【YTLPOWR 6742 交流专区2】楊忠礼能源

klagigi

可是有个问题，4g spectrum 是明年才有得用。
ytl 怎么可以说下个月launch 4g呢?
revata 发表于 17-10-2010 08:20 PM

跟TM租的stations就可以先用咯。。。其他的自己再慢慢建。。。。

省資金省時間。。時間就是金錢。。高招。。
http://www.ytlcomms.my/EN/news_details.aspx?id=4

siokae0422

最近看到很多建筑物都有了y-max的电讯塔了。。。。。。

独孤球拍

最近看到很多建筑物都有了y-max的电讯塔了。。。。。。
siokae0422 发表于 19-10-2010 01:23 AM

我相信小杨是位一不做二不休的人，他要做的就会是最顶尖/最好的。
这样的科技，可能要多几年才看到成绩，因为他快人家一步。
现在也要免费300Mb 给学生，让他们在步入社会后记得YTL的牌子。
以前我们小时候也是这样被Milo洗脑的，你们还有喝Ovatine吗　（这牌子还有吗？ ）？

bubi

WiMAX激励杨忠礼电商盈利
2010/10/04 6:01:02 PM
●南洋商报

（吉隆坡4日讯）至于杨忠礼电力（YTLpower，6742，主板基建股）的WiMAX计划，该公司预定在今年11月18日全国推行，此外，该公司也为 40万名大学生在校园里免费提供有限制的上网服务。

持有WiMAX执照的杨忠礼电商（YTLE，0009，创业板），每年将可获得7500万令吉的收费，以及当营业额达到58亿令吉以上时，将可以获得10%的盈利分享。

该公司管理层透露，杨忠礼集团的WiMAX功能会非常强大，不过，还不确定何时能为杨忠礼电力带来显著的盈利贡献。

此外，分析员也看好该公司先向大学生“下手”的策略，以便在未来将他们转化为付费的用户。

“透过杨忠礼电商投资杨忠礼集团的WiMAX业务，是比较低风险的，因为该公司不需承担巨额的投资，反而每年可获得7500万令吉的收费。”

分析员说，单单WiMAX业务就可将杨忠礼电商的净利翻四番。假设WiMAX业务的营业额达到20亿令吉，杨忠礼电商的税前盈利将剧增至2亿2500万令吉。

bubi

楊忠禮通訊 下月中推出4G服務
更新: October 12, 2010 00:25
http://www.chinapress.com.my/con ... mp;art=1012bs06.txt

（吉隆坡11日訊）楊忠禮機構（YTL，4677，主要板建築）旗下的楊忠禮通訊（YTL Communications）將在11月18日推出4G流動網絡服務，投資至今近10億令吉。

楊忠禮集團（YTL Corp）董事經理丹斯里楊肅斌博士今日在簽約儀式后的記者會說，該項服務將透過1000個發訊基台，立即達到65%全國履蓋率。

“我們至今已投下25億令吉發展流動服務，相信全國履蓋率將在2011年初達到至少80%。”

今日列席簽約儀式的尚有國際貿易及工業部（MITI）部長拿督慕斯達法、公司執行董事拿督楊肅宏、楊忠禮通訊總執行長李永鉅，及Sezmi創辦人菲爾和布諾巴提。

寬頻滲透率上看70%

楊肅斌深信，4G服務推出后，將迅速協助大馬脫離中收入的行列，同時亦緊跟全球高科技步伐。

“根據世界銀行的研究報告，寬頻滲透率每提高10%，將推動國內生產總值1.35%。試想像，若我國寬頻滲透率增至70%。”

目前，寬頻滲透率僅有25%，他認為，大馬寬頻滲透率5年內將會提高至70%至80%。”

當滲透率達到100%時，將對經濟有極大幫助，及提供更多就業機會。

儘管如此，楊肅斌拒絕透露該服務的收費，並指出將在下月正式推出服務時，為公眾提供一次性的合理收費。

“公眾已厭倦所有儀器皆需額外收費的現象，我們希望所有人皆能擁有上網的便利，因此將推出更具競爭力的配套吸引用戶。”

1年內推出電視服務
未透露是否獲廣播執照

儘管4G服務主要基建已具備，混合電視服務與4G服務推出時間相隔1年，並且未透露是否已獲相關機構頒發電視廣播執照。

楊肅斌指出，目前大部分工程已完成，加上Sezmi擁有現成科技，相信電視服務可在1年內順利推出。

惟他未透露是否已獲得電視廣播執照，僅表示目前與政府和主要機關的關係良好，語帶玄機。

楊忠禮通訊今日與美國Sezmi企業簽署協議，聯合發展混合電視（Hybrid TV）；混合電視為結合傳統電視和最新網絡電視的新媒體科技。

礙于合約條款，雙方不方便透露合作金額，僅指出已投入大筆資金進行開發。

該公司即將進軍混合電視市場，楊肅斌面對競爭仍現大無畏精神，相信內容供應商會非常歡迎新業者加入市場，並且謝絕市場“獨佔主義”。

他以新加坡星和及新加坡電訊世杯播放權為例，指獨家分銷權已不再是市場趨勢，相信不久將來類似狀況在本地亦將不復見。

bubi

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56375
YTL joins battle for the living room

