Posted by EST85 > 2018-07-06 16:42 | Report Abuse

I totally don't want to see liao..
In 3 days time from 3.54 to 3.41

Posted by signalmw > 2018-07-06 16:42 | Report Abuse

sell sell otherwise they not able buy cheap

Posted by Sashimi TAn > 2018-07-06 16:43 | Report Abuse

BN is dead.. They deserve it..

Posted by BN_forever > 2018-07-06 16:46 | Report Abuse

PH rule for almost 2 months. Is stock market getting better?

Posted by apolloang > 2018-07-06 16:47 | Report Abuse

klci gonna drop more than 20 pts today closing

Posted by Kcsoon > 2018-07-06 16:47 | Report Abuse

Are you guys still optimistic in this stock?

Posted by Sashimi TAn > 2018-07-06 16:49 | Report Abuse

BN supporter why talk a lot here, do you guys collect enough money for Najib?

Posted by Peter Ng > 2018-07-06 16:51 | Report Abuse

Don't panic ! Surely have ups n downs . That's why , new trends , for mid blue chips like tm , buy low n sell when it's up n u make enough . Buy back later n wait for nx foray n rise . That's what I hv done these few weeks .

Posted by EST85 > 2018-07-06 16:52 | Report Abuse

last few minus. I saw demand 3.6, 3.45 appear. is come sapu ?

Posted by Shinnzaii > 2018-07-06 16:57 | Report Abuse

>Kcsoon Are you guys still optimistic in this stock?
im still holding...collect every 10sen drop

Posted by signalmw > 2018-07-06 16:59 | Report Abuse

to 2.5

Posted by EST85 > 2018-07-06 17:01 | Report Abuse

See other share.. more worse!

I still holding TM.

Posted by trulyinvest > 2018-07-06 17:02 | Report Abuse

u dun overconfident.. slowly drop, itu yg killing

Posted by Shinnzaii > 2018-07-06 17:03 | Report Abuse

AXIATA so hurt today

Posted by Midas57 > 2018-07-06 17:03 | Report Abuse

EST85: that is not epf. that is false hope. haha... long time before recover, needs another good news and gobinh singh silent approval. next time follow his twitter, once he post anything SELL.

Posted by Midas57 > 2018-07-06 17:08 | Report Abuse

looks like whole klse on downtrend. resume bleeding on monday. prepare your plaster.

Posted by Peter Ng > 2018-07-06 17:09 | Report Abuse

Ya ! Looks like it ! But not much la .. Tm , more as it went up more dramatically .

Posted by Ron90 > 2018-07-06 17:16 | Report Abuse

was about the enter this late afternoon, but when the price failed to break the 3.43 level..means not enough power to move up yet. .

let see what will happen over this weekend, Xi and Trump already open fires at each other. The biggest trade war ever recorded.
Good news, Tm is not in the direct impact. But if our economy got affected olso,.. people B40 mau pasang broadband ker even at discount price??
Heard Tm will make another announcement soon. (hearsay je). Mayb this would jack up a bit. One thing for certain, double-dip pattern observed. :-(

Posted by XXXvalue > 2018-07-06 17:16 | Report Abuse

I've retreat but ready for next battle.

Posted by Midas57 > 2018-07-06 17:17 | Report Abuse

Good analysis Ron90, I don't think china will let the trade war erupt too badly anyway

Posted by EST85 > 2018-07-06 17:25 | Report Abuse

Aiya.. EPF sold some only.. they still hold 673,245,797.Direct interest 15-17%.

Yes. Our Dear Minister Gobind better shut up his mouth!!!
The business earn more and pay more tax for their NEW HOPE Government servants pay!

He can suggest more tax allowance/ subsidy for infrastructure build.
No cutting and cutting business revenue.

Posted by Jt168 > 2018-07-06 18:21 | Report Abuse

We been talking about long term trading. Trade war affected the whole economy, not just TM. Please be realistic :) observing the trend, and who’s the one behind holding the shares. TM is one of top pick among others.

Posted by Hoi App > 2018-07-06 18:24 | Report Abuse

yes... will you think tm will drop further??
next week market will eecovery ?

