Jason Ngu's comment on TIMECOM. All Comments

Jason Ngu
7 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 · 6 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 · 6 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 · 6 months · translate
yang yang
说得有道理
Like · 6 months · translate
James Ku
tine broadband got adjust their price for user? if yes will affect their earn right
Like · 5 months · translate
Mr K
no yet adjust, still 99/month, now high5 come to fight with Time, condo apartment many high5 poster
Like · 5 months · translate
James Ku
thanks for info, I'm stay in sabah, only can choice tm.unifi haha, time looks great
Like · 5 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 · 4 months · translate
Jason Ngu
这是马股最穩的股之一。
Like · 4 months · translate
Jason Ngu
this is one of the stock that can inch up and appreciate upwards over the time..
1 Like · 2 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 · 1 month · translate