【AXIATA 6888 交流专区】亚通

icy97

Robi Axiata与Airtel Bangladesh合并 用户群达3220万
By Supriya Surendran / theedgemarkets.com   | November 17, 2016 : 3:35 PM MYT

（吉隆坡17日讯）大马亚通（Axiata Group Bhd）和印度Bharti Airtel Ltd各自电讯子公司合并的新公司，将为约3220万用户服务。

在今日发布的文告，亚通和Airtel宣布，各自的孟加拉子公司，即Robi Axiata和Airtel Bangladesh Ltd的合并活动完成。

这两家公司在1月28日宣布，双方进行独家协商，探讨合并双方在孟加拉业务的可能。

合并后的公司将以Robi Axiata之名营运，亚通集团持有68.7%控制权，而Bharti Airtel Ltd持股25%，余下的6.3%继续由现有股东，即日本NTT Docomo持有。

Robi Axiata是孟加拉的第一宗电讯合并，巩固其作为该国第二大营运商的地位。

Robi Axiata总执行长Mahtab Uddin Ahmed说，这次合并增强了孟加拉电讯局势和商业环境的长期可持续性。

“（合并）将确保更快地在全国范围推广流通宽频，以及为该国的整体经济作出重大贡献。”

“我们现在作为一个合并公司，将专注于为3220万名用户提供一个无与伦比的创新流动和宽频服务，且价格合理。”

亚通总裁兼集团总执行长Tan Sri Jamaludin Ibrahim表示，这家大马电讯巨头在其他市场如印尼、斯里兰卡和柬埔寨的成功策略合并和整合纪录，令集团成功完成孟加拉的首宗电讯合并，并启动市场整合。

“国内整合一直是集团巩固地位、释放获利和市场机遇，以及确保为客户和公众提供更好服务的关键重点之一。”

“作为一个在孟加拉20多年的投资者，亚通全面支持Robi继续努力建设国家，尤其是弥合数字鸿沟，以实现数字化孟加拉的愿景。”

他说：“我们相信，这种合并将确保该国的进一步发展，不仅是电讯业，这也将进一步推动孟加拉的商业和投资环境更成熟。”

（编译：陈慧珊）

Type	Announcement
Subject	OTHERS
Description	PROPOSED AMALGAMATION OF ROBI AXIATA LIMITED ("ROBI") AND AIRTEL BANGLADESH LIMITED ("AIRTEL BANGLADESH")-COMPLETION OF PROPOSED MERGER
We refer to the announcements dated 28 January 2016, 24 June 2016, 1 September 2016 and 9 November 2016 in relation to the Proposed Merger (“Announcements”). Unless stated otherwise, the definitions used herein shall have the same meanings as set out in the Announcements. We are pleased to announce that Robi and Airtel Bangladesh had today register the Merger Filing with the RJSC. Pursuant to the above and in accordance with the Agreement, the Proposed Merger is completed today and the parties are in process to obtain the Merged License and completion of other procedural and/or administrative formalities. On the Effective Date of the Proposed Merger, Robi is the surviving corporation and the shareholding in Robi between Axiata, Bharti and NTT DOCOMO Parties are 68.7%, 25.0%+1 Robi Share and 6.3% respectively. This announcement is dated 16 November 2016.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5261305

Attachments Media Release-Proposed Merger (Completion).pdf

哭哭鸟

大马印尼市场竞争激烈
亚通第三季净利挫71%
2016年11月25日
http://www.enanyang.my/news/20161125/大马印尼市场竞争激烈br-亚通第三季净利挫71/

（吉隆坡24日讯）亚通（AXIATA，6888，主板贸易股）第三季净利大跌71.2%，仅获净利2亿5655万8000令吉，或每股净利2.9仙。该公司去年同期，净利达8亿9138万7000令吉，或每股净利10.30仙。

