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Latest Posts By TikTalk - Supreme      About TikTalk
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16-Aug-2024 14:35 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Thanks for sharing.

Entropy72      ( Date: 16-Aug-2024 14:23) Posted:

SingTel - Maybank Research 2024-08-12

SingTel - 3% Share Price Correction ~ Much Ado About Nothing?

SingTel's share price 3% on 12th Aug following a media report alleging Optus had a dispute with its mobile towers investor, AustralianSuper.

In 2021, Optus sold 70% stake in its towerco to AustralianSuper and leased back with a committment to lease 565 new towers. The report alleged AustralianSuper has failed to build the hundreds of new towers, which could result in penalties for the towerco.

We believe Optus may receive penalty payments, although we think an amicable resolution is more likely with penalties being the last option.

Assuming half of the new towers are not delivered and a penalty rate of ~10% (as a % of tower rental), we estimate it could lead to a post-tax annual penalty payment to SingTel of S$7m or 0.2% earnings accretion pa. As such, we see the development as being largely non-material and the correction of SingTel share price is a buying opportunity.

We believe Optus? turnaround is in full swing. Optus raised mobile tariff prices by 5-18% in May 24, which, according to management, was well-received by consumers. We estimate Optus? 1Q25 mobile revenue to increase 5% y-o-y.

We also see potential turnaround of Optus Enterprise after restructuring of the business ? mobile first approach in project bidding and only targeted/off-the-shelf enterprise offerings. This is reflected in the recent large contract win from Services Australia.

On the cost front as well we see Optus turning around with a major chunk of the group S$200m per year cost savings target expected to come from Optus. We estimate, Optus EBITDA to increase 8.5% y-o-y and margins lift of 3ppt in 1QFY25.

SingTel's share price has fallen 9% since it went ex-dividend on 1 Aug 24. We view the correction as a buying opportunity, as fundamentals are unchanged and we are seeing a turnaround in its various businesses: Optus, SG Mobile and NCS margins. Associates also posted decent results too recently.

Maintain BUY

Our BUY call on SingTel is based on 3 catalysts:
potential consolidation in Singapore
ongoing turnaround of Optus and
dividend visibility (prospective yield of 5-6%).
As the interest rate cycle turns, we see SingTel, alongside its associates (AIS, Globe Tel and NetLink Trust), as potential beneficiaries as their dividend yield to bond yield spreads widen.


Hussaini Saifee https://www.maybank-ke.com.sg/


Entropy72      ( Date: 15-Aug-2024 00:38) Posted:

Missed this message. Yes, likely the cause of the sudden but short lived drop on Monday.
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16-Aug-2024 12:09 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Singtel - Daily chart
Simple poll : 
Vote " A" if one think it will go back down to $2.70 
Vote ' B" if one think this rally will continue to higher level.
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15-Aug-2024 16:31 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		I am not a short-term trader, just holding on to my balance longs positions.

2egg4kosong      ( Date: 15-Aug-2024 16:17) Posted:

wow ur time is so far back, i focus from 2020 to now nia, btwn now and 2020, what has changed?

TikTalk      ( Date: 15-Aug-2024 16:09) Posted:

Singtel : Monthly Chart
Singtel had two big bull cycle(A & B) in the past, I think this is the 3rd bull cycle (C).
The question is has this big cycle C ended? I doubt so.
Of course in between this long term C bull cycle run there will be short term correction from time to time.
 
Just sharing chart observation. Dyodd.
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15-Aug-2024 16:29 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Singtel : Weekly chart.

This is the first time I noticed very strong volume accumulation by funds(such volumes cannot be retail)
in the past 2 months. So far this week quick recovery from correction is another sign something is cooking
at this counter. Wait for Friday closing and if strong above $3 then it is a positive sign. Just my feeling, dyodd.



TikTalk      ( Date: 15-Aug-2024 16:09) Posted:

Singtel : Monthly Chart
Singtel had two big bull cycle(A & B) in the past, I think this is the 3rd bull cycle (C).
The question is has this big cycle C ended? I doubt so.
Of course in between this long term C bull cycle run there will be short term correction from time to time.
 
Just sharing chart observation. Dyodd.
Good Post  Bad Post 
15-Aug-2024 16:09 SingTel   /   Singtel Bullish???       Go to Message
x 1
x 0 		Singtel : Monthly Chart
Singtel had two big bull cycle(A & B) in the past, I think this is the 3rd bull cycle (C).
The question is has this big cycle C ended? I doubt so.
Of course in between this long term C bull cycle run there will be short term correction from time to time.
 
Just sharing chart observation. Dyodd.
Good Post  Bad Post 
15-Aug-2024 15:52 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		I see, ok thanks, I am just curious so I asked.

Entropy72      ( Date: 15-Aug-2024 14:48) Posted:

He was saying that daily short volume in SingTel was 40% hence bearish. I asked him why this was not a contrarian indicator of potential short squeeze.

Btw, yesterday SingTel short volume has dropped to 10%. Would he have cut loss his shorts by now?

TikTalk      ( Date: 15-Aug-2024 10:29) Posted:

Can share why u prefer to short
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15-Aug-2024 10:32 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		2egg4kosong, Besides what you had mentioned, thanks
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15-Aug-2024 10:29 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Can share why u prefer to short?