Posted by paperplane > 2018-07-06 18:29 | Report Abuse

RAM Ratings: Initial assessment shows Telekom Malaysia’s ratings can withstand potential broadband price reductions

Posted by SWT1988 > 2018-07-06 18:35 | Report Abuse

Not so good ler. Midas already asking to prepare plaster.

Posted by Midas57 > 2018-07-06 18:39 | Report Abuse

No recovery in sight until next dividend payout... long long time to go. Have to be patient if holding long term, or cut loss if things get worse. I’m still green but small green for now.

Posted by Hoi App > 2018-07-06 19:17 | Report Abuse

come on ... all counters was droping not only tm.
once market rebounce back.
tm will fly up. tm is the most under value to invest.

Posted by Superb99 > 2018-07-06 20:06 | Report Abuse

From 3.68 to 3.4, serious injury... Lol

Posted by Superb99 > 2018-07-06 20:16 | Report Abuse

The candlestick already gave us red alert yesterday so market still not really optimistic about this counter. However, based on the volume, it seems like selling pressure is not that intense so let's see its performance on Monday. Mine profit almost turns into red, will set my cut loss point if it drops further but I don't think it will die as TM is one of the important companies in msia, they can just change the mgmt or do restructuring but won't let it close shop la.

Posted by Jeffreyteck > 2018-07-06 20:19 | Report Abuse

Set to deep further as price cutting is for sure. TM has been overcharging with poor service, time to pay back. The only thing is why EPF invested so much? TP2.50 LT.

Posted by hollandking > 2018-07-06 20:19 | Report Abuse

is not close shop, is profit less than before.

Posted by hollandking > 2018-07-06 20:20 | Report Abuse

and the reduction could be quite big

Posted by hollandking > 2018-07-06 20:20 | Report Abuse

i think the price reduction will end up with price war in the later starge

Posted by ks5S > 2018-07-06 20:34 | Report Abuse

No price reduce but boost the broadband speed.
It is a win-win situation between the gov and the broadband player.

Posted by hollandking > 2018-07-06 20:42 | Report Abuse

the question u need to ask is what is the lowest price internet package.
When u have a lower one with acceptable speed, it will compete with the top ones bcoz ppl have a choice. TM will have to show govt what is its lowest pricing package, not the magic show that u see , no price reduction but increase speed. This one can't escape one.

Posted by hollandking > 2018-07-06 20:43 | Report Abuse

i will repeat this again, don't use past historical price to judge this counter, bcoz the fundamental going to change soon.

Posted by hollandking > 2018-07-06 20:43 | Report Abuse

this price reduction will end up with price war

Posted by trulyinvest > 2018-07-06 20:44 | Report Abuse

Wont close shop but reduce profit due to competition n margin presure. Outlook no good. Beter bet genting. At least got growth story

Posted by oranje > 2018-07-06 21:07 | Report Abuse

oranje ahhahahaha ahahhahaha ahahhahaa ahahhahaha ahahha
when TM breach RM 3.5 everyone praise
when TM drop everyone curse

Like Sodom And Gommoroh in the bible

sad sad sad blog

Posted by Midas57 > 2018-07-06 21:12 | Report Abuse

oranje brother, cw how, mercedes or modenas

Posted by oranje > 2018-07-06 21:22 | Report Abuse

Midas57

I am partying with Jack Ma in Macau

How is your 55 sq ft apartment no aircondt fan only ?

Be careful of sofa thrown out of the 10th floor

Posted by oranje > 2018-07-06 21:24 | Report Abuse

ITS OK GUYS I BELIEVE YOU
TM WILL DROP UNDER RM 2 AND THE WORLD WILL END

IF IT DOESNT ITS OK ORANGE HAS CYANIDE.......................


KL Trader Investment Research Articles

Author: kltrader | Latest post: Wed, 4 Jul 2018, 05:19 PM

This is a personal investment blog where I keep important research articles relating to KLSE companies.

