【AXIATA 6888 交流专区】亚通

icy97

天地通重返电讯业第二
来年续巩固市场地位

2017年11月28日
（吉隆坡28日讯）电信业巨头亚通（AXIATA，6888，主板贸易股）旗下的天地通亚通（Celcom Axiata）表示，天地通已重返大马市占率第二的位置，公司来年继续巩固市场地位。

副总执行长（商业营运）阿兹旺甘指出，前几年天地通在市占率方面一直落后主要竞争对手，但过去12个月以来，公司开始奋起直追，现已是国内客户量第二多的电信企业。

“天地通去年第三季的市占率还只是第三名，如今我们大概领先第三名1.5%左右。虽然市况竞争激烈，但我们希望未来数年，可继续维持市场地位。”

他昨天出席业绩汇报会后，向媒体发表上述谈话。其他出席者包括网络、策划和工程主管阿兹吉、人力资源总监阿兹米、数字总监大卫莫罗、客户服务和体验总监雷尼华纳、总执行长麦克库纳和财务总监黄翠芬。

iPhone配套助威

业绩方面，天地通亚通第三季的扣税和少数股东权益后盈利（PATAMI）年增12%至3.09亿令吉，营业额则按年起1.5%至16.55亿令吉，而核心收入服务类营业额亦年增1.5%至15.24亿令吉。

非服务类营业额方面，阿兹旺甘透露，公司近日推出iPhone8 和iPhoneX配套令人意外地取得不俗反应，料可积极贡献全年业绩。

“我们上周推出iPhoneX的配套，反应相当热烈；而iPhone8销售也相当不错，应该是数家电信公司之首。”【e南洋】

icy97

大卫狄恩任亚通独立非执行董事

（吉隆坡11日讯）亚通（AXIATA，6888，主板贸服组）委任大卫狄恩博士为独立非执行董事，委任状从即日起生效。

大卫狄恩现年59岁，持有牛津大学化学学士、化学文学硕士和理论核物理学博士学位，曾为波士顿谘询公司（BCG）前高级合伙人和全球科技与通讯实践部门主管，在为全球领先高科技、通讯和互联网提供谘询、战略项目和顾问工作有逾28年的经验。

文章来源：
星洲日报‧财经‧2017.12.12

Type	Announcement
Subject	OTHERS
Description	Media Statement - Axiata Announces Global Industry Expert as New Director
We are pleased to provide hereunder the media statement by Axiata in relation to the appointment of Dr David Robert Dean as Independent Non-Executive Director effective today. This announcement is dated 11 December 2017.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5633141

Attachments 20171211_Media Release-New Board Appointment.pdf

Date of change	11 Dec 2017
Name	DR DAVID ROBERT DEAN
Age	59
Gender	Male
Nationality	United Kingdom
Designation	Independent Director
Directorate	Independent and Non Executive
Type of change	Appointment
Qualifications	1st Class Honours Degree (BA) in Physics from Oriel College, University of Oxford, D.Phil. in Theoretical Nuclear Physics, from Oriel and Wolfson Colleges, University of Oxford and Master of Arts in Physics from Oriel College, University of Oxford.
Working experience and occupation	Dr David Robert Dean previously spent 28 years at The Boston Consulting Group (BCG) where he contributed significantly to the firm's most innovative thinking in areas of Internet economy, cloud computing and personal data. He has executed projects in over 25 countries and served clients in Europe, the US, Africa, India, China, South East Asia and Japan. For several years Dr Dean led BCGs Global Technology & Communications Practice, during which time he helped create a leading position in Asia. He has extensive experience in serving leading telecommunication, Internet and technology companies, in particular on strategic, corporate development and other top management issues He retired as Senior Partner from BCG at the end of 2013.Since 2012, Dr Dean has also contributed to projects at The World Economic Forum, and participated in multiple World Economic Forum events. He is a member of the Forums Global Future Council on the Digital Economy and Society, and its Future of the Internet Initiative.He is an active writer with "TMT Value Creators Report" and "The Connected World" just two of his notable publications.

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY - APIGATE SDN BHD
We wish to inform that Axiata Digital Services Sdn Bhd, a wholly-owned subsidiary of Axiata Group Berhad (“Axiata”), had on 12 December 2017completed the incorporation of APIgate Sdn. Bhd. (“APIgate”) (Company No. 1259684-W), a private company limited by shares, under the Companies Act 2016. APIgate was incorporated with an issued and paid-up share capital of RM2.00. The intended principal activities of APIgate are to carry out the business of developing Application Programming Interface (“API”) and offering API services via API hub and portals, software and mobile applications. The incorporation of APIgate is not expected to have any material effect on the earning and Net Assets of Axiata for the 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 APIgate. This announcement is dated 12 December 2017.

