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Overview
Financial Highlight
Headlines
Business Background Time Dotcom Bhd is a telecommunications company that offers fixed-line and enterprise services, including data (broadband and wireless), voice, and data center services, where the majority of revenue comes from. The company divides its customer base into three segments: wholesale, retail, and enterprise. Retail and enterprise deal with households and companies, respectively. The wholesale segment provides backhaul services to Asia-Pacific and Malaysian telecommunication companies. This is enabled through the company's ownership of telecommunications infrastructure, specifically a fiber-optic cable network.
  James Ng https://klse.i3investor.com/blogs/general/2020-03-18-story-h1484922403.jsp [转贴] [Facebook live video:浅谈Time Dotcom bhd (TimeCom)] - James的股票投资James Share Investing 18/03/2020 9:45 PM  Choivo Capital I sold my TIMECOM to pour more into US Markets. Thank you so much TIMECOM. The first company i actually properly understood in malaysia, and purchased at a good price. What a company. I wish i will have the chance to buy you again. If / When that time comes, i think i would be in a much better place financially. Hopefully. To an extent, i think this is the only company in BURSA i can say i truly understood. Thank you. 19/03/2020 1:14 PM  Khoo810 Hi Jon...may i knw wat stock u still holding and averaging down now? Thx 22/03/2020 12:19 AM updownleftright This stock quite stable amid the crisis. Many long term investors 24/03/2020 9:46 AM Kristal TIME dotCom (TDC MK) $TIMECOM / 5031 (TIME DOTCOM BERHAD) Research by UOB Kay Hian BUY (maintained) ; Target Price: RM11.10 "A Gem In A Haystack" We like the stock for its good growth prospects, quality earnings and strong management. We project a 3-year earnings CAGR of 11% (vs pedestrian telco sector earnings), driven by Internet and data centre growth. Chong Lee Len 603 2147 1992 leelen@uobkayhian.com Chloe Tan Jie Ying 603… 14/05/2020 9:46 PM mf Bursa trading volume at fresh high above 11b units MARKETS Monday, 18 May 20205:19 PM MYT By Joseph Chin 18/05/2020 6:05 PM RainT TIMECOM current share price : RM10.98 current EPS : RM0.521 current PE : 21 times normalise PE : 15 times future EPS to be : RM0.732 growth frm current EPS to future EPS : 40% Means that TIMECOM future EPS shall growth around 40% in future then only you buy at current price of RM10.98 is worth it 20/05/2020 11:40 AM RainT but can TIMECOM grow its EPS at 40%? frm past record , its EPS has been growing on average 12% per year so need at least 3 years plus then only can justify you buying at RM10.98 today 20/05/2020 11:42 AM Kristal PRESS RELEASE
For Immediate Release Resilient Growth Recorded in Q1 2020 • Consolidated Group revenue grew 12% year-on-year • Revenue growth recorded across all core product groups and core customer groups Shah Alam, 28 May 2020 – TIME dotCom Berhad (“TIME” or “the Group”) recorded consolidated Group revenue of RM293.9 million for the quarter ended 31 March 2020. The 12.0% increase relative to the same period in the preceding year was driven by higher overall revenue growth seen across all core product and customer groups. A current quarter consolidated profit before tax of RM125.6 million was recorded. This was driven by higher overall revenue growth, a large net gain on foreign exchange, lower interest expense and a higher share of profit from associates. “The remainder of 2020 will be a challenging one, not just for our industry, but for the global economy at large. Thankfully, we enter this period with a robust operational framework and a solid balance sheet. This should help us weather through the rest of the year as we adapt to the challenges posed by COVID-19,” said Afzal Abdul Rahim, TIME’s Commander-in-Chief. Outlook The first quarter of 2020 saw the enforcement of the Movement Control Order (“MCO”) in Malaysia as a measure to combat the spread of COVID-19. The MCO has been in place since 18 March 2020, and its impact on consumers and businesses across the country has been profound. As an “Essential Service”, the Group has continued to operate throughout this period. At this stage, it is too early to determine the full impact that COVID-19 and the MCO will have on the Group. The Group’s immediate and ongoing priorities are to safeguard the health of all its employees and to ensure 100% network availability and stability through these challenging times. In the mediumterm, the Group will continue to focus on supporting the Malaysian government achieve its national telecommunications objectives by strengthening and expanding its existing domestic fibre network infrastructure. On the regional front, the Group will continue working with its partners in Thailand, Vietnam and Cambodia to tap on increasing demand for cross border connectivity across the ASEAN region. The Group will also assess opportunities to further establish itself as a key regional data centre player and operator with the intention to unlock the long-term potential of its data centre business. END@ 28/05/2020 1:13 PM Picanto "Encik Afzal Abdul Rahim, the Chief Executive Officer and Non-Independent Executive Director of the Company, fully exercised all 17,215,907 share options granted to him. The exercise of his share options were completed in two tranches, the first on 8 April 2020 for 11,000,000 new ordinary shares and then the balance of 6,215,907 new ordinary shares on 16 April 2020. Both tranches were completed at the adjusted exercise price of RM5.575 per share" At current price of RM11.35 per share, the CEO easily pocketed RM100mil from the share options. 