description	ANNOUNCEMENT OF HEADLINE KEY PERFORMANCE INDICATORS (KPIs)
In a continuous effort to enhance greater transparency to the public, Telekom Malaysia Berhad (“TM”) wishes to make the following announcements; Achievement of the Headline Key Performance Indicators (“KPIs”) for FY2012. Headline KPIs for FY2013 and FY2015. These headline KPIs have been set and agreed by the Board of Directors and management of TM as part of the broader KPI framework that TM has in place, as prescribed under the Government Linked Company (“GLC”) Transformation programme, and are disclosed on a voluntary basis. Achievement of FY2012 Headline KPIs Headline KPIs Target Actual Financial Perspective Revenue Growth (%) 5 9 EBITDA Margin (%) 32 32 Customer Satisfaction Measure* 72 >72 * Using TRI*M index measuring end to end customer experience at all touch points. TRI*M (Measuring, Managing and Monitoring) is a standardised indicator system. It analyses, measures and portrays stakeholder relationships on the basis of standardised indicators. The TRI*M Index is an indicator of the status quo of a particular relationship. The index is made up of four points of view on the stakeholder relationship, e.g. for customer loyalty: overall ratings, recommendation, repeat purchasing of product/services, and a company's competitive advantage. The information is based on surveys/interviews on a sample customer base. TM has achieved all its Headline KPIs target for FY2012. This achievement is largely attributable to positive growth in Data, Internet and other services revenue. The growth in internet revenue arose from demand for higher bandwidth services leading to more than 482,000 UniFi customers at the end of 2012. Continuous implementation of cost effective practices and controlled spending, whilst upholding the promise to embrace customer needs further strengthened TM’s 2012 performance. FY 2013 and FY 2015 Headline KPIs Headline KPIs 2013 Target 2015 Target 1. Revenue Growth (%) 6 6 2. EBIT Growth (%)1 3 8 3. Customer Satisfaction Measure2 72 72 1 Reason for changing to EBIT Growth (%) is because EBIT measures overall operational efficiency and it includes capex or opex efficiency through depreciation charges, asset write off and asset impairment. 2        Using TRI*M index measuring end to end customer experience at all touch points. TRI*M (Measuring, Managing and Monitoring) is a standardised indicator system. It analyses, measures and portrays stakeholder relationships on the basis of standardised indicators. The TRI*M Index is an indicator of the status quo of a particular relationship. The index is made up of four points of view on the stakeholder relationship, e.g. for customer loyalty: overall ratings, recommendation, repeat purchasing of product/services, and a company's competitive advantage. The information is based on surveys/interviews on a sample customer base The Headline KPIs represent the main corporate targets set by TM for FY2013 and FY2015. These Headline KPIs are targets or aspirations set by the Company as a transparent performance management practice. These headlines shall not be construed as forecast, projection or estimates of the Company or representations of any future performance, occurrence or matter as the headlines are merely a set of target/aspiration of future performance aligned to the Company’s strategy and which have been derived on the assumption that the Group shall operate under the current business environment. This announcement is dated 27 February 2013.

Kevlee

上船了！！！可是好像跌跌不休。。。。

icy97

短期烏雲罩頂‧長期亮麗樂觀‧馬電訊4利空阻“錢景＂

熱股評析  2013-02-28 17:26
（吉隆坡28日訊）馬電訊（TM，4863，主板貿服組）第四季淨利雖挫39.3%至3億6千324萬6千令吉，但盈利還是超出預期，惟主要來自1億8千800萬令吉稅務優惠支撐，分析員認為短期有四大“利空＂阻斷“錢景＂，長期前景雖仍亮麗樂觀，但暫有烏雲罩頂。

今年仍可期待特別息

同時，馬電訊沒有如市場預期般派發特別股息，也令市場感到失望。

對於股息展望，大眾研究說，基於資產負債表健全，馬電訊不排除今年可能會有資本回退；馬銀行研究也認為，2013年還是可以期待特別股息。

“上財政年負債比2.1倍，仍有空間伸展負債比至2.5倍，預期仍可借貸8億令吉，或在未來開啟派發特別股息之希望。＂

不過，興業研究認為，馬電訊資本開銷走低至25億令吉，手握現金不會快速增長，因此期許特別股息可能要失望。

馬電訊這次派發12.2仙終期股息，並未宣佈派任何特別股息，管理層解釋這主要是未獲政府共同承擔資本開銷，且也需用於資本開銷。

這項派息達113.7%派息率，也是2008年分折上市以來的新高。

市場本來預測馬電訊有望派發高達10億令吉的特別股息。

興業與黃氏唯高達說，馬電訊營運盈利成長前景具挑戰，其一是受延長職員退休年齡勞力成本告增影響，二為高速寬頻計劃（HSBB）二年保障期已屆滿，維修保養成本高，其三是資訊通訊工藝與商業程序外包賺益低。＂

