Dec 14, 2010
DiGi, Giant, Celcom pengiklan terbesar Januari
Rangkaian pasar raya besar Giant menduduki senarai kedua dengan perbelanjaan sebanyak RM6.5 juta diikuti rapat Celcom Axiata Berhad (Celcom) pada tangga ketiga (RM6 juta).
Termasuk dalam senarai 10 syarikat teratas membabitkan perbelanjaan pengiklanan paling banyak ialah Panasonic, Brand's, Kementerian Kesihatan, Malayan Banking Berhad (Maybank), Kementerian Penerangan, Telekom Malaysia Berhad (TM) dan KFC Holdings (Malaysia) Berhad (KFCH).
Secara keseluruhannya, industri akhbar masih mengungguli senarai teratas membabitkan perbelanjaan iklan bagi tempoh berkenaan dengan pegangan 52.9 peratus, diikuti televisyen (35.7 peratus) dan radio (5.6 peratus).
Dunia 19.02 - Laman bahaya dedah maklumat di Internet
Bagi peringatan kepada pengguna, laman web terbaru, pleaserobme.com yang bermaksud sila rompak saya, menyiarkan panduan mengenai bahayanya berkongsi maklumat terperinci mengenai pengguna-pengguna Internet yang memberitahu dunia bahawa mereka tidak berada di rumah.
Laman itu diwujudkan tiga rakan baik dari Belanda, Boy van Amstel, Frank Groeneveld dan Barry Borsboom.
Ia tidak memberikan maklumat terperinci mengenai lokasi rumah pengguna-penggunanya.
Pencipta-pencipta laman itu sebenarnya bukan untuk membantu perompak mengesan rumah yang ditinggalkan pemiliknya tetapi mereka mahu menghantar mesej kepada pengguna-pengguna rangkaian sosial mengenai bahaya berkongsi banyak maklumat di Internet.
Laman itu diwujudkan sebagai percubaan untuk meningkatkan kesedaran mengenai masalah yang akan timbul akibat berkongsi mesej tersebut.
"Kami mendapati pengguna-pengguna terbabit gemar memeriksa keadaan kediaman mereka dan lebih buruk menyemak di mana kedudukan ahli-ahli keluarga atau kawan mereka yang merupakan perbuatan yang silap," kata Von Amstel.
Laman pleaserobme.com itu sebenarnya menyediakan panduan untuk pengguna melindungi butiran peribadi yang boleh dikesan oleh penjenayah di Internet.
Pada minggu lalu, Google mencetuskan kritikan banyak pengguna Internet apabila mewujudkan aplikasi rangkaian sosial terbaru Buzz yang didakwa mendedahkan maklumat terperinci pengguna termasuk lokasi mereka yang diketahui semua pengguna. - Agensi
Broadband fees unlikely to fall just yet
Broadband fees unlikely to fall just yet
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IT WILL be a crowded market for Internet service providers this year but consumers shouldn´t expect prices to fall.
Although competition will be tougher, Packet One Networks (Malaysia) Sdn Bhd (P1) believes the broadband market is big enough for all currently.
"I don´t think there´s a need for a price war. The market is still quite open, relatively untapped, and plenty of opportunities out there," chief executive officer Michael Lai said in a media briefing in Petaling Jaya yesterday.
Today, P1 has more than 100,000 subscribers, which is the highest among Malaysian peers using WiMAX technology like YTL Group, Redtone International and Asiaspace.
However, P1 is also competing with bigger rivals like Telekom Malaysia Bhd, mobile operators Maxis Bhd, Celcom Axiata Bhd and DiGi.Com Bhd.
With YTL slated to officially launch its wireless broadband services by the end of this year, and more aggressive broadband push by giants TM and other mobile operators, P1 expects margins to come under pressure this year.
"We see challenges in margins, but at the end of the day, whether or not your margin can be maintained is dependent on two things, revenue and cost. So, the key thing for us now is to increase our sales, and manage our cost properly," said Lai.
Still, P1 remains positive on the industry and its prospects. "This year, we aim to at least double our last year´s subscriber base," he said.
The company has invested some RM400 million to roll out its wireless network since its launch in August 2008 and it will spend another RM200 million this year.
It plans to go to East Malaysia in the second half of the year.