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY - ON SITE SERVICES SDN BHD
We wish to inform that Celcom Axiata Berhad, a wholly-owned subsidiary of Axiata Group Berhad (“Axiata”), had on 18 December 2017, completed the incorporation of On Site Services Sdn Bhd (“On Site Services”) (Company No. 1260419-D), a private company limited by shares, under the Companies Act 2016. On Site Services was incorporated with an issued and paid-up share capital of RM2.00. The intended principal activities of On Site Services are to carry on the business of engineering and design, installation, testing and commissioning, network audit and optimization for the telecommunication services industry and provision of telecommunication equipment and accessories. The incorporation of On Site Services 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 On Site Services. This announcement is dated 18 December 2017.

icy97

亚通斯国宽频网络执照获更新

（吉隆坡19日讯）亚通（AXIATA，6888，主板贸服组）斯里兰卡宽频网络执照更新问题已经解决。

该公司发文告表示，感谢斯里兰卡和大马政府合力解决子公司──Dialog亚通（Dialog Axiata）的宽频网络执照更新问题，并特别感激首相拿督斯里纳吉对集团国际投资的支持，以及协助解决宽频网络执照更新问题。

Dialog亚通已在斯里兰卡累积投资22亿美元，为斯国最大单一外国直接投资（FDI）。

文章来源：
星洲日报‧财经‧2017.12.20

icy97

亚通HelloGold提供黄金交易服务

（吉隆坡22日讯）亚通（AXIATA,6888,主板贸服组）旗下数码服务臂膀，亚通数码与黄金交易平台HelloGold合作，亚通数码客户的行动电子钱包将可透过HelloGold交易黄金。

Hello Gold发文告表示，该公司提供应用程式（app）平台，让客户可以买卖及库存实体投资级黄金。有关黄金可以直接交给客户。

HelloGold和亚通数码合作，让人们更容易交易黄金和其他尖端金融产品。

文章来源：
星洲日报／财经·2017.12.22

icy97

亚通准汇回Ncell盈利

2017年12月28日
（吉隆坡27日讯）有外媒报道，亚通（AXIATA，6888，主板贸易股）在尼泊尔的子公司Ncell，已获准将盈利汇回本国。

据《加德满都邮报》报道，尼泊尔高庭在周日，已批准Ncell将盈利汇回，因为阻止盈利汇送将会影响公司和股东的利益。

根据报道，尼泊尔高庭是根据尼泊尔外国投资和科技转移法（2049）5（2），以及外汇法（2019）10（C）做出判决。两条法规都允许外国企业将盈利汇回公司祖国。

外媒也引述尼泊尔中央银行的一名高级人员的谈话指出，在周日审讯结束后，Ncell已可将股息汇回国。【e南洋】

icy97

亚通委国库副董事经理为董事
Ahmad Naqib Idris/theedgemarkets.com
January 12, 2018 19:24 pm +08

（吉隆坡12日讯）亚通（Axiata Group Bhd）委任国库控股（Khazanah Nasional Bhd）副董事经理Tengku Datuk Seri Azmil Zahruddin Raja Abdul Aziz为非独立非执行董事，从即日起生效。

Azmil 是取代Kenneth Shen的职务，后者从2011年起，以国库控股提名人的身份入主董事局。

“我们欢迎Azmil加入成为董事局新成员。他在各个行业的经验丰富，特别是在科技和创新方面，将为董事局带来新的和相关的观点。”

亚通主席丹斯里阿兹曼莫达在文告中表示：“同时，董事局也要感谢Kenneth在过去六年来，对亚通董事局作出的宝贵贡献。我们很高兴他将继续留在亚通，担任edotco Group私人有限公司及PT XL Axiata Tbk的董事局成员。”

Azmil于2011年担任国库控股投资部执行董事，管理不同的投资，包括创新与科技，并且还监督国库控股在旧金山的办事处及槟城的Khazanah Koridor Utara。

