【AXIATA 6888 交流专区】亚通

king1892

如題，要炒電訊股的自己找機會吧~~~~

[ 本帖最后由 Mr.Business 于 9-4-2009 12:09 PM 编辑 ]

cct2048

原帖由 king1892 于 11-4-2008 08:41 PM 发表
如題，要炒電訊股的自己召機會吧~~~~

有什么好介绍？

股友

king哥是说上市前TM会被推一推来造市？

科恩马

原帖由 股友 于 11-4-2008 09:18 PM 发表
king哥是说上市前TM会被推一推来造市？

别烧伤！

blackcat98

樓主就醬隨便丟兩句話很容易被冠上亂開帖的罪名,
我來幫樓主介紹

TM (Telekom Malaysia)
~流動電信組(Mobile Division)占了業務占了50%,
拆開後的Tm international,核心業務主要包含本地流動電信及國際流動電信,
目前流動電信貢獻最大功臣~Celcom


【TM 交流专区】 CELCOM 从TM拆出，能投资吗？？会不会有IPO？？？？？
http://chinese4.cari.com.my/myforum/viewthread.php?tid=1158070&extra=page%3D8

看了這帖,發覺大家都在集中討論Celcom,
黑貓不講他人領袖態度或經營方式,也不重點討論本地流動電信Celcom,
大家都知道隨著本地市場逐漸飽和,Celcom 在本地再怎樣發展遲終有個限度,
所以TM這幾年來積極擴大海外投資,


海外市場
~~就是我要講的另外一個重點 (一個被大家忽視的課題)
TM international最誘人的地方莫過於發展快速的海外市場,
在流動電信組合裡,Celcom業務最大,印尼業務僅次于本地,斯里蘭卡第三,其他遍布有新加坡,孟加拉,印度,伊朗等
業績尤其以柬埔寨,印尼,斯里蘭卡業務最為優越
不但業務取得雙位數成長(+36 ~ +61%),而且最重要的是這些國家市場滲透率還很低(11%~21%)
2006年總體海外業務已經開始直逼本地Celcom


海外營業貢獻
2004年10億激增2006年41億
成長400%
(注: Celcom 2006年 44億revenue)


資本支出
當一個企業打算擴大其業務,
資本支出也難免會隨著提高,
從數據所得,
TM海外投資業務2004年從3億增加至2005的13億,
2006年更打破紀錄激增到31億
三年來海外資本支出成長達1000%
資本支出代表些甚麼??
黑貓不才,無法解釋,也無法預測TMI遙遠的前途是不是一片光明,
單純想到起幾支電訊塔和狂打廣告,
就會有源源不斷的錢財流入,
資本支出越高代表業務發展越快,
尤其是在多賺少賠的行業,
(我的想法比較簡單,認為電訊塔廣告費佔電信業支出比率大)

偷偷告訴你,
我已經悄悄買進一些當投機,很少而已才不過TM300股,
贏當天降之財,
輸當被扒錢財,

就醬,
報告完畢!!

[ 本帖最后由 blackcat98 于 11-4-2008 11:31 PM 编辑 ]

blackcat98

Company Name : TELEKOM MALAYSIA BERHAD  
Stock Name  : TM
Date Announced : 11/04/2008


EX-date : 23/04/2008  
Entitlement date : 25/04/2008  
Entitlement time : 05:00:00 PM  
Entitlement subject : Dividend in specie
Entitlement description : Distribution by Telekom Malaysia Berhad ("TM"), via a dividend in specie, of its entire holdings of and rights to ordinary shares of RM1.00 each in TM International Berhad ("TM International") ("TM International Shares") to the shareholders of TM on the basis of 1 TM International Share for every 1 ordinary share of RM1.00 each in TM ("TM Share") held.

Period of interest payment : to  
Financial Year End :  
Share transfer book & register of members will be  : to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no : Tenaga Koperat Sdn Bhd
20th Floor, Plaza Permata
Jalan Kampar, Off Jalan Tun Razak
50400 Kuala Lumpur
Malaysia
Tel. No.: 603-4047 3883

Payment date  :  
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
: 25/04/2008
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
: 15/04/2008
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
:  
Number of new shares/securities issued (units) (If applicable)
: 3541708864  
Entitlement indicator : Ratio
Ratio  : 1 : 1  
Rights Issues/Offer Price  :  


Remarks :
Based on TM’s and TM International’s number of ordinary shares in issue as at 11 April 2008 of 3,577,401,980 TM Shares and 35,693,116 TM International Shares respectively, TM International will issue 3,541,708,864 TM International Shares under the demerger exercise of the TM group of companies.

