【YTLPOWR 6742 交流专区2】楊忠礼能源

tn728202

我是亲至拿着YES HUDDLE，WIFI HANDPHONE和NOTEBOOK到那边去试的，在HOLIDAY PLAZA都DETECT到线。
浩然 发表于 20-11-2010 12:17 AM

哇， test use 幾久？
Free for Life ?

浩然

没有，我是YTL STAFF，有的TEST USE先。刚好去JB公干，所以试试咯。

独孤球拍

DATA Plan 虽然是贵了些。。(比Mxxxx 贵多33%， 3Gb RM68， YES 要RM90）

肥水不流别人田！！

tk123

DATA Plan 虽然是贵了些。。(比Mxxxx 贵多33%， 3Gb RM68， YES 要RM90）

肥水不流别人田！！
独孤球拍 发表于 20-11-2010 09:34 AM

如果speed快的话，那就一分钱一分货。

独孤球拍

很期待12月推出的电话，每分钟9仙。
别的电话公司可以收档了。

Wynnes

只能说YTL瞄准的不是普罗大众，而是时常出国或注重品质的中上阶级

浩然

YTL向来都是做中上阶级的生意的咯。

ING9636

回复 2287# 浩然


    幸会幸会。我也算半个职员，因为有消息哦

ING9636

回复 2277# 浩然


    那里有个大布条广告。

bubi

The more you use Yes for data the more rebates you will earn and what’s more, the rebates never expire so you can choose to use your rebates the following month, or you can accumulate rebates and use them at one go. Here’s a table that will give you a better idea on just how much in rebates you can earn each month.

bubi

YES 4G 宽频价钱表

以上的列表可以很明显的知道 U Mobile  的2GB 以及5GB的配套比YES更便宜，价钱比例也蛮大的, 然后Maxis 的6GB的宽频配套比Yes来得便宜,其余的都是YES 宽频更胜一筹。

http://blog-2u.blogspot.com/

bubi

电讯业不受4G手机冲击 语音服务料掀削价战
2010/11/22 6:16:55 PM
●南洋商报


“YES”服务融合数据和语音服务，并提供最廉宜的收费架构。

（吉隆坡22日讯）分析员表示，尽管杨忠礼通讯推出的“YES”服务，具有最廉宜的收费架构，但鉴于目前市场4G手机选择极少，预料短期内不会对现有的电讯业者带来太大的威胁，惟这将导致语音服务领域掀起削价战。

侨丰投资研究分析员在一份报告指出，“YES”服务的推出，相信在短期不会对现有通讯业者的营收和市占率出现大幅度变动。

然而，杨忠礼通讯的出现，并且在提供更为吸引的收费架构下，将促使通讯领域的竞争更加激烈。

廉宜收费架构

“YES”服务融合数据和语音服务，并提供最廉宜的收费架构，数据收费（每3MB）、每分钟通话和每个短讯（SMS）只需9仙。

根据计算，YES服务收费，比现有业者的预付服务，用户可节省介于9%至61%（根据每月数据使用量为500MB、300分钟语音服务和300则短讯）。

值得关注的是，“YES”语音服务每分钟收费为9仙，甚至比Tune Talk（每分钟16仙）和U Mobile（每分钟18仙）来得更低。

4G手机款有限

至于相比现有的后付服务方面，“YES”用户可节省介于16%至31%，主要是因更低的数据收费（每MB收费率为3仙）。

因此，分析员表示，“YES”的出现将对现有业者带来威胁，特别是在语音服务上，并可能出现削价战。

为此，分析员维持通讯领域的“中和”评级，而首选股则是亚通（Axiata，6888，主板贸服股）。

另一方面，益资利投资研究分析员也在一份报告指出，虽然“YES”在短期难以吸引大量的用户签用其服务，主要是因目前在市面上的4G手机款项有限，但可能促使其他业者在语音服务上掀起削价战。

目前，市场上就只有杨忠礼通讯和三星推介全球首个4G手机——“Buzz”，并且预计将在12月才正式出售。

该分析员说：“在市场缺乏4G手机情况下，预料初期签用‘YES’服务的用户将受到限制。”

分析员补充道，尽管杨忠礼通讯与三星携手合作制造新4G智能手机，但一般上需要两至三年的时间才能完成。

因此，在短期方面，杨忠礼通讯可能仅属于纯数据业者，并且在用户需要每月维持至少30令吉的支出，才能维持“YES”户口活跃，用户很大可能在加额后用在数据服务，而非语音或短讯。

若网速高3G服务5倍 其他通讯业者存隐忧

益资利投资研究分析员表示，如果“YES”能够一贯地为消费者提供网速高于3G服务5倍，长期来说，对其他业者是一项隐忧。

该分析员补充道，在短期而言，现有通讯业者可能将下调他们的语音收费；而长期而言，整体通讯领域则可能出现价格战。

他说：“如果‘YES’网络服务能够持续提供稳定且是3G服务5倍的网速，其市长率可能提高，因此促使其他业者也在宽频服务上出现削价战。”

