QUOTE(cherroy @ Nov 18 2010, 11:22 AM)
haha... i'm the bird watcher... --
ohh really appreciate all the infos provided~~
This post has been edited by mopster: Nov 18 2010, 11:29 AM
STOCK MARKET DISCUSSION V66, PET.CHE In & BJTOTO Out, CI will leap ??
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Nov 18 2010, 11:25 AM
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7,960 posts Joined: Dec 2007 From: Kuala Lumpur |
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Nov 18 2010, 11:26 AM
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3,807 posts Joined: Jan 2006 |
QUOTE(mopster @ Nov 18 2010, 12:01 PM) hihi, i've a few questions regarding ytl.. hope lyn can help .. tyvm 1)is Yes 4g = Wimax ? 2)who is the owner of 4G and/or Wimax ? Ytle/YtlC/YtlP ? 3)afaik, YtlP finance the project, right ? Extiva Communications Sdn Bhd Infoscreen Networks Plc Y-Max Networks Sdn Bhd Airzëd Services Sdn Bhd Y-Max Networks Sdn Bhd has a Worldwide Interoperability for Microwave Access (WiMAX) 2.3GHz wireless broadband access spectrum license for Peninsular Malaysia, issued by the Malaysian Communications and Multimedia Commission (MCMC). Y-Max Network's ownership of 2.3GHz WiMAX spectrum, ensures that it will be at the forefront of the Malaysian Government's drive to increase broadband penetration, boost the knowledge economy and narrow the digital divide in Malaysia. This spectrum has already been utilised in a limited deployment of a WIMAX enterprise connectivity service to selected businesses in the Bukit Bintang area of Kuala Lumpur, an introductory service focused on providing high-speed enterprise data and wireless broadband access to a selected number of corporate clients. The 2.3GHz WiMAX spectrum will facilitate WiMAX mobility services to be rolled out in Malaysia, enabling end-users to enjoy a significantly enhanced roaming experience, making WiMAX a major platform for next generation converged communication services, capable of delivering fast, wide-coverage, and ubiquitous and always-connected voice, data and video services. The Group shares its WiMAX spectrum with YTL Communications Sdn Bhd, which is a builder and owner of 4G WiMAX infrastructure in Peninsular Malaysia. |
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Nov 18 2010, 11:27 AM
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5,363 posts Joined: Apr 2005 From: กรุงเทพมหานคร BKK |
QUOTE(jasontoh @ Nov 18 2010, 11:22 AM) Are we sure we are getting the facts right? If I'm not wrong, YTLe is just like a service company that service YTL Comm Wimax roll out. The reason why YTLe looks more of a safer bet is because whether Wimax successfully roll out or not YTL Comm still have to pay them right? So....losing money or not, they still get paid, while YTL Comm only profit if the Wimax plan is successful. The same goes to YTLP who owns YTL Comm. At least this is what my friend working in YTL told me. ya that's roughly how the merry-go-round worksYTLP got the most at risk because of the high capex YTLComms needs and if they go down the route that P1 took then YTLP's shares would be hit as well. YTLE untung liao but the true value probably not even worth past 1.40 so its riding on a bit of hot air. |
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Nov 18 2010, 11:28 AM
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8,446 posts Joined: Nov 2005 |
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Nov 18 2010, 11:29 AM
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5,587 posts Joined: May 2007 From: KL |
QUOTE(monkeyking @ Nov 18 2010, 11:26 AM) Extiva Communications Sdn Bhd Infoscreen Networks Plc Y-Max Networks Sdn Bhd Airzëd Services Sdn Bhd Y-Max Networks Sdn Bhd has a Worldwide Interoperability for Microwave Access (WiMAX) 2.3GHz wireless broadband access spectrum license for Peninsular Malaysia, issued by the Malaysian Communications and Multimedia Commission (MCMC). Y-Max Network's ownership of 2.3GHz WiMAX spectrum, ensures that it will be at the forefront of the Malaysian Government's drive to increase broadband penetration, boost the knowledge economy and narrow the digital divide in Malaysia. This spectrum has already been utilised in a limited deployment of a WIMAX enterprise connectivity service to selected businesses in the Bukit Bintang area of Kuala Lumpur, an introductory service focused on providing high-speed enterprise data and wireless broadband access to a selected number of corporate clients. The 2.3GHz WiMAX spectrum will facilitate WiMAX mobility services to be rolled out in Malaysia, enabling end-users to enjoy a significantly enhanced roaming experience, making WiMAX a major platform for next generation converged communication services, capable of delivering fast, wide-coverage, and ubiquitous and always-connected voice, data and video services. The Group shares its WiMAX spectrum with YTL Communications Sdn Bhd, which is a builder and owner of 4G WiMAX infrastructure in Peninsular Malaysia. |
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Nov 18 2010, 11:30 AM
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Senior Member
7,960 posts Joined: Dec 2007 From: Kuala Lumpur |
