【TM 4863 交流专区】马电讯

icy97

TELEKOM MALAYSIA BERHAD

EX-date	22/05/2014
Entitlement date	26/05/2014
Entitlement time	05:00:00 PM
Entitlement subject	Final Dividend
Entitlement description	Final single tier dividend of 16.3 sen per share for the financial year ended 31 December 2013.
Period of interest payment	to
Financial Year End	31/12/2013
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 2264 3883 Fax no.: +603 2282 1886
Payment date	23/06/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	26/05/2014
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
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	0.163

Remarks :

We refer to the announcements dated 27 March 2014, 8 April 2014, 28 April 2014 and 7 May 2014 in relation to the dividend reinvestment scheme (“DRS”) (collectively “Announcements”). Unless otherwise stated, the definitions used shall have the same meanings as set out in the Announcements. On 27 February 2014, the Board of Directors (“Board”) declared a final single-tier dividend of RM0.163 per TM Share in respect of the financial year ended 31 December 2013 (“Final Dividend”). On 8 May 2014, the shareholders of TM had approved the Final Dividend, the implementation of the DRS and the application of the DRS to the Final Dividend. The Board had also determined that the DRS applies to the entire Final Dividend. On behalf of TM, CIMB Investment Bank Berhad wishes to announce that the issue price of the new TM Shares to be issued pursuant to the DRS for the Final Dividend has been fixed today (“Price Fixing Date”) at RM5.38 per share (“Issue Price”). The Issue Price represents a discount of RM0.59 or approximately 9.9% to the theoretical ex-dividend volume weighted average market price (“VWAMP”) of approximately RM5.97, which was arrived at after taking into consideration the 5-day VWAMP up to and including 8 May 2014, being the last trading day prior to the Price Fixing Date of approximately RM6.13 per TM Share and the dividend per share of 16.3 sen per TM Share. On behalf of the Board, CIMB also wishes to announce that the book closure date for the Final Dividend and DRS has been fixed for 26 May 2014. Barring any unforeseen circumstances, the new TM Shares arising from the DRS will be listed on the Main Market of Bursa Malaysia Securities Berhad on 24 June 2014. This announcement is dated 9 May 2014.

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	DIVIDEND REINVESTMENT SCHEME (“DRS”)
We refer to the announcements dated 27 March 2014, 8 April 2014, 28 April 2014 and 7 May 2014 in relation to the DRS (collectively “Announcements”). Unless otherwise stated, the definitions used shall have the same meanings as set out in the Announcements. On 27 February 2014, the Board of Directors (“Board”) declared a final single-tier dividend of RM0.163 per TM Share in respect of the financial year ended 31 December 2013 (“Final Dividend”). On 8 May 2014, the shareholders of TM had approved the Final Dividend, the implementation of the DRS and the application of the DRS to the Final Dividend. The Board had also determined that the DRS applies to the entire Final Dividend. On behalf of TM, CIMB Investment Bank Berhad wishes to announce that the issue price of the new TM Shares to be issued pursuant to the DRS for the Final Dividend has been fixed today (“Price Fixing Date”) at RM5.38 per share (“Issue Price”).   The Issue Price represents a discount of RM0.59 or approximately 9.9% to the theoretical ex-dividend volume weighted average market price (“VWAMP”) of approximately RM5.97, which was arrived at after taking into consideration the 5-day VWAMP up to and including 8 May 2014, being the last trading day prior to the Price Fixing Date of approximately RM6.13 per TM Share and the dividend per share of 16.3 sen per TM Share. This announcement is dated 9 May 2014.

bboycs

agm分享

http://investbear.blogspot.com/2014/05/telekom-malaysia-agm.html

神之神

小弟想请问，以下这段中的 "DRS" fix @ RM5.38 per share 是什么意思呢？

On behalf of TM, CIMB Investment Bank Berhad wishes to announce that the issue price of the new TM Shares to be issued pursuant to the DRS for the Final Dividend has been fixed today (“Price Fixing Date”) at RM5.38 per share (“Issue Price”).

