Posted by necro > 2013-06-12 07:05 | Report Abuse

Bro arv TIMECOM still holding part of Digi share,the distribution is not use full of its DIGI share they bought years ago..
If u read carefully TIMEC is not focusing on Malaysia as local market seem saturated with big player like Maxis,Axiata n Digi plus with emergence of small market player that sometime serve better service plus competetive price like Umobile,Redtone and YES(YTLE)...
One of strategy like say before is migrate yur strategy out like wat they done is they PLAY IN THAILAND as THAILAND just now move to 3G...
We now 4GLTE they juz started 3G....
Oh MALAYSIA...BOLEHLAND

Posted by lotusf1 > 2013-06-12 07:14 | Report Abuse

Upon completion of APG projectTdc revenue starts to move in 2014 as Thailand moves to 4g.Extrnal reveue growth rides well in favor of TDC as it embarks on its mission gobally. Economic growth rides on faster ,efficient intrnet services - 4g is the answer.

Posted by raviy2k13 > 2013-06-12 07:27 | Report Abuse

Below profit from operation(excluding dividend income):
Q1 2012 $10.241m
Q2 2012 $23.334m
Q3 2012 $20.513m
Q4 2012 $19.213m
Q1 2013 $31.407m
Dividend income from Digi(for full 275,084,828 shares)in Q2 2013, paid on June 8 2013,should be around $10mil.
Thus, draw your own conclusions on the potential and direction of the company.

Posted by kenlfo > 2013-06-12 10:13 | Report Abuse

Good info!

Posted by necro > 2013-06-12 10:15 | Report Abuse

Free money for TDC...
Such a wise move back years ago rewarding then now...

Posted by Abudance > 2013-06-12 12:18 | Report Abuse

Dropped to 3.44 now after ex.

Posted by lwalk > 2013-06-12 13:00 | Report Abuse

a drop on ex date just shows investors have not much confidence in the counter else they'll all be eating it up right now

Posted by necro > 2013-06-12 13:29 | Report Abuse

Nope..
Price drop due to they not believe in the equity market...

Posted by caven101 > 2013-06-12 16:41 | Report Abuse

necro....so timecom could enter on this price? cause dropping so serious just like people keep on sells only

Posted by arv18 > 2013-06-12 17:02 | Report Abuse

Eh. Thanks for all the input lah. Cheers. I believe these guys are much MUCH better than the old mgmt team. playing in THailand is also a good tactic. but still, with this business being so HIGH CAPEX, that dividend income can smooth the LUMPY earnings. as Titicamara said. 90m dividends last year.

raviy2k13
Below profit from operation(excluding dividend income):
Q1 2012 $10.241m
Q2 2012 $23.334m
Q3 2012 $20.513m
Q4 2012 $19.213m
Q1 2013 $31.407m

Earnings see-sawing up and down. We could definately see a happy ending, but Mr Afzal if a bit too QUICK to distribute those digi shares for my liking.

IN addition, there are so many Telco players in Thailand. Also its not your backyard. No local knowledge or advantage

Our great Digi sifus, the Norweigian Telenor, holds an indirect position in DTAC, a mobile telephony company in Thailand. DTAC currently has about 23 million users which put DTAC as the second-largest mobile operator in the Thai market.

Posted by lwalk > 2013-06-12 17:17 | Report Abuse

ok necro ... good point taken :-)

its a huge drop.. puts the price back to november 2012
looks attractive, but dont have much info on this counter. will do some research first

Posted by arv18 > 2013-06-12 17:17 | Report Abuse

Am a bit confused. Are these guys doing mobile or fixed fibre in Thailand?

Posted by Abudance > 2013-06-13 21:21 | Report Abuse

I walk, pls share your research. As far as I know, no dividend declaration policy like Digi. Today, drop some more to 3.23! Thanks!

Posted by necro > 2013-06-17 10:04 | Report Abuse

WOW

Posted by necro > 2013-06-17 10:05 | Report Abuse

u muz detect wat TIMECOM species is...
GROWTH OR MATURED ONE

Posted by necro > 2013-06-19 17:37 | Report Abuse

pandai KWAP dia buy 14.6 then suruh IB dia(RHB) kuarkan recomendation BUY...huhu

Posted by ganasai > 2013-06-21 11:31 | Report Abuse

get the kicap but lose the chicken.

Posted by millionaire > 2013-06-26 12:08 | Report Abuse

this is ganasai counter

Posted by jjhsn > 2013-06-27 12:17 | Report Abuse

picking up..