他也曾是马航（Malaysia Airlines）的非执行董事（2004年）及执行董事兼总财务长（2005年），之后还擢升为董事经理兼总执行长。

此外，他也曾加入普华永道（PricewaterhouseCoopers）位于伦敦及香港的办事处，在审计和商业咨询服务部门提供金融服务。

亚通总裁兼集团总执行长Tan Sri Jamaludin Ibrahim说：“在通讯业经历一段时间的转型之后，我们欢迎Azmil的加入，因为他曾经纵横多个行业（曾有类似的革命性变化），而且知识渊博。”


（编译：魏素雯）

Date of change	12 Jan 2018
Name	DATO SRI YM TENGKU DATO' SRI AZMIL ZAHRUDDIN BIN RAJA ABDUL AZIZ
Age	47
Gender	Male
Nationality	Malaysia
Designation	Non Executive Director
Directorate	Non Independent and Non Executive
Type of change	Appointment
Qualifications	YM Tengku Dato' Sri Azmil Zahruddin Bin Raja Abdul Aziz holds a First Class Degree in Economics from the University of Cambridge. He is a Chartered Accountant and an Associate Member of the Malaysian Institute of Accountants and the Institute of Chartered Accountants in England and Wales. He is also an Associate of the Association of Corporate Treasurers, United Kingdom.
Working experience and occupation	YM Tengku Dato' Sri Azmil is currently the Deputy Managing Director of Khazanah Nasional Berhad ("Khazanah"). He joined Khazanah as Executive Director of Investments in 2011.Prior to joining Khazanah , Tengku Azmil was the Managing Director/ Chief Executive Officer of Malaysia Airlines. He joined Malaysia Airlines as Executive Director/ Chief Financial Officer in August 2005 after having served as a Non-Executive Board of Director since August 2004.Before that, Tengku Azmil was the Chief Financial Officer and then Managing Director/ Chief Executive Officer of Penerbangan Malaysia Berhad. He was also with PricewaterhouseCoopers in their London and Hong Kong offices where he was in the Audit and Business Advisory Services division, specialising in financial services.
Directorships in public companies and listed issuers (if any)	1. Xeraya Capital Labuan Limited2. Malaysian Global Innovation & Creativity Centre Berhad (MAGIC)

