Media/Pay-TV: Focus on fundamentals and industry trends
- Pay-TV operators: Increase in the number of subscribers; Subscriber performance is driving major domestic/global players’ share price movements
- Industry trends: Time to focus on profitability of IPTV service; Increasing penetration of technologically advanced services (UHD/DCS)
Nasmedia is poised to become Korea's largest digital media representative in 2017 with 20% market share. The acquisition of N Search Marketing in 4Q16 extended Nasmedia's coverage to all areas of digital advertising, including programmatic buying and mobile video ads. Nasmedia's 3Q16 revenue grew 37% YoY, beating expectations, driven by strong mobile and IPTV advertising growth. The report maintains a Buy rating on Nasmedia, raising the target price to W65,000 based on 2017 EPS growth of 52% and limited dilution from the rights issue.
Thailand telecom and safety security market survey by sirena cheng 20110915Serena Cheng
IDC predicts that Thailand's IT spending will grow 9.3% in 2011 to exceed $6.5 billion. Telecom services spending is expected to increase 3% annually in both fixed and mobile segments. Mobile services will account for 66% of the telecom market, with mobile data growing 16%. The safety surveillance market in Thailand was worth $134 million in 2006 and is growing 30% annually, with video surveillance accounting for $100 million and detection devices $25 million. Major buyers include government, banks, hotels, and manufacturing plants.
Telecom Service/Media: AT&T to acquire Time Warner
- US-based telco AT&T’s acquisition of Time Warner will be an industry game changer
- Note growing investment in premium content (a growth driver for ICT ecosystem)
- Focus on CJ E&M’s efforts to improve original content and telcos’ media expansion
[통신서비스] 문지현 선임연구원
2015 하반기 전망: GET OVER
- 2015년 하반기 회복 가능성에 초점, 주주 환원 정책 및 규제 이슈에 주목
- 주요 테마 O.V.E.R.
1) Opportunity: '모바일 온리' 시대의 기회 2) Velocity: 속도 전쟁은 지속된다
3) Encouragement: 소비자에 대한 세밀한 대응 4) Regulation: 규제 및 정책 방향의 중요성
- 통신서비스 주가 함수는 F=(규제, 투자, 이익, 배당),
현제 규제가 문제이나 우려가 해소되면 주가는 회복할 전망
Media/Pay-TV: Focus on fundamentals and industry trends
- Pay-TV operators: Increase in the number of subscribers; Subscriber performance is driving major domestic/global players’ share price movements
- Industry trends: Time to focus on profitability of IPTV service; Increasing penetration of technologically advanced services (UHD/DCS)
Nasmedia is poised to become Korea's largest digital media representative in 2017 with 20% market share. The acquisition of N Search Marketing in 4Q16 extended Nasmedia's coverage to all areas of digital advertising, including programmatic buying and mobile video ads. Nasmedia's 3Q16 revenue grew 37% YoY, beating expectations, driven by strong mobile and IPTV advertising growth. The report maintains a Buy rating on Nasmedia, raising the target price to W65,000 based on 2017 EPS growth of 52% and limited dilution from the rights issue.
Thailand telecom and safety security market survey by sirena cheng 20110915Serena Cheng
IDC predicts that Thailand's IT spending will grow 9.3% in 2011 to exceed $6.5 billion. Telecom services spending is expected to increase 3% annually in both fixed and mobile segments. Mobile services will account for 66% of the telecom market, with mobile data growing 16%. The safety surveillance market in Thailand was worth $134 million in 2006 and is growing 30% annually, with video surveillance accounting for $100 million and detection devices $25 million. Major buyers include government, banks, hotels, and manufacturing plants.
Telecom Service/Media: AT&T to acquire Time Warner
- US-based telco AT&T’s acquisition of Time Warner will be an industry game changer
- Note growing investment in premium content (a growth driver for ICT ecosystem)
- Focus on CJ E&M’s efforts to improve original content and telcos’ media expansion
[통신서비스] 문지현 선임연구원
2015 하반기 전망: GET OVER
- 2015년 하반기 회복 가능성에 초점, 주주 환원 정책 및 규제 이슈에 주목
- 주요 테마 O.V.E.R.
