【AXIATA 6888 交流专区】亚通

icy97

亚通689万入股美WSO2

财经新闻 财经  2015-07-26 10:26
（吉隆坡25日讯）亚通（AXIATA，6888，主板贸服股）子公司亚通数码服务私人有限公司（ADS），用180万500.15美元（约689万令吉），认购美国WSO2电信公司股权。

根据文告，ADS已签署协议，会以每股0.01美分，认购WSO2电信的500万股普通股；同时也认购461万5385股优先股，每股出价39美分。

一旦ADS把所有优先股转换成普通股，在WSO2电信的持股比例将提高至70%。

假设WSO2电信可在ADS完成认购后的一年内，达到所有关键绩效指标（KPI），ADS会再以每股39美分，或总额80万美元（约306万令吉），额外认购205万1282股优先股。

WSO2电信是WSO2联营公司，后者为产业发展商提供建筑相关服务与解决方案。

该联营公司通过WSO2相关科技与服务，分销移动网络数据。

亚通希望借助WSO2的科技来提高效率和扩展商机，开拓数码业务的新营运模式。【南洋网财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	ENTRY BY AXIATA DIGITAL SERVICES SDN BHD INTO A SUBSCRIPTION AND STOCKHOLDERS AGREEMENT WITH WSO2 INC. AND WSO2.TELCO, INC.
1.0       INTRODUCTION Axiata Digital Services Sdn Bhd (“ADS”), a wholly owned subsidiary of Axiata Group Berhad ("Axiata"), had on 24 July 2015 entered into a Subscription and Stockholders’ Agreement (“Agreement”) with WSO2 (“WSO2”) and WSO2.Telco, Inc. (“WSO2 Telco”) for the subscription by ADS of the following shares in WSO2 Telco (“Initial Subscriptions”) and to govern their relationship in WSO2 Telco:- i)  5,000,000 shares of Common Stock at USD0.0001 per share (“WSO2 Telco-Common Stock”); and ii) 4,615,385 shares of Preferred Stock at USD0.39 per share (“WSO2 Telco-Preferred Stock”). WSO2 current holds one WSO2 Telco-Common Stock. On completion of the Initial Subscriptions, WSO2 will subscribe for 4,999,999 WSO2 Telco-Common Stocks at USD0.0001 per share. 2.0       INFORMATION ON WSO2 AND WSO2 TELCO Founded in 2005, WSO2 is an open source application development software company focused on providing service-oriented architecture (SOA) solutions for professional developers. Today, WSO2 is the only company providing a comprehensive, open source ecosystem platform for connected businesses. Made up of over 25 products covering all major categories from integration and API management to identity and mobile, WSO2 platform are used by hundreds of major companies throughout the world across diverse industries and/or business such as Boeing, eBay, Cisco, Expedia, Fidelity Investments and Trimble Navigation and runs billions of enterprise-critical transactions annually. WSO2 has offices in the United States; namely, Mountain View, California and Bloomington Indiana with overseas offices in United Kingdom and Sri Lanka. WSO2’s headquarters is located at 787 Castro Street, Mountain View, CA 94041. WSO2 Telco is a corporation incorporated under the laws of the State of Delaware, the United States with principal place of business at 20, Palm Grove, Colombo 03, Sri Lanka. WSO2 Telco is the designated joint venture vehicle to be engaged in the business of the distribution of mobile internet and fulfilment exchange (MIFE) together with WSO2-related technology and services to mobile network operators, as well as to develop and distribute related and follow-on products and services, in each case targeted to the telecommunications industry. 3.0       SALIENT TERMS OF THE SUBSCRIPTION, PURCHASE CONSIDERATION AND SOURCES OF FUNDS Further to the Initial Subscriptions and subject to WSO2 Telco achieving all its determined key performance indicators on or before the first anniversary of the completion of the Initial Subscriptions, ADS shall further subscribe in cash an additional 2,051,282 WSO2 Telco-Preferred Stocks at USD0.39 per share. The holder of WSO2 Telco-Preferred Stock is entitled to, from time-to-time, to convert each of WSO2 Telco–Preferred Stocks into one fully paid-up share of WSO2 Telco-Common Stock. At full conversion of its WSO2 Telco-Preferred Stocks, ADS will hold 70% of the paid-up capital of WSO2 Telco.   The purchase consideration for the subscription by ADS of the Initial Subscriptions and the additional WSO2-Telco Preferred Stocks (“WSO2 Telco-Stocks”) totalling USD2.6 million will paid in cash and will be funded through internally generated funds. 4.0       RATIONALE FOR THE ENTRY INTO THE AGREEMENT The joint venture allows the creation of a new business that is designed to empower global telecommunication operators to partner with OTT businesses by making integration friction-less with lower cost. The joint venture will leverage WSO2’s class leading open source middleware technology allowing telecommunication companies for faster engagement and partnerships and opening up a new way of doing business in the digital space. 5.0       FINANCIAL EFFECTS The subscription by ADS of the WSO2 Telco-Stocks does not have any effect on the issued and paid-up share capital of Axiata and will not have any material effect on the earnings, gearings and net assets of the Axiata Group for the year financial ending 31 December 2015. 6.0       APPROVAL OF SHAREHOLDERS The entry by ADS into the Agreement is not subject to the approval of the shareholders of Axiata. 7.0       DIRECTORS’ AND MAJOR/SUBSTANTIAL SHAREHOLDERS’ INTEREST None of the Directors and major shareholders of Axiata and/or persons connected to them have any interest direct and/or indirect in the Agreement. This announcement is dated 24 July 2015.

