ShareJunction - Member Posts

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Sembmarine shareholders vote overwhelmingly in favour of demerger at EGM
http://www.businesstimes.com.sg/companies-markets/sembmarine-shareholders-vote-overwhelmingly-in-favour-of-demerger-at-egm

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Last done price:
A Reit : $ 3.48
Capitaland : $2.82
difference : 66 cents

Wow yr 6.6 cents is bigger than the wheel of oxcart (六 . 六 分钱大过牛车轮！ )

tanlui ( Date: 24-Jul-2020 18:05) Posted:

When I bought CapitaLand, this counter was 20cents cheaper.
But now, CapitaLand cheaper 6.6 cents than this counter

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A Reits -
Adjusted net asset value per Unit $2.13
DPU 7.27 cents
Today hit 20 years high : $3.53 (I have only 20 years records )
23/3/20 : $ 2.22
I' d rather buy Capitaland at $2.82

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Rain asia - 3 halts since 26/3/20

Ugh Donald Trump GIF - Ugh DonaldTrump HeadShake GIFs

Lugi71 ( Date: 11-Jun-2020 22:50) Posted:

SGX is sleeping, how many times have they tried to delay this subscription nonsense.. it started with Bright Star on 26 Dec 2019 or thereabouts until now.. till now not a single cent received with more than 4 to 5 trading halts in between.

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Halt how many times and yet ...shade head.

UPDATE ON THE PLACEMENT OF 266,666,600 NEW ORDINARY
SHARES AT AN ISSUE PRICE OF S$0.0225 PER SHARE TO RAIN ASIA PACIFIC PTE. LTD.
- COMPLETION OF PLACEMENT TO BE SUBJECT TO SHAREHOLDERS' APPROVAL DUE TO LONG NON-FULFILMENT OF APPROVAL IN-PRINCIPLE CONDITION GRANTED BY THE SINGAPORE EXCHANGE
http://www.addvaluetech.com/wp-content/uploads/2020/06/AVT-Announcement-Further_Deferment_Subject_to_Shareholders_Approval_150620.pdf

Following the Company' s consultation with the SGX-ST, the Company has been notified that as the 7 Market Days Condition has long not been fulfilled,
the Approval In-Principle that was granted is considered lapsed and could no longer be relied upon for the listing and quotation of the Placement Shares.
Accordingly, and in order to proceed to completion of the Placement on the terms as agreed, the Company has to seek the approval of Shareholders
pursuant to Rule 811(3) of the SGX-ST Listing Manual (the " Shareholders&rsquo Approval" ).

Donald Trump Ugh Head Shake GIF - Ugh DonaldTrump HeadShake GIFs

Donald Trump Ugh Head Shake GIF - Ugh DonaldTrump HeadShake GIFs

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Sing Up or down it all depends on ....

DYODD

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Singtel Optus ' A-' Ratings Affirmed With Stable Outlook
SACP Revised Down To ' bbb' On Expected Weaker Metrics

Rating Action Overview
- Australia-based telecommunications services provider Singtel Optus Pty Ltd.' s operating and financial performance deteriorated significantly in fiscal 2020.
Adjusted leverage has increased materially above our SACP threshold of 2x, to about 2.5x from 1.9x the year before.
- We expect Optus' credit metrics to remain under pressure through fiscal 2021 given that the operating environment remains challenging.
Persistent price competition and margin dilution caused by the NBN are likely to continue to weigh on Optus' earnings profile.
- On June 9, 2020, S& P Global Ratings affirmed its ' A-' issuer credit and issue-level ratings on Optus because we continue to view it as a core subsidiary of the Singtel group.
At the same time, we revised downward Optus' stand-alone credit profile (SACP) to ' bbb' from ' bbb+' .
- The stable outlook on Optus mirrors that on its parent company Singtel.
We continue to view Optus as a core subsidiary of the Singtel group and align the Optus rating with the SACP on Singtel.
The issuer credit rating on Optus does not factor in any extraordinary support from the government of Singapore, unlike our credit rating on Singtel.
http://links.sgx.com/FileOpen/MS-20200609-SPRating.ashx?App=Announcement& FileID=617148

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Half story!