Taking into consideration the 176,000,000 TM International Shares to be issued to Khazanah pursuant to the acquisition of equity interest in SunShare Investments Ltd and PT Excelcomindo Pratama Tbk, TM International’s enlarged issued and paid-up share capital will be RM3,753,401,980 comprising 3,753,401,980 TM International Shares.

In accordance with the Listing Requirements of Bursa Malaysia Securities Berhad, the date of listing of and quotation for the new TM International Shares will be on 28 April 2008, being 1 market day after the books closing date.

TM International’s registrar will issue and despatch notices of allotment to the entitled shareholders of TM by 5 May 2008.

© 2008, Bursa Malaysia Berhad. All Rights Reserved

thomas2

原帖由 king1892 于 11-4-2008 08:41 PM 发表
如題，要炒電訊股的自己召機會吧~~~~

会有ipo吗？

king1892

TM明天的上市價格調整到RM3.05。
TM International會在28日(下禮拜一)上市，上市價格RM7.85。


[ 本帖最后由 king1892 于 22-4-2008 07:43 PM 编辑 ]

jay87

RM3.05??? 不太可能,3 元不是两分法跳得吗??

[ 本帖最后由 jay87 于 22-4-2008 11:04 PM 编辑 ]

king1892

原帖由 jay87 于 22-4-2008 10:18 PM 发表
RM3.05??? 不太可能,3 元不是两分法跳得吗??

在馬來西亞什麼都有可能的啦~~~~

jay87

不好意识,我知错了......

harrick0748

我看衰它！！！！！!!!!!

king1892

原帖由 harrick0748 于 22-4-2008 11:55 PM 发表
我看衰它！！！！！!!!!!

一開市跳漲14%

loong81

升酱多

ooibenghooi

Deutsche Bank 给Telekom's 合理价MYR5.10 Citigroup 则MYR4.80.


DJ MARKET TALK: Telekom May Rise To Test MYR4 On Valuation Play

23/04/2008 12:21:00 AM

0020 GMT [Dow Jones] Telekom Malaysia (4863.KU) may rise to test MYR4.00 psychological resistance from MYR3.05 reference price set by Bursa Malaysia (1818.KU) as stock trades ex-TMI entitlement; stock subject to 30% limit down, 400% limit up. Dealers say reference price attractive as well below fair value pegged by most analysts. "There appears to be a lot more upside for the shares," dealer says. Deutsche Bank this week pegged Telekom's fair value at MYR5.10 post-demerger with mobile business unit TMI, while Citigroup pegged fair value of MYR4.80. (BEL)

股神！屁

从10块多跌到3 块多！   不是亏死！

ooibenghooi

TELEKOM 可能升到RM4。分析员们的合理价 RM 3.90 - RM 5.10

DJ MARKET TALK: Telekom +15.4% Post Demerger; May Rise To MYR4

23/04/2008 01:32:00 AM

  

0132 GMT [Dow Jones] Telekom Malaysia (4863.KU), or TM, +15.4% at MYR3.52 vs reference price of MYR3.05 following demerger exercise; dealers say rise in share price not surprising as reference price is well below analysts' fair value estimates ranging from as low as MYR3.90 to MYR5.10/share. TMI, the mobile arm of TM will be listed on April 28; reference price is MYR7.85. Dealer says TM shares may extend gains, possibly rise to around MYR4 psychological resistance in coming days.(VGB)

ah-b

为什么昨天10.9,现在3.54~
有问题吗?

slayer_boxer

原帖由 ah-b 于 23-4-2008 09:58 AM 发表
为什么昨天10.9,现在3.54~
有问题吗?

分拆咯， 变成 本地的，还有国际的

本地的现在大起咯， 国际的28/4 上市咯

我现在排队3。5， 买一粒来玩玩， 哈哈哈阿

ah-b

原帖由 slayer_boxer 于 23-4-2008 10:35 AM 发表


分拆咯， 变成 本地的，还有国际的

本地的现在大起咯， 国际的28/4 上市咯

我现在排队3。5， 买一粒来玩玩， 哈哈哈阿

3.50暂时不大可能买到吧,还有很多排在3.52~
不如直接买3.54吧~