icy97

亚通 购WSO2开创新业务

财经 股市 行家论股  2015-07-28 10:50

目标价：6.55令吉

最新进展
亚通（AXIATA，6888，主板贸服股）子公司亚通数码服务私人有限公司（ADS），投资260万美元（约990万令吉），认购美国WSO2电讯公司70%股权。

亚通希望借助WSO2的科技，提高效率和扩展商机，开拓数码业务的新营运模式。

行家建议
我们认同管理层，并相信亚通可通过WSO2电信开创新业务，即让全球通讯业者能够以流畅且低成本的方式，与OTT（Over The Top）业务结合。

WSO2电讯的平台，属于云端（cloud-ready）和应用程式接口驱动器（API Driven），可帮助亚通建立合作伙伴关系。

惟这是一项小型投资，不会为亚通2015盈利带来任何影响。

同时我们也预测，亚通的国外营运子公司（OpCos），将持续面对竞争提高、汇率波动和监管政策变化的挑战。

因此，我们维持评级和目标价不变。



分析：肯纳格投行研究

【南洋网财经】

icy97

亚通集团斥4408万购印度数码媒体科技

二零一五年八月八日 晚上八时七分
（吉隆坡8日讯）亚通集团有限公司（AXIATA，6888，贸易服务组）子公司Adknowledge亚太将以1125万美元（约4408万令吉）现金，收购印度数码媒体科技公司Komli亚洲控股。

亚通集团透过大马交易所发布文告，Adknowledge亚太已针对上述收购计划，与Komli媒体集团签署买卖协议。

亚通集团在文告中指出，对Adknowledge亚太而言，此收购计划为诱人的策略商机，该公司可略过商业计划的形成阶段，借此机会扩展东南亚区域市场和营运。

“Komli亚洲集团将为亚通集团带来地域多元化的收入，也让我们可以策略性进驻数码广告领域，例如社交媒体、视频营销等。同时，Komli亚洲集团拥有经验丰富的人才，在区域也享有盛名，与顶尖出版商和广告商关系良好。”

根据文告，Komli亚洲控股是在2006年于印度创立，该公司也是亚太地区首屈一指的数码媒体科技公司，专门经营数码营销、广告、社交媒体、品牌方案/广告、搜索营销和视频方案的业务。

Komli亚洲控股是在美国注册的公司，总部位于印度孟买，在印度和亚太地区设有多家办事处。

除此之外，Komli亚洲控股透过Komli亚洲集团子公司以及联号公司在东南亚市场营运，包括香港、泰国、新加坡和马来西亚。

文告指出，Komli亚洲集团是一家于新加坡成立的私人有限公司。

亚通集团在文告中表示，公司将透过内部集资方式，为收购计划筹资。【光华日报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	ENTRY BY ADKNOWLEDGE ASIA PACIFIC PTE. LTD. INTO A SALE AND PURCHASE AGREEMENT WITH KOMLI MEDIA, INC. FOR THE ACQUISITION OF KOMLI ASIA HOLDING PTE. LTD.
1.0      INTRODUCTION Adknowledge Asia Pacific Pte. Ltd. (“APAC”), an 80% subsidiary of Axiata Digital Advertising Sdn Bhd (“ADA”), a wholly owned subsidiary of Axiata Digital Services Sdn Bhd which in turn is a wholly owned subsidiary of Axiata Group Berhad ("Axiata"), had on 7 August 2015 entered into a Sale and Purchase Agreement (“SPA”) with Komli Media, Inc (“Komli”) for the acquisition of the entire issued share capital (“Purchase Shares”) of Komli Asia Holding Pte.Ltd. (“Komli Asia”) at a cash consideration of USD11.25 million (“Acquisition-Komli Asia”). 2.0       INFORMATION ON KOMLI AND KOMLI ASIA Founded in 2006, Komli is Asia Pacific's leading digital media technology platform specialising on digital marketing, performance advertising, social media, brand solutions/ advertising, search marketing and video solutions. With it digital advertising technologies/platforms, Komli enables digital marketers to convert site visitors into loyal customers whilst leveraging consumer insights across web, mobile and Customer Relation Management to reach users across devices. Komli was incorporated in the State of Delaware with a principal office located at 1412 Broadway, Suite 2010, New York, NY10018, United States of America. Headquartered in Mumbai, Komli has offices in Bangalore, Chennai, New Delhi, Hong Kong, Manila, Singapore, Melbourne and Sydney. Komli’s operations in the South East Asia markets; namely, Hong Kong, Thailand, Singapore, Vietnam, Philippines, Indonesia and Malaysia are carried out through subsidiary and/or associates companies held by Komli Asia (“Komli Asia Group”). Komli Asia is a private limited company incorporated in Singapore with registered office at 120, Robinson Road, #05-01, Parakou Building, Singapore 068913. 3.0       SALIENT TERMS OF ACQUISITION-KOMLI ASIA, PURCHASE CONSIDERATION AND SOURCES OF FUNDS Key terms of the Acquisition-Komli Asia as stipulated in the SPA are as follows:- The purchase consideration for the Purchase Shares of USD11.25 million (“Purchase Consideration”) shall be paid in cash; The Purchase Consideration shall be adjusted with the difference between the target working capital of Komli Asia Group against its working capital  which shall be determined based on the aggregate value of Komli Asia Group’s current assets less its current liabilities (as defined in the SPA) at the close of business on the date of completion. The Purchase Shares shall be acquired free from all encumbrances; and The SPA shall terminate if the conditions are not satisfied or waived by the completion date. On termination, neither parties shall have any claim against the other except for any prior breach of the SPA. The Purchase Consideration will be funded through internally generated funds. 4.0       RATIONALE FOR THE ACQUISITION-KOMLI ASIA       The Acquisition-Komli Asia is a compelling strategic opportunity for APAC as it enables APAC to skip past the formative stage of its business plan and scale up its presence and operations in South East Asian region. Komli Asia Group brings with it a geographically diversified revenue and provides a strong strategic fit across digital advertising verticals such as social, video, display and mobile. It also brings in an experienced and deployed talent base of more than 100 sales, ad-ops and other personnel with strong reputation in the region with deeply entrenched relationships with premium publishers and advertisers. 5.0       FINANCIAL EFFECTS The Acquisition-Komli Asia does not have any effect on the issued and paid-up share capital of Axiata and will not have any material effect on the earnings, gearings and net assets of the Axiata Group for the year financial ending 31 December 2015. 6.0       APPROVAL OF SHAREHOLDERS AND/OR AUTHORITIES The Acquisition-Komli Asia is not subject to the approval of the shareholders of Axiata or any regulatory authorities. 7.0       DIRECTORS’ AND MAJOR/SUBSTANTIAL SHAREHOLDERS’ INTEREST None of the Directors and major shareholders of Axiata and/or persons connected to them have any interest direct and/or indirect in the Acquisition-Komli Asia. This announcement is dated 7 August 2015.