该公司营业额按年扬7.73%，从去年同期的50亿6510万8000令吉，升至54亿5703万2000令吉。

同时，首9个月净利表现同样让人失望，按年下挫61%，来到8亿1375万2000令吉；营业额按年增8.63%，报157亿7597万令吉。

亚通在文告中指出，虽然斯里兰卡和柬埔寨业务的净利贡献增加，但本地和印尼市场面对挑战，加上外汇亏损，拖累第三季表现。

“大马和印尼的通信市场竞争加剧，加上外汇出现剧烈波动，导致该季净利出现按年超过70%的萎缩。”

在首9个月业绩报告中，本地和孟加拉Robi亚通盈利分别萎缩26.4%和86.4%。

斯柬子公司表现佳

无论如何，区域内各市场子公司的表现都相当亮眼。斯里兰卡Dialog亚通和柬埔寨Smart亚通则分别上涨69.6%和34.2%；而印尼XL亚通则取得按年转亏为盈。

亚通也提到，尼泊尔Ncell过去一季表现亮眼，成功超越当初投资计划时的预期，扶持该季营业额和净利。

今年，亚通以14亿美元（约61亿令吉），收购Ncell公司的80%股权。

截至第三季，亚通手持60亿令吉现金，净债务对息、税、折旧和摊销前盈利比例为2.32倍。

亚通主席丹斯里阿兹曼莫达通过文告表示，虽然面对较弱的营运市场，竞争压力加剧，但公司营业额和息、税、折旧与摊销前盈利仍增长。

保持双品牌策略

亚通总裁兼总执行长拿督斯里贾马鲁丁说，尽管税后盈利和少数股东权益（PATAMI）贡献增加，但在旗下的市场依然面对严峻挑战，包括大马、印尼、新加坡和印尼。

展望未来动向，贾马鲁丁指，中期内，将通过新高层团队，提高企业表现，特别是在天地通（Celcom）业务。

“同时，公司团队也会继续实施双品牌策略，加强印尼子公司PT XL亚通表现。”

亚通在今年7月宣布一系列人事变动，包括委任2名执行副总裁兼区域总执行长、3名总执行长和数名高层调任，强化总公司企业管理和发展。

此外，亚通加强成本优化措施，提高收益同时，也加速企业数码化。

SUMMARY OF KEY FINANCIAL INFORMATION 30 Sep 2016

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30 Sep 2016	30 Sep 2015	30 Sep 2016	30 Sep 2015
		$$'000	$$'000	$$'000	$$'000

1	Revenue	5,457,032	5,065,108	15,775,970	14,523,024
2	Profit/(loss) before tax	451,548	1,027,312	1,413,224	2,501,453
3	Profit/(loss) for the period	295,750	955,083	929,222	2,120,828
4	Profit/(loss) attributable to ordinary equity holders of the parent	256,558	891,387	813,752	2,086,984
5	Basic earnings/(loss) per share (Subunit)	2.90	10.30	9.20	24.20
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 ($$)	2.6200		2.6700

yilingchai

好便宜哦。我要进场了，明天还会再跌吗？

yilingchai

真的是跌破4，15；进了第一批货了，谢谢，

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY  - DIALOG BUSINESS SERVICES (PRIVATE) LIMITED
Following the notification by Dialog Axiata PLC (“Dialog”) to the Colombo Stock Exchange on 22 November 2016, we wish to inform that Dialog, an 83.3%-owned subsidiary of Axiata Group Berhad (“Axiata”), had on 21 November 2016 completed the incorporation of ‘DIALOG BUSINESS SERVICES (PRIVATE) LIMITED’ (“DBS”) (Company No.PV 118079), a private company limited by shares, under the Companies Act, No. 7 of 2007. DBS was incorporated with a stated capital of LKR10/-. The nature of business to be carried by DBS is to carry out the business of providing Business Process Outsourcing (BPO) services including call centre services. The incorporation of DBS is not expected to have any material effect on the earning and Net Assets of Axiata for financial year ending 31 December 2016. 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 DBS. This announcement is dated 23 November 2016.

