Jason Ngu's comment on TIMECOM. All Comments
Jason Ngu
14 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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1 year · translate ·
Mr Zun
Dropping like crazy lately
Like · 1 year · 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 · 1 year · 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 · 1 year · translate
yang yang
说得有道理
Like · 1 year · translate
James Ku
tine broadband got adjust their price for user? if yes will affect their earn right
Like · 1 year · translate
Mr K
no yet adjust, still 99/month, now high5 come to fight with Time, condo apartment many high5 poster
Like · 1 year · translate
James Ku
thanks for info, I'm stay in sabah, only can choice tm.unifi haha, time looks great
Like · 1 year · 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 · 1 year · translate
Jason Ngu
这是马股最穩的股之一。
Like · 1 year · translate
Jason Ngu
this is one of the stock that can inch up and appreciate upwards over the time..
1 Like · 1 year · 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 · 11 months · translate
Jason Ngu
今天買了一些RM 4.86
长期持有
Like · 7 months · translate
Jason Ngu
很高兴能用这样買到这样的成长股
Like · 7 months · 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 · 7 months · translate
BOSS KOPI
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 · 7 months · 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 · 7 months · translate
BOSS KOPI
准备拿股息 估计这次股息不少。
Like · 7 months · translate
YoungYoung House
为什么觉得这次股息会不少呢？
Like · 7 months · translate
Sharehoarder
they still holding a bunch of cash
1 Like · 7 months · translate
BOSS KOPI
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 · 6 months · translate
aswin somasundar
Agreed these are gem stocks not many chances to dip
Like · 6 months · translate
BOSS KOPI
RM189.30 dividend ,happy new years
Like · 6 months · translate
Stanley Tang
Dividend quite attractive, let the price come down and begin accumulate.
Like · 6 months · translate
Elizabeth Tan
dividend good but qr very low
Like · 6 months · translate
Stanley Tang
After share dividend, share price easily break yearly new low record.
Like · 6 months · translate
AZ Link
Nothing to worry. It will rebound in a while. Let’s enjoy the dividend first.
1 Like · 6 months · 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 · 6 months · translate
Jason Ngu
Well said @ Stanley
will top up some using the dividend received if below 4.60
Like · 6 months · translate
Stanley Tang
Jason, same action taken, hope don't move up too much before get divided
Like · 6 months · 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 · 6 months · translate
Sharehoarder
if you scare miss out timing, just cash out from credit card and pay it back using dividend later at 0% interest
Like · 6 months · translate
Stanley Tang
Sharehoarder, it's another way to accumulate share, thanks for your ideal sharing
Like · 6 months · translate
Samuel Chan
@ shareholder I top up already at exdate using my margin account
Like · 6 months · translate
Sharehoarder
margin account need pay interest and higher fee wor
Like · 6 months · 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 · 6 months · translate
Lilian Tan
Watch
Vying
Like · 6 months · translate
Jason Ngu
look like this unifi GIANT is awaken

share price up with noticable volume. if volume consistently maintain at this level, then outlook is bright
1 Like · 5 months · translate
Jason Ngu
Great volume noticable increase with share price up