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY
We wish to inform that Axiata Group Berhad (“Axiata”), had on 7 August 2015 completed the incorporation of EDOTCO SERVICES LANKA (PRIVATE) LIMITED (“e.co SL”) (Company No. PV107581), a private company limited by shares in Sri Lanka, under the Companies Act No. 7 of 2007. e.co SL was incorporated with share capital of LKR67,500,000.00 divided into 1,350,000 ordinary shares at value of LKR50.00 each. The nature of business to be carried by e.co SL is the provision of end to end Integrated Infrastructure Services. The incorporation of e.co SL is not expected to have any material effect on the earnings and Net Tangible Assets of Axiata for financial year ending 31 December 2015. None of the Directors and/or major shareholders of Axiata and/or persons connected to them have any direct or indirect interest in the incorporation of e.co SL. This announcement is dated 7 August 2015.

icy97

亚通 收购强化数码媒体

财经 行家论股  2015-08-11 11:24

目标价：6.55令吉

最新进展
亚通（AXIATA，6888，主板贸服股）间接子公司Adknowledge亚太私人有限公司（APAC），以1125万美元（约4409万令吉），全购新加坡Komli亚洲控股私人有限公司（Komli亚洲）股权。

Komli是亚太领先数码媒体科技平台专家，特别是在数码营销、广告、社交媒体、品牌经营等。

这将多元化公司财源，并借此强稳在数码广告市场的地位。

行家建议
我们认为，这项收购案是APAC的策略商机，加强在东南亚数码媒体的营运和市占率。

同时，APAC近期在程式发展软体公司WSO2T的投资，也能与Komli带来协同效应。

这项新投资的规模较小，因此不会影响2015财年的业绩表现，财测保持不变。

不过，激烈的市场竞争、汇率波动，以及监管单位方面的挑战，将是亚通持续面临的挑战。



肯纳格投行研究

【南洋网财经】

icy97

碧桂园“森林城市” 计划 天地通成首选通讯供应商

财经新闻 财经  2015-08-11 10:05
（吉隆坡10日讯）亚通（AXIATA，6888，主板贸服股）旗下天地通亚通（Celcom Axiata），被委任为新山“森林城市”综合发展项目，长期网络通讯及基建合作的首选服务供应商。

“森林城市”是一项涵盖住宅及商业房产的综合发展项目，位于新山依斯干达特区的4个填海岛屿。

提升智能与安全度

根据文告，天地通已与碧桂园太平景私人有限公司，及华为科技（大马）私人有限公司，签署了解备忘录，共同探讨如何将“森林城市”打造成一个更精明及更安全的城市。

这也是全球首个旨在推动网络卓越、无缝服务和服务创新的备忘录。

而且，这也是大马网络营运商首次参与这广泛的网络及解决方案资源合作。

出席签约仪式的有天地通总执行长拿督斯里莎沙礼、碧桂园太平景执行董事兼副总裁苏柏垣和华为科技（大马）总执行长刘康。

对于公司能被选为“森林城市”项目的首选服务提供商，莎沙礼感到荣幸。

“这联盟体现出天地通致力于提供最佳移动体验，和拓展先进科技的承诺，以确保作为大马一家领先电讯业者，能提供优秀连接、持续创新和稳健的立足点。”