icy97

斯里兰卡在线学习网
Guru.lk成亚通子公司

2018年1月23日
（吉隆坡22日讯）斯里兰卡在线学习网站Guru.lk成为亚通（AXIATA，6888，主板贸服股）子公司。

亚通今日向交易所报备，Headstart（私人）有限公司在上周四成为Digital控股兰卡（私人）有限公司的50.59%子公司。

Digital控股是Dialog的独资子公司，而亚通持有Dialog 83.32%股权。

Headstart主要是创造和提供在线学习方案，拥有当地最受欢迎和最大的在线学习网站Guru.lk。

Dialog自2014年起通过认购可转换债券投资Headstart，共64万美元（约251万6352令吉）。

在2015年，首次将部分债券转换成26%股权，在今年初转换最后1批债券后，持股增至50.59%。

2亿投资电子互联网

另一方面，亚通在电子与互联网投入2亿令吉，正打造亚洲最大金融科技公司之一。

根据《新海峡时报》报道，亚通总裁兼集团总执行长丹斯里贾马鲁丁，出席Boost移动钱包与玛拉工艺大学（UiTM）合作仪式后向记者如此说道。

他解释，自2013年该集团已投资2亿令吉在电子与互联网，其中5000万令吉拨给金融科技。

亚通打造的金融科技公司将涵盖5个微服务——付款、汇款、借贷、储蓄和保险。

贾马鲁丁称，接下来亚通会投资更多在金融科技领域。

Boost移动钱包方面，他说该集团设下目标，在年杪前将支持该付款方式的商家数量，从目前4000 家增至10万家。

去年11月推出至今，Boost移动钱包已有近80万名用户。【e南洋】

Type	Announcement
Subject	OTHERS
Description	NEW SUBSIDIARY COMPANY - HEADSTART (PRIVATE) LIMITED
1.0      INTRODUCTION Following the notification by Dialog Axiata PLC (“Dialog”) to the Colombo Stock Exchange (“CSE”) on 18 January 2018, we are pleased to announce that Headstart (Private) Limited (“Headstart”) had on 18 January 2018 became a 50.59% subsidiary company of Digital Holdings Lanka (Private) Limited which in turn is a wholly-owned subsidiary of Dialog, a 83.32% subsidiary of Axiata Group Berhad (“Axiata”). 2.0      INFORMATION OF DIALOG AND HEADSTART 2.1     Dialog Dialog was incorporated in August 1993 and commenced operations in 1995. The stated capital of Dialog is LKR 28,103,913,435.00 (equivalent to approximately RM719,460,183.94). Dialog operates Sri Lanka’s Leading Quad-Play Connectivity Provider. Dialog, listed on the CSE, supplements its market leading position in the mobile telecommunications sector with a robust footprint and market presence in Sri Lanka’s fixed telecommunications and digital television markets through its wholly owned subsidiaries; namely, Dialog Broadband Networks (Private) Limited and Dialog Television (Private) Limited. Dialog is Sri Lanka's largest Foreign Direct Investor with investments totalling over USD 2.1 billion. Dialog has further expanded its portfolio by investing in digital services in the fields of Digital Commerce (a wholly-owned subsidiary Digital Commerce Lanka (Private) Limited), Digital Health (70% ownership in Digital Health (Private) Limited) and Digital Education (50.59% ownership in Headstart (Private) Limited) and Digital Financial Services (through its internationally acclaimed, Mobile Money Service eZ Cash). 2.2       Headstart Headstart (Company Registration No PV 92906) is a private limited company and is engaged in the business of creating and providing e-learning solutions and owns Sri Lanka’s leading digital education portal “Guru.lk”. 3.0       INVESTMENT IN HEADSTART Dialog Group’s investment in Headstart started in 2014 in which Headstart engages in the business of creating and providing digital education and e-learning solutions under the brand name "Guru.lk". Dialog’s investment totalling USD640,000 was via subscription of bonds which may be converted to equity over time with the initial conversion resulting in a 26% equity stake in Headstart in 2015. With the conversion (dated 1 January 2018) of the last tranche of these outstanding bonds, Dialog increased its stake in Headstart to 50.59%. 4.0       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 Headstart. This announcement is dated 22 January 2018.

icy97

Type	Announcement
Subject	OTHERS
Description	INCORPORATION OF COMPANY- AXIATA GLOBAL SERVICES PTE LTD
We wish to inform that Axiata Business Services Sdn Bhd, a wholly-owned subsidiary of Axiata Group Berhad (“Axiata”), had on 22 January 2018 incorporated a new subsidiary, Axiata Global Services Pte Ltd (“AGSPL”) (Company No. 201802703Z), a private company limited by shares, in Singapore, under the Companies (Amendment) Act 2017. AGSPL was incorporated with an issued and paid-up share capital of USD2.00. The intended principal activities of AGSPL are to carry out regional Business-to-Business transactions including shared service support for Axiata Group. The incorporation of AGSPL is not expected to have any material effect on the earning and Net Assets of Axiata for financial year ending 31 December 2018. 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 AGSPL. This announcement is dated 22 January 2018.

icy97

麦克:协同效应大
亚通马电讯合并合理

2018年1月26日
（吉隆坡25日讯）天地通亚通总执行长麦克库纳认为，亚通（AXIATA，6888，主板贸服股）和马电讯（TM，4863，主板贸服股）的合并“合理”，但有待股东最后决定。

他指出，亚通和马电讯都是电信巨头：“这需要维持下去，我可以想象合并后会产生很多协同效应。”

他今日与马航集团总执行长依占伊斯迈签署了解备忘录后，对记者这么说。

马电讯在2008年将流动和固线电话业务分拆，包括天地通（Celcom）在内的流动电话服务，纳入马电讯国际（TM International），后来更名为亚通。

市场去年开始传出马电讯和亚通会重新合并的消息，惟麦克称，很难预测结果，因为未必合理的事都会成真：“这很难预测，取决于股东的决定。”

另外，他认为，新业者Yoodo月杪杀到，不会带来威胁，相反可令整体行业更具竞争力，用家有更多选择。

麦克展望电信业前景依然平淡，因为电信公司过去三年营业额偏低：“可能明年营业额增长会略有稳定。”