The Edge, October 18, 2010



By Aishah Mustapha



Television, it seems, is a growing business. According to a report by Nielsen Malaysia, it commanded 36.7% of the RM3.5 billion spent on advertising in Malaysia in 1H2010.  Compared to a year ago, television advertising expenditure (adex) is up 29.4%.



Incumbent pay-TV operator Astro All Asia Networks should know better. Its subscriber base has grown to 2.93 million, which translates to a household penetration of 48.9% as at Jan 31,2010.



Grabbing a slice of this pie has not proved easy, as new players in the market have got their fingers badly burnt in the process.



In fact, MiTV Corp, which is controlled by Tan Sri Vincent Tan, stopped operating after more than a year in 2006 due to the tough operating environment. The company has since been renamed U Television. Its subsidiary U Mobile mainly offers voice and data over 3G networks.



Internet protocol TV (IPTV) players such as Telekom Malaysia also seem to be suffering. IPTV has failed to excite Malaysian viewers even when bundled with high-speed broadband packages. Three months after being launched with much fanfare, Telekom's UniFi packages that come with IPTV have only garnered 4,800 subscribers as at the end of June.



But YTL Communications (YTL Comms), which is backed by Tan Sri Francis Yeoh, believes it has a different offering on the table. Judging by the announcement the company made last week, it looks set to go head-on with Ananda Krishnan's Astro by the end of next year. Through an MOU signed with US-based Sezmi Corp, YTL Comms plans to offer a wireless "hybrid" TV service on three screens - television, mobile phone and personal computer.



YTL Comms CEO Wing K Lee says the company is building a new hybrid digital set-top box for Malaysian viewers with Sezmi. The box will be able to receive two different feeds –digital TV broadcast and on-demand videos over WiMAX networks.



A heavyweight behind this technology is Sezmi chairman Phil Wiser, who was one of the co-founders of Liquid Audio in Silicon Valley. Liquid Audio is credited with helping establish today's digital rights management for online audio before the standard was eventually supplanted by others.



With a hybrid TV offering, YTL Comms could emerge as the first quad play operator in Malaysia by the end of next year. The venture is reported to involve a sizeable investment of RM1 billion to RM2 billion. Clearly, the Yeoh family means business.


Content is still king

Television is only as good as its content and transmission quality. An industry observer says content producers have started to actively offer different licences for broadcasting and streaming.



"Obviously, some of the exclusive content such as the English Premier League is out. But producers tend to maximise their content licensing. YTL could benefit from streaming licences," he says.



As for quality, YTL Comms only has a 30Mhz block on the 2.3Ghz spectrum. With plans to offer voice, wireless broadband and TV, it looks like its bandwidth will be stretched. But Wing begs to differ.



He says the technology deployed by Sezmi uses a fraction of the bandwidth at a fraction of the cost of IPTV. "IPTV involves laying down cables to the homes. We will cover 65% of the population when we launch [in November]. That will grow to 80% by early next year. When we turn the network on, the TV can reach that many [people].”



Analysts, however, do not seem convinced.



"Malaysia already has a second player in the pay-TV segment with the entry of Telekom via its UniFi offering. As we understand from Astro's experience, pay- TV has a high break-even point. Thus, we do not see an immediate impact of this latest YTL announcement on the incumbent players in the mobile Internet segment,” says AmResearch in a recent note.



A lot of money - to the tune of RM2.5 billion – will be invested in this quad play network, excluding the TV venture. But funding is not something YTL Comms needs to be concerned about as it is a 60% subsidiary of cash-rich YTL International Power Bhd (YTLP).



Still, with the huge amount pumped into the quad play network questions of profitability will arise.



Wing, though, repeatedly stresses that it is a long-term investment. For now, however ,YTL Comms contribution to YTLP's earnings is minimal. As at June 30, YTLP had cash and cash equivalents of RM7.33 billion. With total long and short-term borrowings ofRM12.63 billion and shareholders' funds of RM7.21 billion, its debt-to-equity ratio is 0.74 times.