同时，碧桂园太平景执行董事拿督达音马列表示，公司明白拥有一个强稳基建的重要性，因此很高兴可以与天地通及华为合作。【南洋网财经】

icy97

XL亞通業績超預期‧亞通財測暫不變

2015-08-17 17:13      
（吉隆坡17日訊）亞通（AXIATA，6888，主板貿服組）旗下印尼XL亞通今年次季業績表現超越市場預測，惟由於盈利貢獻尚不顯著，使分析員普遍維持亞通的評級及財測，直至亞通最新季度業績後才作定奪。

週四公佈次季業績

亞通預計在8月20日（週四）公佈第二季和半年業績。

大眾研究表示，預料XL亞通成長動力將持續至今年下半年，特別是採取策略轉向更有利可圖的客戶群。惟XL亞通對亞通的盈利貢獻不顯著，因預期大馬業務――天地通（Celcom）占亞通2015財政年淨利約80%。

亞通旗下印尼XL亞通2015年首半年正常化淨利達840億印尼盾，超越市場預測。

一般市場預測全年淨利為2千100億印尼盾。

肯納格研究指出：“這主要是業務轉型計劃收效所致，預期轉型計劃將再持續6至12個月。今年次季業績已開始顯示正面跡象，使該公司管理層預期2015年全年的營收按年扯平。”肯納格的全年淨利預測為1千510億印尼盾。

XL亞通提早轉虧為盈

大眾指出，XL亞通今年次季淨虧930億印尼盾，惟若是扣除外匯虧損及加速折舊衝擊，正常化淨利達到1千630億印尼盾，與蒙虧首季業績比較取得顯著改善。該行原本預測在第三季才取得盈利。

肯納格預料亞通X今年營運盈利賺幅介於35至39%之間，資本開銷可能達到約65億印尼盾。

肯納格、豐隆研究暫時維持亞通財測不變，直至亞通於本月20日宣佈最新季度業績為止。

截至2015年首半年杪為止，XL亞通美元貸款達15億5千萬美元，其中32%或5億美元是向母公司亞通借貸。由於貨幣波動劇烈，在今年首半年蒙受11億7千萬印尼盾的未實現外匯虧損。

肯納格指出，為緩和外匯風險，該公司有意償還部份的美元債務及重組債務至印尼盾為單位。預料外匯曝光率將在未來3至6個月獲得緩和。

不過，達證券上調亞通今明年財測7.4%和4.7%，主要是亞通X扭轉成功，預料今年初開始的轉型，可在未來12至18個月收割成果。

亞通潛在利好催化因素，豐隆認為，包括較高能手機滲透率刺激數據客戶平均營收、低滲透率發展中市場提供強勁成長、進入新市場及將旗下Robi和電訊塔上市等。

至於潛在利空，則為管制及競爭風險、及外匯波動等。



（星洲日報／財經‧報導：李文龍）


亚通 印尼业绩胜预期
财经 股市 行家论股  2015-08-18 11:36
http://www.nanyang.com/node/718141?tid=462

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY
Following the notification by Dialog Axiata PLC (“Dialog”) to the Colombo Stock Exchange on 14 August 2015, we wish to inform that Dialog, a 83.32%-owned subsidiary of Axiata Group Berhad (“Axiata”), through its wholly owned subsidiary, Digital Holdings Lanka (Private) Limited (“Digital Holdings”) had, on 14 August 2015, completed the incorporation of ‘DIGITAL HEALTH (PRIVATE) LIMITED’ (“Digital Health”) (Company No. PV107776), a private company limited by shares, under the Companies Act, No. 7 of 2007. Digital Health was incorporated with a stated capital of LKR1,000/- of which 70% is held by Digital Holdings and the remaining by Asiri Hospital Holdings PLC (“Asiri Hospitals”). Digital Health is the designated vehicle for the joint venture between Digital Holdings and Asiri Hospitals to develop and operate a state-of-the-art electronic commerce infrastructure for the Sri Lanka’s healthcare sector. The incorporation of Digital Health is not expected to have any material effect on the earning and Net Tangible Assets of Axiata for financial year ending 31 December 2015. None of the Directors and/or major shareholders of Axiata and/or persons connected to them have any direct or indirect interest in the incorporation of Digital Health. This announcement is dated 17 August 2015.

icy97

亚通重组印尼货款　减少外匯波动

财经  2015年08月20日
（吉隆坡20日讯）亚通（AXIATA，6888，主板贸服股）计划重组印尼子公司XL的5亿9000万美元的贷款，转换成以当地货幣计算的传统债券和伊斯兰主权债券（Sukuk），以减少外匯波动的风险。

该公司是在今日的次季业绩匯报会后，作有关披露。

受惠移动数据业务增长维持强劲，亚通次季净利按年锐增34.23%，自去年同期4亿5501万令吉，跃升至6亿1076万令吉；惟营业额则从47亿3043万令吉，按年微跌0.49%，至47亿零720万令吉。

次季净利上涨，主要来自斯里兰卡、柬埔寨、印度和新加坡较高的收益所致。

上半年而言，该公司净利按年上扬5.82%；营业额亦增2.30%，至94亿5792万令吉。配合业绩出炉，该公司建议派发中期股息8仙。

针对目前令吉贬值的影响，亚通首席財务员察理表示，公司总贷款为141亿令吉，其中61亿令吉与外匯掛鉤，倘若转换成美元约有16亿美元，这其中51%已进行护盘。

与此同时，察理透露，该公司將维持48亿令吉的资本开销。儘管採购硬体和软体中，有55%是会使用外匯，而这將潜在增加其资本开销，但他表示，会与供应商洽谈此事。

亚通总裁兼首席执行员拿督斯里嘉玛鲁丁补充，公司部份资產以美元计算，將会有5%至10%的折旧，不过，公司也会竭尽所能，保持48亿令吉的资本开销，展望明年，倘若令吉持续走软，会与供应商洽谈后再做决定。

