KLSE: TIMECOM (5031)       TIME DOTCOM BHD MAIN : Telco&Media
Last Price Today's Change   Day's Range   Trading Volume
7.85   -0.15 (1.87%)  7.76 - 8.00  9,300
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Market Cap: 4,582 Million
NOSH: 584 Million
Avg Volume (4 weeks):126,700
4 Weeks Range:7.56 - 8.37
4 Weeks Price Volatility (%):
52 Weeks Range:7.06 - 9.33
52 Weeks Price Volatility (%):
Average Price Target: 9.95
Price Target Upside/Downside: +2.10

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2018 [#3]  |  27-Nov-2018
Next QR | Est. Ann. Date: 31-Dec-2018  |  26-Feb-2019
T4Q P/E | EY: 17.22  |  5.81%
T4Q DY | Payout %: 2.18%  |  37.59%
T4Q NAPS | P/NAPS: 4.1663  |  1.88
T4Q NP Margin | ROE: 27.87%  |  10.94%


Date Subject
28-Nov-2018 TIME dotCom - Glowing in the dark
28-Nov-2018 TIME dotCom - Resilient in a turbulent environment
27-Nov-2018 TIME dotCom's profit soars to RM80m
14-Oct-2018 下跌股:时光网络RM7.45支撑
04-Oct-2018 Mplus Market Pulse - 4 Oct 2018
12-Sep-2018 Telco - Tax Drama
12-Sep-2018 PublicInvest Research Headlines - 12 Sept 2018
29-Aug-2018 TIME.Com - Solid growth momentum
29-Aug-2018 TIME dotCom - A Record Quarter
27-Aug-2018 张启华‧快、廉、准
04-Aug-2018 Wiring up a wider population
03-Aug-2018 Opening up fibre market; fixed-line broadband for all telecos
31-Jul-2018 上升股:时光网络阻力RM8.60
26-Jun-2018 Telecommunications - Boon for Wireless and Bane for Wired
05-Jun-2018 时光网络3年财测上修
04-Jun-2018 上升股:时光网络阻力RM8.40
04-Jun-2018 TIME dotCom - 1Q18 Analyst Briefing
04-Jun-2018 Mplus Market Pulse - 4 Jun 2018
04-Jun-2018 PublicInvest Research Headlines - 4 Jun 2018
01-Jun-2018 TIMEdotCom - A strong start

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.
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  5 people like this.
Kristal Blog: (CHOIVO CAPITAL) An analysis of TIME dotCom Berhad (“TIME”)

Jul 17, 2018 06:01 PM | Report Abuse

Re-gear it.

Lets say TM


Equity/(Equity Net Debt) ratio:
= 7,435.8/(7,435.8 6,587.1)
= 0.53

Re-geared ROE: 6%


ROE: 8.13%

Equity/(Equity Net Debt) ratio:
= 2,278,327/(2,278,327-74,465)
= 1.03

Re-geared ROE: 8.4%
18/07/2018 16:40
truly time rent infras from tm to do business.
imagine one day tm dont rent it... time will have today share price?
time are over value now.
18/07/2018 20:47
Choivo Capital I must say, i wonder how the hell is TM going to meet its promise to 10X the speed without increasing the price.

If they could do it all the while, why didn't they do it before. What is the cost they are going to incur?

I wonder what TIMECOM's reply will be. I'm waiting for that one.

Let me say it again, clearly, TIME DOES NOT RENT ANY INFRA FROM TM. They have their own.
18/07/2018 21:54
jibbie anyone can explain what this means? notice this in bursa announcements..

Award of Shares under TIME dotCom Berhad's Share Grant Plan

18/07/2018 22:33
PanjiAlam55 If they hv their own infra then how thier customer can call to customers in Kota Baru, Alor Star and Perlis if they not used TM infra in POI (Point Of Interconnects) TIME dun have any Exchange or Remote there to served those customers.
18/07/2018 23:00
Choivo Capital Don't get what you mean.