What is worth noting here is that Yeoh has hinted at the possibility of offering by November all of YTL Comms' products in one package and without any contract. Next month, the company will only offer voice and data. "It will be in one account, with no strings attached and at very competitive prices,” says Yeoh.



Analysts say the concept of "pay for what you use" could be a good incentive for consumers to try out YTL Comms when it launches its services next month.



So far, YTL Comms has signed MOUs with four public universities, offering students free services of up to 300MB for three years. In such arrangements, YTL Comms is guaranteed some revenue when students purchase the access devices to use its free service. The company is hoping to sign MOUs with all 20 public universities in the country.



There is no doubt that YTL Comms has serious backing for its project. Still, some quarters will question its move into hybrid TV. Lest one forgets, international giants such as Apple Inc and Google Inc have also started developing their own digital set-top boxes. Should one then doubt the potential of the market?

浩然

最近看到很多建筑物都有了y-max的电讯塔了。。。。。。
siokae0422 发表于 19-10-2010 01:23 AM

    YMAX的电讯塔长怎样的？

klagigi

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56353
Francis Yeoh & His Cause Celebre
The Edge, October 18, 2010
By Karamjit Singh

Malaysians will be able to decide for themselves whether a 4Gnetwork based on WiMAX technology lives up to the hype, when YTL Communications launches its network on Nov 18.

In Malaysia, the excitement over WiMAX fizzled out quickly with the limited launch of services, either because of licence limitations, financial constraints faced by the spectrum holders or their lack of technical expertise. YTL says it is for these reasons that 4G on WiMAX failed to catch on.

But during a wide-ranging interview last week, Tan Sri Francis Yeoh, managing director of YTL Corp Bhd and executive chairman of YTL Comms, spoke of his excitement and his desire to provide Malaysians affordable voice and broadband on his high-speed 4G network.

The service will immediately cover 65% of populated areas from 1,000 base stations. Some RM1 billion has been invested thus far. A triple play service, it will morph into the world's first nationwide quad play service by the end of next year with a mobile TV offering that will work across devices and not be locked into anyone proprietary platform.

"We will become the world's most advanced nation for communications services by then," says Yeoh. But that is then. For now, he wants to ensure Malaysians have an intelligent next-generation 4G network that can accommodate the plethora of smartphones that are already here, with more coming.

"How can you have smartphones and a dumb network?" he asks.

Pulling no punches, he says the voice-centric business models of the established telcos are not sustainable. He remarks that he could have bought a stake in a telco but would have had an impossible time trying to change the mindset from voice-centric to data-centric.

"Even their 3G is voice-centric and they are hanging on with a lot of profit and not innovating. That, I think, is to a certain extent being irresponsible to the public."

He sees this as an opportunity that can be tapped into. He does not reveal the pricing or the speed to be offered on his 4G network but gives a hint: "People forget that we were among the pioneers in bringing the cost of voice calls [international] down by 93% in the late 1990s with our Voice over Internet Protocol (VoIP) company Extiva. Our pricing will be very competitive. We have shown that we can be very competitive when we have to be."

In response to those who think YTL has no history in technology, Yeoh points to its VoIP business the listing of YTL eSolutions and the heavy reliance on technology in its existing businesses, especially water and power.

"There is no way we can do our infrastructure business without it. Just look at our network centre in Wessex that looks after 10,000 sq km of assets. Fifty people manage it. We know when something is not working. It is all via technology. All our power plants use ICT, our trains along with those in Hong Kong are the most punctual in the world because of ICT. While these are infrastructure businesses, you have to underpin them with ICT and innovation."

Below is an excerpt of the interview.

[email protected]: Why enter a new industry where there are established global players and strong local players? Surely, the company has enough to chew on in its existing businesses?

Yeoh: First and foremost, this is not new. You must do your research. What was the purpose when we listed YTL e-Solutions? To make sure we utilised ICT in all our initiatives. Because I have always believed that ICT is the way to go. I pushed [YTL] over the cliff to make sure it swims in the deep end with ICT. There is no way we can do our infrastructure business without it.

Look at one of our earliest initiatives, Extiva, in 2000. It was among a handful of VoIP pioneers in the country. What did we do? We, along with the other pioneers, reduced the cost of [international] phone calls by 93%!

My point is, we found the cost of calls too high in the country at the time. And even today, we are paying 15 sen a minute for mobile calls. Higher than Thailand and Indonesia.

One of my fundamental beliefs is that Malaysia cannot be caught in the middle-income trap. But how do you move out of this trap? One of the most important means is by increasing broadband penetration. You know the world Bank estimates that every 10% rise in broadband penetration sees a 1.34% increase in GDP? Our broadband penetration is about 30% now. What if we can increase it to 70%. That's an almost 5.5% increase in GDP along with this very sustainable business of the future.