稅率正常化將侵蝕賺幅

同時，稅率正常化，從13%回歸到28%，也將侵蝕賺幅。

黃氏唯高達將2013至2015年3年財測分別下調14、10與1%。

大眾研究說，管理層也預期獲得中間個位數營業額成長，營運盈利放眼3%成長。

馬銀行與安聯研究也認為，明訊（MAXIS，6012，主板貿服組）與ASTRO公司（ASTRO，6399，主板貿服組）3月將推展網絡電視服務，潛在對馬電訊的高速寬頻Unifi構成競爭風險。

安聯在調低賺幅後，下調馬電訊2013和2014年財測17至17.4%。

興業說，馬電訊目前掌握80%至90%光纖寬頻市場，預期競爭將告白熱化，而馬電訊也會祭出一些措施留住客戶，基於馬電訊本財政年實際稅率將正常化至28%，下砍2013年淨利預測10%。（星洲日報／財經）

icy97

马电讯遭索赔3.3亿

财经新闻 财经  2013-03-07 08:03
（吉隆坡6日讯）马电讯（TM，4863，主板贸服股）子公司马电讯设备私人有限公司，接获Menara Intan Langkawi私人有限公司和HBA发展有限公司（原告人）透过律师发出的传票，要求赔偿合约终止损失。

起诉人称，Menara Intan Langkawi与马电讯设备签署的一项租借协议被不当终止，要求赔偿。

根据文告，起诉人要求的赔偿包括盈利损失1亿6870万1922令吉、工程和开销损失8629万8079令吉、土地价值损失8060万令吉、一般损失、利息及成本。法庭定2013年3月18日为该案提交日，马电讯设备目前正寻求法律咨询。[南洋网财经]

icy97

子公司遭索賠3.3億 馬電訊有能力應付

企業財經07/03/2013 20:23
（吉隆坡7日訊）馬電訊（TM，4863，主要板貿易）子公司馬電訊設備私人有限公司遭索賠3.3億令吉，該賠償金相等于是馬電訊2012財年稅后歸屬股東淨利（PATAMI）的38.1%，頗具份量，但券商認為，數字雖大，馬電訊卻不見得要付出賠償金。

豐隆證券研究指出，3.3億令吉賠償金相等于是馬電訊2012財年和2013財年預測稅后歸屬股東淨利的38.1%和42.8%，雖然數字很大，卻不需要過度擔心。

“我們相信該公司有能力‘保護自己。”

該行並沒有將這起賠償金糾紛列入評估單，對馬電訊依舊維持“持住”評級，給予5.65令吉目標價。

該行指出，這個評級主因是馬電訊的各項成本過高，包括了人力、退休和到期維修費用，該公司另外在資訊通訊科技的外委服務的成本也是一個問題。

據馬證交所報備文指出，Menara Intan Langkawi私人有限公司和HBA發展有限公司透過律師，向馬電訊設備發出傳票，要求2003年不當中止合約作出賠償。

賠償項目包含盈利流失1億6870萬1922令吉、工程和開銷損失8629萬8079令吉、28.49英畝土地的價值損失8060萬令吉、一般損失、利息及成本。

馬電訊設備正在尋求法律諮詢，法庭定2013年3月18日為該案提交日。

馬電訊今日閉市平盤報5.32令吉，成交量8060萬令吉。[中国报财经]

icy97

子公司遭索償3.3億‧馬電訊盈利預測不變

熱股評析  2013-03-08 11:07
（吉隆坡7日訊）馬電訊（TM，4863，主板貿服組）獨資子公司——馬電訊設施私人有限公司（TM Facilities）遭Menara Intan浮羅交怡和HBA發展有限公司索償最低3億3千560萬令吉，主要是錯誤地終止雙方租賃協議。