QUOTE(jasontoh @ Nov 18 2010, 11:28 AM) I thought all the while YTLComm is the one holding the spectrum? Last time YTL Comm under YTLe, if I can remember correctly QUOTE YTLE's most prized asset is its 2.3GHz Worldwide Interoperability for Microwave Access (WiMAX) spectrum in Peninsular Malaysia, which is owned through Y-MAX Networks Sdn Bhd. http://www.ytlesolutions.com/about_us.asp quoted from ytle website.. This post has been edited by mopster: Nov 18 2010, 11:30 AM |
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Nov 18 2010, 11:31 AM
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3,807 posts Joined: Jan 2006 |
QUOTE(teehk_tee @ Nov 18 2010, 12:27 PM) ya that's roughly how the merry-go-round works YTLP got the most at risk because of the high capex YTLComms needs and if they go down the route that P1 took then YTLP's shares would be hit as well. YTLE untung liao but the true value probably not even worth past 1.40 so its riding on a bit of hot air. |
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Nov 18 2010, 11:35 AM
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Senior Member
5,363 posts Joined: Apr 2005 From: กรุงเทพมหานคร BKK |
QUOTE(jasontoh @ Nov 18 2010, 11:28 AM) I thought all the while YTLComm is the one holding the spectrum? Last time YTL Comm under YTLe, if I can remember correctly i think last year YTLP bought over YTLE's 60% share of privately-owned YTLComms.QUOTE(monkeyking @ Nov 18 2010, 11:31 AM) i ride the wave 2 times liao.. just find it hard to justify any movement above that level.again just my view. i'm happy to ride the wave again as long as the momentum is still there. |
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Nov 18 2010, 11:35 AM
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932 posts Joined: Jan 2005 |
FCPO dropping almost vertically... lowest -151 from reference RM3265.... recovering at -115 @ RM3150
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Nov 18 2010, 11:36 AM
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1,616 posts Joined: Aug 2010 |
The YTLE WIMAX a bit too much hype liao.
You guys not scared that competition in this space is so fierce? |
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Nov 18 2010, 11:40 AM
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3,037 posts Joined: Jun 2007 |
QUOTE(Currylaksa @ Nov 18 2010, 11:36 AM) The YTLE WIMAX a bit too much hype liao. Haha YTLE PER already 260x, its all about the speculation momentum. Competition fierce or not doesn't really matter anymore for now. At least until the bubble burst. You guys not scared that competition in this space is so fierce? |
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Nov 18 2010, 11:42 AM
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Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(Currylaksa @ Nov 18 2010, 11:36 AM) The YTLE WIMAX a bit too much hype liao. Broadband business is not as lucrative as most people think of, mainly due to high capex issue.You guys not scared that competition in this space is so fierce? But "yes" does sign up infrastructure lease with TM, so could save up a lot on this issue. Look at P1, despite say have >200k subscribers, it is still reporting losses after losses for consecutive Q for sometimes already. Malaysia market is not that huge though. |
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Nov 18 2010, 11:42 AM
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Staff
25,802 posts Joined: Jan 2003 From: Penang |
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Nov 18 2010, 11:43 AM
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur |
Attached File(s)
tasco_18_11_10.pdf ( 75.97k )
Number of downloads: 15
maybank_18nov10.pdf ( 90.31k )
Number of downloads: 23
Airasia_18_Nov_2010.pdf ( 263.85k )
Number of downloads: 18 |
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Nov 18 2010, 11:44 AM
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Senior Member
1,276 posts Joined: Mar 2005 From: PJ |
why no one talking about IJM?
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Nov 18 2010, 11:48 AM
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5,363 posts Joined: Apr 2005 From: กรุงเทพมหานคร BKK |
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Nov 18 2010, 11:49 AM
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur |
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Nov 18 2010, 11:56 AM
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Senior Member
2,118 posts Joined: Jan 2003 From: Malaysia |
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Nov 18 2010, 11:56 AM
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Senior Member
7,960 posts Joined: Dec 2007 From: Kuala Lumpur |
SSEC and HSI jump on news that China Banks are not halting property loans...
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Nov 18 2010, 11:56 AM
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur |
QUOTE(cypher @ Nov 18 2010, 11:56 AM) This AIRASIA report make me hold my AA...but end up..i didnt sell when i can earn more..end up now sold which earn less...but somehow..good to earn also... all profit is good profit. Added on November 18, 2010, 11:58 am QUOTE(mopster @ Nov 18 2010, 11:56 AM) SSEC and HSI jump on news that China Banks are not halting property loans... yeah...bubble legend continues... This post has been edited by yok70: Nov 18 2010, 11:58 AM |
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