icy97

Type	Announcement
Subject	OTHERS
Description	AXIATA GROUP BERHAD (AXIATA)INCORPORATION OF COMPANY - EDOTCO TOWERS (BANGLADESH) LIMITED
We wish to inform that edotco Investments (Labuan) Limited (“edotco Labuan”), a subsidiary of Axiata, had on 17 November 2016 incorporated a new subsidiary, EDOTCO TOWERS (BANGLADESH) LIMITED (“edotco Towers BD”) (Company No. C-134238), a public company limited by shares. The incorporation of edotco Towers BD was completed following the receipt by edotco Labuan on 29 November 2016 of the Certificate of Incorporation from the Registrar of Joint Stock Companies and Firms, Republic of Bangladesh. edotco Towers BD, a company duly incorporated under the Companies Act, 1994 of the Republic of Bangladesh has an authorised share capital of Taka (“Tk.”)10,000,000.00 represented by 1,000,000 ordinary shares of Tk.10 each of which Tk.950,000.00 has been paid-up. The business objective of edotco Towers BD is to undertake telecommunications infrastructure and services. The incorporation of edotco Towers BD is not expected to have any material effect on the earnings and Net Assets of Axiata for financial year ending 31 December 2016. None of the Directors, major shareholders and/or persons connected to them has any direct or indirect interest in the incorporation of edotco Towers BD. This announcement is dated 1 December 2016.

icy97

亚通明年净利料更好

2016年11月26日

分析：达证券
目标价：5.35令吉

最新进展

我国和印尼通信市场竞争加剧，加上外汇亏损，亚通（AXIATA，6888，主板贸易股）第三季净利大跌71.2%，报2亿5655万8000令吉。

不过，营业额按年扬7.73%，报54亿5703万2000令吉。

首9个月净利挫61%，来到8亿1375万2000令吉；营业额按年增8.63%，报157亿7597万令吉。

行家建议

亚通第3季正常化净利达13.41亿令吉，符合我们预期，占全年预测78.1%，但低于市场预测，仅占全年预测68.1%。

过去数月，亚通股价下跌15.8%，虽然我们认为，挑战依然存在，但目前已将潜在风险纳入考量。

我们也预计，天地通（Celcom）与印尼子公司XL表现逐渐复苏，及与尼泊尔子公司Ncell账目完成整合，将支持亚通明年取得较好的净利表现。



【e南洋】



电讯塔上市为催化剂．亚通好淡争持
2016-11-25 17:38
http://www.sinchew.com.my/node/1590486/

yilingchai

今天破了四块六耶，4.64.明天可能要放了。要问988前辈先，要不要放

icy97

澄清:甚至没考虑
亚通否认售印度Idea

2016年11月30日
（吉隆坡30日讯）印度媒体援引消息报道，亚通（AXIATA，6888，主板贸易股）正寻求买家，脱售持有印度联营公司Idea Cellular（简称Idea ）的20%股权。不过，对于上述报道，亚通通过电邮澄清，一切纯属揣测。

早前，印度《经济时报》报道，据牵涉该计划的人透露，亚通认为在未来三年，Idea 公司的表现持续疲软，因此考虑出售股权。

他也说报道称，亚通已通过董事会决议脱售该批股权，并委托一家投资银行寻求买家。

消息人士补充：“印度信实工业公司（Reliance Industries Limited）旗下通讯公司Reliance Jio Infocomm带来的产品定价冲击，已影响该联营公司。”

盈利贡献砍71%

据亚通在上周四公布的业绩报告中显示，Idea为亚通所贡献的首9个月盈利，从去年同期的2亿7870万令吉，减少至今年的7970万令吉，萎缩高达71%。

报道称，亚通早前曾向Idea母公司Aditya Birla集团寻求后者回购股权，但遭拒绝。

目前，Aditya Birla集团持有Idea 公司42%股权。

消息人士也提到，亚通有权将这20%股权，脱售给任何一方。

该媒体补充，有投行认为，亚通要得到购买该小份额股权的买家难度较高，因为买家较有兴趣购买大份额股权。

目前，亚通持有的Idea股权平均价格是155卢比（10.06令吉），而该股价已从去年同期的145卢比（9.42令吉），跌破目前80卢比（5.19令吉）水平。

“亚通可以利用脱售后得到的资金，或甚至转向投入和专注发展大马业务。”

