【GPACKET 0082 交流专区】绿驰通讯

如果我是你

楼上的说着这番话的依据在哪里？ 这个股是黑马来的， 有可能带你去地狱， 也有可能把你带到天堂去， 看你自己的心理风险水平。接受不到就别参加， 免得把辛苦攒来的钱给亏掉了。

sp13501

置評售P1消息‧綠馳通訊受熱捧

大馬  2012-10-18 11:33
（吉隆坡17日訊）綠馳通訊科技（GPACKET，0082，主板科技組）盛傳可能脫售旗下Packet One網絡（P1）的61%股權，以退出寬頻服務業，惟管理層今日澄清，不願對這些投機性的說法置評。

該公司同時強調，公司的企業監管標準高，將確保所有協議或交易對外公佈。

根據報導，熟悉消息的執行人員表示，綠馳通訊科技擬賣出P1股權，吸引了多方前來競標，共有5組織向綠馳通訊科技提出競標，其中，3競標者為海外組織；2競標者是國內電訊公司。

然而，綠馳通訊科技今日發文告表示，這些報導的說法具投機性，不願對此置評。

綠馳通訊一度飆17%
綠馳通訊科技WA起2仙
無論如何，受到售股傳言激勵，綠馳通訊科技異軍突起，在投資熱捧下，一度飆升9.5仙或約17%到65仙，儘管漲幅收窄，該終場仍以起3.5仙到59仙大唱豐收。該股也是成交量第三大股項，交易量達6千183萬9千200股。

綠馳通訊科技WA（GPACKETWA，0082WA，憑單）也隨母股狂舞，起2仙到21.5仙，成交量直逼母股，達5千351萬9千300股，是全場第五大熱門股。

益資利研究相信，由於P1是4G/LTE頻譜的4家WIMAX經營者之一，其中一家本地競標者，可能是楊忠禮機構（YTL，4677，主板貿服組）旗下楊忠禮通訊，主要是楊忠禮通訊一直對併購計劃興致勃勃。

此外，基於明訊（MAXIS，6012，主板貿服組）已和立通國際（REDTONE，0032，創業板貿服組）合作，數碼網絡（DIGI，6947，主板基建計劃組）、亞通（AXIATA，6888，主板貿服組）旗下的天地通和U Mobile也可能是另一潛在的本地競標者。

截至去年杪，綠馳通訊科技的寬頻業務資產達7億7千900萬令吉，因此，若包括商譽，收購案的成本估計高。（星洲日報／財經）

GREEN PACKET BERHAD

17/10/2012 06:05:01 PM

Type	Announcement
Subject	OTHERS
Description	GREEN PACKET BERHAD (“GPB” OR THE “COMPANY”) -        CLARIFICATION ON THE NEWS ARTICLE PUBLISHED IN THE NANYANG NEWSPAPER ON WEDNESDAY, 17 OCTOBER 2012, ENTITLED “THREE PARTIES TO BID FOR GPB”. -        CLARIFICATION ON THE NEWS ARTICLE PUBLISHED IN THE EDGE FINANCIAL DAILY ON WEDNESDAY, DATED 17 OCTOBER 2012, ENTITLED “GREEN PACKET LOOKING TO SELL P1”
We refer to the following news articles published in the Nanyang Siang Pau and The Edge Financial Daily on Wednesday, 17 October 2012:- 1.The News Article published in Nanyang Siang Pau, Entitled “Three Parties to bid for GPB”; and 2.The News Article published in The Edge Financial Daily, Entitled “Green Packet looking to sell P1”. The Board of Directors wishes to inform that it is the Company’s public communication policy to refrain from commenting on press articles which are speculative in nature. The Company holds itself to the highest standards of corporate governance and will ensure that all announceable agreements or transactions will be disclosed to Bursa Malaysia Securities Berhad and the investors accordingly.

有还是没有？

sp13501

icy97 发表于 17-10-2012 09:31 AM
马电讯YES U Mobile 传3方争购绿驰通讯

财经新闻 财经  2012-10-17 07:58

如果 2.89，早就应该卖了，都不知道是真、是假 。。。

baliman

那里有跌？这几天闭市时都是升。。。升多升少而已嘛。。。

如果我是你

真希望它往南走， 我想收一点票。

63333336

如果我是你 发表于 18-10-2012 06:46 PM
真希望它往南走， 我想收一点票。

别這樣!!!