該公司發文告表示，法院已定在2013年3月18日對相關訴訟進行個案管理（Case Management），而公司現正尋求律師意見。

相關3億3千560萬令吉賠償，主要分為盈利虧損損失1億6千870萬令吉、工程和開銷虧損8千630萬令吉、土地價值虧損8千零60萬令吉和其他利息與成本等損失。

分析

豐隆研究認為，相關案件仍在初步階段，3億3千560萬令吉求償金額龐大，相等於馬電訊2012和2013財政年淨利（PATAMI）的38.1%和42.8%，但有信心憑藉馬電訊的合理管理與良好監管將有能力自我防禦。

“因此，我們並不會對此感到過度擔憂，現維持所有盈利預測不變。＂

馬電訊的催化因素包括高速寬頻和資訊科技盈利增加、高週息率、更良好的資本結構回酬增加等；風險則有管制風險、不合理的競爭和全球寬頻價格侵蝕等潛在問題。

豐隆維持馬電訊目標價在5令吉65仙不變，總回酬料仍有超過10%，而且在固線電訊近乎壟斷的利好。

不過，馬電訊的批發價格不吸引人，可能影響批發業務的成長，加上高速寬頻配備的津貼也影響獲利，為反映未來人力、退休、維修等成本高企，保持“持有＂評級不變。（星洲日報／財經）

icy97

TELEKOM MALAYSIA BERHAD

Type	Reply to query
Reply to Bursa Malaysia's Query Letter - Reference ID	CY-130307-58262
Subject	HIGH COURT OF MALAYA IN SHAH ALAM (CIVIL SUIT NO. 22NCVC-170-02/2013) 1) MENARA INTAN LANGKAWI SDN BHD (COMPANY NO. 502701-A) & 2) HBA DEVELOPMENT BHD (COMPANY NO. 430857-X) VS TM FACILITIES SDN BHD (COMPANY NO. 365637-X)
Description	Telekom Malaysia Berhad ("TM") refers to the query from Bursa Malaysia Securities Berhad dated 7 March 2013 [Reference No.: CY-130307-58262] regarding the announcement issued by TM on 6 March 2013 on the above matter ("MIL Suit") requiring TM to furnish additional information on the said MIL Suit.
We furnish herewith the following information as requested:- 1) The date of presentation of the Writ and Statement of Claim. The Writ and Statement of Claim was filed on 5 February 2013 at the Shah Alam High Court and served on our solicitors on 6 March 2013. 2) Brief details of the Lease Agreement and the termination of the Lease Agreement. By an Agreement to Lease dated 14 August 2003 (“the Lease Agreement”), TM Facilities Sdn Bhd (“TMF”) had agreed to take a lease of a telecommunication tower to be constructed at the Mukim of Kuah in Langkawi, from Menara Intan Langkawi Sdn Bhd (“MIL”), a joint venture company between Lembaga Pembangunan Langkawi and HBA Development Bhd, for a lease period of 15 years at a lease rental of RM17 million per annum. The Lease Agreement was terminated by TMF through a letter dated 6 February 2007, as TMF was of the view that MIL has failed to secure the necessary approvals and commence construction of the telecommunication tower despite the time given. 3)        Details of the circumstances leading to the filing of the Writ and Statement of Claim. The filing of the Writ and Statement of Claim by MIL was due to the issuance of the letter of termination by TMF on 6 February 2007 as above stated. TMF has exchanged correspondences with the Plaintiff in relation to the Lease Agreement prior to the filing of Writ of Summons and Statement of Claim. 4) Whether TM Facilities Sdn Bhd is a major subsidiary of your Company. TMF is not a major subsidiary of TM. 5) Total cost of investment in TM Facilities Sdn Bhd. The total cost of investment by TM in TMF todate is RM2.3 million which is the entire issued and paid up capital of TMF. This announcement is dated 8 March 2013.

icy97

推出3年获认同 高速宽频全球最快最广

财经新闻   财经 2013-03-21 12:13
（吉隆坡20日讯）大马总值112亿令吉的高速宽频（HSBB）计划，在推出接近3年后，成功得到全球的认同，但这不只是被视为有远见的计划，也是全球执行最快和最大范围的计划。

马电讯（TM，4863，主板贸服股）主席拿督哈林沙菲依表示：“这项工程成功提高大马的名声，让我们被视为在东协和亚太区拥有最多高速宽频用户的国家。”

