Posted by PARKER > 2019-02-04 11:39 | Report Abuse

UP UP UP hehe

Posted by Keat Soon Ong > 2019-02-04 14:09 | Report Abuse

Slow and steady. Will be 3.50 by end february

Posted by mawiLegend > 2019-02-04 16:20 | Report Abuse

aiyaaa wa xkn jual ini TM..simpan smpai mati..mkn div sajaaa maaaa..tolol lu org

Posted by Ggwp100 > 2019-02-15 09:48 | Report Abuse

Drop

Posted by mawiLegend > 2019-02-15 12:26 | Report Abuse

Up..up...up..up...up...fly away...

Posted by Keat Soon Ong > 2019-02-15 19:46 | Report Abuse

Coming soon

Posted by freddiehero > 2019-02-15 20:12 | Report Abuse

should break 2.0

Posted by 346 david > 2019-02-17 09:11 | Report Abuse

freddiehero, are you crazy ? 2.00 !. Pls dont't talk rubbish here.

Posted by commonsense > 2019-02-17 16:14 | Report Abuse

TM business operations has become more challenging given the very high competition in the market coupled with a stricter regulatory environment from the new government. The government has put on pressure on most broadband providers in particular TM to lower the price of their service offering but at the same time increase the service quality. This will only reduce TM’s future revenue and increase its operational cost which in the end will lower the company’s profit margin. Some of the issues currently faced by the company are:

1) Mandatory Standard on Access Pricing (MSAP) which resulted in the price offering of TM’s products to fall by an average of 40%. Revenue in general is expected to fall with profit margin to follow suit. The full impact of MSAP will be seen in 4Q18.

2) The emergence of new competitors in TM’s profitable broadband space will also put downward pressure on the company’s future profit margin. TNB for example, has already started its National Fiberisation and Connectivity Plan pilot project in Jasin Melaka back in January. Under this project, several internet providers (Astro, Celcom, Digi, Maxis and City Broadband) will offer broadband packages to the public with pricing that are a lot lower compared to what TM is offering. The lowest is City Broadband (subsidiary of TNB) which offer a 50Mbps broadband service at only RM79/month vs TM’s 30Mbps Unifi (with 60GB cap) of RM79/month. Potential loss of customers to lower price competitors.

3) Potential pressure to lower the Streamyx prices given that the service currently has an average RM/Mbps that is a lot higher than the Unifi service. Given that the Streamyx clients are mostly located outside of the urban community (which has lower average income), the government might want TM to do this as soon as possible. That being said, TM is putting a lot of its efforts to convert these Streamyx clients to Unifi. However, it is still not yet possible for most Streamyx’s clients due to lack of broadband infrastructures near their locations.

Average profit projections for FY19 from 8 different analysts is around RM634mil. At the current share price, this would value the company at around 17.2x fwd PE which is still high given the potential negative profit growth rate (or at best rather flattish profit growth) for the foreseeable future.

If you are looking to diversify your portfolio outside of TM (due to its weak earnings outlook and relatively high valuation) I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.

Posted by 346 david > 2019-02-18 14:23 | Report Abuse

TM is expected to announce 12 sen div,

Posted by Diamond7 > 2019-02-18 21:28 | Report Abuse

Good!
Waiting for the 12 cents dividend!

Posted by ttluck > 2019-02-19 17:24 | Report Abuse

good to boost up the share further...

Posted by Keat Soon Ong > 2019-02-19 18:38 | Report Abuse

Very strong support

Posted by Keat Soon Ong > 2019-02-20 17:52 | Report Abuse

Start flying d

Posted by tomanhead > 2019-02-20 19:50 | Report Abuse

Tomorrrow above 3....

Posted by paperplane > 2019-02-20 20:47 | Report Abuse

EPF buying back massively

Posted by Shinnzaii > 2019-02-20 20:48 | Report Abuse

Shhhh

Posted by stuffx > 2019-02-20 22:59 | Report Abuse

told you will be 3.50 in march

Posted by bonds56 > 2019-02-21 12:36 | Report Abuse

TODAY close at 3.00 or above

Posted by 346 david > 2019-02-21 13:35 | Report Abuse

buy before it fly. Div of 12 sen is definitely on the card,

Posted by stockbullz > 2019-02-21 13:56 | Report Abuse

Gobind Singh is visiting TM at 3pm today... buy buy buy

Posted by bonds56 > 2019-02-21 14:49 | Report Abuse

3.00 already

Posted by bonds56 > 2019-02-21 15:08 | Report Abuse

Buy b4 late. 3.02 now

Posted by ttluck > 2019-02-21 15:37 | Report Abuse

YB is going to approve div?
Pls do it....kaboommmmm....