63333336

alwinsywd0520 发表于 17-10-2012 03:56 PM
我看明天应该会跌了

還好你不是烏鴉嘴~~

63333336

不排除合并整合脱售 绿驰探P1替代选择

财经新闻 财经  2012-10-19 10:13
（吉隆坡18日讯）绿驰通讯（GPacket，0082，主板科技股）澄清，正在为旗下Packet One网络私人有限公司（简称P1）探讨“策略性替代选择”。

绿驰通讯周四回应大马交易所质询时表示，将为持股61%的P1寻找策略性替代选择，不排除合并、整合或脱售股权，以扩大股东价值。

不过，集团否认已开始洽商或接受任何P1股权的竞标。

另一方面，马电讯（TM，4863，主板贸服股）今天也应本报早前报道，澄清没有任何意愿要竞标绿驰通讯股权，并指有关报道不确实。

《南洋商报》早前报道，绿驰通讯将被全面收购，除了马电讯之外，潜在竞购方还包括杨忠礼电力（YTLPowr，6742，主板基建股）旗下YES，以及成功集团的UMobile。

财经日报《The Edge》则报道绿驰通讯将脱售旗下的P1。针对这些报道，绿驰通讯昨天发表文告指出，根据该公司的政策，不会针对任何传言发表评论。

绿驰通讯今日早盘一度下滑4仙，至55仙的全日最低价位，随后就极力反弹，攀升至64仙的全日最高点。

该股闭市报61.5仙，全天上升2.5仙或4.24%，成交量高达3428万股，成为全场第7热门股。

http://www.nanyang.com.my/node/485516?tid=462

GREEN PACKET BERHAD

18/10/2012 06:45:51 PM

Type	Announcement
Subject	OTHERS
Description	GREEN PACKET BERHAD (“GPB” OR THE “COMPANY”) - CLARIFICATION ON THE NEWS ARTICLE PUBLISHED IN THE NANYANG NEWSPAPER ON WEDNESDAY, 17 OCTOBER 2012, ENTITLED “THREE PARTIES TO BID FOR GPB”. - CLARIFICATION ON THE NEWS ARTICLE PUBLISHED IN THE EDGE FINANCIAL DAILY ON WEDNESDAY, DATED 17 OCTOBER 2012, ENTITLED “GREEN PACKET LOOKING TO SELL P1”
We refer to the news article published in the Edge Financial Daily and Nanyang Siang Pau on Wednesday, 17 October 2012, in particular the following sentences: Nanyang Siang Pau “According to sources, there may be a possible general offer for all the shares of Green Packet Berhad” Green Packet Berhad wishes to inform that as at to-date, the Company has not received any general offers for all the shares of Green Packet Berhad. Edge Financial Daily “Green Packet Berhad is looking to exit the broadband service business by selling its entire 61% stake in Packet One Networks (M) Sdn. Bhd (P1)”. “The Company is said to have received bids to purchase the shareholdings in P1, said executives familiar with the matter” With regard to the first sentence, Green Packet Berhad wishes to announce it is exploring strategic alternatives for P1 including the possibility of merger, consolidation, to sell a stake and other options to maximize shareholders value. So far, no discussions have commenced nor have definitive terms been discussed or concluded. With regard to the second sentence, Green Packet Berhad wishes to announce that as at to-date, it has not received any bids from any party to purchase its shareholdings in P1. In the event that the Company enters into any agreement or transaction that is required to be announced under the Main Market Listing Requirements, the relevant announcements will be promptly made to Bursa. This announcement is dated 18 October 2012.

63333336

TM come a-calling for P1

2012/10/19
Telekom Malaysia Bhd, the country's biggest phone company, is seeking approval from the Finance Ministry to make a RM1.8 billion bid for Green Packet Bhd's wireless broadband unit, Packet One Sdn Bhd (P1).

Business Times understands that the company sought the approval yesterday.

Green Packet is the first company to launch commercial WiMAX services in Malaysia via P1.

Thus far, YTL Corp's Yes mobile and U Mobile, a company linked to Tan Sri Vincent Tan, have also been touted as possible suitors of P1.

Speculation has been rife that Green Packet is looking to dispose of P1 but the company was noncommital in a statement to the stock exchange on Wednesday.