目前，天地通用户1100万人，其中三分之二是预付客户。【e南洋】

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Type	Announcement
Subject	OTHERS
Description	SPECTRUM ASSIGNMENT IN THE 2100MHZ BAND
Axiata Group Berhad wishes to announce that its wholly-owned subsidiary, Celcom Axiata Berhad (“Celcom”) had, received an offer from the Malaysian Communications and Multimedia Commission (“MCMC”) on the reissuance of the existing Spectrum Assignment in 1950 MHz to 1965MHz and 2140 MHz to 2155MHz for a period of 16 years effective from 2 April 2018, subject to price component payment of RM118,400,000 being made in one lump sum before 1 February 2018 and annual fixed fee payment of RM50,000,000 payable before 15 December throughout the assignment period. Celcom has submitted the price component fee of RM118,400,000 in one lump sum receipt of which has been acknowledged by MCMC today. The payment is funded mainly through its internally generated funds. This announcement is dated 30 January 2018.

icy97

亚通XL进军付费电视．19.4亿开发3大业务

（吉隆坡2日讯）合并消息一传再传的亚通（AXIATA,6888,主板贸服组），近来计划多多，继属下天地通（Celcom）培育初创电讯公司后，印尼子公司更放话打算开拓付费电视市场。

《路透社》报道，印尼XL亚通首席执行员迪安诗瓦丽妮向记者表示，计划下一季进军当地付费电视市场，作为应对电讯市场饱和的新对策。

迪安诗瓦丽妮估计，该公司将在3至5年内投资5亿美元（约19亿4000万令吉）开发付费电视等3大业务，因此会考虑对外集资，目前尚未决定会否发行债券。

除了印尼市场，亚通也积极开发国内业务。大众研究表示，即将推介的新电讯公司Yoodoo，背后“老板”就是亚通。

大众指出，Yoodoo是独立数码移动电讯公司，主要业务是为用户安排特设配套，以尽量减少使用数据、通话、短讯和其他附加服务。

持续创新
推新产品

“一如我们所料，电讯公司持续创新，并推出全新产品，以争取市占和保持优势，相信竞争会进一步加剧。”

市场盛传，为了加强竞争优势，亚通与马电讯（TM,4863,主板贸服组）再度合并，以加强业务表现和带来协同效益。

亚通独资子公司天地通（Celcom）首席执行员日前向媒体表示，亚通与马电讯再度缔结联盟是合理的事情，因为可以带来许多协同效益。

不过，他强调，最终决定权落在股东手中。

目前，国库控股分别持有亚通38%股权和马电讯26%股权。

大马投行指出，透过合并，带来的主要协同效益是，允许天地通手机服务整合入马电讯固定电话线服务中。

该行补充，马电讯的Unifi手机服务（前称Webe）依然蒙受亏损，同时也在争取市场份额中面对挑战，而天地通在区域的表现，可以促使透过更快速的途径，以融合配套的方式提供Unifi服务。

大马投行也认为，双方合并后，最先看到的将会是成本效益，料将会出现裁员、降低营销成本和采购管理层的情况出现。

“假设成本将因此降低10%，可按年带来21亿令吉的成本节约和3%的市值。”

亚通马电讯合并
带来协同效益

大马投行指出，一旦双方合并成功，料可提供融合配套产品，并能加强平台表现，继而从其他对手，如明讯（MAXIS,6012,主板贸服组）、数码网络（DIGI,6947,主板基建计划组）和U Mobile等竞争者手中，攫取更多手机市场份额。

该行指出，预计快速的营业额增长情况，仅在合并后的2至3年后出现，不过营业额前景将获得改善，并是振兴市场的催化剂。

大马投行认为，双方想要合并，可以透过换股的方式，将天地通注入马电讯中，以便马电讯能够直接拥有大马的业务，而亚通则可以专注在区域服务。

“另一个选项，则是可以成立特殊项目公司（SPV），从亚通手中收购天地通和马电讯中收购移动服务业务。”

大马投行表示，整体来看，中短期内电讯领域的营业额增长前景维持疲弱，预计为了抵抗U Mobile和Unifi手机无限量上网服务，数码网络和天地通料加入竞争，继而引爆新一场电讯业战争。

该行不排除在此前提下，为了争取更多市场份额，电讯领域的盈利将进一步受到冲击。

文章来源：
星洲日报／财经‧2018.02.03

icy97

印尼监管风险不减．亚通前景审慎

（吉隆坡5日讯）亚通（AXIATA，6888，主板贸服组）印尼臂膀2017财政年财报喜人，分析员认为XL亚通缓步复苏趋势延续，但对未来盈利前景仍心存忧虑，其中监管和执行将是最大风险所在。

