Posted by Ggwp100 > 2018-12-20 13:08 | Report Abuse

When is the dividend?

Posted by signalmw > 2018-12-20 13:43 | Report Abuse

no dividend

Posted by relaks > 2018-12-20 21:27 | Report Abuse

Loss so much still can give dividend?!!!

Posted by relaks > 2018-12-20 21:29 | Report Abuse

This coming! Have you guys read yet?

TNB to announce broadband plan in January
CORPORATE NEWS
Wednesday, 19 Dec 2018

KUALA LUMPUR: Tenaga Nasional Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

(TNB) will announce the details of its plan to enter the broadband services market in January.

President and chief executive officer Datuk Seri Ir Azman Mohd said TNB was in the process of communicating its plan to the relevant ministries.

“I think you will hear more about this (the project details) in January,” he told reporters after the launch of the TNB Integrity Day 2018 here today.

TNB is planning to enter broadband market by utilising its existing fibre optic network across the nation and it is currently running a pilot project in Melaka.

Azman said the pilot project would be completed by end-December and the company would evaluate the results.

“I will say that the project, technically, has been very successful. However, there will be no more pilot projects,” he said.

Meanwhile, TNB also launched its TNB corporate integrity management system (TCIMS) handbook as part of its efforts to strengthen integrity among its employees.

The handbook was launched by deputy minister of Energy, Technology, Science, Climate Change Isnaraissah Munirah Majilis in conjunction with the TNB Integrity Day.

“The government is proud of TNB's initiative in developing TCIMS to enhance integrity and governance among its employees and all parties it is engaged with,” she said.

Also present was TNB Chairman Tan Sri Leo Moggie. - Bernama


Read more at https://www.thestar.com.my/business/business-news/2018/12/19/tnb-to-announce-broadband-plan-in-january/#5dCH8S79jBpqLSOL.99

Posted by relaks > 2018-12-20 21:32 | Report Abuse

TM sure die with TNB as competitor! TNB ada fibre! And TM who is a monopoly has copper! Hahaha! What a joke!

Posted by relaks > 2018-12-20 21:33 | Report Abuse

Bye bye TM! Penny share soon! ;))

Posted by truly > 2018-12-21 01:48 | Report Abuse

TM already reach the limited.
hard to grow. impairment lose larger than profit.
after 5g they need more money to build infrastructure.

Posted by lcwin > 2018-12-21 10:07 | Report Abuse

TM is fundementally good . It's the huge parasites suppliers and subcon crony within TM that is sucking the blood from TM. It was not an issue before this as the former Gov allow TM to screw the TM subsriber as TM is a monopoly and they set price and we have no choice but to pay. Now as long as TM maintain status quo with the new Gov directives it will lose money as all this parasite is not removed. TM is trying to make losses to force the Gov to subsidies them and this will ensure the parasite within TM to continue their bloodsucking profit from Malaysian.
Remember when Gov allocate 4G bandwidth 3 corny companies literally got it for free and then sell it to the exsiting telcos for billions. Billions was given to this cronies and we subscribers paid for it indirectly.

Posted by starfish88 > 2018-12-21 15:52 | Report Abuse

2.60 hard to break... may go back 2.40 to find bottom

Posted by Keat Soon Ong > 2018-12-21 17:13 | Report Abuse

No more bottom fly oredi

Posted by Ggwp100 > 2018-12-21 17:37 | Report Abuse

2.68 woah

Posted by signalmw > 2018-12-21 17:58 | Report Abuse

so little buy yesterday

Posted by 5c0160 > 2018-12-21 23:06 | Report Abuse

Monday can fly?? fly up or down??

Posted by 5c0160 > 2018-12-22 11:05 | Report Abuse

Dj index down 414. monday fly down.

Posted by thenextwave > 2018-12-22 14:51 | Report Abuse

Fly to tongsan

Posted by Yippy68 > 2018-12-22 16:01 | Report Abuse

tongsan is up north..

Posted by iDonLikeChiGik > 2018-12-22 16:01 |

Post removed.Why?

Posted by Victor Yong > 2018-12-22 16:04 | Report Abuse

started rugi last quarter... buy? :)

Financial Year: 31-Dec-2018
26-Nov-2018 30-Sep-2018 2,946,025 -431,590 -429,494 -175,593 -14.58% -2.34% -4.67 0.00 1.9959 -272.26% -182.90%
29-Aug-2018 30-Jun-2018 2,936,387 108,302 45,260 101,933 1.54% 1.33% 2.71 0.00 2.0405 -35.14% -51.57%
22-May-2018 31-Mar-2018 2,848,023 194,248 107,639 157,155 3.78% 2.08% 4.18 0.00 2.0125 -43.27% -31.80%

Posted by Victor Yong > 2018-12-22 16:07 | Report Abuse

:)