P1 is planning to introduce more devices to the market this year, including the much-anticipated netbook that uses WiMAX, developed by P1 and its partners.
He did not disclose the prices and specifications of the netbook, but promised that prices will be "attractive" for customers.
Media sector to see adex recovery in 2010
Upgrade to trading buy: We are turning more optimistic on the media sector in light of the sustainable recovery of industry advertising volume.
The improving economic outlook is likely to aid a recovery in sentiment among advertisers, which will improve the visibility of advertisement spend in 2010 as advertisers kept commitments on a short leash in 2009.
We think that the downside risks for advertisement volume are minimal given the favourable economic outlook and two external sporting events this year.
We continue to project 7% advertisement expenditure (adex) growth for 2010 while noting the upside potential to this estimate. In view of the favourable industry prospects, we upgrade the sector from neutral to trading buy.
For exposure, we recommend the industry laggards, Media Chinese International Ltd and Star Publications (M) Bhd, which are upgraded to trading buy, with support coming from attractive dividend yields of over 6%.
Total gross adex notched up a 7.4% growth in 2009, surpassing industry expectations of 5%-8% contraction and our projected decline of 6.2%. Advertising spending in 4Q09 was surprisingly strong as the pick-up seen in 3Q09 followed through in 4Q.The recovery of adex should spill over to 2010. Although 1H is traditionally a weaker period for adex, we think that there is little risk of a pullback in adspend in 1H10 similar to the trend seen in 1H09.
We make no changes to our 2010 adex growth projection of 7% which reflects the impact of the FIFA World Cup in June 2010 and the Commonwealth Games in 2H10.
This implies an adex-GDP growth multiplier of two times, which is higher than the average 1.6 times seen during the past three FIFA World Cups.
The recovery of total newspaper adex is still early in the curve. Although the domination of the Malay language segment should persist given the favourable demographics, the recovery of total industry volume should lead to a further decline in the rate of contraction for the English and Chinese language segments.
We view this as a sign that the worst is over for these two segments.
We were too pessimistic in our adex outlook towards the later part of 2009 and underappreciated the early recovery in advertisers’ sentiment. However, investors can still get exposure to the favourable industry fundamentals through the laggards in the sector.
We upgrade Media Chinese International from neutral to trading buy with a higher target price of 75 sen, pegged to a higher CY11 price-to-earnings ratio (PER) of 15 times from 13.5 times perviously.
The group’s earnings are likely to surprise on the upside with sustainable higher dividends to boot. Our revised dividend per share (DPS) gives a solid dividend yield of 6%.
We also raise Star Publications from neutral to trading buy. Our target price is increased to RM4.10 as we apply a higher CY11 PE of 15 times instead of 13.5 times. — CIMB Research, Feb 17
DiGi steps up 3G game
BARCELONA: DiGi.Com Bhd (DiGi), the last of Malaysia’s big three telecommunications (telco) players to receive a third generation (3G) licence, is stepping up its 3G game, with a current emphasis on broadband Internet to catch up with its rivals.
“On the broadband Internet side, we are in the game. We haven’t been in the game because of the licence’s delay, but now, since last year, we have quickly been rolling out our 3G broadband programme,” its CEO Johan Dennelind told The Edge Financial Daily here on the sidelines of the 2010 Mobile World Congress recently, organised by the GSM Association.
“We’re very excited about this year, when it comes to mobile Internet as a whole. Bringing the Internet to the people is really now starting to be a key part of DiGi.”
DiGi only received its 3G licence in 2008, following a transfer from debt-ridden Time dotcom Bhd. The government had previously blocked DiGi’s bid for a licence due to its foreign ownership. DiGi is 49% owned by Norway’s Telenor Group.
In contrast, the local industry’s two largest players — Maxis Bhd and Celcom Axiata Bhd — won their 3G licences back in 2002, and began rolling out their services in 2005.
“On the broadband Internet side, we are in the game. We haven’t been in the game because of the licence’s delay, but now, since last year, we have quickly been rolling out our 3G broadband programme,” its CEO Johan Dennelind told The Edge Financial Daily here on the sidelines of the 2010 Mobile World Congress recently, organised by the GSM Association.
“We’re very excited about this year, when it comes to mobile Internet as a whole. Bringing the Internet to the people is really now starting to be a key part of DiGi.”