Posted by wah168 > 2019-02-21 16:08 | Report Abuse

up and steady

Posted by Diamond7 > 2019-02-21 16:30 | Report Abuse

Yes!
Good dividend coming! Hooray!

Posted by jiunn > 2019-02-22 07:59 | Report Abuse

TM back to Indexes list next month soon.... give more VIGRA

Posted by Shinnzaii > 2019-02-22 08:03 | Report Abuse

Dont expect too much TM would pay dividend...the environment still very challenging for them...unless you got insider news stated there is dividend approval...hehe

Posted by 346 david > 2019-02-22 08:41 | Report Abuse

It is definite paying 12 sen div because last quarter was none.

Posted by golddiggerboy > 2019-02-22 09:24 | Report Abuse

EPF buying kaokao....

Posted by golddiggerboy > 2019-02-22 09:24 | Report Abuse

Sure is dividend coming

Posted by Don Edinburgh > 2019-02-22 09:48 | Report Abuse

https://www.nst.com.my/business/2019/02/462471/no-more-reduction-broadband-prices-year

Posted by Scalp3r > 2019-02-22 13:39 | Report Abuse

I love tm huhu

Posted by Shinnzaii > 2019-02-22 17:25 | Report Abuse

346 david It is definite paying 12 sen div because last quarter was none.
they change dividend policy already...got profit baru can distribute...lol...where the news you get they pay 12sen

Posted by azman123 > 2019-02-23 19:33 | Report Abuse

you don't buy tm because of the dividend
think of the cash generating assets costing billions (fully impaired)
think of the non core assets in the process of disposal which will unlock billions of profits
buy tm because it's one of the strategic assets of the country
what could go wrong with strategic assets?

Posted by DickyMe > 2019-02-25 09:53 | Report Abuse

TM belum tutup kedai macam Utusan?

Posted by ks55 > 2019-02-25 09:55 | Report Abuse

TM going to report QR in next few days.

How much do you expect losses to be?

Take cue from Axiata to give a smart guess.....................

Posted by ks55 > 2019-02-25 10:07 | Report Abuse

ARPU set to reduce at least by 50 ringgit.

If they did not resort to 'cheating' by bundled package (hypp TV now rename IPTV), ARPU may further reduced by 20 ringgit.

They also cheated on streamyx uses, refusing user to convert to unifi package using excuse fibre optic not available for fear of losing more revenue.

Can you believe well established housing estates like Ipoh Garden was not provided with fibre optic?

What to cheat must cheat with intelligent excuses...........hard to convince even a 3 year old child.....

Posted by stuffx > 2019-02-25 13:27 | Report Abuse

ks55 lol today so many choices. U got maxis, time, tnb etc. Why mad at tm only?

Posted by julian1981 > 2019-02-25 13:43 | Report Abuse

lets get mad with maxis

Posted by Jaya > 2019-02-25 18:35 | Report Abuse

Sell sell sell

Posted by Jaya > 2019-02-25 18:35 | Report Abuse

Impairment coming

Posted by nich0las > 2019-02-26 13:29 | Report Abuse

TM, my 2 cents.

Posted by Vulture123 > 2019-02-26 13:31 | Report Abuse

QR out. Such sharp drop in profit and a miserly dividend of 2 sen for a Blue Chip company. Guess the share price this afternoon ?

Posted by allenroy > 2019-02-26 13:33 | Report Abuse

Entitlement Announcement - Interim Single Tier Dividend RM0.02(TELEKOM MALAYSIA BHD)Entitlement Announcement - Interim Single Tier Dividend RM0.02(TELEKOM MALAYSIA BHD)Entitlement Announcement - Interim Single Tier Dividend RM0.02(TELEKOM MALAYSIA BH

Posted by allenroy > 2019-02-26 13:33 | Report Abuse

lingkup lo.....

Posted by Vulture123 > 2019-02-26 13:35 | Report Abuse

300m Islamic financing facility to its subsidiary, Webe ? Is TM a bank ?

Posted by Vulture123 > 2019-02-26 13:37 | Report Abuse

FYE 2017 Total Dividend 22 sen.
FYE 2018. Total Dividend 2 sen.
Good Luck for those that bought > RM3 !!!

Posted by 1443312389 > 2019-02-26 13:56 | Report Abuse

Maybe got final dividend? They did not say don’t want to pay any final dividend

Posted by EmperorFund > 2019-02-26 13:57 | Report Abuse

Guess this afternoon drop until 2 sen as well...