Jason Ngu's comment on TIMECOM. All Comments

Jason Ngu
10 Like · Reply
时光网络加速扩张其光纤网络,以此增加其家庭渗透率,带动次季零售业务营收按年与按季分别成长22%和4%。该公司也维持今年额外扩大30万个家庭的目标,这与国家数码网络计划(JENDELA)政策相符。”

该分析员也表示,时光网络目前手持15亿令吉净现金,扣除利息、税务、折旧与摊销前盈利(EBITDA)每年也维持在7亿令吉至8亿令吉,因为将今年与明年的股息预测,预计这两年的净每股股息为32仙,其净周息率则有6%。

而兴业投行分析员也对时光网络前景保持乐观,在近期也到访该公司赛城数据中心,并指出主机代管服务的需求依旧强劲,其数据中心第2阶段扩充计划目前已获客户承购,并会在今年杪竣工。

他也提到,美国DigitalBridge集团目前已是时光网络策略投资者兼伙伴,因此有望将其数据中心业务区域化,同时,时光网络会将脱售AIMS公司所得的10亿令吉用来扩充其光纤范围。

大华继显和兴业投行分析员均维持“买进”投资评级,目标价依序为6.40令吉及6.00令吉。

数码经济 时光网络
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Mr Zun
Dropping like crazy lately
Like · 10 months · translate
Jason Ngu
bersabar sabar lah.
because of Telekom Malaysia offer lower Unifi price lately

after they realise that Telekom Unifi bad service, nothing will affect Time broadband biz, then Time share price will push upp
2 Like · 10 months · translate
Jason Ngu
you see Telekom net profit margin only have 6%, the reduced Unifi price will not boost up Telekom sales and it will also depress some more Telekom net profit margin.

Sell Telekom in fact NOT Time because Time Broadband biz will not going to be affected because of its renowned premium broadband stable connectivity
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1 Like · 10 months · translate
yang yang
说得有道理
Like · 10 months · translate
James Ku
tine broadband got adjust their price for user? if yes will affect their earn right
Like · 10 months · translate
Mr K
no yet adjust, still 99/month, now high5 come to fight with Time, condo apartment many high5 poster
Like · 10 months · translate
James Ku
thanks for info, I'm stay in sabah, only can choice tm.unifi haha, time looks great
Like · 10 months · translate
Jason Ngu
是那位大大哥被割了韭菜呢?如果对它沒信心,千万別用別人的钱大手筆的殺進殺出啊。。!伤心
1 Like · 9 months · translate
Jason Ngu
这是马股最穩的股之一。
Like · 8 months · translate
Jason Ngu
this is one of the stock that can inch up and appreciate upwards over the time..
1 Like · 7 months · translate
Jason Ngu
Time is rolling out a free Internet speed upgrade to subscribers


By CHRISTOPHER FAM

INTERNET

Monday, 01 Apr 2024

4:00 PM MYT



When contacted, the ISP's customer support team said that the free upgrades initially started rolling out on March 22 and is expected to take two months to reach all customers.
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Like · 5 months · translate
Jason Ngu
今天買了一些RM 4.86
长期持有
Like · 1 month · translate
Jason Ngu
很高兴能用这样買到这样的成长股
Like · 1 month · translate
Jason Ngu
只有在这样難得的机會買入肯定是不會大错的.
要在股市中賺钱反需是要反向思维
Like · 1 month · translate
BOSS LIM
等待业绩到来 持续买入 稳定蓝筹股 肯定是没有错的,我支持你的判断 jason
1 Like · 1 month · translate
Stanley Tang
还没有跌饱,今天跌破昨天低点4.84,来到4.83,不是好事来的,看来公积金还在调整持股比例
Like · 1 month · translate
BOSS LIM
准备拿股息 估计这次股息不少。
Like · 1 month · translate
YoungYoung House
为什么觉得这次股息会不少呢?
Like · 1 month · translate
KenT
they still holding a bunch of cash
1 Like · 1 month · translate
BOSS LIM
垄断的马来西亚市场,加上发展区域越来越多,这些股只会上不会下的我 好像tnb那种 ,逢低买入就是最好的选择
Like · 3 weeks · translate
aswin somasundar
Agreed these are gem stocks not many chances to dip
Like · 3 weeks · translate
BOSS LIM
RM189.30 dividend ,happy new years
Like · 3 weeks · translate
Stanley Tang
Dividend quite attractive, let the price come down and begin accumulate.
Like · 3 weeks · translate
Elizabeth Tan
dividend good but qr very low
Like · 3 weeks · translate
Stanley Tang
After share dividend, share price easily break yearly new low record.
Like · 1 week · translate
AZ Link
Nothing to worry. It will rebound in a while. Let’s enjoy the dividend first.
1 Like · 1 week · translate
Samuel Chan
Dividends per year is conservative RM 0.3 , after 3 year it accumulated to RM 0.9 , moreover after 3 year I had more share cause I reinvested my dividends. Did any body saw risk where timecom share price dropped to RM 4.1? I can’t. However company networks are slowly but steadily expanding, which in turn will generate more profits, which is very likely, so I don’t care about share price fluctuations in near term. Off course, if any wanna buy low and sell high in near term , then this counter probably is not for you . At least i don’t see any reason then company share price will pump up 10%. If it happens, its a bonus, if not I am ok with it
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3 Like · 1 week · translate
Jason Ngu
Well said @ Stanley
will top up some using the dividend received if below 4.60
Like · 1 week · translate
Stanley Tang
Jason, same action taken, hope don't move up too much before get divided
Like · 1 week · translate
Stanley Tang
Mr Timecom, I yet to receive your dividend to let me accumulate your share, so don't running up too fast, I afraid can't catch you when dividend receive.
Like · 1 week · translate
KenT
if you scare miss out timing, just cash out from credit card and pay it back using dividend later at 0% interest
Like · 1 week · translate
Stanley Tang
Sharehoarder, it's another way to accumulate share, thanks for your ideal sharing
Like · 1 week · translate
Samuel Chan
@ shareholder I top up already at exdate using my margin account
Like · 1 week · translate
KenT
margin account need pay interest and higher fee wor
Like · 1 week · translate
Samuel Chan
yeah true, 5.3% per annum I guess, but it’s only for a few weeks, only for a few thousand ringgit, charges is negligible I guess
Like · 1 week · translate
Lilian Tan
Watch
Vying
Like · 1 day · translate