But late yesterday, Green Packet came out with another reply.

This time, it told Bursa Malaysia that it is exploring strategic alternatives for P1, including the possibility of a merger, consolidation, sale of stake and other options to maximise shareholders' value.

"To date, we have not received any bids to purchase our shareholdings in P1," Green Packet added.

However, an influential shareholder of Green Packet told Business Times that selling P1 will be of strategic interest.

The shareholder also confirmed that the company has received several offers for P1.

Business Times understands that P1 - a converged telecommunications, broadband and 4G service provider - has invested more than RM1.2 billion to expand its network.

The investment begun in 2007 when P1 became one of four companies awarded 2.3 GHz spectrum licences by the government to deploy 4G WiMAX services nationwide.

Launched in August 2008, P1 represents the first large-scale commercial deployment of mobile WiMAX in Southeast Asia.

But as a result of the investments, Green Packet has been bleeding red ink for the past five years.

The company last registered a net profit in 2007, when it posted a RM27.16 million gain. For the six months ended June 30 2012, it suffered a net loss of RM168.22 million.

P1 has 400,000 subscribers for its fixed, wireless broadband and fibre optics services, giving it a 34 per cent broadband market share as at end of March this year.

The company is expecting to achieve 500,000 subscribers by year-end.

http://www.btimes.com.my/Current ... _html#ixzz29hmZHxca

63333336

Thestar - TM refutes speculation of bidding for Green Packet businessTM refutes speculation of bidding for Green Packet business

Friday October 19
KUALA LUMPUR: Telekom Malaysia Bhd has refuted a news report that it is making a RM1.8bil bid for Green Packet Bhd's wireless broadband unit, Packet One Sdn Bhd (P1).

In a filing to Bursa Malaysia on Friday, TM described the news report as "misleading as it is based on speculation".

It added that it had not announced any interest to bid for the stake nor seek any approval to do so.

"TM is however always in search of value creating opportunities as part of our strategy and rest assured, will make any necessary announcements to our stakeholders, where so required," it said.

http://biz.thestar.com.my/news/story.asp?file=/2012/10/19/business/20121019140525&sec=business


反駁市場揣測 馬電訊：沒購P1

財經股市19/10/2012 22:05
（吉隆坡19日訊）馬電訊（TM，4863，主要板貿易）澄清，未以18億令吉購綠馳通訊（GPACKET，0082，主要板科技）持股61% P1網絡公司（Packet One Network，簡稱P1）。

該公司今日午盤休市后，向馬證交所報備，反駁有關收購揣測，直言有關傳聞有誤導之嫌，並強調未曾宣佈參與競購P1網絡公司，或因此事向任何單位提呈收購申請。

“不過，做為公司策略一環，馬電訊一直以來都在積極尋找創造價值的機會，若有任何發展將再行報備，並通知股東。”

傳出價18億
《商業時報》昨日（18日）報導稱，馬電訊已針對出價18億令吉，收購P1網絡公司一事，尋求財政部批准。

受到上述消息衝擊，馬電訊股價開市16分鐘，一度走跌至5.97令吉，滑落8仙，直至肯納格證券研究與該公司管理層取得聯繫，證實未有收購P1網絡公司這回事，股價終在11時18分止跌回揚。

休市時，該股平盤掛在6.05令吉，半日易手632萬2000股。

聯昌證券研究報告說，馬電訊作為電訊商，競標WiMAX寬頻P1網絡公司，有助更完善其服務網，同時也可推動P1網絡公司迅速發展。

“只是，就算納入收購后考量，報導所述的18億令吉收購價仍嫌過高，馬電訊在融資方面雖不是問題，但P1網絡公司目前的虧損情況，或累及2013財年盈利走低，同時也衝擊馬電訊股息，減少8%至9%。”

閉市時，馬電訊平盤收在6.05令吉，成交量1794萬0400股。

http://www.chinapress.com.my/node/363203

如果我是你

嘿嘿嘿， 相对于几个月前Gpacket 最近得到了很多的关注。很多人说它是一家烂公司，快要倒闭的烂公司，十几个季度都在亏损。 我真没有明白他们怎样读财报的。 看见红色就是亏损？哈哈哈， 完全不懂生意的人还真不少。

baliman

如果我是你 发表于 21-10-2012 10:56 AM
嘿嘿嘿， 相对于几个月前Gpacket 最近得到了很多的关注。很多人说它是一家烂公司，快要倒闭的烂公司，十几个 ...