1) Opportunity: '모바일 온리' 시대의 기회 2) Velocity: 속도 전쟁은 지속된다
3) Encouragement: 소비자에 대한 세밀한 대응 4) Regulation: 규제 및 정책 방향의 중요성
- 통신서비스 주가 함수는 F=(규제, 투자, 이익, 배당),
현제 규제가 문제이나 우려가 해소되면 주가는 회복할 전망
ICWES15 - Green Path Connection in Multi-Layer Transport Network. Presented b...Engineers Australia
The document discusses a multi-layer transport network that enables green path computation. It presents an architecture with the following key components:
1. A multi-layer path computation engine (PCE) that considers parameters like bandwidth, affinity, risk groups to calculate optimal paths.
2. A multi-layer aggregation path inference engine (MAGPIE) that aims to reduce power consumption and improve energy efficiency across network layers.
3. A prototype called POINTS that integrates packet and optical network switching to establish end-to-end connections across multiple layers using GMPLS control plane signaling.
MPLS IP VPN Services Market Analysis, Size, Share, Growth To 2020 by Grand Vi...Grand View Research
The global MPLS IP VPN services market is expected to reach $46.26 billion by 2020, growing at a high rate due to growth in managed MPLS IP VPN services. Enterprises are increasingly adopting MPLS IP VPN services to leverage benefits like cost minimization and performance maximization. The market is driven by the declining use of legacy systems like ATM/frame relay, and supported by the ability of MPLS to provide scalable bandwidth and manage multiple locations on a single platform. However, stringent regulations in some countries pose a challenge to market growth.
Ipc business opportunity in its industry by sirena cheng 20121226Serena Cheng
This document summarizes transportation infrastructure projects in Southeast Asia supported by the Asian Development Bank between 2012-2017. It outlines major expressway, highway, provincial/rural road, railway, and urban transport projects in countries including Vietnam, Indonesia, Philippines, Thailand, Cambodia, and Laos. These projects involve constructing and improving over 3,000 km of roads and railways. The document also discusses ITS applications like traffic monitoring and management that could be implemented on completed transportation infrastructure projects to enhance safety, mobility, and sustainability. Finally, it introduces Lanner Inc. as a provider of in-vehicle and roadside computing platforms that enable various ITS applications.
Ip surveillance market survey in thailand and indonesia 2011 by sirena cheng1Serena Cheng
The document discusses business opportunities for IP surveillance in Thailand and Indonesia between 2011-2020. It provides an overview of economic trends in various Asia-Pacific countries and projections showing strong GDP growth in many countries. The document also outlines key sectors for IP surveillance adoption such as retail, transportation, and homeland security and estimates the Asia-Pacific homeland security market will reach $25.8 billion by 2015, driven primarily by growth in China and India.
Softcamp is a company specialized in preventing information leakage from both inside and outside of working environment. SoftCamp’s products range from Anti-APT solution to internal information leakage prevention software such as Enterprise DRM, Virtual Domains Software and Document Centralization etc. SoftCamp also provides Public Computer Management solution and Anti-Keylogger software. SoftCamp is one of the leading companies in DRM markets in both Korea and Japan. Among SoftCamp’s clients (over 300) there are major corporations and financial groups such as Hyundai Motor group, KT (Korea Telecom) group, KB financial, Shinhan financial and Hana financial etc.
IBM Security사업부의 보안서비스 및 솔루션이 소개되어있는 브로셔입니다. IBM은 엔드포인트 보안에서부터 네트워크, 데이터, 애플리케이션, 모바일 보안, 보안 컨설팅에 이르기까지, 기업에게 필요한 모든 영역의 보안 서비스 및 솔루션을 제공하고있습니다. 자세한 사항은 브로셔를 확인하세요.
ICWES15 - Green Path Connection in Multi-Layer Transport Network. Presented b...Engineers Australia
The document discusses a multi-layer transport network that enables green path computation. It presents an architecture with the following key components:
1. A multi-layer path computation engine (PCE) that considers parameters like bandwidth, affinity, risk groups to calculate optimal paths.
2. A multi-layer aggregation path inference engine (MAGPIE) that aims to reduce power consumption and improve energy efficiency across network layers.
