KLSE: TIMECOM (5031)       TIME DOTCOM BHD MAIN : Infrastructure
Last Price Today's Change   Day's Range   Trading Volume
8.32   -0.06 (0.72%)  8.28 - 8.38  159,400
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Market Cap: 4,833 Million
NOSH: 581 Million
Avg Volume (4 weeks):728,382
4 Weeks Range:8.11 - 9.00
4 Weeks Price Volatility (%):
52 Weeks Range:8.11 - 9.90
52 Weeks Price Volatility (%):
Average Price Target: 9.44
Price Target Upside/Downside: +1.12

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2017[#3]  |  24-Nov-2017
Next QR | Est. Ann. Date: 31-Dec-2017  |  28-Feb-2018
T4Q P/E | EY: 20.86  |  4.79%
T4Q DY | Payout %: 2.08%  |  43.17%
T4Q NAPS | P/NAPS: 3.79  |  2.20
T4Q NP Margin | ROE: 27.31%  |  10.53%


Date Subject
29-Dec-2017 (CHOIVO CAPITAL) An analysis of TIME dotCom Berhad (“TIME”)
27-Nov-2017 Mplus Market Pulse - 27 Nov 2017
29-Aug-2017 Time DotCom - 1H17 Results Below Expectations
28-Aug-2017 TIME DotCom - IRU Sales Taper
19-Jul-2017 退休基金局吸纳.时光网受青睐
06-Jun-2017 海底光缆陆续启用.时光网料稳定成长亚
01-Jun-2017 TIMEdotCom - Healthy growth in all core divisions
01-Jun-2017 TIME DotCom - Routine Start
01-Jun-2017 Time DotCom - 1Q17 Results In Line
10-Apr-2017 股东售股.展望乐观.时光网走高11仙
10-Apr-2017 Time dotCom - Firing on All Cylinders
21-Mar-2017 PublicInvest Research Headlines - 21 Mar 2017
20-Mar-2017 Mplus Market Pulse - 20 Mar 2017
08-Mar-2017 TIME DotCom - Extending Its Thailand Reach
08-Mar-2017 入股泰同业.时光网达致协同效应
08-Mar-2017 Time dotCom - Going Wholesale in Thailand
08-Mar-2017 Mplus Market Pulse - 08 Mar 2017
08-Mar-2017 PublicInvest Research Headlines - 8 Mar 2017
02-Mar-2017 Market View - CY4Q16 Report Card
02-Mar-2017 业务动能十足.时光网看高一线

Business Background

TIME dotcom Berhad (TIME) is an investment holding company. The Company is engaged in the provision of management and marketing/promotional services and retailing of telecommunications products. TIME is a fixed-line telecommunications network and solutions provider in Malaysia. Its business segment provides managed services, corporate/government solutions, wholesale and carrier services, fixed line services (voice), fixed line services (data), broadband and Internet. Its consumer segment offers fixed line services (voice), broadband and Internet. Within the consumer sector, TIME offers 100% fiber-based broadband services. The TIME business is built on its fiber optic network, the Cross Peninsular Cable System (CPCS). During the year ended December 31, 2010, the Company rolled out a broadband service in Malaysia: TIME Fibre Internet. TIME Fibre Internet is the Company's 100% fiber-based services with compelling packages, to 30,000 premises.
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  5 people like this.
longvalley Collect more........!
28/03/2017 23:10
Kristal Timecom RM 8.80 break 52wk high now
10/04/2017 15:26
tecpower 10/04/2017 TIMECOM 8.70 TP10.28 +1.58 (18.16%) BUY HLG
10/04/2017 19:58
tecpower https://klse.i3investor.com/blogs/hleresearch/120270.jsp
10/04/2017 20:19
tecpower https://klse.i3investor.com/blogs/hleresearch/120270.jsp
10/04/2017 20:19
KKKS more to come.. more to come... You need to believe..... Wait for you all
10/04/2017 23:19
anonboy Time dotCom on track with continued expansion
11/04/2017 20:12
tecpower http://www.enanyang.my/news/20170412/公积金购5-18br-晋时光网络大股东/
12/04/2017 22:43
hariharisaham time to buy time...hahaha
14/04/2017 10:30
cckkpr EPF is the new boy come lately into this counter. At least they do not miss the boat in the next explosive growth.
25/04/2017 10:07
anonboy http://www.malaysiastock.biz/Company-Announcement.aspx?id=968000
annual report
26/04/2017 23:07
PlsGiveBonus what happens
08/05/2017 18:24
Ryan88 Hahahahahahaha... goreng... who get trapped. Congrats
09/05/2017 14:14
KKKS more to come.. more to come... You need to believe..... Wait for you all
09/05/2017 18:38
KLCI King This one geng, IWC also cannot fight for top spot => top loser
10/05/2017 01:36
Ryan88 Haha KWAP disposed.
10/05/2017 02:44
Ryan88 All under Najis.
10/05/2017 02:44
singgang kene goreng lagi ke arini...
16/05/2017 17:12
Kristal klse.i3investor.com/m/blog/kltrader/123116.jsp