Jibbie, small issue, ESOS basically
18/07/2018 23:18
Choivo Capital Just so everyone is clear,

Im willing to share about this company as the stock is really not cheap to begin with. Right now, it is at best, slightly below fair value. But its long term prospects and moat is fantastic.
18/07/2018 23:24
apolloang why time still RM 149 for 100mb? should lower to RM 79 to attract more customers
18/07/2018 23:27
Choivo Capital They have all the customers they need. Its the supply that's the problem, not demand.

Retail grew 85% YOY.
18/07/2018 23:33
apolloang maybe many will switch to UniFi
18/07/2018 23:44
Choivo Capital True. Only if unifi can really fulfill that 10x speed quickly. But not sure how they will do it though.
19/07/2018 11:11
truly 如TM之前承诺的Unifi与Streamyx特定用户将得到免费升级,今天(7月18日)可以开始在TM的网站查询是否符合资格了,但是必须注意的事免费升级是分阶段的。 
少过20Mbps–> 100Mbps 
30Mbps–> 300Mbps (RM179) 
50Mbps–> 500Mbps (RM199) 
100Mbps–>800Mbps (RM329)
20/07/2018 14:38
jibbie the ESOS will dilute the existing shareholder's holdings rite?
20/07/2018 17:38
KKKS Yes supply is the problem, with the current TM package, it will a slow death for them. Unless they evolve....With regional expansion , it will be struggle them to meet EBITBA Positive next year..
23/07/2018 00:34
Choivo Capital cancellation of the NFP between tnb and tm is a pretty good thing for Time, now, they have the chance to work with TNB. Lets see.
24/07/2018 18:35
100005827200915 To participate in a new market segment, the landed properties ? Not just high rise
25/07/2018 19:07
PiddleMinger Entire khazanah boards resigns. This might cause uncertainty among foreign investors.
26/07/2018 11:52
Kristal KUALA LUMPUR, Aug 1 — The Communications and Multimedia Ministry plans to formulate a bill to make compulsory for all new housing projects to be installed with Internet facility.

Its minister, Gobind Singh Deo said through the proposed Bill, the Internet facility would be categorised as a utility, just like electricity and water supply at home.

“If (Internet) it becomes a ‘basic human right’, it can be categorised as a utility  there’ll be a need for all houses to be connected with fibre,” he said when winding up the debate on the motion of thanks for the Yang di-Pertuan Agong’s speech on behalf of his ministry in the Dewan Rakyat today.

He said this in response to a suggestion by Datuk Seri Dr Ismail Mohamed Said (BN-Kuala Krau) to make compulsory for developers to install broadband facility at their housing projects.

Expressing importance of Internet access, Gobind Singh said he hoped the proposed Bill would get the full support from the house when tabled.
02/08/2018 14:34
Kristal https://www.thestar.com.my/business/business-news/2018/08/03/opening-up-fibre-market
03/08/2018 11:25
J For Janice yes,its about TIME to break TM monopoly!
03/08/2018 11:27
dagnarus Stellar earnings really. Very very good all around. Double the profit, double the fun!
28/08/2018 18:04
foreverchung Trust me, their Time has just begun. Wait till their cloud / data center starts to churn in big numbers.
28/08/2018 20:34
For Immediate Release
TIME Revenue Grows 10.6% in 1H 2018
 Consolidated Group revenue grew 10.6% year-on-year to RM468.8 million in 1H 2018
 Pre-tax profit grew to RM123.2 million
 Data and data centre revenue leads with growth across all core customer groups
Shah Alam, 28 August 2018 – TIME dotCom Berhad (“TIME” or “the Group”) posted its 1H 2018
financial results today with a consolidated revenue growth of 10.6% year-on-year (1H 2018:
RM468.8 million | 1H 2017: RM423.7 million). Pre-tax profit grew to RM123.2 million from the
RM93.4 million recorded for the preceding year.
The increase in recurring revenue in 1H 2018 was mainly due to higher sales recorded from the
data and data centre businesses, which grew RM72.4 million and RM5.6 million, respectively.
Growth was recorded across all core customer groups, led by the Group’s Retail customers owing
to continued demand for its TIME Fibre Home Broadband services.
Pre-tax profit growth can be attributed to higher overall revenues, improved cost efficiencies and a
higher share of profit from investment in associates.
“The growth in 1H 2018 is encouraging but we are also mindful of the changing landscape and
increasing level of competition in the market,” said Afzal Abdul Rahim, Commander-in-Chief.
The Group expects the industry to remain challenging for the second half of 2018. It will continue
to improve its existing domestic fibre network while also placing emphasis on coverage footprint
expansion in the country.
On the regional front, the Group will work with its associates in Thailand and Vietnam to connect
Malaysia, Singapore, Myanmar, Cambodia and Laos. The Group will also explore opportunities to
expand its data centre market presence regionally and grow its current ecosystem to include
interconnected players from various industries.
Note: Analysis and comparisons have been made excluding the impact of MFRS 15 for better comparability purposes.
28/08/2018 21:55
Choivo Capital https://www.lowyat.net/2018/170574/user-report-time-speed-upgrade/