3. A prototype called POINTS that integrates packet and optical network switching to establish end-to-end connections across multiple layers using GMPLS control plane signaling.
MPLS IP VPN Services Market Analysis, Size, Share, Growth To 2020 by Grand Vi...Grand View Research
The global MPLS IP VPN services market is expected to reach $46.26 billion by 2020, growing at a high rate due to growth in managed MPLS IP VPN services. Enterprises are increasingly adopting MPLS IP VPN services to leverage benefits like cost minimization and performance maximization. The market is driven by the declining use of legacy systems like ATM/frame relay, and supported by the ability of MPLS to provide scalable bandwidth and manage multiple locations on a single platform. However, stringent regulations in some countries pose a challenge to market growth.
Ipc business opportunity in its industry by sirena cheng 20121226Serena Cheng
This document summarizes transportation infrastructure projects in Southeast Asia supported by the Asian Development Bank between 2012-2017. It outlines major expressway, highway, provincial/rural road, railway, and urban transport projects in countries including Vietnam, Indonesia, Philippines, Thailand, Cambodia, and Laos. These projects involve constructing and improving over 3,000 km of roads and railways. The document also discusses ITS applications like traffic monitoring and management that could be implemented on completed transportation infrastructure projects to enhance safety, mobility, and sustainability. Finally, it introduces Lanner Inc. as a provider of in-vehicle and roadside computing platforms that enable various ITS applications.
Ip surveillance market survey in thailand and indonesia 2011 by sirena cheng1Serena Cheng
The document discusses business opportunities for IP surveillance in Thailand and Indonesia between 2011-2020. It provides an overview of economic trends in various Asia-Pacific countries and projections showing strong GDP growth in many countries. The document also outlines key sectors for IP surveillance adoption such as retail, transportation, and homeland security and estimates the Asia-Pacific homeland security market will reach $25.8 billion by 2015, driven primarily by growth in China and India.
Softcamp is a company specialized in preventing information leakage from both inside and outside of working environment. SoftCamp’s products range from Anti-APT solution to internal information leakage prevention software such as Enterprise DRM, Virtual Domains Software and Document Centralization etc. SoftCamp also provides Public Computer Management solution and Anti-Keylogger software. SoftCamp is one of the leading companies in DRM markets in both Korea and Japan. Among SoftCamp’s clients (over 300) there are major corporations and financial groups such as Hyundai Motor group, KT (Korea Telecom) group, KB financial, Shinhan financial and Hana financial etc.
IBM Security사업부의 보안서비스 및 솔루션이 소개되어있는 브로셔입니다. IBM은 엔드포인트 보안에서부터 네트워크, 데이터, 애플리케이션, 모바일 보안, 보안 컨설팅에 이르기까지, 기업에게 필요한 모든 영역의 보안 서비스 및 솔루션을 제공하고있습니다. 자세한 사항은 브로셔를 확인하세요.
[Games on AWS 2019] 오전 강연 | Does your IT really matter? : 게임사의 전략과 경쟁력을 위한 AW...Amazon Web Services Korea
많은 게임 회사들이 게임에서 중요한 자산인 IT가 회사의 비즈니스에서 얼마나 전략적으로 사용되고 있는가, 비즈니스에 얼마나 잘 기여하고 있는가를 고민하고 있습니다. 그리고 그 해답을 클라우드에서 찾고 있습니다. 비즈니스와 IT간의 시너지를 강력하게 낼 수 있는 DevOps 환경, 그리고 이를 위한 전략적인 플랫폼으로서의 클라우드는 글로벌을 리딩하는 대부분의 게임사들이 추구하는 방향입니다. 전략적인 플랫폼으로서의 클라우드를 소개하고 인사이트를 공유합니다.
25. 애윈 의 투자 SMT 파트너의 시설
2D Microscope Scale Measuring
Instrument
COSMO Tester
AIXON / 2.5D Microscope
Video Microscope
X Ray
Automatic Optical Inspection
Instrument
Reactive Vibration Tester
Thermal Sock Tester
BGA Rework Station
Programmable Temperature &
Humidity Chamber