Whilst earnings recovery has yet to gain broad momentum (construction and banks most convincing), MQ Research remains risk-on given robust liquidity, macro and reform/restructuring support for the broad market. Big-cap top picks are Sime Darby, Tenaga, Telekom, CIMB, IHH, AirAsia, Gamuda and SP Setia. Mid-cap picks are POS (M), Time dotCom, MRCB, Bumi Armada and Gas (M).  Switch out of Petronas Dagangan, Petronas Gas, BAT, DiGi, and Hartalega.

Source: Macquarie Research - 19 May 2017
19/05/2017 17:53
singgang Tomorrow announce quarter result...
30/05/2017 12:44
Yap WT RM 10 soon
02/06/2017 17:21
KKKS more to come.. more to come... You need to believe..... Wait for you all
22/06/2017 00:26
KKKS 19-Jun-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 143,400 shares on 14-Jun-2017.
19-Jun-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 846,800 shares on 15-Jun-2017.
16-Jun-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 614,600 shares on 13-Jun-2017.
22/06/2017 00:27
KKKS Only RM10?? Maybe more?
22/06/2017 00:34
hariharisaham Yes..I believe too.. more than RM10...
28/06/2017 10:33
singgang Another 14cents to reach RM10...not too far
28/06/2017 12:29
KKKS more to come.. more to come... You need to believe.....Looking forward to Dividend.... Yum Yum
20/07/2017 02:05
KKKS 01-Aug-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 13,400 shares on 28-Jul-2017.
31-Jul-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 325,600 shares on 26-Jul-2017.
31-Jul-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 84,700 shares on 27-Jul-2017.
02/08/2017 21:37
Irfan Rahman when is qtr report and dividen anouncement?
10/08/2017 18:58
KKKS Downtrend an KWAP is collecting..

22-Aug-2017 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") (a substantial shareholder) acquired 46,000 shares on 21-Aug-2017.
22/08/2017 21:47
KKKS Soon Irfan soon.... "more to come" more to come"
22/08/2017 21:48
apolloang profit down more than 80% yet this stock 9.66? jangan tipu orang,7.50 also not worth
28/08/2017 20:22
KKKS You sell cheap lah.. if you dont believe.. The fat lady havent sing yet mah
28/08/2017 23:14
lazysunday Apolloang..u dont know read Financial Report meh? Do u know timecom share price now is cheaper if u compare to REACH energy price..do u understand what i mean,so okay..if not..just go n study how to know company value..
28/08/2017 23:36
apolloang just now I glance thru only, cos see over a few hundred stocks.anyway also profit down almost 15%,maybe down 20-30cts. but I wouldn't be buying also cos felt that this stock didn't worth this much,the most I see is worth 8-8.50 max
29/08/2017 00:09
singgang Revenue above 200 mil.....but profit drastically drop....operating cost soar?
29/08/2017 10:49
Irfan Rahman suddenly 9.90? whothe hell bought at that price last minute?
31/08/2017 00:59
KKKS 10 10 10 10 10 10 10 10 10 10
31/08/2017 01:23
apolloang for show only last day of aug closing books lah, next tues open down back,just like cimb
31/08/2017 01:26
Red_Apollo Merdeka 60 years show? Why choose Timecom?
02/09/2017 04:01
prince4 before election market uncertain,funds manager and foreign funds money would not flow in fundamental big cap and mid cap stock now no prospects,because everybody scare buy high losses money ,expect fund manager money would flow out in big and mid cap stock cannot hold and buy.
TOP volume all low prices stocks.This is a opportunity ,markets money now flows in cheaper stocks. sharks now start goreng lows price stock at bottom..
20/09/2017 16:14
Jon Choivo https://klse.i3investor.com/blogs/PilosopoCapital/133077.jsp