2egg4kosong      ( Date: 15-Aug-2024 08:51) Posted:

Singtel delivers meh results. Assuming EPS of $0.20 for the whole of FY25, pe ratio is a high of 15. Btw, the EPS is a very optimistic number which I pluck from thr air. Current price above $2.9 is not justified. Maintain hold short Singtel.
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07-Aug-2024 17:10 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Or click my name also can see all my postings. Last purchased Nanofilm with tickets confirmation. Lose until pants dropped. Not shy to admit.
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07-Aug-2024 17:06 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Can go to my page Trading For A Living to check.

TikTalk      ( Date: 07-Aug-2024 17:01) Posted:

Me, I used to share out buying and selling trade confirmation from brokers I used. Not active at the moment.

2egg4kosong      ( Date: 07-Aug-2024 11:37) Posted:

My intent is clear. I say and do what I mean. Who can be more transparent than me in this forum? If you don't like it, just ignore me. No need to call names but honestly, I don't care if you curse or insult me ... lo
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07-Aug-2024 17:01 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Me, I used to share out buying and selling trade confirmation from brokers I used. Not active at the moment.

2egg4kosong      ( Date: 07-Aug-2024 11:37) Posted:

My intent is clear. I say and do what I mean. Who can be more transparent than me in this forum? If you don't like it, just ignore me. No need to call names but honestly, I don't care if you curse or insult me ... lol

pursuer76      ( Date: 07-Aug-2024 11:31) Posted:

I think it' s individual' s decision to short or long a stock. However, I guess most of us in this forum are long-term holders. Thus, you are like a spoilsport by continuing posting your short position without stating your intent. If you have any good substantiation, post it too since we all long no stock will keep rising forever.
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26-Jul-2024 10:38 Trading Techniques   /   Trading For A Living       Go to Message
x 1
x 0 		Brought to you by Nabeh & Heng Sexurities Private Lingerie...

Nanofilm - Pullback to neckline happen on Head and Shoulder formation.
Look out for its price action to stay above its 200ma and as long as we keep
see higher high and higher low then the uptrend will continue.

All the bre@st
Chartits - TikTalkcheeky
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24-Jul-2024 11:02 ComfortDelGro   /   COMFORT DELGRO - MOVING FORWARD       Go to Message
x 1
x 0 		Body kut kut, engine gud gud, sibei ho loot, prices also patootcheeky
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22-Jul-2024 09:01 Hong Fok   /   Technical Analysis-Seasonal Trend       Go to Message
x 0
x 0 		What happen to those privatisation players?
Coming back at it again whenever the prices start to move?laugh
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16-Jul-2024 15:11 Trading Techniques   /   Trading For A Living       Go to Message
x 1
x 0 		Right bro Duke1234, buy on pullback

Duke1234      ( Date: 16-Jul-2024 14:32) Posted:

Good spot bro TT, congrats yes  Let' s see if it does a backtest (or near) to the breakout line.

TikTalk      ( Date: 16-Jul-2024 08:20) Posted:

Hello Sis,
Most technical trader would be long and want to
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16-Jul-2024 10:42 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Anyone blaming the CEO now?cheeky
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16-Jul-2024 08:20 Trading Techniques   /   Trading For A Living       Go to Message
x 0
x 0 		Hello Sis,
Most technical trader would be long and want to.

CheeryVGoh      ( Date: 15-Jul-2024 21:19) Posted:

Bro TT,

Huat Ah !

Strong sign of bullish breakout....

I' m not vested





 

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15-Jul-2024 18:30 SingTel   /   Singtel Bullish???       Go to Message
x 0
x 0 		Two years ago I predicted Singtel will peak in 2026, need another 2 years to know zhun anot.

TikTalk      ( Date: 10-May-2022 20:35) Posted:

Brought to you by :TikTalk

Special Report : SINGTEL 4 years bull run to peak in 2026.

Technical Analysis : Directional Movement Index(ADX,+DI, -DI)

Vertical lines marks the date when ADX(green line-uptrend signal) rises into the +/-DI(blue/red lines) and 
the vertical lines marks the date when stock prices peaked, its about 4 years apart.

From the first uptrend signal(A) in 2003 to its peaked in 2007 it took about 4 years, similarly the second
uptrend signal(B) in 2012 also took 4 years to peaked in 2016. Therefore I predict Singtel share price will
peak in  2026 4 years later from uptrend signal(C), zhun bo up to you to believe or not, I share only.

All the bre@st 


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15-Jul-2024 16:29 Trading Techniques   /   Trading For A Living       Go to Message
x 0
x 0 		Heng ah...bought some before break-out above neckline.



TikTalk      ( Date: 12-Jul-2024 16:09) Posted:

Brought to you by Nabeh & Heng Sexurities P/L...a wholly owned subsidiary of
Sour & Sweet Sexurities Inc...." IF aunty has two balls you call her uncle la."  

Nanofilm - Classic Inverse H & S formation.
 
blush
All the bre@st
Chartits - TikTalk
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12-Jul-2024 16:09 Trading Techniques   /   Trading For A Living       Go to Message
x 0
x 0 		Brought to you by Nabeh & Heng Sexurities P/L...a wholly owned subsidiary of
Sour & Sweet Sexurities Inc...." IF aunty has two balls you call her uncle la."  

Nanofilm - Classic Inverse H & S formation.
 
blush
All the bre@st
Chartits - TikTalk
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