dun be too happy, the special dividend 900mil is paying from the proceed of disposal data center 2billion. So this is not a recurring income and next quarter revenue should drop a lot. If you look at the Balance sheet as at Feb23, the cash balance is only 400mil. Wonder the price will jump or remain stagnant on Monday?
Hence, it would lose the opportunity to realise future share price gains from the growth of the data centre segment and increase its share of contribution to a well diversified revenue and net profit portfolio mix
Quality stock, potential waiting inside. High dividend is reflective of AIMS disposal; on positive side, disposal was to facilitate onboarding partnership with DigitalBridge? This new partneship potentially opens up regional/international earnings to come. Company is well managed; PER bit on high side, could taper downside a bit. Accumulate on dips.
Bit of run-up (probably hindsight to this dividend/deal) from Nov'22. I figure any dips should find attractive bottoming at 4.50~4.75 levels. Per consensus price calls, likely to be brief on downside before recovering to current levels.
Though there's a few competitor eg: Maxis, Digi, TM,etc Time still monopolise the high rise building category eg: Apartments, condo Just walk in to any apartment or condo, most of them using Time fibre broadband.
Not guru..but i think starlink and time fibre-optic works differently. Most of starlink will benefit in rural area or maybe open sea. Timecom focused on well developed area and high-rise condo/apartment/office.
GLOBAL TRANSIT INTERNATIONAL SDN BHD 10-Oct-2023 Disposed 67,500,000 0.000 ENCIK AFZAL BIN ABDUL RAHIM 10-Oct-2023 Disposed 67,500,000 0.000 MEGAWISRA SDN BHD 10-Oct-2023 Disposed 67,500,000 0.000 KHAZANAH NASIONAL BERHAD 10-Oct-2023 Disposed 67,500,000 0.000 MR PATRICK CORSO 10-Oct-2023 Disposed 67,500,000 0.000 MEGAWISRA INVESTMENTS LTD. 10-Oct-2023 Disposed 67,500,000 0.000 KUMPULAN WANG PERSARAAN (DIPERBADANKAN) ("KWAP") 10-Oct-2023 Disposed 120,200 0.000 PULAU KAPAS VENTURES SDN BHD 10-Oct-2023 Disposed 67,500,000
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