DiGi only received its 3G licence in 2008, following a transfer from debt-ridden Time dotcom Bhd. The government had previously blocked DiGi’s bid for a licence due to its foreign ownership. DiGi is 49% owned by Norway’s Telenor Group.
In contrast, the local industry’s two largest players — Maxis Bhd and Celcom Axiata Bhd — won their 3G licences back in 2002, and began rolling out their services in 2005.
Dennelind said DiGi is prepared to invest to beef up its 3G operations, which it began rolling out last year.
The company, which has targeted a capital expenditure of around RM700 million in the financial year ending Dec 31, 2010 (FY10), is expected to spend “more than half” of that amount on its broadband business.
“More than half of that will be spent on 3G broadband platforms and support systems to deliver better speed for less to the people. That’s something we’ll have to re-evaluate as we go along, and are prepared to do more if needed,” he said.
Dennelind said revenues from its mobile broadband are expected to be “visible” in FY10, before showing “significant growth” in FY11, although he declined to provide a specific breakdown of revenue contributions according to business segment.
The company recently reported a 2% year-on-year growth in revenue to RM4.9 billion in FY09, driven by steady demand for its mobile services, although net profit declined marginally to RM1 billion from RM1.14 billion.
Dennelind added, however, the company was more focused on providing value services, rather than emphasising locking in customer growth numbers.
“When we started out last year, we said the only target we have is to make sure we deliver good customer experience, which we have delivered on.
This year, it’s about bringing in the customers, but continuing to deliver that customer experience. Better speed for less is our slogan, and we are determined to deliver that proposition wherever we go.
“It’s all going according to plan, and even better than expected, but we’re going to step up that game a little more,” he said.
He added that while the company is targeting to cover as much of Malaysia as possible with its services, there existed logistical constraints, such as receiving permits to roll out more sites.
He added, however, DiGi expected to provide its broadband Internet services to 50% of Malaysia by year-end.
“As of now, we cover about 30% nationwide in less than a year. We are happy with the progress,” he said. Of its 500,000 3G customer base, about 10% are broadband Internet users, which is more than what it targeted, he added.
He said DiGi remained committed to its “green” agenda, which it instituted internally around two years ago and is now being brought to the wider community.
Being a telco, which consumes a lot of energy in running its network, he said the company has targeted to reduce its carbon footprint by 50%. For example, this could be done by raising the temperature at its 6,000 base stations, to reduce energy consumption from air conditioning.
He also said the company is building a green data centre, a first of its kind in Malaysia, which will be launched soon and will showcase how to do green business.
In an effort to bring the agenda to the communities, Dennelind also said it has launched a “Challenge for change” programme that engages universities here to come up with solutions for a better future.
He said the winners will be announced in March, with the solutions suggested likely able to be used nationwide, within DiGi, and possibly across the Telenor group.
“The green agenda is our anchor corporate responsibility programme. It’s not just a nice-to-have, but it is a need-to-have,” he said.
“It’s all going according to plan, and even better than expected, but we’re going to step up that game a little more,” he said.
He added that while the company is targeting to cover as much of Malaysia as possible with its services, there existed logistical constraints, such as receiving permits to roll out more sites.
He added, however, DiGi expected to provide its broadband Internet services to 50% of Malaysia by year-end.
“As of now, we cover about 30% nationwide in less than a year. We are happy with the progress,” he said. Of its 500,000 3G customer base, about 10% are broadband Internet users, which is more than what it targeted, he added.He said DiGi remained committed to its “green” agenda, which it instituted internally around two years ago and is now being brought to the wider community.
Being a telco, which consumes a lot of energy in running its network, he said the company has targeted to reduce its carbon footprint by 50%. For example, this could be done by raising the temperature at its 6,000 base stations, to reduce energy consumption from air conditioning.
He also said the company is building a green data centre, a first of its kind in Malaysia, which will be launched soon and will showcase how to do green business.
In an effort to bring the agenda to the communities, Dennelind also said it has launched a “Challenge for change” programme that engages universities here to come up with solutions for a better future.
He said the winners will be announced in March, with the solutions suggested likely able to be used nationwide, within DiGi, and possibly across the Telenor group.
“The green agenda is our anchor corporate responsibility programme. It’s not just a nice-to-have, but it is a need-to-have,” he said.
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