Blog Headlines (by Date) Blog Index
Outperform Reiterated for Telekom
Author: kltrader | Publish date: Fri, 6 Jul 2018, 09:17 AM



Following the Malaysian Communications and Multimedia Commission’s (MCMC) decision to regulate prices for broadband access from 8 June, Macquarie Equities Research (MQ Research) analysed the potential pricing pressure on Telekom Malaysia (TM) and the impact of a lower network roll-out cost, in its report released yesterday (5 Jul). MQ Research reiterates its outperform call on TM with the same target price of RM5.40.

Event
MQ Research analysed the regulated prices for broadband access as announced by the MCMC which took affect 8 June and conclude that the pricing pressure in retail broadband, while existent, is limited, based on TM’s recently outlined new price plans. They believe that over time, lower roll-out costs from better procurement exercises will help the nation see lower broadband costs, while fixed wireless broadband will help raise rural broadband penetration. Meanwhile, TM’s shares at 6.5x EV-to-trough EBITDA (19E) offer good value with an attractive 5.3% dividend yield.
Impact
Wholesale discount not as significant as market fears. MQ Research analysed the MCMC’s Review of Access Pricing document dated 20 December 2017 and concluded that the price differential between wholesale costs and TM’s proposed new price plans are not significant enough to create intense price competition. By their estimates, the cost of a wholesale line to an access seeker is RM92/month and RM136/month for 30Mbps and 100Mbps service, respectively. This compares with TM’s proposed <RM100 30Mbps service, details of which will be announced next week, and RM180/month for a 100Mbps (upgraded from 30Mbps) service with content, WiFi and voice calls.
Bringing down roll-out costs helps lower broadband costs. Industry players generally agree that the cost of laying fibre in Malaysia is high due to the small number of licensed contractors. Raising these numbers would aid bringing down costs. Any move by the government to utilise the RM8.5bn USP fund would also go a long way in bringing down costs over time.
Earnings and Target Price Revision
No change.
Price Catalyst
12-month price target: RM5.40 based on a discounted cash flow (DCF) methodology.
Catalyst: Proof of costs controls and improved cash flows in coming quarters.
Action and Recommendation
Outperform reiterated.
Source: Macquarie Research - 6 Jul 2018

Posted by JP1952 > 2018-07-06 21:25 | Report Abuse

Trade world just started. Next week will be worse not only TM, the whole market will dropping like shit...........

Posted by oranje > 2018-07-06 21:25 | Report Abuse

ERECTION WHEN PRICE DROP
EJACULATE WHEN PRICE REACH 5 +

REMEMBER MAMAK TUA SUDAH
LOOK AT THE ANAK........

OR BUY MORE ASN - REAL SAFE
STUDY FOR A BUSINESS DEGREE
GRADUATE - JOIN A BANK TO SELL CREDIT CARD

Posted by oranje > 2018-07-06 21:26 | Report Abuse

RED IS GOOD
GREED IS GOOD

IF CANNOT REACH YOUR RM 2.5 DESTINATION

I HAVE CYANIDE.......................

Posted by oranje > 2018-07-06 21:27 | Report Abuse

ANAK OF , HO HUP, SEACERA , AA, ALL BEWDIFUL

Posted by Midas57 > 2018-07-06 21:32 | Report Abuse

go party with jack ma, don't talk so much here. only if pretend rich when poor then have TO TALK WITH ALL CAPITAL LETTERS LIKE THIS

Posted by oranje > 2018-07-06 21:39 | Report Abuse

Midas 57
Go and join a monastery in greece atop a steep mountain top
there you can sleep and think small
meditate on nothingness

Posted by oranje > 2018-07-06 21:41 | Report Abuse

Orange says

Most people haggle and bargain for pittances for what life can give them
only that a small minority of people demands unlimited returns from life

Its like some people happy with listening to some banged up radio
whereas some actually have TM unlimited internet

ahahaha ahahahaha

Posted by oranje > 2018-07-06 21:42 | Report Abuse

JP I HOPE YOU ARE RITE (READ BELOW)

I AM LOADED WITH TONS OF HSI H SHARES

AAHAHHAHAHA AHAHAHHAHA AHAHAHAHHA

ONCE A LEGEND ALWAYS A LEGEND

JP1952 Trade world just started. Next week will be worse not only TM, the whole market will dropping like shit...........
06/07/2018 21:25