Crisis to further increase the social package

Reportedly, the government is preparing to raise the fee paid by social enterprises to 8% in 2012, while it is currently 6%. The Elysée and Matignon are still far from having the entire refereed austerity plan which will be unveiled Wednesday by François Fillon. But the rise in social package, which was already in the pipeline even before the crisis erupted, has very strong chance of being selected.

The social package is a kind of social contribution, which weighs on the amounts paid under the profit sharing, participation, savings and pensions pay extra. Paid by companies, was established in 2009 at a rate of 2%. He has since been increased by two percentage points each year by the government! The draft budget for 2012 should not be an exception to the rule cash advance. The increase of 6% to 8% could yield 400 million euros to Social Security.

Similarly, two other measures related to loss carry-on profits, have very likely to be retained in the austerity plan. The carry-back would be limited to one year. And regarding the carry forward losses from the profits would be capped. In Germany, the losses allocated may not exceed 60% of earnings in excess of 1 million euros.

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Schneider accelerates the intelligent network

Schneider Electric's leaders have identified three growth levers: emerging markets, energy efficiency and smart grid, that is to say the smart grid. The latter two signed a necessary change of electric supplier, which can hardly grow by selling only its traditional products. With the new positioning of the group, they are made "intelligent" through software to measure and adjust the power consumption.

The acquisition of Spanish Telvent is a new step in this strategy initiated several years. Telvent is indeed a software company, which produces 34% of its activity in the energy sector.It is also present in the transport, environment and agriculture, areas which are not directly Schneider.

French group finds that the potential related to electrical "smart" makes a significant investment. Schneider indeed pay dearly for this acquisition: 1.4 billion euros, or 36% more than the average of the last three months. Telvent, who directed last year's 753 million euros in turnover and 115 million operating surplus, has been bought are 1.9 times sales, while Schneider Electric he valued 1.4 times its turnover.

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4G: operators consider the auction complex

Money, 2.5 billion euros for the state. Competition to satisfy the regulator. Of land, as requested by Parliament. So Eric Besson, Minister of Industry, gave Monday in Le Figaro launches auction for 4G mobile phone licenses, there's something for everyone.

Operators, for whom these new frequencies are strategic deal with the explosion of mobile Internet, find, them, those auctions "overly complex" and "too fast".

"It's a gas plant, has criticized an operator, whereas the frequencies were divided into 15 lots and there were 9 combinations of frequency blocks available! "Given the excessive complexity of the procedure, we may be tempted not to go," he says.

The operators also consider the price too high."It requires a considerable financial effort to operators just when they are asked to invest in tomorrow's networks and optical fiber to continue to deploy 3G mobile networks," says one of them.

"That's fair. Operators are critical that the state will sell. It's like when Vou s buy an apartment, you put forward faults, not strengths, "says a close case. But the risks of litigation appear to be low, while the text is accurate and has been validated by the State Council.

MVNOs reassured

For their part, small operators without networks (called MVNOs), who were concerned about being excluded from the 4G, are reassured."We find that our calls for vigilance has clearly been agreed to promote the MVNO model and taking into account an ambitious architecture in the bidding," said Monday the spokesman of the Alternative Mobile, an association of 10 major MVNO, representing 90% of the market.

However, none of them even in the consortium, does not seem ready to be a candidate. "This tender aims to give additional spectrum for existing licensees," reacted Geoffroy Roux de Bezieux, CEO of Virgin Mobile, the first mobile virtual network operators with 2 million customers. "There is no room for economic fifth licensee," he said.

"The goal of planning that we put into law is fully respected, observed Senator Bruno Retallack of Vendee, Chairman of the Board of the Digital Dividend."The tender is balanced. The game is not made in advance and favors neither the one nor the other, "says Laura of Raudière, member of Eure et Loir.

Beyond the reactions of each other, do not mistake a poker game now undertakes. Operators should not miss the boat: This tender is a procedure in a single round. Everyone should have bet just before filing its envelope.

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TF1 Video plays on the digital face of declining DVD

Mobilization at TF1. Faced with structural changes experienced by the video market, its branch TF1 Video has decided to completely overhaul its organization and pooling the resources previously dedicated on the one hand, distribution of physical media (DVD and Blu -ray) and, secondly, to digital (video on demand, VOD and TV catch-up). Certainly, for the first time in five years, the market for DVD and Blu-ray has stopped falling in 2010. It has stabilized in both volume and value, with 94 million movies sold for a turnover of 1.3 billion euros. It's still down 30% of revenues since 2005.However, last year, Blu-ray supported the market, they now account for 12.5% ​​of its value and 7.8% of sales.