丰隆研究指出，XL亚通的2017财政年核心净利为7400亿印尼盾，营业额达22.9兆印尼盾，表现高于市场预期，归功于营运盈利赚益改善，以及折旧成本减少。

展望2018财政年，肯纳格研究认为，XL亚通预期数据业和非爪哇地区增长将是今年营业额增长主力，营业额料尾随领域趋势仅录得个位数增幅，主要是预付Sim卡注册方案可能导致用户增长减缓至50%。

“同时，营运盈利赚益和资本开销指引也处于30%高位，以及7兆印尼盾水平。此外，集团也计划探讨三合一服务（Triple Play）作为下一个增长来源。”

财测上调至16%

该行指出，尽管XL亚通管理层对2018财政年营业额表现持审慎态度，但优于预期的成本撙节效益已使未来前景趋向乐观，因此上调XL亚通2018财政年净利目标9%至1兆印尼盾。

母公司方面，大众研究上调亚通2018至2019财政年盈利目标9至16%，以反映沃达丰（Vodafone）印度臂膀与亚通印度子公司Idea电讯合并效益，主要是合并后，亚通在Idea持股将少于10%，无需再认列Idea亏损。

相比之下，其他证券行则对亚通盈利前景持观望态度，等候集团2017财政年财报后才作进一步评估。

整体来看，各大证券行对亚通前景普遍“中和”，主要是亚通虽曝露于增长机会庞大的区域市场，但监管和执行将是潜在风险所在。

不过，达证券独排众议，认为虽然市场对XL亚通复苏能力的可持续性心存疑率，但相信这已充份反映在现有股价水平，同时其股价也低于历史平均企业价值倍数（EV/EBITDA）8.3倍1标准差，因此维持其“买进”评级。



文章来源：
星洲日报‧财经‧报道：洪建文‧2018.02.05

icy97

Type	Announcement
Subject	OTHERS
Description	ALLOTMENT OF SHARES IN IDEA CELLULAR LIMITED ON PREFERENTIAL BASIS
We refer to the notification by Idea Cellular Limited (“Idea”), an associate company of Axiata held through Axiata Investments 1 (India) Limited and Axiata Investments 2 (India) Limited on the allotment of 326,633,165 equity shares of face value of INR10/- each (“Idea Shares”) at an issue price of INR99.50 per Idea Share aggregating to INR32.5 billion on preferential basis to several entities (“Preferential Issuance of Idea Shares”) to the National Stock Exchange of India Limited dated 12 February 2018. Following the non-participation by Axiata, Axiata wishes to announce that the allotment of Idea Shares under the Preferential Issuance of Idea Shares has resulted with a dilution of Axiata shareholding in Idea from 19.7% to 18.1%. The purpose of this announcement is to provide the estimated financial impact resulting from the abovementioned dilution. Further details in the attached announcement. This announcement is dated 13 January 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5692797

Attachments Bursa Announcement-Preferential Issuance of Idea Shares (Final).pdf

icy97

亚通末季转盈赚2472万．拟售印度Idea潜在值39亿

（吉隆坡22日讯）在天地通（Celcom）业务转亏为盈和XL转型计划奏效的带动下，亚通（AXIATA,6888,主板贸服组）截至2017年第四季转亏为盈，净利报2472万5000令吉，前期亏损3亿零949万6000令吉。

全年净利则从5亿零425万4000令吉增长80.36%，至9亿零948万令吉。第四季营业额起8.15%，至62亿6109万5000令吉，全年营业额起13.16%，至244亿零240万1000令吉。

派息3.5仙

亚通也宣布3.5仙股息再投资计划，除权日与享有日待定。

亚通总裁兼首席执行员丹斯里贾玛鲁丁在第四季业绩汇报会上表示，不排除脱售印度Idea公司股权予印度沃得风（Vodafone），潜在脱售额高达10亿美元（约39亿令吉）。

他说，Idea与沃得风正在洽谈合并事宜，该合并亦导致亚通需做出减值。

贾玛鲁丁强调，该减值只是依据会计准则，并不会对实际的现金流带来影响，只是一次性的调整而已。

询及是否会脱售Idea一事，贾玛鲁丁不排除脱售的可能性，并表示：“长远而言，亚通可能会撤离印度市场，这可能是一个月后的事，亦可能是5年后的事。”