亚通有70%的业务是来自海外，因此在令吉兑其他货幣匯率皆疲软的情况下，匯率兑换方面，该公司仍可获得少许盈利。

针对重组贷款的问题，察理表示，目前正与银行洽谈此事，並已迈入签署文件的最后阶段，同时预计所发行的债券最少7年以上。

针对与哪一家银行洽谈时，他坦承，联昌国际（CIMB，1023，主板金融股）將负责上述转换债券事宜。

他也说，大马的50亿令吉贷款，並没有与外匯掛鉤，其余涉及外匯风险的贷款主要是，旗下其他子公司--包括斯里兰卡Dialog（1亿3400万美元）、孟加拉Robi（1亿美元）以及印尼XL的5亿9000万美元的贷款。

「这会效仿在大马的50亿令吉伊斯兰主权债券的方式，在印尼当地也发行伊斯兰债券，减少涉及外匯的波动。」

亚通KPI是否达標　天地通　XL成关键

针对今年的关键绩效指標（KPI），嘉玛鲁丁表示，下半年仍充满挑战，亚通也希望能够尽快让表现回稳，同时，他希望天地通（Celcom）和印尼XL的表现也能够恢復，以便公司能够达到所设定的目標；其中天地通在连续3个季度下滑后，最新季度有復甦的跡象。

天地通年初至今的营业额、未计利息、税项、折旧及摊销前的利润（EBITA）、以及税后盈利（PATAMI）分別收窄3.4%、9.7%和15.2%。

至於孟加拉、斯里兰卡和柬埔寨业务，营业额皆有所成长。

询及亚通脱售印尼电讯塔一事，嘉玛鲁丁指出，亚通在印尼共有1万3000个电讯塔，目前已出售3000个，以及6500个发讯站，並在策略考量下，將出售更多电讯塔，但並不是所有，这主要是因为印尼政策所致。

「目前脱售的3000个电讯塔达5.6兆印尼盾，约3亿5000万美元。」

此外，嘉玛鲁丁补充，亚通確实有意为孟加拉Robi上市，但由於当地出台新例，亚通暂不符合该上市条例，因此会在审视这项条例后，再考虑是否继续这项上市计划。【东方网财经】

SUMMARY OF KEY FINANCIAL INFORMATION 30 Jun 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Jun 2015	30 Jun 2014	30 Jun 2015	30 Jun 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	4,707,196	4,730,433	9,457,916	9,245,455
2	Profit/(loss) before tax	784,181	525,880	1,474,141	1,540,850
3	Profit/(loss) for the period	629,624	403,875	1,165,745	1,133,842
4	Profit/(loss) attributable to ordinary equity holders of the parent	610,758	455,011	1,195,597	1,129,890
5	Basic earnings/(loss) per share (Subunit)	7.10	5.30	13.90	13.20
6	Proposed/Declared dividend per share (Subunit)	8.00	8.00	8.00	8.00
		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 ($$)	2.4600		2.4200

icy97

Type	Announcement
Subject	OTHERS
Description	MEDIA RELEASE
We provide hereunder the media release in relation to Axiata's 2Q15 financial results (unaudited). This announcement is dated 20 August 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4834141

Attachments 2Q15 Results-Media Release.pdf

icy97

天地通及亞通XL前景有疑慮‧亞通全年預測保持

2015-08-21 18:03      
（吉隆坡21日訊）雖然亞通（AXIATA,6888,主板貿服組）第二季平淡的業績符合分析員預期，但分析員擔心決定亞通成敗的天地通（Celcom）及亞通XL兩大業務的前景，部份分析員下修亞通目標價。

惟分析員都保持2015財政年業績預測。

在第二季，雖然孟加拉子公司Robi、斯里蘭卡Dialog及柬埔寨Smart都取得不錯表現，但天地通及亞通XL業績表現不如預期，拖累整體業績。

安聯星展表示，2015財政年對亞通而言仍然嚴峻，亞通XL修改經營策略對短期營業額或許會造成影響，雖然天地通技術問題已解決，但大馬通訊業競爭日漸激烈，成長還是受到侷限。

安聯星展認為，其他通訊業者的分銷管道比天地通出色，一些更以低價增加市占率，這對天地通不利。

達證券則表示，亞通第二季業績的亮點只有亞通XL轉虧為盈及海外業務出色。

達證券相信，在2015財政年第二季，天地通因為Magic Sim預付卡配套推出太慢，而流失市場。

因此，達證券謹慎看待亞通前景，亞通XL轉型成敗、天地通競爭能力、匯率及亞通的高外資持股都是挑戰。

儘管達證券預測亞通流失預付卡用戶，但亞通表示，在第二季成功爭取得6萬1千個新客戶，使目前的客戶增加至1千230萬個。

MIDF研究也憂慮天地通及亞通XL表現，它表示，雖然天地通的技術問題已解決，但其他電訊業者比天地通更早就已推出很多非常具競爭能力的配套，相信天地通會因此捲入價格戰。