不过，在这则新闻出街后，亚通透过电邮向彭博社指出，该报道是子虚乌有，公司并没有考虑出售任何Idea 的股权。

亚通的大马业务，在今年首9个月表现中失色，营业额和盈利分别按年下挫10%和26.4%，营业额更在过去三年持续萎缩，仅达2013年首9个月营业额的83%。【e南洋】

icy97

INCJ国库入股edotco．亚通套现26亿减债

（吉隆坡13日讯）亚通（AXIATA,6888,主板贸服组）配售旗下电讯塔臂膀edotco集团4亿美元股权予日本产业革新机构（INCJ），再脱售edotco集团的2亿美元股权给大股东国库控股（Khazanah），藉此集资最多6亿美元（约26亿6100万令吉）。

完成配股后，亚通预计负债比将走低至2.5倍。

保持edotco50%持股edotco集团首席执行员苏雷斯在媒体汇报会上表示，三方将在1月才正式签署文件，因此现阶段无法透露更多细节，唯一肯定的是，亚通至少会保持edotco的50%持股。

苏雷斯说，该公司将会引进日本公私合营机构－－产业革新机构入股，而亚通大股东国库控股也会直接持有该公司股权。

“INCJ将会以私募股权方式认购公司发售的新股，最多可认购总值4亿美元（约17亿7400万令吉）股权，而国库控股则最多可认购edotco总值2亿美元（约8亿8700万令吉）股权。”

苏雷斯表示，edotco此次的售股计划，亦是今年全球最大宗的私募股权计划。

苏雷斯表示，从INCJ筹集到的资金将充作缴还edotco银行贷款、收购及营运用途，而从国库控股筹集的资金将用于缴付借贷及营运资本。

“届时亚通的负债比可走低至2.5倍。”

《彭博社》数据显示，国库控股掌握亚通的37.58%股权，为最大股东。

对于edotco的上市计划，苏雷斯仅表示，上市计划并不会出现在2017年，最快也得在2018年杪。

苏雷斯表示，edotco在未来3至4年内，有望成为亚通的“收息公司”（dividend yielding）。

亚通总裁兼首席执行员丹斯里贾玛鲁丁补充，一般而言，电讯塔领域可提供2至5%的股息收益率，主要取决于电讯塔业务的成长。

edotco旗下超过2万5000座电讯塔，业务分布大马、柬埔寨、缅甸、巴基斯坦及孟加拉，为全球第11大电讯塔公司。

贾玛鲁丁期望，edotco在2020年时，可成为全球5大电讯塔公司。

文章来源：
星洲日报／财经‧2016.12.14

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) COMBINATION OF TRANSACTIONS
Description	I. PROPOSED PRIVATE PLACEMENT OF EDOTCO SHARES OF UP TO USD400.0 MILLION TO INNOVATION NETWORK CORPORATION OF JAPAN; ANDII. PROPOSED DIVESTMENT OF EDOTCO SHARES EQUIVALENT TO USD200.0 MILLION TO KHAZANAH NASIONAL BERHAD
We are pleased to announce that Axiata Group Berhad (“Axiata”) and its wholly-owned subsidiary, edotco Group Sdn Bhd (“edotco”) had on 13 December 2016 entered into a binding term sheet with the following parties:- i)   Innovation Network Corporation of Japan (“INCJ”) to raise up to USD400.0 million (equivalent to RM1,769.9 million) in a private placement of new ordinary shares with par value of RM1.00 each (“edotco Shares”) to INCJ (“Proposed Private Placement”); and ii)   Khazanah Nasional Berhad (“Khazanah”) for the divestment by Axiata of edotco Shares to Khazanah for a cash consideration of USD200.0 million (equivalent to RM885.0 million) (“Proposed Divestment”), a related party transaction. The Proposed Private Placement and Proposed Divestment are separate transactions and are not inter-conditional. (Both the transactions are referred to collectively as “Proposals”). Please refer to the attachment for the full announcement in relation to the Proposals. Also attached is the media release in relation to the Proposals. This announcement is dated 13 December 2016.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5287281