Posted by millionaire > 2013-06-28 10:05 | Report Abuse

wau, no play play,uptrend......smile :-)

Posted by Titicamara > 2013-06-28 15:02 | Report Abuse

Still below their NAV RM3.95.

Posted by Titicamara > 2013-06-28 16:52 | Report Abuse

Wrongly key in again? Or something big brewing behind?

Posted by millionaire > 2013-06-28 16:55 | Report Abuse

sold all,3.71 not matched but all matched last min, 3.84, unbelievable, ha ha ha, heng ah ong ah huat lah

Posted by millionaire > 2013-06-28 16:59 | Report Abuse

digi up, timedcom up, tele counters, not wrongly key in, i think something brewing behind

Posted by lwalk > 2013-06-28 17:01 | Report Abuse

millionaire.. huat lah you...huat huat. yeah the suspicious BIG SELL amounts again. but this time at high prices, pushing counters up.

Posted by necro > 2013-06-28 20:18 | Report Abuse

WINDOW DRESSING

Posted by o02064pg > 2013-07-02 06:21 | Report Abuse

TIMECOM's PE ratio 10.97 and profit at 43% 4q. and priced at $3.6 now is like a beautiful woman walking on high heels.

Posted by 5004100138 > 2013-07-02 06:30 | Report Abuse

This counter will be perfect if it has a dividen policy.

Posted by o02064pg > 2013-07-02 06:39 | Report Abuse

Not yet... she will after securing the right price and issuing some freebies.

Posted by o02064pg > 2013-07-02 06:43 | Report Abuse

She's doing with at par with Genting, watch out another in the dressing room - Perisai at 58% profit, PE 15.9 no dividen yet to. Might take this one to the bush, mate.

Posted by Lotusf1 > 2013-07-02 07:23 | Report Abuse

Corrections:based from rhb evaluations on tdc ,its a market perform or,neutral but not hold.

Posted by Titicamara > 2013-07-10 09:28 | Report Abuse

Why keep going up? RHB had downgraded the stock in early July.

Posted by Lotusf1 > 2013-07-10 09:36 | Report Abuse

maybe ,their APG project in Thailand bearing fruits...

Posted by lwalk > 2013-07-10 09:38 | Report Abuse

wanted to buy when it was low...knocking myself on the head now

Posted by kksk123 > 2013-07-10 09:46 | Report Abuse

still a undervalue stock, keep holding.
Bt the motion today quite unreasonable.

Posted by kksk123 > 2013-07-10 09:47 | Report Abuse

maybe the fund manager keep buying? keke

Posted by Lotusf1 > 2013-07-10 10:36 | Report Abuse

tp upgraded - 4.30 by maybank anaylst...no wonder its flying .fibre optics cabel ..growth potential remains solid...

Posted by lwalk > 2013-07-10 10:44 | Report Abuse

@____@

Posted by VeryPoison > 2013-07-10 11:13 | Report Abuse

wah,,,, I sold at 3.63, now look at the price,,,, ='(

Posted by kksk123 > 2013-07-10 11:24 | Report Abuse

i think timecom can reach 4.40 before 2014

Posted by kksk123 > 2013-07-10 11:27 | Report Abuse

those who buy at 3.60 in the begining of the year, now the price plus digi dividend which
give out last month, shud be 5.20, gained 44% return.

Posted by necro > 2013-07-10 12:13 | Report Abuse

TAHNIAH KEPADA YANG BUY!!!!

Posted by necro > 2013-07-10 12:13 | Report Abuse

STILL UNDERVALUE...

Posted by kenlfo > 2013-07-10 13:52 | Report Abuse

Yup. i think still have potential to climb back the price before given digi share.

Posted by FundamentalInvestor > 2013-07-10 14:33 | Report Abuse

bought after digi dividend at 3.30
.. keeping for long term

Posted by Lotusf1 > 2013-07-10 15:41 | Report Abuse

why sudden panic selling.;..dropped 40cts now ...supposed key in error again?

Posted by lwalk > 2013-07-10 15:44 | Report Abuse

profit taking lo, just now rise so much.

Posted by kksk123 > 2013-07-10 16:27 | Report Abuse

unreasonable rise, so reasonable drop.

Posted by loh1234 > 2013-07-10 16:49 | Report Abuse

like a hill......

Posted by Jared0121 > 2013-07-11 11:29 | Report Abuse

very quiet, so bored~~~~~