此外，亞通XL的轉型計劃或許不能稱心如意，因為亞通XL的對手正是印尼政府持有的Telkomsel及Indosat。

相對而言，只有豐隆研究看好亞通，認為亞通XL及天地通的最壞時期已過去，同時，較小的國外營運子公司（OpCos）表現也非常亮眼。

豐隆認為，智能手機使用率帶動數據業務、發展中市場的強勁成長及新市場的開發可以帶動亞通成長。

證券行都對亞通保持原有評級，但達證券、安聯星展及肯納格研究下修目標價。（星洲日報／財經‧報道：陳林德）


营收受压业绩看淡 亚通今年财测下修14%
财经新闻 财经  2015-08-23 10:34
http://www.nanyang.com/node/719126?tid=462

icy97

icy97 发表于 8-8-2015 06:22 AM
亚通集团斥4408万购印度数码媒体科技

二零一五年八月八日 晚上八时七分

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	ENTRY BY ADKNOWLEDGE ASIA PACIFIC PTE. LTD. (APAC) INTO A SALE AND PURCHASE AGREEMENT WITH KOMLI MEDIA, INC. FOR THE ACQUISITION OF KOMLI ASIA HOLDING PTE. LTD. (KOMLI ASIA)
We refer to our announcement on 7 August 2015 in relation to the above. We are pleased to announce that Axiata Group Berhad had today, through its 80% subsidiary, APAC, completed the acquisition of the entire issued share capital of Komli Asia. This announcement is dated 2 September 2015.

icy97

icy97 发表于 25-7-2015 03:31 AM
亚通689万入股美WSO2

财经新闻 财经  2015-07-26 10:26

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	ENTRY BY AXIATA DIGITAL SERVICES SDN BHD (ADS) INTO A SUBSCRIPTION AND STOCKHOLDERS AGREEMENT WITH WSO2 INC. AND WSO2.TELCO, INC. (WSO2 TELCO)
We refer to our announcement on 24 July 2015 in relation to the above. Unless otherwise stated, the definition used herein shall have the same meaning as set out in the earlier announcement. We are pleased to announce that Axiata had today, through its wholly owned subsidiary, ADS, completed the Initial Subscriptions in WSO2 Telco. This announcement is dated 4 September 2015.

icy97

Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	DIVIDEND REINVESTMENT SCHEME ("DRS") ON THE INTERIM DIVIDEND IN RESPECT OF THE FINANCIAL YEAR ENDING 31 DECEMBER 2015
We refer to the announcements dated 28 August 2015 and 4 September 2015 in relation to the DRS (“Announcements”). Unless otherwise stated, the definitions used herein shall have the same meanings as set out in the Announcements. On behalf of the Board, CIMB wishes to announce that the issue price of the new Shares to be issued pursuant to the DRS, which is applicable to the entire Interim Dividend (RM0.08 per Share in respect of the financial year ending 31 December 2015), has been fixed today (“Price Fixing Date”) at RM5.55 per new Share (“Issue Price”). The Issue Price represents a discount of RM0.29 or approximately 5.0% to the theoretical ex-dividend volume weighted average market price (“VWAMP”) of approximately RM5.84, which was arrived at after taking into consideration the 5-day VWAMP up to and including 8 September 2015, being the last trading day prior to the Price Fixing Date, of approximately RM5.92 per Share and the Interim Dividend. This announcement is dated 9 September 2015.

icy97

亚通偕巴帝电信 拟合并孟国子公司

财经新闻 财经  2015-09-10 08:46
（吉隆坡9日讯）亚通（AXIATA，6888，主板贸服股）与印度最大电讯公司巴帝电信（Bharti Airtel），有意把双方在孟加拉的子公司合并。

亚通向马交所报备，公司正与巴帝电信公司展开商议，探讨将Robi亚通与孟加拉Airtel公司合并的可能和商机。

这是为了促成双方正进行的协商程序，以及相互交换资讯，也包括跟相关单位洽谈。

亚通表示，会适时公布最新进展，但不保证双方的协商，最终一定会落实相关协议。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	DISCUSSION WITH BHARTI AIRTEL LIMITED
Axiata Group Berhad ("Axiata") and Bharti Airtel Limited (“Bharti”) (collectively “Parties”) wish to announce that they have entered into an exclusive discussion to explore the possibility of combining the business operations of their telecommunication subsidiaries in Bangladesh; namely, Robi Axiata Limited and Airtel Bangladesh Limited. There is no certainty that this discussion will lead into the execution of binding definitive agreements between the Parties. This announcement is to facilitate the on-going discussions and exchanges of information between the Parties, including but not limited to discussions with the relevant regulatory authorities. Axiata and Bharti will issue further announcement in the event there is any material development on this matter. This announcement is dated 9 September 2015.