他指出，自2010年3月推出该项工程之后，马电讯的高速宽频服务———UniFi，已吸引超过51万7000名的活跃客户，并比马电讯原本设定的目标高37%。

官私合作有效

“我们也成功超越之前设下于2012年杪在134万个场所安装UniFi的目标，我们已在137万7000个场所安装该系统。”

此外，哈林沙菲依表示，其中24亿令吉由政府融资的高速宽频工程，证明政府和私人界之间的合作是可行的。

我国首相拿督斯里纳吉表示，当他在4年前提出高速宽频的想法时，这项计划的前提就是为了提升大马在世界地图的竞争力。

“高速宽频的认购率每提高10%，我们的国内生产总值将会增长1%，这也是通讯领域在大马扮演着重要角色的原因。

同时，新闻通讯与文化部长拿督斯里莱士雅丁博士指出，大马的宽频渗透率目前达67%，在2009年仅有23%而已。

他表示，依赖通讯供应商，包括马电讯提供服务的创意工业，在去年成功出口价值5亿令吉的作品。[南洋网财经]

icy97

3不利因素纏身‧馬電訊評級下調

熱股評析  2013-03-27 17:24
（吉隆坡27日訊）馬電訊（TM，4863，主板貿服組）資本開銷下降速度和新增用戶落後預期，加上派息能力可能受即將屆滿的20億令吉貸款限制，艾芬投資研究因此揮刀大砍該股目標價和評級。

艾芬研究認為，馬電訊有一筆20億令吉貸款將在今年杪到期，因此很可能無法再讓股東享受高息驚喜。

“根據100%派息率計算，週息率也只有略嫌普通的4%，我們在管理層提供新指標後決定上調資本開銷預估，採取資本開銷比例降幅較緩的預估模式。＂

該行原本估計馬電訊資本開銷比例在2016年下滑至16%以下水平，如今卻估計這目標需推遲1年方可達成。

艾芬說，馬電訊Streamyx用戶連續6季出現下滑，去年減少了10萬3千人，雖然這主要因許多用戶轉簽UniFi服務，但Streamyx用戶持續減少卻逐漸成為不健康現象，主要因該公司77%用戶是來自Streamyx。

不過，佔營業額37%的語音業務則預計出現復甦。

考量未來展望不佳，艾芬將馬電訊目標價從6令吉4仙下砍至5令吉16仙，給予“減碼＂評級。（星洲日報／財經）

icy97

马电讯被索偿增至2.25亿

财经新闻 财经  2013-04-03 21:10
（吉隆坡3日讯）Menara Intan Langkawi私人有限公司和HBA发展有限公司发修正索赔传票给马电讯设备（TM Facilities）私人有限公司，将之前的索赔额从1亿6870万1922令吉，提高至2亿2500万令吉。

马电讯（TM，4863，主板贸服股）向马交所报备，子公司接获上述修正索赔传票，并表示除了管理成本和法律开支，传票不影响集团财务和运作。

马电讯也称，会适时宣布索赔案进展。[南洋网财经]

Type	Announcement
Subject	MATERIAL LITIGATION
Description	HIGH COURT OF MALAYA IN SHAH ALAM (CIVIL SUIT NO. 22NCVC-170-02/2013) 1) MENARA INTAN LANGKAWI SDN BHD (COMPANY NO. 502701-A) & 2) HBA DEVELOPMENT BHD (COMPANY NO. 430857-X)         VS         TM FACILITIES SDN BHD (COMPANY NO. 365637-X)
Telekom Malaysia Berhad (“TM”) refers to its previous announcements dated 6 March, 8 March and 28 March 2013 in relation to the above matter. We wish to announce that TM Facilities Sdn Bhd (“TMF”) has today been served with an Amended Statement of Claim dated 29 March 2013 by the Plaintiffs, Menara Intan Langkawi Sdn Bhd and HBA Development Bhd. The amendment is in respect of their claim for the alleged loss of profit from RM168,701,922.00 to RM225,000,000.00. The amendment was made without leave from the High Court as it was done prior to the close of pleadings. As announced earlier, apart from management cost and legal expenses, TM is of the view that the Amended Statement of Claim has no financial or operational impact on TM at present. TM will make further announcement on any material development. This announcement is dated 1 April 2013.

darlingpig

大选会不会影响tm 股价跌？ 现在该卖？
@williamnkk81

icy97

马电讯成本压力引担忧

財经 2013年4月6日
（吉隆坡6日讯）已於过往两年交出不俗表现的马电讯（TM，4863，主板贸服股），高速宽频（HSBB）持续增长，但成本无法下降令市场感到担忧，分析员因而维持马电讯的「中和」评级。       