I wanted to participate in this area and that is why we applied for and got the 2.3GHz spectrum to do 4G. We could have gone and bought a telco if we had wanted to but as Wing [K Lee) and my son Jacob said, we did not want to be a telco. Their model is not sustainable. Even 3G is voice-centric and they are hanging on with a lot of profit and do not want to innovate ...The power has come. Why don't we give it to the people? The Internet was made by all for all. That is our vision. We've got to give the power to the people.

I think Asians will do well in this area. Look at the Chinese and Indians. It is not to do with industrial technology, where I think the West dominates. That is brawn, conversion from horse power to industrial power, but this I think is the final journey -brain power. Do Asians lack this? It would be very sad, I think, if we do not do it. Just give them the power quickly.

Of course, us getting 4G spectrum was the greatest gift from God because I do not have a legacy system. We built a network from scratch. We are doing this on WiMAX as when we started, it was two, three years ahead of LTE. If LTE was ahead of WiMAX, we would have used LTE. The technology does not matter. As you know, WiMAX can easily be upgraded to WiMAX plus or 5G, the fifth generation. As you know, WiMAX is data-centric.

You must believe in the Internet. It promotes the best of the best at the fastest pace. Remember Moore's Law. Don't ever take your eyes off it. Whoever comes out the fastest, we will adopt that. Today, it is WiMAX but if LTE catches up, we will go with that. We will not be locked into one technology. Never. Because this is what the Internet is all about. That is why we are using Android-based phones. We believe in open systems and the liberty of the Internet and welcome the best brains on earth.

As you can see, I am extremely excited that finally it has come to fruition. By Nov 18, the country will be given power. Let's get some real competition going here. This is my cause celebre.

klagigi

http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56353

You have invested around RM1 billion in this 4G venture and have publicly said you would spend up to RM2.5 billion. With that kind of money, you could easily have bought into an existing telco and made some changes in strategy. For while you say their voice-centric approach is not sustainable, surely no telco will want to become a dinosaur?

What's the point? When you buy a telco, you have to pay a premium to own it and then sack all the people with the [wrong] mindset and then say 'change'. I think it is very difficult to change the legacy and tell them, 'you are now in the data business instead of just promoting voice'.

Look at what we have done by starting from scratch. We have a CEO, Wing K Lee, who has nine patents [in this area of mobile communications]. We have a lot of really smart people from all over the world working for us. We have a reverse brain drain now. Why are they here? It is not like the technology is not available in the West. The reason is political. There is a lot of vested interest that has stopped it. The companies in their countries have spent a lot on 3G and do not want to spend any money on it [4G].

For instance, when Clearwire launched its 4G,it had voice services already and it had the Internet. We, on the other hand, have mobile Internet with voice, the fastest network. So when Clearwire launched its 4G, it only gave mobile Internet because it already had a voice market and wanted to keep it separate. But it is difficult when you have voice and want to shift to data. It is a different psychology.

In Malaysia, we have already noticed a trend in data usage and voice is decreasing in usage. Plus, you can get free voice calls via Skype [a PC-based service that offers calls via the Internet. One can make free calls if both parties have the same software in their PCs and can also make very cheap calls to fixed and mobile phones]. Let's be honest. We can't be making so much money from people using voice anymore. Let's innovate and move on.

You are going into a sector where scale and brand matter. YTL has neither in the telecoms sector you are going into. How will you compete and offer value?

It's funny you say that because the YTL brand is very powerful. We started out doing low-cost homes in Bercham and today the brand is awesome. We can sell 13 homes at RM512 million in Sentosa Cove. That is branding. The credibility of the brand is there.

You could have asked the same when we went into the power sector. But today, YTL Power owns one-third of Singapore's electricity, we own transmission lines in South Australia, we run the second-largest power plant in Indonesia. Again, the YTL brand stands for blue ocean. We found the best world-class team to make sure it is the global best. We take the same approach to our 4G. People think we are new to technology, but as I mentioned at the outset, we were responsible for bringing down the cost of international voice calls by 93%. So it is not something we do not know about. We are really putting our money where our mouth is. The country has been brave, too, by giving a few non-telcos spectrum to operate 4G services. This is because the government recognises that Internet infrastructure is very important for the country to move forward and attract the best. This is a mustard seed but I think it will grow into a big tree.

We are an engineering company. We live by the code: it works or will not work. We are confident in this area. My son Jacob has an E&E engineering degree from the Imperial College with a master's in radio spectrum and is the deputy CEO of YTL Comms.

So, you feel with the world-class team you have assembled and your familiarity with technology and the engineering ethos of YTL, you can make this work?

