MONEY MASTER

BIMB Securities has reaffirmed its "overweight" stance on Malaysia's telecommunications sector, highlighting optimism over better 5G monetisation, increased certainty in the final structure of the country's 5G network, and the growth of data centres. The research house believes these factors could improve market sentiment and drive revenue growth for telco companies. Key Takeaways: Positive Outlook for 5G Monetisation and Data Centres : BIMB Securities anticipates improved 5G monetisation opportunities, bolstered by attractive 5G-related bundling packages and convergence plans designed to support average revenue per user (ARPU). The firm also points to a growing investment in data centres as a key growth driver, particularly with the Malaysian government's approval for more data centres, enhancing demand for high-capacity fibre optic networks. Top Picks: Telekom Malaysia and Time Dotcom : BIMB Securities identifies Telekom Malaysia Bhd (KL) and Time Dotcom Bhd (KL...

马来西亚电信公司（Telekom Malaysia Bhd，简称TM）最近宣布了一项标志性成就，这将重塑其金融格局。该公司已成功获得一项价值12.5亿令吉的合同，用于开发和运营下一代紧急服务999系统（NG999）。这一令人兴奋的发展将促进TM的金融稳定性和未来十年的增长前景。 主要亮点  TM最新的合同不仅仅是短期的提振，而是从2024年到2036年，为期12年的战略参与。这一长期项目预计将积极影响TM的未来收益和净资产，促进公司的持续财务健康。 深入分析  长期金融稳定 NG999合同确保了TM在未来12年内的稳定收入流。这类长期合同对维持金融稳定至关重要，使TM能够专注于增长和创新。 强劲的财务表现  TM2024年第一季度的财务业绩令人印象深刻。公司报告净利润增长了29%，达到4.2481亿令吉，这主要得益于有效的成本管理。此外，TM的季度收入增长了1.8%，达到28.4亿令吉，这凸显了其运营效率和强劲的财务健康状况。 市场信心上升  TM的股票表现强劲，收盘价为6.78令吉，公司市值达到260.2亿令吉。股票今年以来已上涨超过21%，反映了市场信心的增强以及投资者对TM战略方向的积极态度。 结论  TM获得的12.5亿令吉NG999系统合同，显著提升了其金融稳定性和增长前景。这个长期项目的性质，加上TM的积极财务表现和不断上升的股票价格，凸显了公司持续增长和盈利的潜力。凭借这一新合同，TM在未来十年内将有望提升其市场地位，并为股东创造可观的价值。

Telekom Malaysia Bhd (TM) has achieved a significant milestone by securing a RM1.25 billion contract to develop and operate the Next Generation Emergency Services 999 (NG999) system. This landmark contract is poised to significantly enhance TM's financial stability and growth prospects for the next decade. Strategic Long-term Engagement This contract is a strategic engagement spanning from 2024 to 2036. It is not merely a short-term boost but a long-term commitment that is expected to positively impact TM's future earnings and net assets, thereby contributing to the company's sustained financial health. Financial Insights Long-term Financial Stability The NG999 contract guarantees a stable revenue stream for TM over the next 12 years. Long-term projects like this are crucial for maintaining financial stability, allowing TM to focus on growth and innovation. Robust Financial Performance TM's financial results for the first quarter of 2024 have been impressive. The compan...

Retain outperform recommendation with unchanged target price (TP) of RM8.21 Telekom Malaysia's mobility brand, Webe going to wider audience on Sep 30 Telekom Malaysia’s (TM) mobility brand, Webe, initially released only to selected TM customers, is finally opening up to the wider audience on 30 Sept. Expansion of the broadband business and improved network quality supported better average revenue per user (ARPU). At the same time, TM’s capital expenditure which peaks in 2016 may pave the way for better dividend payouts in 2017. On the back of strong growth and yield prospects, MQ research retains its outperform recommendation on the telecommunication company. Event MQ Research reiterates their outperform recommendation on Telekom Malaysia following a non-deal roadshow with senior management in the US recently. It was very clear from the meetings that TM was concentrated on executing on its broadband business both in the wireline and wireless space. Increased coverage pr...

DUTCH LADY EMERGED AS TOP GAINERS FOR THE ENTIRE WEEK'S TRADE DAY The "Monkey" year kick start with a very negative sentiment and the FBM KLCI closed down 1.1% compared to the previous Friday (Feb 5, 2016). However, Dutch Lady has emerged as the top gainers for three consecutive days. (which is the entire week's trading day for last week). The company has seen the share price jumped to RM51.96 compared to the previous Friday (Feb 5, 2016) at RM48.88. That's an impressive 6.3% increase compared to the negative trend of the FBM KLCI. Last Friday (Feb 12, 2016), Dutch Lady Milk Industries Bhd increased by RM1.50 from the previous closing. There was no further or new announcement from the company but given its previous earnings report and strong balance sheet, it's possible that investors are looking for companies with the moat to brace the storm and uncertainties ahead. LEMBAGA TABUNG HAJI: Rejected "Creative Accounting" claim The...