新业务前景不明朗

益资利投资研究虽对于杨忠礼电力刚推出的YES第四代（4G）流动宽频服务配套保持正面看法，但却认为有关新业务的盈利前景有欠明朗。

YES第四代流动宽频服务所覆盖的范围包括马来西亚半岛的65%人口。

杨忠礼电力现有的网络基站共有1500座，分析员相信该公司所拨出多达25亿令吉的资本开支，用以兴建多1000座网络基站。

没纳入盈利预测

分析员指出，假设兴建1座网络基站的花费为12万令吉，杨忠礼电力得花费约1亿2000万令吉来兴建1000座网络基站。

“由于YES第四代流动宽频服务的盈利前景不甚明朗，所以我们没有将此配套纳入杨忠礼电力的盈利预测里。”

杨忠礼电力的股价高于该股2.60令吉的目标价格，分析员因此调整该公司的投资评级，由“买入”下调至“守住”的评级。

“一旦YES第四代流动宽频服务区愈趋明朗，我们将会调整杨忠礼电力的投资评级。”

估值料推高 评级上调

杨忠礼电力（YTLpower，6742，主板基建股）在涉足4G WiMax业务后，可进一步推高该公司的估值，分析员更将该股的评级从“守住”提升至“买入”。

大马证券分析员凭着对该公司4G业务的看好，给予该公司4G业务YES 3倍的账面价格，比明讯（Maxis，6012，主板贸服股）的4.8倍和数码网络（Digi，6947，主板基建股）的14倍。

YES的业务占了杨忠礼电力23%的重估后净资产值。

分析员将杨忠礼电力的调整总价值（SOP）增加38%，达2.97令吉，这也意味着该公司的目标价格从2.15令吉，增至2.97令吉。

分析员经过与YES的技术支援商-三星（Samsung）和思科（Cisco）交流后，情况显示这家新的电讯公司，很有可能会改变现有的电讯业版图。

分析员认为，该公司可在无线宽频市场占一席之地，主要是因为YES的付费架构，与现有其他的电讯公司不一样、“用多少付多少”的概念、余额没有设限期、更快的速度、并将流动通话、互联网和宽频服务合为一的配套等。

此外，杨忠礼电力也声称，YES的覆盖范围涵盖了大马半岛的65%地区；相比之下，P1目前的覆盖率只有37%。

料吸引轻量数据用户

侨丰投资研究分析员表示，鉴于“YES”服务属于用多少付多少收费机制，因此，数据服务只能吸引轻量数据使用者，或者每个月用量介于1.5GB至2GB的用户。

至于现有的通讯业者，在数据收费方面设下上限，一旦用户使用量的收费达致最高顶限，则无进一步收费。

“在此情况下，我们相信‘YES’数据服务对宽频服务业者冲击极微，只能够吸引每月使用量低于1.5GB的客户。”

由此可见，分析员认为，现有的宽频用户不太可能流失，尤其是大量下载数据的固定宽频用户。

因此，该分析员维持该领域的“中和”评级，而首选股是亚通，主要是该公司的业务遍布亚洲，从而能缓和本地价格竞争的压力。

不正不正

根据YES 的资料，YES 4G不代表一定要用4G电话。

只要手提电话有WIFI功能，就可以了。

独孤球拍

市占率还没变动，股价就大变动了。。 今天回跌到RM2.50。
还没站稳在RM2.60。

Yewlili

市占率还没变动，股价就大变动了。。 今天回跌到RM2.50。
还没站稳在RM2.60。
独孤球拍 发表于 22-11-2010 07:21 PM

   别怕，要报业绩了肯定又有股息了。电讯业需要时间来看到回报的。只要samsung再推出较美的手机肯定会有大批人马签购的加上每分钟9sen超便宜。目前的机种真的"没去"。
我会支持先试用 rm99 USB 4G dongle.

独孤球拍

别怕，要报业绩了肯定又有股息了。电讯业需要时间来看到回报的。只要samsung再推出较美的手机 ...
Yewlili 发表于 22-11-2010 07:37 PM

这电话好像要RM2000++。。
可以拨打其它手机电话的吗？  没有sim卡感觉上好像回到以前010的时代。。如果你有经过那个时代的话。

powerdvd

我会支持YES PHONE, 如果。。。。
如果rm1200送电话和credit rm1200

就看股价会不会冲到那个RM2.71高点咯。如果在RM2.71卖掉一半股就有rm1200了。嘿嘿。。。

如果YES PHONE 的PACKAGE更高，股价需要更高才能COVER到咯。。。。

不正不正

YTLP是我用来养老的股票，只买，不卖。

基建是看长远的。

除了YES4G，其他水电生意都做得很不错。

bubi

YES website falls victim to hackers
http://www.btimes.com.my/Current ... cles/jryes/Article/

YES, the latest player in the local 4G mobile Internet service, got off to a bit of a rocky start after its grand launch last week following a malicious attack by hackers on its portal.


YTL Communications chief executive Wing Lee said despite the attack, its wireless Internet and voice service were not affected.