First, we have a world-class team and secondly, we have world-class partners -Samsung, Cisco, IBM, Oracle, Ericsson. Why are they with us? They know we are very serious about this. Everybody is coming on board because they know we are serious. But to a certain extent, I do not blame people for their cynicism. In the West they are screaming for 4G. Smartphones like the iPhone and the rest are sucking up bandwidth. So they need a smart-powered network. We do not have that now so what is the point of smartphones? But that is the trend. In a few years, over 50% of phones will be smartphones. You can't couple smartphones with a dumb network. It is not right. The world is moving ahead.

klagigi

http://biz.thestar.com.my/news/story.asp?file=/2010/10/15/business/7230088&sec=business

Friday October 15, 2010

YTL's Francis Yeoh wins prestigious award

By B.K. SIDHU

PETALING JAYA: YTL Corp Bhd managing director Tan Sri Francis Yeoh is one of the seven people named for this year’s Oslo Business for Peace Awards.

He will be receiving the award on Monday in Oslo City Hall in Norway. The award has come as a surprise and he is chosen for his belief that a sustainable business means one which can thrive in the long term and that true sustainablity has four equal components: social, economic, environmental and cultural.

The other winners for the 2010 award are India’s Ratan Tata of the Tata Group, Stef Wertheimer (Israel), Roberto Servitje Sendra (Mexico), Venkatramani Srivathsan (Nigeria), Emily Cummins (Britain) and William Rosenzweig of the United States.

This is the first time a Malaysian businessman has won such an award.

Yeoh, when contacted, said: “I thank the Lord for this and I give him all the honour and credit. I also thank all those who have made this possible and to Malaysia, for it provides the platform for our continuous growth.

”The award committee that picks the winners are Nobel Prize winners Muhammad Yunus, Wangari Muta Maathai and A. Michael Spence.

bubi

Astro has a fierce competitor

Malay Mail, October 15, 2010
http://www.ytlcommunity.com/commnews/shownews.asp?newsid=56401


By Amir Hafizi



OVER the years, no service of any kind has been able to dislodge or challenge Astro's perch from high atop the paid-TV business mountain. The new deal between YTL Communications Sdn Bhd and Sezmi Corporation is the latest contender, offering a 'hybrid wireless TV' by the end of 2011, riding on YTL’s 4G platform set to be launched next month.



What Sezmi brings to the table is a TV solution that allows content to be received from multiple sources, making it possible for subscribers to view both broadcast as well as Internet content, such as YouTube videos.



History teaches everyone to be cynical, as addressed by YTL Corporation Bhd managing director Tan Sri Dr Francis Yeoh.



"I know we Malaysians have been promised many things before, but I assure you that we will be delivering the goods,” he said, at a signing ceremony between YTL Communications and Sezmi at the Ritz-Carlton earlier this week.



Well, perhaps the TV-viewing public has every reason to be skeptical. Most pay-TV platforms other than Astro's satellite incarnation has not been as big a success.



There was the much-awaited MiTV which was launched in September 2005, but a little over a year later, it reportedly suspended new subscriptions and retrenched a significant percentage of its workers. Very little has been heard from them since.



Meanwhile, MegaTV ceased operations in 2001. Fine TV is reportedly operating, but has not made much noise, while, DETV and Hypp.TV have also yet to make a nationwide splash.



This new setup which has yet to be named, though, boasts of being a vital component in YTL's RM2.5 billion investment in 4G. Set to be operational next month, YTL boasts of covering 65 per cent of Malaysian homes by November with their 4G network and 80 per cent population coverage in January 2011.



The first phase will encompass mobile internet and mobile voice (phone) services, while the second will include mobile as well as fixed TV. The TV component seems to be the sexier part of the service being offered, and having gone with Sezmi, YTL seems to be confident that they are choosing the right means to capitalise on their 4G platform.



The short demonstration by Sezmi co-founder Dr Buno Pati shows an ideal way to watch TV, which puts the control in the viewers' hands. Demonstrating Sezmi's flexible technology across many devices, it is possible to watch content on mobile devices such as smartphones (YTL is fully supporting the Android platform), iPads and even continuing it on today's sophisticated TV screen. You can even record everything on a video recorder and enjoy all the standard features on complete deluxe packages from either Astro or Telekom Malaysia's Unifi IPTV offering. With the added advantage of broader coverage via 4G, it sounds good.



Yes, the system works. Though it remains to be seen how fast is 4G really in Malaysia, where some other products boasts of being 'broadband this' or 'broadband that' for years but is nothing near the speeds of real broadband, which was just made available fairly recently. All this will be answered in the coming weeks.



Perhaps two things need to be watched to see whether this new partnership can be a serious contender – cost to the consumer and content.