icy97

EX-date	28 Sep 2015
Entitlement date	30 Sep 2015
Entitlement time	05:00 PM
Entitlement subject	Interim Dividend
Entitlement description	Interim Tax Exempt Dividend Under Single Tier System of 8 sen per Ordinary Share of RM1.00 each
Period of interest payment	to
Financial Year End	31 Dec 2015
Share transfer book & register of members will be	to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no	Tricor Investor Services Sdn BhdLevel 17, The Gardens North TowerMid Valley City, Lingkaran Syed Putra59200 Kuala LumpurMalaysiaTel: 03-22643883With effect from 21 September 2015:Unit 32-01, Level 32, Tower AVertical Business Suite, Avenue 3Bangsar SouthNo. 8, Jalan Kerinchi59200 Kuala LumpurMalaysiaTel: 03-27839299
Payment date	29 Oct 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	30 Sep 2015
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	0.0800
Par Value	Malaysian Ringgit (MYR) 1.000

icy97

孟加拉子公司商合併‧亞通盈利衝擊微

2015-09-10 17:01      
（吉隆坡10日訊）亞通（AXIATA，6888，主板貿服組）與印度巴帝電信（Bharti Airtel）正展開磋商，以探討孟加拉亞通Robi與孟加拉巴帝業務營運合併可能性，惟目前仍未有定案。

分析
豐隆研究認為此消息是正面驚喜，於此同時Robi仍在進行明年上市的計劃。

該行認同亞通持續專注於國家內的鞏固活動，可帶來更健康的競爭、節省成本和更高效率。

Robi截至第二季的用戶共2千730萬人，加上孟加拉巴帝的逾900萬人，合併後將成為孟加拉第二大電訊商，僅次於挪威電訊擁有的Grameen電訊。

孟加拉電訊市場仍處起步階段，由預付語音和短訊業務所主導，截至2014年11月流動和數據滲透率分別為72%和25%，3年複合年成長率分別為12%和19.2%。

肯納格研究則持中和看法，因有關巴帝的財務資訊有限。

“截至2015年上半年，亞通的現金和負債分別為54億和140億令吉，若展開合併，其舉債空間有限。”

大眾研究指出，雖然孟加拉市場長期潛能具吸引力，但競爭升溫，共有6家電訊商，而消費者主要為低收入群，該國人均收入僅1千美元，相比大馬為1萬零800美元，因此業者有合併鞏固的空間。而Robi的資本開銷從2014年上半年的3億9千100萬令吉增至2015年上半年的6億9千100萬令吉。

興業研究對此合併洽談不感意外，因亞通之前也曾進行這類鞏固行動以增強市場地位和創造新價值。例如2012年亞通柬埔寨就和Latelz策略結盟，而崛起成為該國市場領導者，最近印尼XL亞通也和Axis整合。

該行表示，一旦交易談成，相信在轉換為馬幣後，對其盈利衝擊輕微，因Robi目前只貢獻亞通約6.6%淨利。



（星洲日報／財經）


若亚通巴帝电信子公司合并 有望成孟加拉电讯业老二
财经新闻 财经  2015-09-13 10:21
http://www.nanyang.com/node/722991?tid=462

icy97

icy97 发表于 10-12-2012 11:41 PM
Dialog入股斯国电商26%

财经新闻 财经  2012-12-13 11:35

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	Investment by wholly-owned subsidiary of Dialog Axiata PLC
We refer to our announcement on 10 December 2012 in relation to Investment by Dialog Axiata PLC ("Dialog"). Following the notification by Dialog to the Colombo Stock Exchange on 16 September 2015, we are pleased to inform that Digital Holdings Lanka (Private) Limited (“DHL”), a wholly-owned subsidiary of Dialog which in turn is a 83.32% subsidiary of Axiata Group Berhad, had on 15 September 2015 completed the acquisition of the remaining stake in Digital Commerce Lanka (Private) Limited (“DCL”), in which Dialog holds a 45.71% stake, for a total consideration of LKR 247,900,000/-. Subsequent to the aforesaid acquisition, Dialog and DHL will hold 45.71% and 54.29% respectively of the shareholding in DCL. This announcement is dated 17 September 2015.

icy97

天地通夺更多新用户

财经新闻 财经  2015-09-23 11:10
（吉隆坡22日讯）天地通亚通（Celcom Axiata）放眼在今年底前推出更多的全新配套服务，以夺取更多的用户群。

总营销长查曼艾分迪昨天在推介Xpax最新的预付配套服务后，如是指出。

“2014年对公司而言是充满挑战的一年，因此，目前全力以赴建立客户组合和增加营业额，并将在今年杪前推出2至3项新产品。”

他说，自公司在今年6月推出XpaxMagic晶片后，可见互联网的用户录得增长的势头。

该公司第三季业绩即将于本月杪出炉，查曼艾分迪不愿透露预付卡在消费税开跑后的表现，但年轻用户取得显著的增长。【南洋网财经】

icy97

买下电讯塔商75% 亚通集团进军缅甸

5/10/201519:02
（吉隆坡5日讯）亚通集团有限公司（AXIATA，6868，贸易服务组）计划收购Digicel亚洲控股私人有限公司的75%股权，后者是Digicel集团旗下单位，从而获得Digicel缅甸电讯塔有限公司的控制权。

亚通集团电讯塔单位edotco集团私人有限公司已与Digicel集团签署一份有条件股票收购协议，以落实上述收购Digicel缅甸电讯塔控股公司Digicel亚洲的交易。