多谢，感激不尽！

神之神

哦，原来如此。谢谢你的解释。意思说，如果再投资就以每股5.38没得拿股息哦。但是我Maybank的nominee应该没份的。呵呵。

神之神

请问一下Annoucement是指什么呢？

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RECURRENT RELATED PARTY TRANSACTIONS
Description	TELEKOM MALAYSIA BERHAD (“TM”) VARIATION BY 10% OR MORE BETWEEN ACTUAL VALUE OF RECURRENT RELATED PARTY TRANSACTIONS (“RRPT”) AND ESTIMATED AGGREGATED VALUE
Pursuant to Paragraph 10.09(2)(e) of the Main Market Listing Requirements and Practice Note 12 of Bursa Malaysia Securities Berhad, TM wishes to announce that the actual value of the RRPT entered into by TM and its subsidiaries with Axiata Group Berhad, have exceeded the estimated value of the RRPT disclosed in the Circular to Shareholders dated 12 April 2013 by more than 10% (“Shareholders’ Mandate”). The Shareholders’ Mandate was subsequently renewed by shareholders of TM at an Extraordinary General Meeting held on 8 May 2014. Further details are provided in Table A below: Table A Mandated Related Party Transaction Estimated Value as disclosed in Circular dated 12 April 2013 RM'000 Actual Value transacted from 7 May 2013 to April 2014 RM'000 Difference between Actual Value and Estimated Value RM'000 Difference between Actual Value and Estimated Value in percentage (%) Reason for difference Axiata Group Berhad Provision of Voice Over Internet Protocol related services to Axiata Group 42,444 77,537 35,093 82.68 Due to higher traffic recorded by TM’s customers to countries where the Axiata Group operates. Axiata Group Berhad Site rental for telecommunication infrastructure, equipments and related charges by our Group to Axiata Group (on a monthly or quarterly basis) 25,508 43,646 18,183 71.11 Due to rate revision and additional site charges in view of expiry of the agreement in relation to site rental. Axiata Group Berhad Leased-line charges by Axiata Group. 407 1,530 1,123 275.92 Due to additional capacity requirements requested. Axiata Group Berhad Provision of contact centre and business process outsourcing services to Axiata Group 69,000 94,285 25,285 36.64 Due to revised contract value upon negotiation with Celcom Axiata Berhad. This announcement is dated 19 May 2014

bboycs

不好意思。。想请问 AXIATA和TM有什么关系吗？

williamnkk81

神之神 发表于 19-5-2014 08:25 PM
请问一下Annoucement是指什么呢？

這個是表示。。 同個集團股東的交易。。。 這個通告是要通知。。交易數額提高了很多。。。

williamnkk81

bboycs 发表于 20-5-2014 02:38 PM
不好意思。。想请问 AXIATA和TM有什么关系吗？

合作夥伴。。和有共同大股東。。。 還要仔細來講TM是AXIATA的股東。。。。

bboycs

williamnkk81 发表于 21-5-2014 05:10 PM
合作夥伴。。和有共同大股東。。。 還要仔細來講TM是AXIATA的股東。。。。

是TM握有AXITA的股份还是AXIATA有TM的股份？

神之神

williamnkk81 发表于 21-5-2014 05:09 PM
這個是表示。。 同個集團股東的交易。。。 這個通告是要通知。。交易數額提高了很多。。。

哦，原来啊，Axiata赚钱 代表着 TM更赚钱了。 呵呵。。。赞啊。

神之神

看了Axiata的年报，像是Axiata要还TM很多费用吧？

参考，参考。

williamnkk81

bboycs 发表于 21-5-2014 06:58 PM
是TM握有AXITA的股份还是AXIATA有TM的股份？

AXIATA是在TM哪裡分出來的咯。。 AXITA 前身是TMI。。 讓後改名的。。。

當然TM是拿著AXIATA的股票。。。

williamnkk81

神之神 发表于 21-5-2014 06:58 PM
哦，原来啊，Axiata赚钱 代表着 TM更赚钱了。 呵呵。。。赞啊。

是互相幫助的情況的。。。。。

bboycs

多谢解释～了解了

icy97

給我名副其實的冠軍

2014-05-22 11:21      
打開運動頻道，往往看到運動員在場上撒汗拚搏，拼得就是得到冠軍，享受全場觀眾的掌聲，甚至是皇后樂隊經典名曲《我們是冠軍》（We are the Champions）的響起，來告訴自己多年的辛苦是值得的。

但是，體育精神至上的運動場合都難免爆出偏袒、不公的醜聞，更何況是利益龐大的商業市場，在錯綜複雜的政商關係下，要追求真正的公平競爭談何容易。

最近，出席了某家政府相關公司的常年股東大會，而公關遞交的新聞稿中提及感謝國內消費者的支持，讓集團能成為涉足領域的冠軍。讀到這裡，我其實有點無名火起，因為這家公司的服務實在不怎麼樣，如果不是政府的政策扶持，哪會有今天壟斷市場的地位？