"We will make it very affordable and reasonable to the consumer,” said Yeoh, while declining to mention how much it will really be to the man on the street.



He expounded on the fact that the new 4G network does not suffer from any legacy issues and does not need to feed old, dinosaur systems, thus able to keep costs down. Starting things from a fresh slate allows YTL to forget past costs because there isn't any, so it works - in theory.



As for content, Sezmi believes that exclusivity is no longer a guarantee, citing examples of how SingTel won the rights to show the recent World Cup 2010 in Singapore, but was asked by the island nation's government to share their rights with rival Starhub.



"The content providers are mostly very supportive of us, as they are saying that they are having difficulties to make money online. This system will make possible internet commerce,” said Sezmi co-founder, chairman and president Phil Wiser.



"We have experienced great enthusiasm from them and they like the competition, as it will generate growth.”



This is a key thing to watch out for, as sports channels already available on other platforms are also said to be backing Sezmi's system. It can be said that TV in Malaysia may be won or lost based on football content. If Malaysians can watch the English Premier League and other sporting events on their as-yet unnamed platform, then we would really see a fight.



"We believe that anything that is controlled will not be supported. Exclusive content is not going to work,” said Wiser. "We are also open to work with any and all parties to provide content to the consumer.”



However, Wiser declines on naming any of the potential channels or shows that will be made available on the platform, saying that negotiations are under way.  Nevertheless, the prospect of getting previously unavailable channels such as Syfy (Caprica, WWE), and other providers such as Showtime (Spartacus), CW (Gossip Girl) and Comedy Central (Futurama) can be mouth-watering for some.



Some of the content will not be through linear channels, though, as there are possibilities for viewers to purchase movies and shows straight from providers or movie studios such as Universal or Warner Bros. via the platform. The demonstration also showed how the US system works, offering US$0.99 (RM3.05) movies as well as free On-Demand content. How this capability will be used, and how much it will cost remains to be seen.



Wiser also commented on the possibilities of generating local content, a statement echoed by YTL Communications chief content officer Kathleen Syron.



"We are very passionate about local content,” said Syron. "However, we believe that the platform will change the manner of programmes you see and how you see it.”



Unfortunately it will be a year, at least, before we know what exactly will be available on the platform, and how much it will cost.



The signing was also attended by Minister of International Trade and Industry Datuk Seri Mustapa Mohamed, who said, "We are very proud of YTL's achievement. This is yet another step towards Vision 2020, turning Malaysia into a digital hub in the region.



"With over two billion people in the Asia-Pacific region, this is a good opportunity indeed. And hopefully, this endeavour will create lots of quality job offering in professional, creative and technical services.”



Indeed, if the new system is as attractive as the players make it to be, viewers as well as the Malaysian public in general can only gain from it.

siokae0422

YMAX的电讯塔长怎样的？
浩然 发表于 19-10-2010 11:09 AM

    就和digi，maxis的没有什么分别

浩然

回复 2151# siokae0422


    那你又知道它是属于YTL的？有大大个YTL LOGO咩？

siokae0422

回复  siokae0422


    那你又知道它是属于YTL的？有大大个YTL LOGO咩？
浩然 发表于 21-10-2010 02:08 PM

    因为朋友的朋友的店屋来的
月租rm1500

浩然

难怪～哈哈

bubi

Ytl communications jointly owned by YTLP 60% and Bara Aktif 40%. Should be some sort of profit sharing in the later part. But i believe
should be 100% funded by YTLP.

Ytle
provide technical services for YTL COMM.

http://www.investalks.com/bbs/vi ... ;extra=&page=18

40%盈利需分配他人，部分盈利需分配母公司，75million和10%盈利需给ytle, YTLP 股东可能得不了最大利益。
最后结果 YTLP 充其量为其融资，创建业务工具，然后 EPS 上升少许而已。

bubi

All eyes on YTL’s WiMAX launch         PDF         Print         E-mail
Written by Insider Asia   
Wednesday, 20 October 2010 14:38
http://www.theedgemalaysia.com/i ... s-wimax-launch.html

YTL Power International is gearing up for the nationwide launch for its WiMAX broadband services — although details on its offerings and pricing structure are still very skimpy.

The company, which owns 60% of YTL Communications, holder of the wireless broadband service provider licence, has fixed Nov 18 for the launch, after several rounds of delay. If all goes to plan, the day comes more than two years after P1 — a unit under Main Market-listed Green Packet — first introduced WiMAX broadband services in the country. YTL’s ambitions, however, are far loftier.

P1 opted for a step-by-step, learn as you go along approach, gradually extending its network roll out and coverage. Its primary target market, at least for the initial phase, is the fixed broadband segment — high-speed Internet access delivered to homes wirelessly. As such, P1’s main competitor is Streamyx.