Telekom Malaysia Berhad - Revised dividend policy unappealing
Date: 27/11/2018

Source : MIDF
Stock : TM Price Target : 1.98 | Price Call : SELL
Last Price : 2.68 | Upside/Downside : -0.70 (26.12%)

Back

INVESTMENT HIGHLIGHTS
3QFY18 normalised earnings improved to RM266.4m (+30.9%yoy) supported by cost savings initiatives
Nonetheless, 9MFY18 normalised earnings was down by - 17.7%yoy due to lower revenue and higher D&A charges
Lower capital spending of RM1,315m (-19.5%yoy) in order to maintain a healthy cash level
Downward revision in dividend policy of 40% to 60% of PATAMI signalling tough market condition to persist
Reiterate SELL with a revised target price of RM1.98 based on DDM valuation methodology
Recovery in 3QFY18 normalised earnings. Telekom Malaysia Bhd’s (TM) 3QFY18 normalised earnings came in at RM266.4m. This translates into an increase of +30.9%yoy as compared to 3QFY17. Higher normalised earnings were mainly led by the improvement in cost management as 3QFY18 revenue growth was minimal at +0.2%yoy.

Lower 9MFY18 normalised earnings. Despite better 3QFY18 normalised earnings, TM’s 9MFY18 normalised earnings was still down by -17.7%yoy to RM527.5m. This was mainly due to lower contributions from TM ONE and TM Global (refer to table 2) as well as higher depreciation and amortisation charges. All in, this came in better than ours and consensus’ expectations, accounting for 105.2% and 89.1% of full year FY18 earnings estimates respectively. Nonetheless, we are expecting 4QFY18 results to trend lower sequentially as it will accounts for the full impact of the revised broadband package offering.

Broadband. As at 3QFY18, the total broadband customer base dwindled by -2.7%yoy and -0.7%qoq to 2,2286k customers. This was mainly caused by -20.4%yoy reductions in Streamyx customer base to 1,025k customers. Fortunately, unifi customers base expanded to 1,261k customers (+18.7%yoy) as more customers are moving up the value chain with convergence. At present, the convergence/TM households are at 48%. Meanwhile, unifi ARPU is holding up at trended lower to RM193/mth from RM199/mth as at 3QFY17.

Capital expenditure (capex). TM eased its 9MFY18 capital spending to RM1,315m (-19.5%yoy) as the group is more selective on critical projects. This led to lower capex-to-revenue ratio of 15.1% as compared to 18.4% recorded for 9MFY17. We view that the lower capital spending helps the group to maintain a healthy level of cash and bank balance. As at 3QFY18, the cash and bank balances stands at RM2,191.4m, an increase of +9.9%yoy.

Impact on earnings. We are maintaining our FY18 and FY19 revenue estimates at this juncture. However, we are estimating lower manpower cost, marketing expenses and other operating cost to better reflect the group’s financial performance thus far. As a result, we are revising FY18 and FY19 earnings higher to RM720.8 and RM692.9m respectively.

Dividend. The group revised its dividend policy to 40% to 60% of PATAMI. To recall, based on previous dividend policy, TM intends to distribute yearly dividends of RM700m or up to 90% of normalised PATAMI, whichever is higher. Premised on this, we are revising downwards FY18 and FY19 dividend estimates to 4.3sen and 8.2sen respectively. Note that the group has yet declared any dividend for 9MFY18.

Target price. Subsequent to the revision in dividend policy, we are reducing our target price to RM1.89 (previously RM3.02). This based on Dividend Discount Model valuation methodology.

Reiterate SELL. The increasing regulatory and competitive pressures have negatively impacted all the group’s business segments. We foresee these pressures to persist in the immediate term. Our main concern lies with unifi, the group’s largest revenue contributor. We view that the availability of unifi 30Mbps basic plan to all segments of the market could lead to TM’s unifi customers downgrading their respective broadband packages should the monthly usage does not exceed 60GB. This would put downward on unifi ARPU. Note that the unifi 30MBps basic plan is available at RM79/mth while unifi lite plan 10Mbps starts from RM129/mth. Meanwhile, we are concerned on the group’s ability to manage its operating expenses efficiently. The cost as a percentage of revenue has increase steadily to around 90%. Due to the earnings pressure and the group’s commitment capex commitment for long-term growth, we expect the dividend payment to decline as well. All factors considered, we are reiterating our SELL recommendation on the stock.

Source: MIDF Research - 27 Nov 2018

Posted by marvelous > 2018-12-22 16:17 |

Post removed.Why?