我对GPacket很有兴趣，你对这家公司有什么看法呢？分享一下吧。。。让我这种新手学习学习。。谢谢。

坏孩子1989

坏孩子其实觉得p1很有前途

alwinsywd0520

高峰过了？

跌势开始来了？

APULA

alwinsywd0520 发表于 29-10-2012 07:23 PM
高峰过了？

跌势开始来了？

明讯不购P1股权

財经 2012年10月29日
（吉隆坡29日讯）明讯（MAXIS，6012，主板贸服股）无意向绿驶通讯科技（GPACKET，0082，主板科技股）收购其无线宽频公司--Packet One有限公司（P1）的股权。

明讯联合首席营运员马克迪奥瓜迪今日证实，该集团不打算收购P1的股权。他更直言，「我对绿驶通讯科技欲退出宽频业务的消息毫不知情。」

马克迪奥瓜迪是在为明讯主持新改良版宽频配套的推介礼后，被媒体追问时如此回应。

市场在两周前开始传出绿驶通讯科技可能脱售P1股权，而潜在竞购者包括马电讯（TM，4863，主板贸服股）丶Yes Mobile以及U Mobile。

无论如何，马电讯已否认上述传闻。绿驶通讯科技也已回应澄清，至今不曾收到任何出价献议。

针对宽频市场是否需要整合，马克迪奥瓜迪表示，该领域拥有多个服务提供业者固然是好事，但业者们却应该更密切合作及分享基建成本。「明讯在分享基建设施方面是领导者，我们已与马电讯和U Mobile合作，这是宽频领域要前进的趋势。」

另一方面，马克迪奥瓜迪也对明讯的网络服务表现感到满意。因此，他相信明讯不会因表现欠佳而被多媒体委员会（MCMC）罚款及对付。「明讯的投资额比国内任何一家电讯业者更庞大，我们当然相信自己的表现更好。」

在新改良版宽频配套的带动下，马克迪奥瓜迪估计，明讯的网络订户有望从70万人，在12个月内增加至100万人，其今年末季的网络销量也将跑赢同行。

http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=29289:p1&Itemid=198

icy97

U Mobile 无意竞购P1

财经新闻 财经  2012-11-03 12:26
（吉隆坡2日讯）U Mobile私人有限公司总执行长贾法萨尼表示，无意竞购绿驰通讯（GPacket，0082，主板科技股）旗下Packet One网络私人有限公司（简称P1）。

贾法萨尼昨天与明讯（Maxis，6012，主板贸服股）联合总执行长麦克迪欧贾迪，出席一项3G无线接入网络（RAN）共享推介礼后，发表上述谈话贾法萨尼说：“我们不认为有需要收购P1。之前传闻我们有意竞购，事实上我不认为P1会为我们增值，一来因为P1是我们的竞争对手，二来是我们做得比它好。”

他也强调，对U Mobile现有的网络感到满意。

麦克迪欧贾迪也在同一场合上表示：“我们对P1的业务不了解，所以不会参与竞购。”

另一方面，贾法萨尼说，与明讯共享3G无线接入网络（RAN）计划，可协助U Mobile扩大覆盖网络至霹雳、吉打、吉兰丹、彭亨、登嘉楼和马六甲。

U Mobile主席丹斯里陈志远表示：“网络共享概念已在欧洲执行数年，本地却刚起步。通过这项计划，估计可在未来10年内，省下20亿令吉的成本支出。”[Nanyang]