Meanwhile, commodity prices are crumbling, eaten especially by the multiplication of commercial transactions conducted by all distribution channels, from hypermarkets to the Internet. In late March 2011, DVD sales fell 7%, according to GfK. The bulk of sales, however, is achieved by year end.

Faced with the erosion of the market and the ongoing threat of piracy, TF1 Video talks about the future of VOD. Several vectors support its growth. Three quarters of French households are connected to HD and 78% of them know the VOD service. What offer great opportunities for growth, whereas last year the total turnover of VOD has increased from 66% to $ 152 million, or 11% of the market premises.It is forecast at 200 million euros in 2011.

Soon on iTunes

In other words, 30 million movies, shows or series were watched on VOD payday loans no teletrack. "This market has great potential for development and growth can continue for long," enthused Ravanas Regis, president of TF1 Video, and Christian of Laz, CEO of TF1 Vision, which recognizes that "considerable progress remains to do, especially in terms of indexing. " Last year, the broadcasting group has achieved its best sales in VOD with the last season of Lost.

Meanwhile, catch-up TV services or catch-up TV are also in full expansion, with a model that combines the paid and free. Thus, the M6 ​​Group argues that 508.5 million videos have been seen since the launch of M6 Replay in 2009 and 300 million in 2010 (for M6 Replay, Replay and W9 M6 Bonus).The VOD market has further development of connected TVs, including one million were sold in 2010, box, fitted to 9 million homes, and game consoles, which are all ways to access to such services. In the coming weeks, an icon TF1 Vision will be available on connected TVs from Samsung and content of the channel will be available on the platform Qriocity Sony.

TF1 Video has also announced Thursday the signing of an agreement with Apple's iTunes, which offers a selection of films from its catalog.

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Channels "bonus": the State embarrassed

It is a trap that the government would have happened. The announcement of Canal + to launch a chain free end of 2011 has created panic. Far side of the free channels that do not want a new competitor, that public authorities must now arbitrate the dispute. But the question is not whether there will be many additional channels on DTT, but when?

While waiting to find a consensus, the government wants to calm the storm. Matignon has proposed to the ministries concerned – those of Communications and the Digital Economy – and the Supreme Council of Audiovisual (CSA), to await the opinion reasoned that Brussels must make on the subject within a minimum one to two months. The Commission is concerned about the automatic allocation of new channels to the incumbents – TF1, M6 and Canal + – to have borne the brunt of the conversion to digital TV.To convince the European Commission, France argues that competition exists, as four new entrants – Lagardère, NRJ, Bollore and NextRadioTV – enliven the TNT since 2005. An argument would be strengthened if they were sure to get, too, additional spectrum for their pet project HD, RMC Sports Team and even TV. But then it starts to make a lot of participants to a playground advertising held by small market. And TF1 and M6 – despite two chains project – call for a freeze of the audiovisual landscape in the state. The government would go far in this direction, but at a lower cost.That is to say without touching the 2007 law that sets the strings "bonus" for incumbents at the end of analogue television in November 2011.

"Technical Order"

In an ideal scheme, the strings "bonus" would be well granted by law to the incumbents and the CSA would allocate channels to new entrants low fee cash advance. But everything could be frozen for at least two years by a "technical stop" in the Digital Economy Department. This text would condition the implementation of new channels to the generalization of a new more efficient compression standard. Thus everyone would be happy: there will be many channels but not immediately.Small snag, Eric Besson would not be the sole responsibility of political decision against him for fear of encouraging telecom operators.

In addition, the position of the Elysee looking askance at the arrival of Canal + on free television after restoring its monopoly on pay television. Bercy could assess, through consultation, the actual harm suffered by Canal +, TF1 and M6. Because it is on behalf of the harm they have obtained a chain bonus. The consultation raises the issue of whether Canal + can claim a string "bonus" for free when she was prejudiced in pay television. The law could then be specified for this purpose.However, if Canal + can claim a string "bonus" for free, he can always turn to the CSA.