The company also offers mobile broadband services — Internet access via a USB dongle or WiMAX-embedded laptops and netbooks. However, with limited coverage areas the service is more often termed nomadic broadband rather than true mobility. P1 expects to offer the latter as it continues to widen coverage, targeted to reach 45% of the population by end-2010 and 65% by 2012.

Launching with a bang
By contrast, YTL Comms is planning a nationwide launch, with the claim of 65% population coverage — from 1,000 base stations — right at the outset, and which will increase further to 80% by early 2011. It is reported to have invested about RM1 billion of the estimated RM2.5 billion of planned capital expenditure, to date.

With that level of coverage, it will be able to offer both fixed and mobile voice and broadband services. That means its potential market would include not only the fixed home broadband segment but also heads up against the cellular players in the voice, mobile broadband and mobile Internet (Internet access via handsets) segments.

Aiming for quad play
In fact, YTL Comms aims to go much further. Earlier this month, it inked a licence and service agreement with US-based Sezmi Corporation to deploy hybrid TV — comprising traditional, live over-the-air broadcast as well as over-the-top on-demand online content — in Malaysia and the Asia Pacific.

The company plans to launch the service in the domestic market by end-2011, completing its target for quadruple-play — offering ubiquitous broadband, video and voice services. News reports suggest an investment cost of between RM1 billion to RM2 billion for the TV offering.

How will it fare in an intensely competitive environment?
It is far too soon to tell how YTL Comms will fare in the already intensely competitive environment.

The fixed voice and broadband market segments are currently dominated by Telekom Malaysia while the three biggest celcos, Maxis, Celcom and DiGi, have a stranglehold on the mobile voice, mobile broadband and mobile Internet markets.

It has deep pockets. But then so do the telcos and perhaps more importantly, they have already built a huge subscriber base. Working in YTL Comms’ favour is the fact that its WiMAX network is data-centric, designed primarily to cater to our growing demand for bandwidth, anytime, anywhere with voice added as a secondary capability. Still, it is no easy task for a new entrant to lure subscribers away from their existing service providers.

As a startup, P1 has done quite well, signing up over 200,000 subscribers since its launch in August 2008 — and targets reach 280,000 by the end of the year. However, it is off the pace that was originally expected due, in part, to teething problems and stiff competition. P1 hopes to break even at the operating level by early-2011.

The limited number of WiMAX-enabled consumer devices could also pose a challenge. The recent introduction of WiMAX-embedded laptops from major manufacturers like Acer, ASUS and Lenovo has yet to pick up momentum and there are few WiMAX-enabled handsets in the market. Certainly, their number lags far behind the relatively mature 3G ecosystem today.

Internet business raises risk profile
YTL Power’s existing power and water utility businesses carry relatively low risks with predictable earnings and cash flow. Diversifying into the Internet business raises its risk profile, adding the element of uncertainty to earnings.

Given the high upfront capital investments and rising subscriber acquisition costs, the Internet business will most certainly be in the red for some time — the average turnaround time for a telco is roughly three to four years — although the quantum of losses remains less clear at this point.

YTL Comms will have to ramp up its subscriber numbers pretty quickly in order to recoup its investments in an industry where rapidly changing technology means continuous capital spending. Case in point, Celcom, Maxis and DiGi are, collectively, planning to spend over RM3 billion this year to expand the breadth and depth of their networks. And the telcos are already plotting a migration to the next generation platform — called LTE, which will be based on the Internet protocol, much like WiMAX — even as they continue to roll out their 3G networks.

Stock fairly valued pending greater clarity on Internet business
Uncertainties could weigh on YTL Power’s share price in the foreseeable future. It would not be surprising if investors remain skeptical pending clearer evidence of success.

Earnings from its existing power and water utility businesses are expected to remain steady. We estimate net profit at roughly RM1.2 billion in FYJune11. That implies the stock is pretty much fairly valued at about 15.4 times our estimated earnings at the current price of RM2.33 — in view of its heightened risks.

Positively, YTL Power should maintain its generous dividend payout. Dividends totalled 13.1 sen per share in FY10. Assuming the same level of dividends in the current financial year, shareholders will earn a net yield of 5.6% at the prevailing share price. The stock will trade ex-entitlement for final tax-exempt dividend of 1.875 sen per share on Dec 3.

To recap, YTL Power is the first independent power producer in Malaysia — it owns and operates two power-generating plants with capacity totalling 1,212MW. In 2002, the company extended its reach beyond local shores by acquiring Wessex Water — a UK-based sewerage and water operator supplying 1.2 million customers.