Attachments Bursa Announcement-edotco Private Placement.pdf Media Release - edotco Private Placement.pdf

icy97

亚通
edotco私配释放价值

2016年12月15日

分析：MIDF投资研究
目标价：4.74令吉

最新进展

亚通（AXIATA，6888，主板贸易股）为子公司edotco，引进日本产业革新机构（INCJ）和国库控股，进行6亿美元（约26亿5490万令吉）一级和二级股票私下配售交易。

亚通将私下配售edotco新股给INCJ，筹集高达4亿美元（约17亿6990万令吉），将用作（1）并购、（2）国内增长机会、（3）偿还借款，以及（4）营运资本。

同时，也以2亿美元（相等于8亿8500万令吉）脱售edotco股权给国库控股。

行家建议

亚通通过股票交易筹集6亿美元（约26亿5490万令吉），因此，该计划符合公司致力将债务对税前盈利（Debt-to-EBITDA）比例，降低至2.5倍以下的目标。

我们认为，电信塔需求将持续保持强劲，因为频谱稀缺、电信运营商外包网络建设、大多数移动数据流量，以及监管制度促进基础设施共享。

完成交易后，亚通依旧是edotco的大股东，且edotco的市值至少有55亿令吉。

针对这项私下配售计划，我们持正面态度，因为有助于释放edotco的价值。

配合上述因素，我们保持亚通的收益预测，目标价4.74令吉不变，并维持“中和”评级。



【e南洋】


减持edotco受看好．亚通短期盈利难加分
2016-12-14 16:33
http://www.sinchew.com.my/node/1596405/

icy97

icy97 发表于 8-11-2016 04:02 AM
亚通集团斥资1.47亿 扩大缅甸电讯业务

经济新闻
9/11/201618:58
（吉隆坡9日讯）亚通集团有限公司（AXIATA，6888，贸易服务组）子公司edotco集团有限公司，继去年12月购入edotco投资新加坡私人有限公司（edo ...

Type	Announcement
Subject	OTHERS
Description	ACQUISITION OF ADDITIONAL 12.5% STAKE IN EDOTCO MM
We refer to the announcement dated 7 November 2016 on the entry by edotco Investments into the SPA with YSH Finance for the acquisition of 12.5% of the Option Shares. Unless stated otherwise, the definitions used herein shall have the same meanings as set out in the said announcement. We are pleased to announce that the above acquisition was completed today and edotco Group now holds 87.5% interest in edotco MM. This announcement is dated 19 December 2016.

icy97

Date of change	31 Dec 2016
Name	MR CHARI THANDALAM VEERAVALLI THIRUMALA
Age	60
Gender	Male
Nationality	India
Type of change	Retirement
Designation	Chief Financial Officer
Qualifications	MBA - State University of New York at Buffalo Fellow member of the Chartered Institute of Management Accountants UK (CIMA)Associate Member of the Institute of Chartered Accountants (ACA) and Associate Member of the Institute of Cost and Works Accountants (ICWA) of India
Working experience and occupation	Chari TVT was appointed as Group Chief Financial Officer of Axiata Group Berhad ("Axiata") on 1 January 2014. Prior to this, Chari served as Chief Financial Officer of Celcom since May 2009. During his time at Celcom, Chari was instrumental for many initiatives that contributed to excellent financial performance of Celcom, making it one of the most profitable companies in Malaysia.Before joining Celcom, Chari was Vice President, Sales at HP Financial Services Asia Pacific and Japan. He spent 20 years at HP, of which 10 years was in senior finance positions in various countries such as Hong Kong, Malaysia, Thailand and Singapore, and 10 years heading Sales and Marketing for Asia Pacific as well as a large business unit with revenue of close to USD1 billion.
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Save as disclosed below, Chari has no direct and/or indirect interest in Axiata or its subsidiaries. i)   203,353 ordinary shares of RM1.00 each in Axiata ("Axiata Shares");ii)  171,000 options of Axiata Shares pursuant to Performance Based Employee Share Option Scheme; andiii)  195,400 restricted share awards over Axiata Shares pursuant to Axiata Share Scheme