贾玛鲁丁补充，亚通要成为策略性伙伴，但一山不能藏二虎。

Idea是印度第三大电讯公司，市值为60亿美元，亚通持有印度Idea16%股权，贾玛鲁丁补充，现阶段亚通拥有足够的现金，手握68亿令吉。

展望未来，贾玛鲁丁表示，未来2年将透过效率提升、电子化及数码网络措施，以达到成本撙节，期望可节约15亿令吉成本。

有关电讯塔业务——Edotco上市计划一事，他说，亚通虽有意将Edotco分拆上市，惟未设下任何期限。

“Edotco正在处理巴基斯坦Deodar电讯塔收购程序，预期可在今年第二季完成，并贡献亚通盈利。”

贾玛鲁丁补充，亚通现阶段是要打造全球最大的独立电讯塔公司。

市场传言，亚通有意与马电讯（TM,4863,主板贸服组）重启合并计划，贾玛鲁丁不排除，双方会以合作方式进行营运，但不会再度合并。

有关马币走强方面，贾玛鲁丁假设马币汇率为3令吉90仙，亚通来年期望营业额成长、营运盈利成长、有效资本报酬率（ROIC）及资本回酬率（ROCE）的目标分别为6.3%、5.8%、5%-5.5%及4.5%至5%。

文章来源：
星洲日报／财经‧2018.02.23

SUMMARY OF KEY FINANCIAL INFORMATION 31 Dec 2017

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Dec 2017	31 Dec 2016	31 Dec 2017	31 Dec 2016
		$$'000	$$'000	$$'000	$$'000

1	Revenue	6,261,095	5,789,422	24,402,401	21,565,392
2	Profit/(loss) before tax	410,578	-273,642	1,936,231	1,139,580
3	Profit/(loss) for the period	102,301	-272,062	1,162,482	657,158
4	Profit/(loss) attributable to ordinary equity holders of the parent	24,725	-309,496	909,480	504,254
5	Basic earnings/(loss) per share (Subunit)	0.30	-3.50	10.10	5.70
6	Proposed/Declared dividend per share (Subunit)	3.50	3.00	8.50	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 ($$)	2.7300		2.6300

亚通：没与马电讯洽谈再度“联姻”
Chester Tay/The Edge Financial Daily
February 23, 2018 12:17 pm +08

（吉隆坡23日讯）亚通（Axiata Group Bhd）总裁兼集团总执行长Tan Sri Jamaludin Ibrahim表示，尽管亚通与马电讯（Telekom Malaysia Bhd）具有潜在的协同作用，但双方并没有洽谈再度“联姻”的事宜。

反之，两家公司将进行一般企业合作，以善用各自的优势。

Jamaludin昨日出席媒体汇报会时表示：“尽管双方都会从（重新合并）中获益，但请记住，我们因为某些原因而分裂，而且这些原因今天依然如此。如果我们知道这对我们没有好处，我们就不会分裂（2008年4月）。总之，坦率地说，我认为这不会立即发生。这是非常复杂的东西。”

他说：“我们分裂的原因有几个：其中一些我们没有透露。但是以业务为重点，今天你可以争辩说，两家公司正在做手机和固定电话线。我们决定合作，而不是重新合并。”

他披露，天地通亚通（Celcom Axiata Bhd）正与马电讯重新谈判2016年合作协议。

“如果你还记得，在2016年底，我们搭上了他们（马电讯）的固定电话线、光纤到户或HSBB（高速宽带）。他们则搭上了我们的手机基础设施。这种情况做得相当不错，但是在我们完成协议之后，市场结构又发生了变化，而今天双方（高速宽带及手机）的价格都在下跌。因此，正在重新谈判协议。”

同时，Jamaludin不排除在亚通持有16%股权的印度联号公司Idea Cellular Ltd，与Vodafone Group合并后撤资。

“我们一直是Idea的战略合作伙伴，虽然我们没有参与日常管理，但我们加入了董事部，并且参与了公司的战略方向。”

他解释说：“亚通在Idea的持股权从之前的19%，降低至现在的16%。当Idea与Vodafone合并后，我们的持股权将会低于10%，在某程度上，我们这个战略伙伴的角色将会消失，（但）不是完全消失。因为Vodafone将成为他们的战略伙伴，所以我们主要是投资。”

“因此，Idea作为我们的战略资产不会减少，但会大幅减少。我们不是财务投资者。这些（股权变动）暗示的是，从长远来看，我们将考虑可能退出，但它可能在几个月甚至五年之后才发生——我不敢跟你确定真正的时机。（但是）我所说的是战略上的，实际上它已经不再是我们的战略资产。”

