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In 'Fibreing' Malaysia, Massive Cash Opportunities

In 'Fibreing' Malaysia, Massive Cash Opportunities

The Breakfast Grille

July 6, 201237m 5s

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Show Notes

In this 2012 interview, Dato' Seri Zamzamzairani Mohd Isa, Group Chief Executive Officer, Telekom Malaysia Bhd, discusses:

- The Unifi / broadband business: customer base - installation coverage - take-up rates - Streamyx migration - milestones - deliverables - required capex;

- Competition - Maxis - aggressive promotions - cheaper and faster products despite riding on TM's network - reasons;

- Whether price war brewing - FTTH;

- ARPU update - Unifi customers on the cheapest package - strategy;

- Compelling users to sign up for paid channels to raise ARPU - update - HyppTV issues - content grab - 'Triple Play' issues;

- Speeds - prices - regional perspective;

- General issues: Opex spend - outlook - marketing spend - mediums;

- Fixed line growth - reasons - pockets of expansion - details;

- MCMC - Request For Proposal - Digital Terrestrial Television Broadcasting (DTTB) system - submissions due July 25 - business case - capex needs;

- Spectrum - Competition from 4G/LTE;

- Capital Management - dividends visibility;

- Looking beyond data - next growth driver beyond Unifi - ICT/BPO - cloud computing and managed services to enterprises;

- Governance issues - CEO remuneration - salary benchmarking - performance.

 

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