icy97

Date of change	01 Jan 2017
Name	MR YAP WAI YIP
Age	59
Gender	Male
Nationality	Malaysia
Type of change	Others
Designation	Others
Description	Appointment of Acting Group Chief Financial Officer
Qualifications	Fellow, Chartered Association of Accountants, UKChartered Accountant, Malaysian Institutes of Accountants
Working experience and occupation	Yap Wai Yip is the Group Financial Controller of Axiata Group Berhad ("Axiata"), a recent appointment since his return from his overseas posting from 1 November, 2016. He was the Chief Financial Officer of Axiata's subsidiary, Robi Axiata Limited (Robi), Bangladesh a position he held from 14 April 2014 until 31 October 2016. Prior to his posting in Robi, he was Group Financial Controller of Axiata, a position he held since joining the Company in October 2008. He has also served as acting CFO of Axiata's Sri Lanka subsidiary, Dialog Axiata PLC in 2010 and acting CFO of Axiata from November 2010 to May 2011.Yap Wai Yip has over 32 years of working experience of which he spent more than 24 years in IT industry and for the last 8 years, in telecommunication. His roles covered Asia Pacific region, especially while in IT industry, covering all ASEAN countries, Greater China region, Korea, Japan, Australia/New Zealand and South Asia countries. He was the recipient of several awards from accounting professional body, regional shared services group and an IBM patent of an IT application.
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Save as disclosed below, Yap has no direct and/or indirect interest in Axiata or its subsidiaries.i)  476,983  ordinary shares of RM1.00 each in Axiata ("Axiata Shares") held through a nominee, Mayban Nominees (Tempatan) Sdn Bhd; andii)  248,600 restricted share awards over Axiata Shares pursuant to Axiata Share Scheme

icy97

大股东料参与
亚通edotco私配或扩大

2017年1月3日
（吉隆坡2日讯）亚通（AXIATA，6888，主板贸易股）子公司edotco上月，总值6亿美元（约26.88亿令吉）私下配售活动规模或扩大，筹集更多资金。

上月亚通宣布，将私下配售edotco新股给日本产业革新机构（INCJ），筹集高达4亿美元（约17.9亿令吉），同时，亚通以2亿美元（约8.96亿令吉）脱售edotco股权给国库控股。

不过，该项私配活动，未有亚通的其他主要股东参与，包括雇员公积金局（EPF）、国民投资机构（PNB）和公务员退休基金（KWAP）。

《The Edge》引述edotco财务总监提万卡然加拉，亚通现有大股东和其他国际基金，可能也会参与edotco的私配活动。

他说：“1月，我们就会知道，他们（现有大股东和其他国际基金）是否会购买edotco的股权，是通过一级或二级配售。”

他补充，各方将获得一样的估值，该配售活动也将在同一时间进行。

他指出，一开始亚通的意思就是以现有股东为先。

要维持控制权

不过，提万卡然加拉拒绝透露下第二波扩大后的私下配售活动规模。但他重申，亚通有意维持在edotco的控制股权。

他称，目前许多未确定因素导致亚通无法披露该配售的估值，但会在1月杪之前做出决定及对外宣布。

目前，国库控股持有亚通37.58%股权、EPF持有15.44%、PNB持股11.94%及KWAP有2.67%。【e南洋】

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Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY - AXIATA DIGITAL ECODE SDN. BHD.
We wish to inform that Axiata Digital Services Sdn Bhd, a wholly-owned subsidiary of Axiata Group Berhad (“Axiata”), had on 9 January 2017 completed the incorporation of AXIATA DIGITAL ECODE SDN. BHD. (“ADE”) (Company No. 1214970-T), a private company limited by shares, under the Companies Act, 1965. ADE was incorporated with an authorised share capital of RM400,000.00 divided into 400,000 ordinary shares of RM1.00 each. The issued and paid-up share capital of ADE is RM2.00 and its intended principal activities are to carry out the business of researching and developing internet services and mobile applications. The incorporation of ADE is not expected to have any material effect on the earning and Net Assets of Axiata for financial year ending 31 December 2017. 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 ADE. This announcement is dated 9 January 2017.