Bout time, my preferred method as well. No drop in revenue.
30/09/2018 04:09
SarifahSelinder Jaga jaga ni la dia sebenarnya

Kasar dan buli wanita

Posted by Jon Choivo Have you seen the insurance given to RMBS CDO's by AIG to Lehman Brothers etc? 

Its was so under priced and stupid, that they need USD85 billion from the US govt to be bailed out. 

Stock price drop from USD1,173 to USD19.43. Even today, its only USD 54 per share. Still 95% down from peak. 

And this is AIG, the biggest insurance co in the world. 

Guna otak sendiri boleh? You ingat china Allah ke? Takde pergi baca annual report bank-bank china ke? You want to see how the GIL expand anot? 

ICBC in 2005 before listed, bad loans about 40% tau. Not kidding. Need so much injection by china gov to get it pretty for listing. And even then, GIL was 5 times higher than world average. 

I don't care who borrow who, who invest in what, who give loan to who, who say what to who. 

If it does not make sense to me, i won't buy. 

Posted by SarifahSelinder > Sep 20, 2018 12:31 PM | Report Abuse 

Yg jon ni ada ada je 

Yg ni nak beli 10,000 shares je bukan main doubting kiraan bank bank China yg beri billion billion loan

20/09/2018 14:02

Jon Choivo Bkn takut beli. 

Got better things to buy. You ingat bursa hanya ada jaks ke? 

Mcm tu, suspend semua saham sajalah, bagi jaks trading saje! 

Kepala buto. 

Posted by SarifahSelinder > Sep 20, 2018 12:33 PM | Report Abuse 

Drop to 80 sen lg takut beli? Put in fd je la

20/09/2018 14:03
03/10/2018 13:00
Choivo Capital Jangan kepala buto!

Ko ni klau pompuan tak maksud tak bleh marah!

guna otak sikit.

SarifahSelinder Jaga jaga ni la dia sebenarnya

Kasar dan buli wanita
04/10/2018 17:15
godhand buy small position
12/10/2018 15:02
chooheng they upgrade on paper; speed of internet almost the same. last time 100Mbps RM149 download speed test 42Mbps, now say 500Mbps RM139 speed test still 42Mbps. like that i think Time revenue and operating cost won't affected much and in fact might lure more customers. shld accumulate when price low
18/10/2018 15:59
Choivo Capital Go complain. Should be 500mb. The cost dont really go up, because this is the spare capacity they are using.

Also, i dont think consumption increase in tandem with internet speed.

chooheng they upgrade on paper; speed of internet almost the same. last time 100Mbps RM149 download speed test 42Mbps, now say 500Mbps RM139 speed test still 42Mbps. like that i think Time revenue and operating cost won't affected much and in fact might lure more customers. shld accumulate when price low
18/10/2018 15:59
18/10/2018 17:18
relaks Wah, ini macam ka? Aku mesti berhati2 sblm subscribe time lol ... I also heard customer service time not good. If got issue u org complain mana ya?

chooheng they upgrade on paper; speed of internet almost the same. last time 100Mbps RM149 download speed test 42Mbps, now say 500Mbps RM139 speed test still 42Mbps. like that i think Time revenue and operating cost won't affected much and in fact might lure more customers. shld accumulate when price low
18/10/2018 15:59
30/10/2018 17:23
neverends the speed also depend on your hardware also...i read from lowyat forum mostly they satisfy with TIME o, just don't have much coverage
03/11/2018 21:16
Jaya Jon Chivo
You on timecom payroll ha
21/11/2018 02:48
Choivo Capital I wish haha.