Because the latter has yet to launch two tenders for two multiplexes of free channels. Michel Boyon, CSA President, is eager to launch them as he finishes his term in January 2013. All chains, new or historical, can then candidates, including Canal +. If TF1, M6 and Canal + channel lose their "bonus" granted by law, they will have a follow-up session before the CSA. But the broadcasters will not have a free hand in conducting their projects.

Explosion of the smartphone market

The mobile world is preparing for its second revolution. After arriving on the market for smartphones in the iPhone, which has forced all manufacturers to revise their offer, it is the turn of Android, Google, lead the dance.

War of the operating systems takes place, while the smartphone market is exploding. In 2011, he is expected to grow by 57.7% to $ 468 million terminal on 1.5 billion phones sold worldwide. "By 2015, 67% of devices will have an average selling price of 300 euros or less, proving that smartphones are finally truly democratized," said Roberta Cozza, an analyst at Gartner.

Android even gave himself a 49% OS market

This development will benefit from the late 2011's operating system (OS) from Google. It has the commercial strength of the brands that have chosen, including the Korean Samsung and Taiwan's HTC.Android dethrone the end of Symbian OS, Nokia, says Gartner in its latest study. Next year, Android even gave himself a 49% OS market. Hegemony held until 2015 at least.

In this environment, IOS, the operating system from Apple, would preserve for the next two years its position as number two worldwide. A feat considering that Apple has finally a terminal object to the plethora of competitors. Gartner predicts, however, that Windows Phone (Microsoft) would delight the second step to Apple in 2014, due to the pricing strategy observed by the mark.

It focuses on maintaining its margins, and thus prices, to gain market share no credit check payday loans. This policy has no reason to change in coming years, especially as the market exploded in volume. Moreover, Apple has gone before and RIM BlackBerry.The Canadian should, however, managing to maintain, driven notably by the renewal of its range.

The fall of Symbian

The second passage of Windows phone would largely due to its alliance with Nokia. The market shares of the current world number one in the mid-range and reputation should allow Windows to Phone fivefold his presence on. Nokia, the performance is "honorable," says Gartner, but still very far from what Symbian OS Nokia has done in the past. Two years ago, it was instead of Google. However, by 2015, Symbian should completely disappear.

Such prospects have already been costly to Nokia. Finnish likely cede its leading global manufacturer of mobile to Samsung by the end of the year.In value terms, Nokia has just been dethroned by the number two in Asia, HTC, notes Bloomberg. Action HTC has tripled in one year, while Nokia sold 19% of its value. Now, HTC is not preceded by Apple and Samsung. The Taiwanese display an operating margin of 16% against 7% for Nokia.

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Boeing concerned about the situation in Japan

Boeing monitor closely the developments in Japan. All programs include the U.S. aircraft manufacturer, in fact elements of "Made in Japan". The Japanese aerospace industry with Boeing which has forged a historic partnership in the aftermath of the Second World War, have specialized in items (Aerostructures) aircraft fuselage. Mitsubishi Heavy, Kawasaki Heavy and Fuji Heavy provide 15% of the elements of the B 767 and 20% of the B 777.

The program is the most exposed B 787 Dreamliner with which the Japanese partner of Boeing took the turn of the composites. It has 35% fuselage components produced in Japan. "We work with our partners in Japan. I think that their facilities are intact, "said Randy Tinseth, director in charge of sales for Boeing Commercial Aviation (BCA).Production sites are located in south-central and southern Japan (Nagoya, Kobe particular) to hundreds of kilometers of the northern regions hit by the earthquake and nuclear-Fukushima Daichi where there was a second explosion.

While the automotive industry is at a standstill, the Japanese aviation continues to work, according to the Staff of Boeing but remains cautious. "It's probably too early to say now. We talked to our suppliers. Their plants are in good condition, "said Jim Albaugh, president of Boeing Commercial Aviation (BCA) in an interview with CNBC. "We have a few stocks, but not that much. I think if it lasts longer than several weeks, we will have problems, "he admitted.

For now, Boeing believes "have all the elements we need for the first delivery of the B 787," according to Randy Tinseth.The first aircraft to be delivered in Q3 2011 to … a Japanese company, All Nippon Airlines (ANA) is launching the company's new long-haul Boeing which has ordered 55 copies. For its part, Japan Airlines has ordered more than 30.

The links between the giant Chicago and Japan are not only commercial but industrial. This market is highly dominated by Boeing who owns nearly 98% of the total.