icy97

亚通
短期净利有风险

2017年1月17日

分析：大众投行研究
目标价：5令吉

最新进展

印度电讯公司激烈的价格竞争，导致亚通（AXIATA，6888，主板贸易股）在联号公司Idea Cellular的投资，减值亏损共计10亿令吉。

去年11月，其印度第二大通讯子公司——沃达丰（Vodafone）也减记50亿欧元（约2370亿1113万令吉）。

通讯公司Reliance Jio Infocomm带来的产品定价冲击，影响该联号公司。

行家建议

亚通短期内的净利风险仍然存在，主要因为投资减值损失的关系。

新业者Reliance Jio提供免费通话和讯息服务，估计联号公司的赚幅和营业额，将进一步受压。

由于之前减值亏损10亿令吉，且股价已恢复到当前水平，因此，料亚通的潜在减值规模不大。

我们维持核心净利预测不变，不过，考虑到亚通短期内存在净利风险，我们下调评级至“中和”，目标价定在5令吉。



【e南洋】

icy97

icy97 发表于 16-12-2016 05:56 AM
INCJ国库入股edotco．亚通套现26亿减债

（吉隆坡13日讯）亚通（AXIATA,6888,主板贸服组）配售旗下电讯塔臂膀edotco集团4亿美元股权予日本产业革新机构（INCJ），再脱售edotco集团的2亿美元股权给大股东国库控股（ ...

亚通私配获26.77亿
国库控股INCJ持edotco 34.1%

2017年1月21日
（吉隆坡20日讯）亚通（AXIATA，6888，主板贸易股）为6亿美元（26亿7730万令吉）私下配售交易签署最终协议，配售子公司edotco的34.1%股权，给日本产业革新机构（INCJ）和国库控股（Khazanah）。

作为2016年以来，在电讯塔领域中最大型的私下配售活动，该项交易预计将在今年1月底完成。

根据edotco的资产组合，将通过配售股票，分别从INCJ和国库控股取得4亿美元（17亿7820万令吉）和2亿美元（8亿9910万令吉），而这些新投资者将持有edotco的34.1%股权，而亚通依然是大股东，持股率达65.9%。

在该项私下配售活动，投资者给予edotco的最终组合定价接近15亿美元（约66.77亿令吉），以及企业价值相等于2016财年扣除利息、税务、折旧与摊销前盈利（EBITDA）的12.5倍，这可媲美区域同行。

最终组合也考虑到可能在之后注入柬埔寨和斯里兰卡的电讯塔资产，这将提高亚通的持股率。

拟2018年上市

肯纳格投行分析员指，亚通持续释放股东价值，该项配售交易在亚通考虑于2018年把edotco上市的时候出现。

edotco总执行长苏雷斯西胡指：“INCJ和国库控股皆是长期投资者，将为公司增长策略增添价值，以及提供进一步的策略合作机会，还有提升和多元化股东群。”

他说，从配售所得的资金，公司将用作加速增长，进而进一步提高股东价值。

迈向最大电信塔公司

edotco主席拿督阿札特则说，公司强劲的企业基本面、优越的长期展望，以及经验丰富的管理层，成功吸引到高素质的国内外投资者，如INCJ和国库控股。

亚通总裁兼总执行长丹斯里贾马鲁丁补充，组合显著扩展，以及租赁市场强劲改善，使到业务强劲增长。因此，edotco可在该项配售活动取得相对强劲的估值。

“我们有决心要把edotco打造成世界级企业，以及在2020年成为其中一家世界最大型的独立电信塔公司。该项配售活动成功进行，让公司朝着该目标前进。”

对于edotco有意成为首五大全球电信塔公司之一的目标，分析员并不感到意外。

“该集团只需要再收购1万个电信塔，就能够达到首十大业者，或增加1万5000至2万个电信塔，就能够达到首五大业者的地位。”