Analysis on timecom
21/09/2017 11:52
KKKS My Prince... Everybody loves fiber...So timecom=fiber
05/10/2017 19:12
Kristal (JON CHOIVO) An analysis of TIME dotCom Berhad (“TIME”) https://klse.i3investor.com/blogs/PilosopoCapital/142735.jsp
30/12/2017 01:13
Jon Choivo Haha the mods labeled it, but thanks anyway.

On TIME, once again, not a cheap stock. And this year, the initial depreciation cost for the new cables, drop in IRU and lack of one off forex gains really whack the earnings.

But retail is still expanding very very quickly (106% increase over the previous year), and 5G will not be as big of a threat as i thought it might.

I'll just hold. The price may not even move much for 1-2 years, as the chart available at malaysiastock.biz includes a lot of other income in the previous years which will not be available moving forward.

But, moving forward, 1-2 years of continuous increasing in revenue and earnings may improve investor visibility, so we still have 1-2 years to collect.

I don't dare to buy more now as it is already 30%, the largest position, and the stock valuations is not cheap. But 6-12 months from now, when portfolio is bigger, who knows. =)

Posted by Kristal > Dec 30, 2017 01:13 AM | Report Abuse

(JON CHOIVO) An analysis of TIME dotCom Berhad (“TIME”) https://klse.i3investor.com/blogs/PilosopoCapital/142735.jsp
30/12/2017 01:22
Kristal Jon, your detail analysis and determination to hold do indeed helps a lot to shareholders of Timecom.
30/12/2017 01:41
uptrending Jon, Profits have been coming down in the recent quarters, what sre the reasons ? Thanks...
01/01/2018 12:01
Jon Choivo Operational profit have fallen this year higher depreciation of RM6.7 million mainly due to the completion of SKR1M and AAE-1 cable systems during the year, as well as the impact of depreciation from the Asia Pacific Gateway submarine cable system, which was not fully included in the results for 2016 as the cable system was only completed on 28 October 2016.

In addition, there was a higher net loss on foreign exchange of RM17.6 million in 9M 2017 compared to RM5.2 million in 9M 2016, and zero dividend income for the year compared to the previous year, as all their DIGI shares have been disposed.

Naturally, more care must be taken to ensure these cost are truly one of or extraordinary, and not one-off/extraordinary cost that happen with regularity.

In addition, lower one-off IRU sales, also contributed to lower profit.

If you ask me what result will happen next year, or whats the future profit figure, i have absolutely no idea. I only know its a fantastic business that has resilient growth at an ok-ish price.

Like i said, i don't dare to buy more as it is not cheap and the size at 28% of portfolio is big enough for me. It may even be too big at this price. Future purchase will only be if my portfolio becomes to big and i need to re-balance it, incredible out-performance in fundamentals, or incredible drop in price.

I'm not looking at 3 month period for this one, im looking at 3-5 years at least. Unless you are willing to really understand this company (especially since its really not cheap at all) and do you own valuation. Id suggest something else. LATITUD or FAVCO is an easier buy.

Posted by uptrending > Jan 1, 2018 12:01 PM | Report Abuse

Jon, Profits have been coming down in the recent quarters, what sre the reasons ? Thanks...
01/01/2018 12:21
Jon Choivo Also, Q4 2016, they have fantastic IRU sales and huge deferred tax gain. So this coming quarter is probably not going to bea last years.

This should mean some possible discounts come febuary. I won't sell as i promised myself to only purchase or sell on fundamentals or value, and not prediction of price movements.

You may feel differently. Different strokes for different folks.
01/01/2018 12:28
uptrending Jon,

Thank you for your detailed explanation.
01/01/2018 17:39


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