Posted by icecool > 2018-12-22 16:22 | Report Abuse

year end window dressing lai liao

Posted by signalmw > 2018-12-22 18:25 | Report Abuse

fly to 4

Posted by klangkopitiam > 2018-12-23 14:07 | Report Abuse

https://mymetastockjournal.blogspot.com/2018/12/telekom-malaysia-bhd-klse-tm-4863-time.html

Posted by signalmw > 2018-12-23 18:51 | Report Abuse

在之前的文章《一百万要多久》里提到，通过时间与复利的力量可以让我们的财富在相对短的时间里增至一百万，跃升百万富翁的行列。大多数网友认为单单靠存，存到天荒地老也未必存得到。即使存到了，在通货膨胀的侵蚀下，存到的这一百万可能已经不是想象中的一百万了。没错，单单靠储蓄现金来累积财富的确不太靠谱，所以这就是为什么理财投资这么重要。财富是靠资产累积出来的，而不是靠存现金的。引述《富爸爸穷爸爸》里提到的，想要致富，其中一个方法就是买入生产性资产，并让它帮你创造更多的财富。

股票就是其中一种生产性资产。以美国S

Posted by beso > 2018-12-24 15:06 | Report Abuse

last day to stay as klci index counter，last chance for you to sell above 2.60 as well

Posted by signalmw > 2018-12-24 15:07 | Report Abuse

already old new

Posted by tomwah > 2018-12-24 16:49 | Report Abuse

2.7 CHRISTMAS GIFT

Posted by tomwah > 2018-12-24 16:50 | Report Abuse

trgt breaked

Posted by tomwah > 2018-12-24 16:53 | Report Abuse

"""****merry christmas"""****and happy trading to all sifu here,,,

Posted by tomwah > 2018-12-24 16:54 | Report Abuse

congratulation to those those holding 2.25

Posted by Shinnzaii > 2018-12-24 16:56 | Report Abuse

Hehe....go enjoy Christmas...shhhhhh

Posted by Ggwp100 > 2018-12-24 17:08 | Report Abuse

Congrats all

Posted by Outliar > 2018-12-24 17:10 | Report Abuse

Am I missing something here?

Posted by Choivo Capital > 2018-12-24 17:16 | Report Abuse

Its not that expensive, and has good visibility for FF if they come back. That's about it,


====
Posted by Outliar > Dec 24, 2018 05:10 PM | Report Abuse

Am I missing something here?

Posted by 4444 > 2018-12-25 01:31 | Report Abuse

Last day CI member. Red sea again start 26th Dec bec loss QR?

Posted by calvintaneng > 2018-12-25 21:14 | Report Abuse

Merry Christmas

TM up due to window dressing

Posted by paperplane > 2018-12-26 13:40 | Report Abuse

To me, TM too pampered lah. Cashflows still healthy, generating 1 to 1.3bil a year, debt a bitmhigh but manageable, div shld be ok. Just need to pay down debt first, selloff non core items. Thts it. Manage customers expectations faster and efficient then ppl will like TM. Unlikely others telcos, all ha dle customer care lousy also, same thing.

Posted by Sami_Value > 2019-01-09 22:04 | Report Abuse

Sell, TM fiber installation got flaw. The bare fiber cable from external to unit can be bitten off by the rats . After complaint came to replace , after replaced same thing happen again. Imagine if you need to call to the customer care to complain every month & ask for the downtime rebate , it is giving more trouble than convenient .

Already told the dump TM”s contractor , if install back bare cable , the rats will bite of f again , use GI conduit la dumb ass & the donkey responded “ boss, underground ducting by developer “. Niamah , developer gave you 100mm diameter PVC, the rats can run inside la dei ! Install the flexible GI to protect the fiber to be bitten by rats la.

Really so stupid , already get so many reports & incidents still sleeping & find no solution.

Posted by alanleeky > 2019-01-10 00:27 | Report Abuse

This counter will drop on tmr opening

Posted by 5c0160 > 2019-01-10 20:03 | Report Abuse

go holland. Limit down tmr??

Posted by thegoldeneyes007 > 2019-01-10 21:45 | Report Abuse

jaga..jaga now..dia datang... hahaha

Posted by bonds56 > 2019-01-11 11:12 | Report Abuse

2.63 now. Up trend

Posted by ilovekari > 2019-01-11 14:38 | Report Abuse

go in go in... rumours is some merging exercise soon..

Posted by ZhuJiaHao > 2019-01-11 14:39 | Report Abuse

wow really? thats good news

Posted by WangLingxin > 2019-01-11 14:39 | Report Abuse

nice gonna go up

Posted by bonds56 > 2019-01-11 17:22 | Report Abuse

Good. 2.70

Posted by PH_pakatan_menipu > 2019-01-14 21:16 | Report Abuse

Like Cameron election GE14 "half price double speed" is PH tricks to win GE14.

Posted by kelvin1 > 2019-01-14 21:17 |

Post removed.Why?

Posted by sell > 2019-01-14 21:20 | Report Abuse

2 TM end of 2019.

Posted by bonds56 > 2019-01-15 11:13 | Report Abuse

Up trend...2.74