But beyond issues of industrial and commercial Boeing is very attentive to come to its 200 employees based in Japan in Tokyo, local headquarters and near the sites of production partners south of the country. The manufacturer has been in contact with each of them and their families. More broadly, Jim Mc Nerney, CEO of Boeing, has assured the Japanese people the solidarity of Boeing employees."We have longstanding relations with colleagues, customers and partners in Japan and we stand ready to assist our friends," he said in a statement released on the website of the manufacturer.

Earthquake: the cost will amount to tens of billions

What will be the actual cost of the earthquake history? It must look similar to past events to get an idea of ​​the economic impact of this disaster. One thing seems clear: the earthquake in Tokyo would cause less damage, therefore cheaper, than Kobe. The epicenter is not in the city, 130 kilometers away.

Few artists in Tokyo skyscrapers collapsed due to seismic standards. "The damage directly related to the earthquake will be much smaller than Kobe, but we need reconstruct many buildings weakened by the earthquake," provides Baunay Yorik, Ubyrisk director, company specialized in natural hazards business cards. Partly because the tsunami will take hours to unfold across the Pacific. But he could still run into tens of billions of dollars and not hundreds.

Earthquakes in the most expensive.Source: Ubyrisk / catnat.net

Record SMS and MMS sent to the New Year

A new record each year. For the passage in 2011, mobile phone users were more numerous than last year to send their wishes virtually, via SMS or MMS. 400 million short messages have been exchanged on the night of New Year's Eve, and the various operators expect to deliver 611 million by the end of the day. A figure projected to increase by 24% compared to last year.

But already, SFR, Bouygues Telecom and Orange observe a double-digit growth of sent messages. SFR recorded 128 million SMS between 20 o'clock and eight o'clock in the morning (+28% increase), Orange just over one hundred million (+17%) between 21 hours and two hours of the morning, and Bouygues 57 million ( +18%) over the same time slot.The MMS data, these mini-messages containing a photo or video, however, are more fragmented and remain below the levels achieved by the SMS.

Records of incessant sending SMS and MMS were partly boosted by sales of smartphones, up 138% over the first eight months of the year, according to research firm specializing Gfk faxless payday advance. The financial issue is not very important for operators who n'engrangent little revenue from this annual influx. Text messaging is indeed free or included in a package for most users.

The challenge for SFR, Bouygues and Orange is more on the side of the technological challenge and the brand returned to their customers. While an SMS is usually less than a minute to reach its destination, the delays have been significantly lengthened by 1 January, the peak consumption.To cope with this influx of exception, for most operators had increased their workforce. Orange, no less than 24,228 SMS were sent per second to 0:02.

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Asian stock markets eased by China

After meetings marked by lower Friday Asian stock markets start the week on a positive note. On Monday, the few markets open on this holiday react positively to the announcement of the weekend: recovery, by the People's Bank of China, China's central bank, a quarter point (0.25%) of its Interest rates on loans and deposits, as of December 26. That measure, designed to control runaway inflation in the country, was expected. Despite initial fears that the Chinese economy slowed by the tighten monetary policy, investors welcomed the news, considered positive in the long term.

In China, the Shanghai Stock Exchange the tone Monday, as Hong Kong is closed. The Shanghai Composite was up 0.36% to 2845 points.Financial stocks are up in the image of China Ping An (+1.7%), or Industrial and Commercial Bank of China (+0.5%).

In its wake, the Tokyo Stock Exchange has evolved into positive territory during a quiet session. The Nikkei, which started on a gain of 0.13%, has increased his earnings to finally close on a rise of 0 online pay day loans.75% to 10,355.99 points. The broader Topix index finished with a gain of 0.33% to 904.68 points. The volume of transactions was particularly low with only 1.25 billion shares traded on the primary market. Note that the small rise in the yen against the dollar during the session did not prevent operators from entering the correct side of the business of exporting companies.

In India, the Sensex gained 0.43%. Scholarships in Australia, New Zealand and the Philippines are closed.Only the Korean KOSDAQ is in the red (-1.23%).

Oil in a disorganized

For their part, crude prices were mixed Monday in electronic trading in Asia. Unlike investors in equity markets, oil markets are cooled by the surprise increase in interest rates according to analysts.

In morning trading, a barrel of light sweet crude for February delivery yielded 23 cents to 91.28 dollars. One of Brent North Sea crude for February delivery gained 12 cents to 93.89 dollars.

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