Two years later, it bought a 35% stake in Jawa Power, an independent power producer with a 1,220 MW coal-fired plant in East Java, Indonesia. In its latest foray overseas, YTL Power acquired Power Seraya, a Singapore-based power generator and wholesale-retail utility company. — InsiderAsia


Note: This report is brought to you by Asia Analytica Sdn Bhd, a licensed investment adviser. Please exercise your own judgment or seek professional advice for your specific investment needs. We are not responsible for your investment decisions. Our shareholders, directors and employees may have positions in any of the stocks mentioned.


This article appeared in The Edge Financial Daily, October 20, 2010.

bubi

http://www.facebook.com/album.php?aid=248270&id=151386974236&fbid=453626824236&ref=mf#!/photo.php?fbid=453631699236&set=a.453626824236.248270.151386974236&pid=5161577&id=151386974236

bubi

http://bit.ly/baDKsl

bubi

YTL Comms to channel more action into pay-TV
http://www.btimes.com.my/Current ... /Article/index_html
By Tan Choe Choe

However, executive chairman Francis Yeoh of YTL Comms declines to elaborate on how he is going to break Astro’s grip on some hugely popular shows.

When YTL Communications Sdn Bhd announced recently its plans to launch a hybrid TV by the end of next year, many industry observers wondered how it is going to break the exclusive screening rights that satellite TV giant Astro holds with various TV content providers.

“If you think you can do a monopolistic thing and control everything, I’m sorry, that era is gone. The game is over,” said Tan Sri Dr Francis Yeoh, group managing director of YTL Corp Bhd and executive chairman of its telecommunications arm, YTL Comms.

However, Yeoh declined to elaborate on how he is going to break Astro’s grip on some hugely popular shows.

“We don’t want to let out the secret. I don’t think people want to watch second-hand programmes and reruns again and again. Malaysians are screaming for choice. My team knows what people want to see and we will have enough content to make people want to watch us,” Yeoh told Business Times.

YTL Comms last week inked a licence and service agreement with US-based Sezmi Corporation to deploy hybrid TV services in Malaysia and Asia Pacific, which will combine digital TV broadcast technology with YTL’s fourth-generation (4G) wireless broadband services that would be rolled out next month.

With hybrid TV, consumers can view live or recorded local and cable TV stations, on-demand movies and TV shows and web videos on their mobile devices, their personal computers or their TV sets at home.

Although Yeoh declined to indicate the investment figures needed to roll out the new service, it is estimated that it would be between RM1 billion and RM2 billion.

He said there are established players in the TV segment, in the broadband segment and mobile segment, but not one has managed to bring the three services together.

“People want convergence, not separate screens for separate functions. You must get a mobile to call or SMS, a PC (personal computer) to access Google Search or YouTube and TV is only good for TV shows. Getting all these are too expensive for the average man.”

His company would also look at creating local and regional content as part of its offering to users, although he also kept mum on the numbers YTL would spend on this.

Telekom Malaysia announced last year it would spend RM350 million on its IPTV contents over the next three to four years, which averaged about RM87 million over a four-year period.

Meanwhile, Astro spent more than RM800 million on contents last year, and about RM700 million in 2008.

Understandably reluctant to reveal the pricing structure for the new TV service, Yeoh said instead: “It’ll be based on the utility structure. People will not have to pay high prices for subscription or reruns, which is quite insulting to the public.”

And there will be no minimum fee.

“Pay it like your electricity, as you can afford and as much as you use — no strings attached,” he remarked.
Is YTL competing with Astro?

“We will offer pay-TV but we bring much more than that. Our end goal is to bring to Malaysia the world’s first wireless quad-play service, which will bring broadbrand, voice, TV and video-on-demand — all in one 4G mobile network,” he said.

It is intelligent TV, added Yeoh. “It’s TV that knows what you want to watch, recommends shows that you may like, and you can watch them anytime, anywhere, on whichever platform.”

While there is much excitement on the ground over his company’s 4G launch, Yeoh is also mindful of pockets of people who may be cynical after the hype over 3G.

“That was a voice-centric network, not data. How can they tell people that they can watch video on 3G? That’s a lie.

“But I’m not worried. I’m giving out to 400,000 students free usage of our 4G network for three years. These are the game-changers. Let them try it out and let them blog about it.”

On November 18, YTL will launch its 4G mobile Internet with voice, and right from day one, over 1,000 base stations will come online to cover 65 per cent of the country’s populated areas.

“A launch of this scale is necessary to deliver our promise of positive change — to make broadband relevant to all and boost broadband penetration. Our network will not be incremental … it will be monumental,” Yeoh said.

Read more: YTL Comms to channel more action into pay-TV http://www.btimes.com.my/Current ... _html#ixzz13RWWDGkq