28/05/2020 2:25 PM doublesunday 3 years ago I sold Time due to concern on the high PE and high capex. Bought into time now as pass 3 year result was proven capex bring back money. Look at EBITDA, it reaching 500M. 19/06/2020 2:18 AM RainT quarter depreciation is 12% of sales value, quite big this is heavy capex company 20/06/2020 4:18 PM  Michael Kwok Now recommend sanitizer company name Nylex.Medium term less thn 6 month.Even new normal need to use Sanitizer,facemask,glove(glove order book 1 and a half years).Please read below then invest big.Prefer rm 15k per person or more. Posted by Michael Kwok > Jun 23, 2020 8:05 PM | Report Abuse X On July 19 I call buy big rm 15k per person at 65 cents.More sectors open up to over 90 over percent.Sanitizer alcohol base is a must even after RMCO as one of the new normal. Michael Kwok 2128 posts Posted by Michael Kwok > Jun 19, 2020 12:53 PM | Report Abuse X No need slowly.Go and buy rm 15k each investor.Follow me.Im also writer(Predict upward)of AT,Anzo,MQ Tech,Vortex (on average 2-2.5 cents before) 23/06/2020 8:21 PM wallstreetrookie highly recommended counter. Good financials and business model. High growth potential. Just requires patience. 23/07/2020 4:20 PM OldWiseMan100 TIME dotcom is good, however, here are 4 other long term tech stocks to own due to their growth potential. Do add them to your existing portfolio. Thank you. https://klse.i3investor.com/blogs/ndcg/2020-07-20-story-h1510607266-The_Next_Rally_Invest_In_FRONTKN_DUFU_PENTA_FPGROUP_and_TIME.jsp 09/08/2020 11:11 AM wallstreetrookie Good counter. Don't have to worry about stock price dropping. Buy and then close eyes go back to real life. Will come back after 4 years 09/08/2020 11:14 AM Yusofff Time DotCom Assuming the Company is able to generate 10-15% growth consistently over the years and couple with the continuous cash generation as per % of sales, with an average industry PE of 20 (conservative PE) the company could derive a fair value of RM 14.97 which is 37-38% upside from their current share price. https://jawplace.com/the-growth-of-data-usage/ 09/08/2020 11:19 AM Kristal Earnings Projection – Valuation as at 8/8/2020 Share price = RM 10.86 Market Capitalisation = 6,599 million Net Cash Position = 420 million Cash per share = 0.70 cents (one of the highest cash per share company in bursa Malaysia) Current PE = 18 (Compare to TM pe of 31.27. Industry PE range 20 to 25). EV/ EBITDA = 11.59 ROE = 11% (Industry average of 8-10%) NTA = 4.63 Debt Ratio = 0.03 Cash flow to sales ratio = 55% (layman term – more than 50% of their sales are converted to cash) Average Profit Margin = 30% – 40 Assuming the Company is able to generate 10-15% growth consistently over the years and couple with the continuous cash generation as per % of sales, with an average industry PE of 20 (conservative PE) the company could derive a fair value of RM 14.97 which is 37-38% upside from their current share price. Note: We do prepare a more detailed report on this company. Please feel free to drop us a whatsapp or text to request for the free report! 09/08/2020 10:59 PM Choivo Capital Pretty good result. I think normalized earnings for them is about 280m a year, growing at about 10-15% per annum. 21/08/2020 5:44 PM wallstreetrookie This counter is so damn strong. P/E at 20 Share price still stable at RM11.50 ROE: 11.38 healthy balance sheet clean cash flow strong fundamentals. I wish I can put every cent of my savings in this counter 29/08/2020 11:35 AM wallstreetrookie Bullish counter despite selling pressure in all tech counters. Positive growth potential. 05/09/2020 5:01 PM wallstreetrookie Only person promoting this counter. But if you are the value investor type, look no further. 05/09/2020 8:33 PM wallstreetrookie High-speed Internet and cloud computing will continue to expand for decades 05/09/2020 8:34 PM foreverchung DELINK yourself from herd mentality. Remember what you did for your research and why you bought this counter. What is the point buy high sell low, then rejoin again when there is a 'rebound' and ended up getting trapped again? To all students / investors alike. Think like an investor, BRAVE THE STORM with your company, especially the ones that have rewarded you and not skimped on hardwork. This is applicable to all stocks. If your passive income took a hit, paper loss is paper loss. Go do something about your active income, DISTRACT yourself from the market negativity. Remember your initial goals. All the best in your journey to financial freedom. 10/09/2020 10:28 AM Choivo Capital https://choivocapital.com/2018/11/28/an-analysis-of-time-dotcom-berhad-time/ In case some people may not know. I wrote on this before back then. Since then the profit have doubled, while share price maintain. My thesis still stands, and i have rebought and held since 3 months ago. Good luck. 10/09/2020 11:42 AM foreverchung This company's earning is resilient. Take this as your external EPF, this is a true forward looking company. 21/09/2020 5:08 PM  | |