Can take care of my investment myself then.
21/11/2018 10:56
Jaya Lol
21/11/2018 16:48
jit008 TIME is the best!
22/11/2018 17:19
RainT Anybody know what is the difference between TIMECOM and TM ???
23/11/2018 15:31
Choivo Capital https://klse.i3investor.com/blogs/PilosopoCapital/142735.jsp


RainT Anybody know what is the difference between TIMECOM and TM ???
23/11/2018 15:31
23/11/2018 17:00
wkl1063 wahh ini TIME good quarter... ini kali lahh
27/11/2018 17:50
foreverchung @Jon Choivo, as we mentioned last time, I for one, is very satisfied with Time's services. Kudos to the management for this QR.
27/11/2018 18:01
Choivo Capital I was hoping people panic sell due to TM quarter and thinking MSAP will kena time. But it didnt happen.

MSAP is very good for time.

foreverchung @Jon Choivo, as we mentioned last time, I for one, is very satisfied with Time's services. Kudos to the management for this QR.
27/11/2018 18:01
27/11/2018 18:12
Outliar Pretty good, one off revenue gain and foreign exchange gain to boot though
27/11/2018 18:18
Choivo Capital Yeap, but the one off revenue gain, is not really one off either, because its wholesale and it recurrs each year in an erratic manner.

Having said that, i only keep track on recurring, and data whose growth is firmlly on track.

Last year Q also had Forex and impairment hit.
27/11/2018 18:24
foreverchung Those with internet speed that doesn't tally with speed subscribed, please go learn what is the issue instead of being a clown here. But for the benefit of spoonfeeding you all, here's the possible issues:

1. Router cannot cope = Go get dual band router with 5ghz connection.
2. Your mobile device cannot support = 2017 and newer phone should be able to accept. If still can't, plug in using 1gbps LAN wire with your desktop / laptop.
3. WiFi unless you sit right beside the 5ghz router, you won't get more than 50mbps.

Geez, not hard to fix all these issues but people just don't get it. I'm now subscribing 500mbps and yet I'm constantly 505mbps+ on wire, 300mbps+ on 5ghz dual band, no issues. 4k porn also no problem.
28/11/2018 23:37
PanjiAlam55 TM is pure network infra with own optic fiber submarine to USA, while Timedot com or Timecom they hv own server but network tumpang2 they tumpang TM network sikit, Digi sikit, Suntek sikit and Thaicom sikit, they dun hv own submarine optic fibre to USA they rent it from APCN cable
28/11/2018 23:47
PanjiAlam55 then some more TM internet can be served to any location in Malaysia included Sabah and Serawak, but Time only in Klang Valley not all only at few area, other places Time cannot give their sevices, event Time also cannot provide their services in Putrajaya till now
28/11/2018 23:50
PanjiAlam55 that is different between TM and Time
28/11/2018 23:51
PanjiAlam55 who said Time is the best? Have u check and see their comment room at build where they provide customer their network? Go and see it first, dulu2 Time know as Fibre to the longkang, but now dun know if still hv, the only good about Time is they very fast to attend ur problems if u make report, bacoz their MRTA is last 5 hour
28/11/2018 23:55
Choivo Capital Panji,

I lazy teach you. or explain to you for everyone benefit. Its not in my interest to have timecom price go up. Cause im always looking for chance to top up.
29/11/2018 11:48
foreverchung @Jon Choivo, Couldn't agree more. I just top up and keep for 10 years.

Comment 1: Wrong.
Comment 2: Wrong again.
Comment 3: Not sure what are you talking about.

Anyhow, if you are supporter of TM, please feel free to move on and go on to support on their page. No point hatin' over here if you can't provide concrete proof. Probably bought TM shares and now cried.
29/11/2018 17:01
neverends obiviously panji is trying to give a false info. TIME don't tumpang TM or Digi network. They don't resell other people network. only sell own 100% infra. Go check out their official info https://www.facebook.com/TIMEinternet/photos/pcb.2226022187438995/2226021570772390/?type=3&theater
03/12/2018 07:57


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