除了Idea，亚通原本打算在去年脱售另一个联号公司——持有29%股权的新加坡公司M1 Ltd，但计划已经告吹。

Jamaludin表示，目前M1的市场价值为20亿新元（59亿3000万令吉），而Idea的市值则高达60亿美元（235亿2000万令吉），这意味着亚通的16%持股权价值约10亿美元。

他说：“这是很多现金，但我们不需要它们。由于我们的债务对税前盈利比率约2.1倍，这是一个舒适水平，而且我们手头上有68亿令吉现金。”

询及亚通计划让电讯塔建筑臂膀edotco Group私人有限公司上市一事时，Jamaludin重申，这个首次公开募股（IPO）并没有具体的时间表。

“现在我们专注于巴基斯坦的收购计划，我们将会非常忙碌。我们可能会探讨获得战略替代融资，但现在所有东西还在谈着。”

Jamaludin也透露了亚通在截至2018年12月31日止财年的关键绩效指标（KPI），根据一贯的外汇兑换率，营业额增长6.3%、税前盈利增长5.8%、投资回酬高达5.5%、所用资本回报5%，以及资本开销74亿令吉。

（编译：魏素雯）

icy97

Type	Announcement
Subject	OTHERS
Description	Media Release for Quarterly Results for the Financial Year Ended 31 December 2017
Please refer attachment below.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5697941

Attachments Axiata FY17 Results_ Media Release_Final.pdf

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Type	Announcement
Subject	OTHERS
Description	FINAL DIVIDEND
We wish to inform that the Board of Directors’ of Axiata Group Berhad (“Axiata” or “Company”), had on 22 February 2018 declared a final tax exempt dividend under single tier system of 3.5 sen per ordinary share of the Company (“Axiata Share”) in respect of the financial year ended 31 December 2017 (“Final Dividend”). The Board of Directors also determined that the Company’s Dividend Reinvestment Scheme (“DRS”) will apply to the Final Dividend, whereby shareholders will be given the option to elect to reinvest the whole or part of the dividend into new Axiata Shares. The listing of and quotation for the new Axiata Shares to be issued pursuant to the DRS will be subject to the approval of Bursa Malaysia Securities Berhad (“Bursa Securities”) of which an application will be submitted in due course. The decision of Bursa Securities and details of entitlement and payment dates of the above said dividend will be determined and announced in due course. This announcement is dated 22 February 2018.

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Type	Announcement
Subject	OTHERS
Description	AXIATA GROUP BERHAD ("AXIATA")HEADLINE KEY PERFORMANCE INDICATORS (KPIs) FOR FINANCIAL YEAR ENDING (FY) 31 DECEMBER 2018 (FY2018) AND ACHIEVEMENT OF HEADLINE KPIs FY2017
Axiata wishes to announce its FY2018 Headline KPIs. These Headline KPIs have been set and agreed by the Board of Directors and Management of Axiata Group (“Group”) and shall not be construed as forecasts, projections or estimates of the Group or representations of any future performance, occurrence or matter as they are merely a set of targets/aspirations of future performance aligned to the Group's strategy and which have been derived on the assumptions that the Group shall operate under the normal business environment under which they had been determined. The full announcement is attached below. This announcement is dated 22 February 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5697961

Attachments Proposed Headline KPIs 2018 and Achievement Headline KPIs 2017.pdf

icy97

icy97 发表于 14-2-2018 04:08 AM
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5692797

Type	Announcement
Subject	OTHERS
Description	ALLOTMENT OF IDEA SHARES UNDER QUALIFIED INSTITUTIONAL PLACEMENT (QIP)
We refer to our announcement on 13 February 2018 on the Preferential Issuance of Idea Shares. Unless otherwise stated, the definitions used herein shall have the same meanings as set out in the above announcement. Following further notification by Idea on the allotment of 424,242,424 Idea Shares at an issue price of INR82.50 per Idea Share aggregating to INR35.0 billion to eligible qualified institutional buyers in the QIP to the NSE dated 23 February 2018, Axiata wishes to announce further dilution of Axiata Group’s shareholding in Idea from 18.10% to 16.34%. The purpose of this announcement is to provide the estimated financial impact resulting from the abovementioned dilution due to non-participation by Axiata Group on the QIP. Further details in the attached announcement. This announcement is dated 23 February 2018.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5700417

Attachments Bursa Announcement-Project Indigo (Loss on Dilution)_230218.pdf