野村研究分析员表示，马电讯过去两年的整体表现毁誉参半，有3点令市场深感意外。

第一，往好的一面来看，马电讯的高速宽频营业额已经超越市场的预期，每年取得4%至9%的增长，与2009年的负成长形成对比。

第二，从另一面来看，马电讯的成本压力没有如预期般取得改善，仍持续使用並行传统网络，人力成本也高居不下。因此，马电讯过去两年的未扣除利息、税项、折旧及摊销之盈利（EBITDA）成长只有5%至6%。而赚幅为32%至34%。

第三，从策略性角度而言，作为一家官联公司，马电讯过渡至新平台的过程好於区域电讯业者，可以说已交出不错的成绩。

因此，分析员认为，这將能舒缓市场对於马电讯能否在固定通讯服务市场维持市占率的担忧，尤其是明讯（MAXIS，6012，主板贸服股）和Astro大马（ASTRO，6399，主板贸服股）已建立合作关係。

整体而言，分析员持续正面看待马电讯，其估值是23至24倍，但股价今年已经下挫10%，目前是不错的进场时机。「投资者中期內可以採取『先买后守』的策略来投资马电讯。」

分析员指出，马电讯的其他利好因素包括光纤发展趋势，以及营业额和EBITDA的成长势头。他维持马电讯的「中和」评级，合理价从6.20令吉下修至5.90令吉。[东方日报财经]

williamnkk81

darlingpig 发表于 5-4-2013 11:09 PM
大选会不会影响tm 股价跌？ 现在该卖？
@williamnkk81

短期可能因为市场不稳定。。。 但长期没有。。 因为公司业务和盈利很好。。。。。。

icy97

TELEKOM MALAYSIA BERHAD

EX-date	08/05/2013
Entitlement date	10/05/2013
Entitlement time	04:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final Single-Tier Dividend of 12.2 sen per share
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Tricor Investor Services Sdn Bhd Level 17, The Gardens North Tower, Mid Valley City Lingkaran Syed Putra, 59200 Kuala Lumpur Tel. No.: 603-22643883 Fax No.: 603-22821886
Payment date	27/05/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	10/05/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	08/05/2013
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.122

Remarks :

The payment of the final dividend is subject to shareholders' approval at the 28th Annual General Meeting ("28th AGM") of the Company which has been scheduled to be held on Tuesday, 7 May 2013.

icy97

具強大網路回傳系統‧馬電訊展望明朗

熱股評析  2013-04-19 17:26

證券行：肯納格研究
評級：超越大市
目標價：6.25令吉
簡評：擁有強大業務基本盤

（吉隆坡19日訊）馬電訊（TM，4863，主板貿服組）坐擁強大網路回傳（Backhaul）系統，可從4G網絡服務提振帶寬需求趨勢中受惠，雄厚財力讓該公司能在有需要時繼續融資，業務展望明朗。

該公司對固定寬頻業務保持謹慎樂觀態度，雖然市場競爭激烈，但其光纖到戶（FTTH）服務擁有先行優勢，有助捍衛寬頻業務市額。

截至目前，馬電訊已成功安裝45萬公里光纖電纜，並且完成網絡翻新活動，該公司放眼透過My1Hub強化數據中心服務，同時降低國際帶寬成本，改善批發業務賺幅。

此外，馬電訊也考慮重新融資即將在今年杪屆滿的伊斯蘭債券，藉此攫取當前低利率環境好處，有關債券目前年利為6.2%，假設其他條件保持不變，債券年率每降低1%，將讓該公司節省2千萬令吉利息開銷。

截至去年杪，馬電訊坐擁37億令吉內部現金，負債/營運盈利企於2.1倍，意味該公司仍有融資空間。

週五3時，馬電訊掛平盤價5令吉48仙。（星洲日報／財經）

icy97

努莎再也住宅計劃 馬電訊提供高速寬頻

企業財經25 Apr 2013 17:49
（吉隆坡25日訊）馬電訊（TM，4863，主要板貿易）將于明天與UEM置地（UEMLAND，5148，主要板房產）簽署協議，為努莎再也（Nusajaya）的新住宅計劃提供高速寬頻（HSBB）。