"Only our website was down and there was no issue with the WiMAX service," Wing Lee told Business Times in an interview.

The YES website was down for hours after the mobile Internet service's launch on Friday, leaving many of its consumers fuming and venting out their frustrations on social networking websites such as Twitter and Facebook.

"After the launch on Friday, we had experienced an attack on our website and it generated as many 300,000 hits per second... as you know for a single website, this is a very significant hit and we did what was important. We shut down and stopped traffic to the website until we fixed the problem," Wing Lee said.

He added that the company was now preparing to send brief letters to all its customers to explain the matter properly.

The website was reactivated bit by bit on Saturday after engaging white hat hackers to solve the problem, he noted. A white hat hacker is an ethical hacker who focuses on securing and protecting IT systems.

The website was back to normal late on Sunday but still experiences slow downloading as there was a lot of traffic on the site, Wing Lee claimed. He also refuted claims that there was no hotline for consumers to call in.

He said the numbers had been up on the website since last Friday but since the portal was down, consumers had no way of accessing those telephone numbers.

Read more: YES website falls victim to hackers http://www.btimes.com.my/Current ... icle/#ixzz164MEB0Sc

bubi

Consumers to benefit from greater competition in 4G space

Written by Daniel Khoo   
Monday, 22 November 2010 14:34
http://www.theedgemalaysia.com/h ... on-in-4g-space.html

KUALA LUMPUR: Competition among wireless Internet service providers in Malaysia is set to intensify, especially with the entry of YTL Communications Sdn Bhd and its offering of YES 4G Internet services, but consumers will benefit from greater product offerings and lower prices.

YTL Communications, a subsidiary of YTL Power International Bhd, launched its YES 4G mobile Internet service with voice last Friday.

The 4G technology, which is three to four times the speed of 3G, will further spur innovation in the internet space especially among wireless Internet service providers according to Edzard Overbeek, the Asia Pacific and Japan president of Cisco Systems Inc, the technology provider to YTL’s YES.

“For already established content and Internet service providers (like Astro and TM), competition will definitely intensify in this space and there will be some pressure for those companies. But these are very solid organisations as well and the way they will respond is that they will find new services,” Overbeek tells The Edge Financial Daily.

“They will find new ways to attract new customers and they will find new ways to outcompete some of the entrants that are entering the game. But in the bigger picture, this will bring the industry to a higher level because as competition intensifies, people will get more creative,” he added.

Anne Abraham, Cisco System Sdn Bhd Malaysia managing director, said, the entry of new players would see healthy competition and extend the reach of extra content and Internet offerings across the nation. This would have taken a longer time if the country only depended on one operator.

Overbeek said that with 4G, consumers would be able to access rich media like high-definition (HD) content without wired Internet connections, where rising demand is seen today.

The predecessor to 4G technology, 3G is also able to provide video feeds but not in HD quality because of the latter’s smaller bandwidth. 4G technology via WiMAX is able to provide theoretical bandwidth speeds of up to 100Mbps.

“Applications are moving from traditional static ones to full HD feeds. And that is what’s happening where the Generation Y in Malaysia say they are very comfortable using video.

“If that population gets into both business and now into this new 4G environment, I would say you would want to provide solutions for this new upcoming Generation Y.

Sometimes companies only focus on what happens today, but you need to be prepared for what eventually comes tomorrow,” Overbeek said.

“If they are in their minds attached to all these social media, they are very used to video and all that then you better step up to that because the attractiveness of you as a company will start to decrease if you don’t have those features,” he added.

Overbeek said that despite the increasing mobility of data consumers today, wired and wireless connectivity to the Internet would continue to coexist.

“We don’t think that mobile will be the sole access technology, but fibre will also be an access technology as well. Until today, when governments build cities they are still putting fibre beneath the ground.

“Fibre has an ‘unlimited’ bandwidth and it depends how much light you put in it. Both of them are absolutely vital in this industry,” he explained.

Currently, the only other company offering mobile Internet connectivity with 4G WiMAX is Bursa Malaysia-listed Green Packet Bhd, which started out as a small outfit and subsequently grew.

Green Packet, which is still loss-making, said it expects to be profitable by 1QFY2011 ending Dec 31.

The company last week announced that its net loss shrank by more than half to RM13.7 million against RM31.8 million in the previous corresponding period. Revenues improved to RM100.9 million from RM63 million in 3QFY2009. Basic loss per share was at 2.1 sen from a loss of eight sen per share.

The company which had said that it “welcomes” competition from newcomer YTL Power into the industry, stressed that it offers a differentiated product offering from YTL. This would still enable it to compete healthily in the expanded industry, it added.

Green Packet has also focused its product expansion overseas in emerging markets to counter rising competition at home.

However, technology analysts said they do not discount steep competition in future, which will eventually lead to a decline in profitability for WiMAX.

Analysts said that the entry of “heavyweight” YTL would heat up the competition which would be good for consumers. They will eventually benefit in terms of lower prices and enhanced product offerings.