经过调整外来借贷和其他营运资本需求，这项收购将透过现金方式进行，基于2015年11月30日截止日期，预料数额为1亿2500万美元（5亿5130万令吉）。

缅甸电讯塔市场预料将是东南亚最大之一，也是最迅速成长电讯基建服务市场。

亚通集团表示，上述交易价把Digicel缅甸的企业价值评定为2亿2100万美元（约9亿7470万令吉），符合类似资产的市场指标。

这项尚待有关监管当局批准的交易，将由edotco集团或亚通集团的内部基金和外来借贷融资。

这项交易将给予edotco集团一个策略性控制权，提供一个在其目标地理位置内，并拥有高度吸引力电讯塔业的平台，同时也进一步巩固edotco集团成为东南亚电讯业领导基建供应商的地位。

这项收购也将扩充edotco集团的据点到亚通集团现有经营以外。

“这项收购是一个独特和激励机会，让edotco集团在大幅未渗透的缅甸市场，建立一个领导平台。”

“基于其低流动通讯渗透率、有利监管条件和对电讯塔与基建分享的高度依赖，缅甸电讯业将为edotco集团的扩充带来庞大潜质。”

edotco集团相信，缅甸将成为其长期策略的关键部分，并预料会进一步投资于该国。

它补充，它计划引入于亚洲地区推出的创新产品和终端管理服务，从电讯塔与输送，以至经营与维修到缅甸国内。

亚通集团总裁兼集团首席执行员拿督斯里查玛鲁汀表示，这交易符合其长期策略，以建立除了核心流动业务外的新收入入来源。

他说：“这项收购将大幅加强亚通集团于集团现有据点以外市场的电讯塔基建业务。”

除了对净资产值的实质影响外，这项交易不会对亚通集团截至2015年12月31日止财政年的收益和负债产生任何实质影响。

edotco集团是于2012年成立凤释放亚通集团的电讯塔与基建资产价值，提高基建管理的经营效率和多元化其收入来源。

它在经营的国家，包括马来西亚、孟加拉、柬埔寨、斯里兰卡和巴基斯坦管理超过1万4000座电讯塔。【光华日报财经】

Type	Announcement
Subject	OTHERS
Description	AXIATA GROUP BERHAD (AXIATA) - EDOTCO GROUP SDN BHD ENTERS INTO AN AGREEMENT TO ACQUIRE A 75% SHAREHOLDING IN MYANMAR TOWER COMPANY
INTRODUCTION Axiata is pleased to announce that edotco Group Sdn Bhd (“edotco”), a wholly-owned subsidiary of Axiata, had on 2 October 2015, entered into a Share Purchase Agreement (“SPA”) with Digicel Group Limited (“Digicel”) on 2 October 2015 to acquire a 75% equity interest in Digicel Asian Holdings Pte Ltd. (“DAH”) (hereinafter referred to as the “Transaction”), the parent of Digicel Myanmar Tower Company Limited (“MTC”). INFORMATION ON THE COMPANIES edotco edotco is a private company incorporated in Malaysia on 31 October 2012 as an investment holding company and for the provision of technical and operational support services in the telecommunications and related industries in local and international markets. The issued and paid-up share capital of edotco is currently RM1,275,000,002.00 divided by 1,275,000,002 ordinary shares of RM1.00 each. Digicel, DAH and MTC Digicel is an exempted limited liability company incorporated in Bermuda in 2007 and registered with the Registrar of Companies in Bermuda (Registration Number : 39547). Digicel is a leading provider of communications services in the Caribbean and South Pacific regions providing a comprehensive range of mobile communications, business solutions, cable TV and broadband and other related products and services in 31 markets. Digicel’s investment in MTC is held through DAH, a private company incorporated in Singapore. MTC, a limited company incorporated in the Republic of the Union of Myanmar, develops, constructs and leases telecommunications towers in Myanmar. SALIENT TERMS OF THE TRANSACTION edotco will acquire the 75% stake in DAH based on an Enterprise Value of USD221.00 million on a cash free and debt free basis. The Transaction will be settled via cash after adjusting for external borrowing and other working capital requirements of which based on the expected closing date of 30 November 2015 (“Closing Date”) is expected to be approximately USD125.00 million. The Transaction is subject to customary closing conditions, including the approval of the government of the Republic of the Union of Myanmar (including the Post and Telecommunications Department thereof), Bank Negara Malaysia and the consent of YSH Finance Limited, the minority shareholder of DAH. RATIONALE FOR THE TRANSACTION The Transaction will:- Deliver to edotco strategic majority control providing a platform in a highly attractive tower industry within edotco’s geographic area of focus; Further solidify edotco as the premier infra provider to the greater Southeast Asian telecom industry; and Expand edotco’s footprint beyond that of Axiata Group’s existing operations. The Transaction is also very much in line with Axiata’s long-term strategy to create new revenue streams apart from the core mobile business. SOURCE OF FUNDS The Transaction will be financed by edotco’s and/or Axiata’s internally generated funds and/or external borrowings. FINANCIAL EFFECTS Based on the Closing Date, except for the material effect to the net assets, the Transaction does not have any material effect on the earnings and gearing of Axiata Group for the financial year ending 2015. The Transaction does not have any effect on the issued and paid-up share capital of Axiata. APPROVAL OF SHAREHOLDERS The Transaction is not subject to the approval of the shareholders of Axiata. DIRECTORS AND MAJOR/SUBSTANTIAL SHAREHOLDERS’ INTEREST None of the Directors, major shareholders of Axiata and/or persons connected to them has any direct or indirect interest in the Transaction. Media release on the Transaction is provided below. This announcement is dated 2 October 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4884021

Attachments Media Release-Acquisition of MTC.pdf