政府為保護國家關鍵利益，電訊、電力等諸多領域都備受保護，因此在其龐大的保護傘下，這些公司理應擁有更多的資源，可為民眾提供更優質的服務，但事實卻非如此。

就以網絡來看，政府為擴大寬頻的覆蓋率，積極透過多項政策來扶持國內的電訊領域，但是覆蓋率是上升了，可是網速就是起不來。

由網際網絡測速公司Ookla在去年5月至今年4月進行的最新調查顯示，大馬在全球192個國家及地區，以5.48Mbps的“龜速”寬頻上網速度排名第126位，寬頻上網速度甚至比越南和柬埔寨慢了3倍之多。

相關報告一出，立即引來市場廣泛討論，但監管單位和電訊公司卻不是為此進行檢討，反而對有關研究結果提出質疑，其中大馬通訊及多媒體委員會（MCMC）則否認大馬寬頻網速慢，稱相關研究機構因使用不同的計算方式，導致最終結果與現實不符。

其實，只要在外國使用過寬頻網絡，不難發現國內網速確實比其他國家慢了不少。猶記與某電訊公司首席執行員（CEO）閒聊，他說家裡的光纖寬頻速度比4G長期演進技術（LTE）服務還慢，何必再用固線網絡，從專家口中也得到這樣的結論，監管機構又何必質疑他人的調查結果不公，還是虛心受教是好。

我們瞭解政府希望透過政策扶持來加速發展進程的苦心，但是過度縱容和包庇將會養成相關公司的傲氣和惰性，受害的最終還是消費者，而那家自滿的政府公司就是最佳的範本。

在公平競爭的環境裡成為冠軍，我們對結果自然是心服口服，但在這個天秤倒向一邊的環境中稱王封后，成為“甘榜冠軍”真的有那麼值得驕傲嗎？在面對眾人的質疑聲中，心裡難道不會覺得丟人嗎？

因此，各家政府相關公司要擺脫的名過其實的“冠軍”頭銜，還是應該多加努力，改善服務素質和態度，並虛心接受市場的批評和指教，否則一旦走出這個政府細心打造的溫室環境，恐怕會適應不良，只能狼狽地退守本壘，淪落成永遠扶不起的阿斗。（星洲日報／焦點評析：洪建文）

bboycs

icy97 发表于 23-5-2014 02:29 AM
給我名副其實的冠軍

2014-05-22 11:21      

非常认同。。
虽然说满意公司的盈利。。
但是公司在股东大会时针对那份网速调查的报告所给予的回复。。我真的也不是很满意。。

icy97

營業額揚8.06%‧馬電訊首季賺2.1億

2014-05-28 17:09      
（吉隆坡28日訊）受稅務獎掖去年9月截止的微幅衝擊，馬電訊（TM,4863,主板貿服組）截至2014年3月31日，首季淨利微挫1.22%至2億1千零63萬1千令吉，相比前期2億1千324萬1千令吉。

馬電訊正常化之淨利按年挫20.8%至1億8千530萬令吉，主因是受去年9月截止的稅務獎掖所累。

馬電訊受互聯網、數據與其他服務推動，營業額揚8.06%至26億2千零3萬6千令吉，前期為24億2千464萬9千令吉。其中互聯網營收受Unifi與寬頻電視Hypp TV內容激勵，增長12.7%至7億2千610萬令吉，數據業務也增長3.5%至6億零550萬令吉。

首席執行員丹斯里詹占賽拉尼在評論首季業績時，對首季迎來令人鼓舞業績表欣慰，除了營業額增長，營運盈利按年改善6.3%至3億1千680萬令吉，而稅前盈利也增長21.8%至2億7千960萬令吉。

Unifi用戶首季增長22.6%

“資本開銷對營業額比改善，由以往9.7%改進至7.7%；寬頻客戶群增長5.7%至223萬戶，相比前期211萬戶；其中Unifi首季增長22.6%至65萬5千戶，迄今至66萬5千戶。”首季資本開銷達2億零70萬令吉，其中1億1千零40萬令吉用於高速寬頻計劃（HSBB）。

數據寬頻將續推高業績成長

大馬經濟研究院預測我國今年可取得5.3%經濟成長，詹占賽拉尼對今年電訊業前景展望正面，預期數據與寬頻業務將繼續推高業績成長，董事部對2014財政年看法正面。

“2014年是馬電訊透過資訊與創新轉型之重要一年，馬電訊將持續與強化｀大馬寬頻冠軍’之地位，使更多人繼續採用其高價值寬頻配套，而Hypp TV也預期促銷活動後推高收視率。”（星洲日報／財經）