top up some @ RM 4.82
1 Like · 5 months · translate
BOSS KOPI
Dont know what timecom waiting for... Should be fly now...
Like · 5 months · translate
Jason Ngu
一间好的公司會把公司的利益放到最高点
1 Like · 5 months · translate
Sharehoarder
head toward rm5
Like · 5 months · translate
AZ Link
Short term it is heading to 5.25! Still time for us to gather more shares.
Like · 5 months · translate
Appollo Jun
Sold….byebye
Like · 5 months · translate
Jason Ngu
what a pity you sold
This is a long-term growth stock where you can enjoy impressive dividend as well as capital gain. There is not many stocks both can handle growth as well as dividend
1 Like · 5 months · translate
wsy wsy
u sold why u want tell at here?who want to know ?
Like · 5 months · translate
TAN CHEE MING
hope got special dividend
Like · 5 months · translate
Sharehoarder
moon landed rm5
Like · 5 months · translate
Samuel Chan
填息啦， 股息變免費錢 哈哈
Like · 5 months · translate
Samuel Chan
財息雙收， 爽啊， 哈哈哈
Like · 5 months · translate
Stanley Tang
wow, finally break 5, and luckily holding firm. Yahoo.... feeling good!!
1 Like · 5 months · translate
Jason Ngu
if can stay above RM 5
Then most probably uptrend is confirmed
1 Like · 5 months · translate
AZ Link
Let's hope for the best. I'm sure this is a fantastic counter. It's just a matter of time.
Like · 5 months · translate
Jason Ngu
不错. 大盘下, Time 还上i涨了一些些.
看看Telekom, 它反而跌了一些些.
谁强谁弱就可看出一点点了
Like · 4 months · translate
Sharehoarder
need to beware a bit, their internet package right now are not as competitive as few years ago
2 Like · 4 months · translate
Cindy Lai
Which internet package is more competitive now
Like · 4 months · translate
Jason Ngu
等到花儿也谢了，在RM 4.60...
是不是这是谷底反彈的signal 呢？
1 Like · 3 months · translate
Stanley Tang
看不到止跌讯号，还会有新低点
Like · 3 months · translate
Stanley Tang
换一个方式讲就是我们的本钱越来越底，但股数越来越多吧，逆向抄作
Like · 3 months · translate
James Ku
公司是不是还在增长啊？股价低迷是不是反映公司衰退？
Like · 3 months · translate
Jason Ngu
分析：肯纳格投行研究

目标价：5.91令吉

最新进展：

凭借时光网络（TIMECOM，5031，主板电信与媒体股）广泛的海底光缆和光纤网络，接下来有望乘数据需求这股东风。
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1 Like · 3 months · translate
Stanley Tang
今年的走势是低迷的，寄望明年DC暴发年，可以看到它发光发热
Like · 2 months · translate
Jason Ngu
今天我加倉了一些些@4.73
感觉呢Time有些动力。。
Like · 1 month · translate
wsy wsy
今天要维持就是了。。。
Like · 1 month · translate
wsy wsy
好漂亮的湾，希望能继续
1 Like · 1 month · translate
Jason Ngu
topped up some @4.63
buy the dip..
1 Like · 1 month · translate
Jason Ngu
今天起这么多，成交量有明显的上升吗？成交量有上升就有希望。。
Like · 1 month · translate
BOSS KOPI
跌了两年 还没睡醒，令人失望
Like · 1 month · translate
Jason Ngu
To get a clue on whether Time share price perform good or not, you can benchmark it with Telekom. If Time share price rises up percentage more than Telekom and you can get a clue that Time Year 2025 probably perform better than Telekom
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Like · 3 weeks · translate
wsy wsy
hold or sell????
Like · 3 weeks · translate
Jason Ngu
Only good QR can revive the share price. Otherwise share price fluctuation is still in illusion..
Like · 3 weeks · translate
Samuel Chan
@john ngu agreed. Qr report probably leak out already, as usual.
1 Like · 3 weeks · translate
Jason Ngu
Good QR with decent dividend
Like · 3 weeks · translate
BOSS KOPI
this time is a good time
1 Like · 3 weeks · translate
wsy wsy
the share must rocket
Like · 3 weeks · translate
Jason Ngu
这支股可以算是马来西亚股市的避风港. 如果每年股息有RM 300, 股价RM5, dividend yield= 300/5000=6%.稳稳的6%,在马来西亚,有什么投资可以跟它比的呢？

Time internet is faster and efficient than Telekom. i.e Not many Time users will switch to Telekom.
2 Like · 2 weeks · translate
Jason Ngu
Epf continues buy in after QR released
1 Like · 2 weeks · translate
Jason Ngu
Today 13/3/25 ex dividend date, 有种预感會補跌。。。
1 Like · 1 week · translate
Jason Ngu
今天是个很好的时间点去測試它的强度。如果ex date 还是強的話，那这波的上升很可能是後市看好，不是dividend 的原因。。
2 Like · 1 week · translate
Jason Ngu
咋天大市涨，它反而小跌。。

昨晚美股又大跌，今天它的強度是怎么样的呢？

如果今天能保住4.77，那後市应该是不错的。。
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Like · 6 days · translate
Samuel Chan
我認為何必在意暫時的漲跌， 只要公司持續派息， 降低我的持股成本 ， 盈利不跌甚至增長 ， 幾乎是包贏的
Like · 3 days · translate