根據《The Edge財經日報》報導指出，馬電訊總執行長拿督斯里詹佔再拉尼說，他將代表公司，與UEM置地的董事經理兼總執行長拿督萬阿都拉簽署該合約。

截至去年底，馬電訊已為138萬間房屋提供高速寬頻，超越了政府134萬間的目標。

截至今年2月份，該公司高速寬頻（HSBB）UniFi服務的用戶達到了51萬4000人。UniFi服務已涵蓋94個區域，其中包括巴生谷、檳城、吉打和柔佛等地方，共有134萬個據點，其接受率超過全球基準。[中国报财经]

icy97

icy97 发表于 4-12-2012 04:40 PM

TELEKOM MALAYSIA BERHAD

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	DEFINITIVE AGREEMENT ON THE PROVISION OF TM’s UNIFI SERVICE TO REALISE THE INTERNET CONNECTED HOME CONCEPT BETWEEN TELEKOM MALAYSIA BERHAD (“TM”) AND UEM LAND BERHAD (“UEML”)
1.         INTRODUCTION We refer to our earlier announcement dated 4 December 2012 in relation to the Collaboration Agreement between TM, UEML and Iskandar Investment Berhad (“IIB”) on the provision of communication and ICT infrastructure and telecommunication services of a Smart and Connected Nusajaya in Iskandar Malaysia (“CA”). Pursuant to the said CA, TM had today entered into a Definitive Agreement (“DA”) with UEML for TM to provide UniFi high speed broadband packages to approximately 4,000 property owners within certain identified development areas to realise UEML’s aspiration to establish the said areas as a regional city with world class infrastructure. 2. PARTICULARS OF THE TRANSACTION Under the terms of the DA, the parties shall collaborate, inter-alia, in the following areas (“the Projects”):- a)        Provisioning of UniFi services to approximately 4,000 new units in the following UEML developments (“New Developments”): (i)        Nusa Bayu (ii)        Nusa Idaman (iii)        East Ledang (iv)        Puteri Harbour b)        Provisioning of UniFi infrastructure to UEML projects in Ledang Heights, Ujana Apartment, Port of Puteri Harbour Ferry Terminal and Southern Industrial and Logistics Clusters. The total residential units to be provided with UniFi high speed broadband packages under the DA are expected to have a total committed package value of RM13.5 million. The term of duration of the DA will be up until the completion of the final phase of the New Developments which is targeted by 31 December 2016. The Parties have the option to renew the DA subject to mutual agreement. 3. RATIONALE OF THE DA The signing of the DA will pave the way towards realising the aspiration of a ‘Nusajaya smart city’. Following this agreement, TM will play an integral role in establishing the eco-system that will elevate Nusajaya into becoming Malaysia’s model of a completely modern digital city by bringing in world class telecommunications and ICT services, placing Nusajaya as a strategic commercial hub in the region. 4. BRIEF INFORMATION ON THE PARTIES 4.1 TM TM, a public listed company duly incorporated in Malaysia on 12 October 1984, with an authorised share capital of RM3,528,003,015 divided into 5,040,000,020 ordinary shares of RM0.70 each, 1 Special Rights Redeemable Preference Share of RM1.00, 2,000 Class C Non-Convertible Redeemable Preference Shares (“NCRPS”) of RM1.00 each and 1,000 Class D NCRPS of RM1.00 each. The issued and paid-up share capital of the Company is RM2,504,184,312 comprising 3,577,401,980 ordinary shares of RM0.70 each, 1 Special Rights Redeemable Preference Share of RM1.00, 2,000 Class C NCRPS of RM1.00 each and 925 Class D NCRPS of RM1.00 each. The principal activities of TM are the establishment, maintenance and provision of telecommunications and related services. 