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	2,620,036	2,424,649	2,620,036	2,424,649
2	Profit/(loss) before tax	279,638	229,550	279,638	229,550
3	Profit/(loss) for the period	218,825	222,300	218,825	222,300
4	Profit/(loss) attributable to ordinary equity holders of the parent	210,631	213,241	210,631	213,241
5	Basic earnings/(loss) per share (Subunit)	5.89	5.96	5.89	5.96
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 ($$)	2.0501		1.9949

icy97

首季為傳統弱季‧馬電訊盈利仍看俏

2014-05-29 17:11      
（吉隆坡29日訊）雖然馬電訊（TM,4863,主板貿服組）首季淨利處縣下滑現象，惟考慮到首季為傳統的疲弱季度，分析員普遍上仍對該公司的盈利前景抱持正面態度。

儘管馬電訊截至3月31日止首季營業額受互聯網、數據與其他服務推動而按年增高8.06%，但卻因為自去年9月份起不再獲得寬頻稅務獎掖，致使首季淨利微挫1.22%至2億1千零63萬令吉，表現與市場預期相符。

首季淨利只佔全年預測20%

該公司的首季核心淨利更是按年下跌20.8%至1億8千530萬令吉，安聯星展研究稱首季為傳統性較為疲弱的季度，因此首季淨利只佔市場全年預測的20%。

豐隆研究指出，馬電訊的互聯網、數據和其他服務收入分別增長12.7%、3.5%以及30.4%，相較之下語音收入增長則相對橫擺。

Unifi網絡業務於首季僅增加1萬8千用戶，較緩慢的步伐主要因為市場進入成熟期以及正常的數據清理流失。該業務每用戶每月收入（ARPU）則按季上增3令吉至188令吉，部份需歸功於Hypp TV寬頻電視迎來更多高價配套的簽購率。

達證券看好Unifi的每用戶每月收入將會持續受到簽購率增加以及更高速配套的提振。馬電訊在改良HyppTV寬頻電視內容方面積極的態度，也被視為將推動該業務用戶群的因素之一。

未來實際稅率恢復25%

據悉，馬電訊管理層維持其2014財政年關鍵績效指標（KPI）不變，即5至5.5%的營業額成長、5%的息稅前盈利（EBIT）成長以及72點的客戶滿意度指數。達證券相信該公司的息稅前盈利可擺脫首季縮減2%的頹勢，在財政下半年回彈並成功達標。

無論如何，豐隆提醒在缺乏寬帶稅務獎掖的情況下，馬電訊未來的實際稅率將會恢復到25%的法定水平。

管理層透露第二期高速寬頻工程（HSBB2）項目仍處於與政府洽談階段，但強調將會把該項目的發展專注於各州首府。

第三季可完成P1收購

此外，馬電訊保持樂觀可在今年第三季完成P1公司的收購活動。管理層看好可透過P1更有效地涉足無線寬帶業務，並相信雙方的關係可為全新長期演進技術（LTE）平台的發展舖下基礎。

與競爭日益增長的移動電訊業者相比，達證券認為馬電訊的盈利前景更為良好。該公司將涉及Unifi網絡第二階段的可能性、Hypp TV寬頻電視良好的簽購率以及在高速寬頻市場近乎壟斷的地位，被該證券行視為“買進”該股的利好因素。（星洲日報／財經‧報道：孔令堯）




税务奖掖结束加重负担 马电讯派息能力受影响
财经新闻 财经  2014-05-31 12:47
http://www.nanyang.com/node/625018?tid=462

Kevlee

股息再投资计划分配的股票，几时会进入我们的户口？？？？？

icy97

Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Others
Details of corporate proposal	DIVIDEND REINVESTMENT SCHEME ("DRS") THAT PROVIDES THE SHAREHOLDERS OF TELEKOM MALAYSIA BERHAD ("TM") THE OPTION TO ELECT TO REINVEST THEIR CASH DIVIDEND IN NEW ORDINARY SHARES OF RM0.70 EACH IN TM ("TM SHARES”)
No. of shares issued under this corporate proposal	89,770,254
Issue price per share ($$)	MYR 5.380
Par Value ($$)	MYR 0.700
Latest issued and paid up share capital after the above corporate proposal in the following
Units	3,667,172,234
Currency	MYR 2,567,020,563.800
Listing Date	24/06/2014