整体而言，分析员维持2016或2017财年净利预测，并重申“符合大市”投资评级和4.81令吉的目标价格。



【e南洋】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) COMBINATION OF TRANSACTIONS
Description	I.        PROPOSED PRIVATE PLACEMENT OF EDOTCO SHARES OF UP TO USD400.0 MILLION TO INNOVATION NETWORK CORPORATION OF JAPAN; ANDII.        PROPOSED DIVESTMENT OF EDOTCO SHARES EQUIVALENT TO USD200.0 MILLION TO KHAZANAH NASIONAL BERHAD
We refer to our announcement on the above dated 13 December 2016. We are pleased to announce that edotco Group Sdn Bhd (“edotco”), a wholly owned subsidiary of Axiata Group Berhad (“Axiata”) and Axiata had today entered into the following agreements:- Share Subscription Agreement between edotco and Innovation Network Corporation of Japan (“INCJ”) on the subscription by INCJ of up to 546,539,249 ordinary Shares of RM1.00 each in edotco (“edotco Shares”) at a cash consideration of up to USD400.00 million (equivalent to RM1,778.20 million); and Share Purchase Agreement between Axiata and Mount Bintang Ventures Sdn. Bhd. (“MBVSB”), a wholly owned subsidiary of Khazanah Nasional Berhad for the purchase by MBVSB of 273,269,624 edotco Shares at a purchase consideration of USD200.00 million (equivalent to RM899.10 million). Please refer to the attachment and media release for full details of the transactions. This announcement is dated 18 January 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5318573

Attachments Bursa Announcement-edotco Private Placement (18 January 2017).pdf Media Release-edotco Private Placement (18 January 2017).pdf

icy97

售Edotco．亚通获资金拓业务

（吉隆坡19日讯）亚通（AXIATA,6888,主板贸服组）配售旗下电讯塔臂膀Edotco集团34.1%股权予日本产业革新机构（INCJ）及国库控股（Khazanah），分析员认为筹获的资金将用来拓展业务。

大众研究相信，Edotco上市计划并不会在近期进行，筹获的资金将用来拓展业务，包括进行并购或寻求策略合作。

大众认为，一旦Edotco达到一定的规模和所需的盈利纪录后，首次公开售股（IPO）将加速进行。

大华继显则指出，Edotco成功上市，将是该公司重估的催化剂。

大华继显维持亚通2017至2018年财测，介于20亿6600万至24亿6800万令吉，而XL亚通在2017至2018年的盈利好转则有望推高盈利。

大华继显维持亚通“买进”评级，目标价上调至5令吉50仙。大众则维持“中和”评级及目标价5令吉不变。



文章来源：
星洲日报／财经‧2017.01.20

icy97

亚通沃达丰洽并印度资产

（吉隆坡31日讯）全球第二大手机服务商沃达丰（Vodafone）可能将印度臂膀与亚通（AXIATA,6888,主板贸服组）印度子公司Idea电讯合并，创造全印度最大流动电讯公司。

打造印度最大流动电讯公司

沃达丰周一发文告表示，正与Idea大股东埃迪亚贝拉集团（Aditya Birla Group）进行洽商，可能将印度臂膀从集团中独立出来，而沃达丰和埃迪亚贝拉集团最终将平分新公司持股。

晨星公司分析员艾伦表示：“印度需要整合，当地有太多业者，而这将阻止他们取得合理的获利。印度流动业增长快速，在新增用户数据表现亮眼，但在将之转为盈利上却表现欠佳。”

印度首富穆克什安巴尼旗下Reliance Jio祭出免费语音及给予数据折扣，使得印度流动通讯业竞争日趋激烈，迫使当地业者需通过整合求存。

但沃达丰说，实际交易，乃至于交易条款和时间表仍未明朗。

目前，沃达丰印度臂膀是印度第二大业者，而Idea电讯则为第三大流动电讯公司。一旦强强结合，将创造出拥有3亿8700万名用户，市占率达36%的全国最大流动通讯公司，同时沃达丰也将一圆将印度臂膀上市的夙愿。

不过，相关交易并不包括沃达丰持股42%的通讯塔资产——Indus Towers。

文章来源：
星洲日报／财经‧2017.02.01