4.2 UEM Land UEM Land was incorporated in Malaysia on 7 October 1982 as a public limited company under the name of Renong Berhad. It was listed on Bursa Malaysia Securities Berhad ("Bursa Securities") on 27 January 1984 and subsequently delisted from the Main Board of Bursa Securities on 14 November 2003. It was also listed on the Stock Exchange of Singapore Ltd on 31 January 1984 and subsequently delisted from the Official List of the Stock Exchange of Singapore Ltd on 1 January 1990. On 27 December 2003, it was converted into a private limited company following a group wide restructuring scheme by its holding company, UEM Group Berhad. On 9 April 2008, UEM Land was re-converted into a public company. The present authorised share capital of UEM Land is RM2,500,000,000 comprising 2,450,000,000 ordinary shares of RM1.00 each and 50,000,000 redeemable convertible preference shares of RM1.00 each, and the issued and paid up share capital of UEM Land is RM464,468,113 comprising 464,468,113 ordinary shares of RM1.00 each The principal activities of UEM Land are property development, project investment, project procurement and management, and strategic investment holding. 5. FINANCIAL EFFECT 5.1         Share capital and substantial shareholders’ shareholdings The DA will not have any effect on the issued and paid-up share capital as well as the substantial shareholders’ shareholdings of TM. 5.2         Earnings and Net Assets The DA is not expected to have any material effect to the earnings and net assets of TM Group for the financial year ending 31 December 2013. However, the DA is expected to contribute positively to the future earnings of TM. 6. APPROVALS REQUIRED The DA is not subject to shareholders’ or any government authorities’ approval. 7. DIRECTORS’ AND MAJOR SHAREHOLDERS’ INTEREST Save as disclosed below, none of the Directors and other major shareholders of TM and/or persons connected to them has any interest, whether direct or indirect, in the Projects:- a)        Khazanah Nasional Berhad (“Khazanah”), a major shareholder of TM, is also a common major shareholder of UEM Land Holdings Berhad, the holding company of UEML; b)        Tunku Dato’ Mahmood Fawzy Tunku Muhiyiddin, a nominee Director of Khazanah; and c)        Nik Rizal Kamil bin Nik Ibrahim Kamil, alternate director to Tunku Dato’ Mahmood Fawzy Tunku Muhiyiddin. 8. AUDIT COMMITTEE STATEMENT The Board Audit Committee of TM, (save for Tunku Dato’ Mahmood Fawzy bin Tunku Muhiyiddin, an Interested Director by virtue of his position as a nominee Director of Khazanah, a common major shareholder), having considered all aspects of the proposed Internet Connected Home Agreement, is of the view that the Agreement is in the best interest of TM, fair and reasonable and on normal commercial terms, and is not detrimental to the interest of the minority shareholders of TM. The above view is arrived at after having considered the rationale of the DA and the accretive value it brings to TM, existing smart partnerships agreements with other property developers, the future positive recurring annual earnings to TM Group and potential new customers to be obtained from this collaboration. 9. BOARD OF DIRECTORS’ STATEMENT The Board of Directors of TM having considered the recommendations of the Board Audit Committee and the rationale of the DA, is of the view that the transaction is in the best interest of TM, fair and reasonable and on normal commercial terms and not detrimental to TM minority shareholders’ interest. 10.        HIGHEST PERCENTAGE RATIO APPLICABLE PURSUANT TO PARAGRAPH 10.02 (g) OF THE MAIN MARKET LISTING REQUIREMENTS OF BURSA MALAYSIA SECURITIES BERHAD (“Main LR”) Pursuant to paragraph 10.02 (g) of the Main LR, the highest percentage ratio applicable to the DA is 0.20%. 11. TOTAL AMOUNT TRANSACTED WITH THE SAME RELATED PARTY FOR THE PRECEDING 12 MONTHS In the preceding 12 months, apart from the provision of normal telecommunication services amounting to RM0.2 Million, there were no other transactions with UEM Land Holdings Berhad Group. This announcement is dated 26 April 2013。