icy97

GREEN PACKET BERHAD

Type	Announcement
Subject	OTHERS
Description	GREEN PACKET BERHAD (“GPB” OR THE “COMPANY”) - PROPOSED ISSUANCE OF RM50.0 MILLION NOMINAL VALUE FOUR (4)-YEAR 4.5% GUARANTEED REDEEMABLE CONVERTIBLE EXCHANGE BONDS TO INTEL CAPITAL CORPORATION (“PROPOSED GCEB ISSUE”)
(The terms used herein, unless the context otherwise stated, bear the same meaning as those defined in the earlier announcements in relation to the Proposed GCEB Issue). Reference is made to the announcements dated 19 May 2008, 4 August 2008, 18 August 2008, 22 September 2008, 29 September 2008, 21 October 2008, 24 October 2008, 14 November 2008 and 27 November 2008, in relation to the Company’s issuance of RM50.0 million Nominal Value Four (4)-Year 4.5% Guaranteed Redeemable Convertible Exchangeable Bonds (“GCEB”) to Intel Capital Corporation (“Intel”). The Board of Directors of GPB wishes to inform that: 1)             The Company had on 26 November 2012, received an Exchange Notice from Intel to exchange the GCEB into 200,000 units of fully paid Class B Irredeemable Convertible Preference Shares (“Class B ICPS”) of RM0.10 each in the share capital of Packet One Networks (Malaysia) Sdn Bhd (“P1”) at an exchange price of RM250 per Class B ICPS in accordance with the terms and conditions of the GCEB agreements. The new Class B ICPS rank pari passu in all respects with the then existing P1 Class A ICPS-i and Class C ICPS-i. 2)             The fully exchanged of GCEB into new P1 Class B ICPS does not have any impact on the issued and paid-up share capital of the Company. 3)             Arising from the full exchange of the GCEB and assuming each of the preferred shares are fully converted in P1 shares, the effect on GPB’s shareholding in P1 is illustrated in the attachment. The 200,000 Class B ICPS was allotted and issued to Intel on 26 November 2012. 4)             Interest of directors, major shareholders and/or persons connected with them. None of the directors and/or major shareholders of the Company and/or person connected with them have any direct or indirect interest in the exchange of GCEB.

Attachments Attachment.pdf

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	159,829	134,414	426,282	383,930
2	Profit/(loss) before tax	-28,108	-44,017	-90,087	-118,122
3	Profit/(loss) for the period	-28,313	-44,321	-90,702	-119,283
4	Profit/(loss) attributable to ordinary equity holders of the parent	-17,516	-24,324	-50,133	-58,570
5	Basic earnings/(loss) per share (Subunit)	-2.50	-3.70	-7.50	-8.90
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	0.1500		0.2600

綠馳通訊營業額上揚16%

財經28/11/2012 22:30
（吉隆坡28日訊）綠馳通訊（GPACKET，0082，主要板科技）截至9月30日財年第三季，業績表現改善，營業額上揚16%至1億5980萬令吉。

期間，該公司折舊與攤銷前盈利（EBITDA）也按季大增1.14倍至920萬令吉。

綠馳通訊總執行長潘振祥說：“我們一直強調公司可在今年重返正軌，至今我們已做到了，並且相信這個良好的趨勢將持續，及嚴格執行成本掌控。”

綠馳通訊旗下的P1網絡，貢獻集團8200萬令吉營業額，及840萬令吉折舊與攤銷前盈利。

截至今年9月，P1網絡用戶達50萬5000人，比原訂今年全年用戶目標50萬人，還超出5000人。[ChinaPress]

icy97

GREEN PACKET BERHAD

Type	Announcement
Subject	OTHERS
Description	GREEN PACKET BERHAD - 2.6 GHz Spectrum Allocated to P1
Reference is made to the Company’s announcement dated 30 September 2010 on the abovementioned caption. The Board of Directors of Green Packet Berhad (“GPB or the Company”) wishes to announce that its subsidiary, Packet One Networks (Malaysia) Sdn Bhd (“P1”) has been allocated the access to 2.6 GHz spectrum band (“allocated block or Spectrum”) by the Malaysian Communications and Multimedia Commission on 5 December 2012. The said allocation shall be from 1 January 2013 until 31 December 2017. P1 has the exclusivity of use or a right of continued tenure in the allocated block. The Spectrum does not have any effect on the issued and paid-up capital of the Company but it is expected to contributed positively to the future earnings and net assets of GPB and Group. None of the directors and/or major shareholders and/or person connected with any of them has any interest, direct or indirect, in the Spectrum.

rizer

2.6 Ghz 比 2.3Ghz 还难搞
再来他们的LTE license 是TDD 的，应该很少行动电话支援（除非中国，印度和日本的电讯大规模roll-out TD-LTE）

Green Packet 还能往P1注入多少钱是个问题

P1 未来的定位又是个问题