icy97

马电讯亚通财团 打造连接中东海底电缆

财经新闻 财经  2013-05-01 13:13
（吉隆坡30日讯）马电讯（TM，4863，主板贸服股）和亚通（Axiata，6888，主板贸服股）斯里兰卡子公司Dialog亚通，加入一个国际性财团，一起打造长达8000公里、连接马新和中东地区的海底电缆系统。

名为孟加拉湾网关（Bay of Bengal Gateway）的电缆系统，将连接我国槟城和新加坡至中东地区的阿曼和阿联酋。

此外，电缆也延伸至印度的孟买（Mumbai）和金奈（Chennai）及斯里兰卡。

根据印度财经网站Moneylife报道，印度信实工业公司（Reliance Industries Limited）旗下的Reliance Jio Infocomm、沃达丰（Vodafone）、阿曼电信（Omantel）及中东最大电信运营商阿联酋电信（Etisalat），都是上述财团的成员。

各造代表今日于吉隆坡针对此计划，签署了建筑与维修协议（Construction and Maintenance Agreement）及供应合约。

孟加拉湾网关的打造不仅为了东南亚、南亚和中东之间提供连接，也将通过这些地区内部连接现有与新铺设电缆系统的方式，把欧洲、非洲和亚洲远东地区连接起来。

这电缆系统也被视为一个难得的商业增长机会，有助支撑该地区目前与未来高流量的需求。技术上也将采用最先进的100Gbps网速。[南洋网财经]

icy97

获UEM合约扩UniFi 用户 TM马电讯盈利看涨

财经新闻 财经  2013-04-30 13:41
（吉隆坡29日讯）分析员认为，马电讯（TM，4863，主板贸服股）获UEM置地控股（UEM Land，5148，主板产业股）颁发的高速宽频（HSBB）合约，不仅可贡献盈利，更可扩大UniFi用户群。

达证券行分析员表示：“我们对马电讯与UEM置地控股之间的合作，看法是正面的。

这项合作显示了马电讯积极扩大UniFi用户群的决心。”

分析员也补充，在依斯干达区高速宽频需求不断高涨的情况下，马电讯将通过上述合约而获得即时的盈收。

“同时，我们也认为，马电讯的现金和赚幅，也会因为成本开支低而增加。”

日前，马电讯与UEM置地控股签署协议，旨在为后者柔佛努沙再也产业项目提供高速宽频服务（HSBB），进一步提升高速宽频服务的覆盖率和用户。

1400万铺宽频

马电讯总执行长拿督斯里占詹再拉尼说，根据联盟协议，马电讯将投资1400万令吉，打造光纤通信基础设施及延伸高速网络。

占詹再拉尼说：“马电讯位于努沙再也斯里美迪尼（Seri Medini）与新山数码港（Cyberport）的数据中心，可让跨国公司与区域企业使用马电讯的全球通讯网络与基建。”

根据占詹再拉尼，马电讯将投资50亿令吉作为高速宽频服务项目资本开销，包括在努沙再也发展经费。

目前，马电讯UniFi用户逾54万8000户。[南洋网财经]

icy97

Astro 联手明讯推网络电视 马电讯需增网速迎战

财经新闻 财经  2013-05-04 12:49
（吉隆坡3日讯）面对Astro（Astro，6399，主板贸服股）和明讯（Maxis，6012，主板贸服股）携手合推高速宽频和网络电视（IPTV）服务，券商认为，首当其冲的马电讯（TM，4863，主板贸服股）可考虑提高宽频配套网速或加强电视内容来迎战。

Astro和明讯日前正式合作，推出Astro B.yond网络电视与明讯服务，同时提供Astro电视内容与高速宽频服务予逾100万家庭用户。

两大企业的合作，被视为马电讯高速宽频服务的最大敌手，因为后者提供的Unifi高速宽频服务，连带附有HyppTv网络电视。

肯纳格投资研究分析双方优势，称明讯和Astro能以更具竞争力的价格，提供更多网络电视内容，而马电讯则是本地网络电视市场的先驱，配套倾向于低预算用户。

VIP5配套具竞争

根据计算，Astro B.yond配套的最低价格为每月185.95令吉，包含10Mbps网速和最基本的“家庭配套”电视频道，相较于同等网速的Unifi的VIP10配套，前者要便宜6.6%。

“不过，我们认为真正的竞争在于VIP5配套，因这项配套的认购比率达85%。”

分析员强调，月费149令吉的VIP5配套，网速较Astro B.yond低50%，马电讯有必要考虑将该配套网速提高至10Mbps，抑或是加强网络电视内容，才能与之抗衡。

Unifi四成合约今年到期

根据Astro，目前有85%的高速宽频用户是Astro用户，马电讯若不改善网络电视内容，则将难以与前者竞争，更何况有42%的用户的2年期合约即将在今年到期。

无论如何，分析员目前仍维持马电讯收益预估，2013及2014财年的Unifi订购净增预估分别为18万，每名用户平均营业额（ARPU）则分别为177令吉和174令吉。

不过，分析员则将明讯“光纤到户”（FTTH）的2013财年净增预估降低至9万9000人，每名用户平均营业额则为139令吉，同时连带下修净利预估1.5%。

“Astro方面，预计今明两年可分别取得6万5000人和17万5000人认购网络电视服务，因此，将2014和2015财年的净利预估上调2.4%至9.9%。”[南洋网财经]