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I put it very clear that this is from the APPENDIX of SCI' s announcement.
DYODD!

Sin_Cos_Tan ( Date: 09-Jun-2020 13:43) Posted:

For further details, please read the APPENDIX
PRO FORMA FINANCIAL EFFECTS
DYODD!

FATABA ( Date: 09-Jun-2020 13:35) Posted:

Kindly advise if it include the FREE SMM share which conservatively est $900 in this NAV u hv ?
Thks

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For further details, please read the APPENDIX
PRO FORMA FINANCIAL EFFECTS
DYODD!

FATABA ( Date: 09-Jun-2020 13:35) Posted:

Kindly advise if it include the FREE SMM share which conservatively est $900 in this NAV u hv ?
Thks

Sin_Cos_Tan ( Date: 09-Jun-2020 13:26) Posted:

PRO FORMA FINANCIAL EFFECTS
Impact NAV per Share.

NAV (excluding perpetual securities) per Share
Before the transaction : $ 3.40

Afer the transaction :
SCI subscribes only for the SCI Pro-Rata SCM Rights Shares :$1.94
SCI subscribes for the Undertaking SCM Rights Shares : $1.81

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DYODD

Sin_Cos_Tan ( Date: 09-Jun-2020 13:26) Posted:

PRO FORMA FINANCIAL EFFECTS
Impact NAV per Share.

NAV (excluding perpetual securities) per Share
Before the transaction : $ 3.40

Afer the transaction :
SCI subscribes only for the SCI Pro-Rata SCM Rights Shares :$1.94
SCI subscribes for the Undertaking SCM Rights Shares : $1.81

Sin_Cos_Tan ( Date: 09-Jun-2020 08:49) Posted:

PRO FORMA FINANCIAL EFFECTS

NTA per Share
Before the transaction : $ 3.04
Afer the transaction : $ 1.73

The figures are based on the issued share capital of 1,785,574,930 SCI Shares (excluding treasury shares) as at 8 June 2020.

http://www.sembcorp.com/en/media/597605/proposed-renounceable-underwritten-scm-rights-issue-and-proposed-distribution-in-specie-of-shares-of-scm.pdf

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PRO FORMA FINANCIAL EFFECTS
Impact NAV per Share.

NAV (excluding perpetual securities) per Share
Before the transaction : $ 3.40

Afer the transaction :
SCI subscribes only for the SCI Pro-Rata SCM Rights Shares :$1.94
SCI subscribes for the Undertaking SCM Rights Shares : $1.81

Sin_Cos_Tan ( Date: 09-Jun-2020 08:49) Posted:

PRO FORMA FINANCIAL EFFECTS

NTA per Share
Before the transaction : $ 3.04
Afer the transaction : $ 1.73

The figures are based on the issued share capital of 1,785,574,930 SCI Shares (excluding treasury shares) as at 8 June 2020.

http://www.sembcorp.com/en/media/597605/proposed-renounceable-underwritten-scm-rights-issue-and-proposed-distribution-in-specie-of-shares-of-scm.pdf

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DYOOD!

Sin_Cos_Tan ( Date: 09-Jun-2020 08:49) Posted:

PRO FORMA FINANCIAL EFFECTS

NTA per Share
Before the transaction : $ 3.04
Afer the transaction : $ 1.73

The figures are based on the issued share capital of 1,785,574,930 SCI Shares (excluding treasury shares) as at 8 June 2020.

http://www.sembcorp.com/en/media/597605/proposed-renounceable-underwritten-scm-rights-issue-and-proposed-distribution-in-specie-of-shares-of-scm.pdf

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PRO FORMA FINANCIAL EFFECTS

NTA per Share
Before the transaction : $ 3.04
Afer the transaction : $ 1.73

The figures are based on the issued share capital of 1,785,574,930 SCI Shares (excluding treasury shares) as at 8 June 2020.

http://www.sembcorp.com/en/media/597605/proposed-renounceable-underwritten-scm-rights-issue-and-proposed-distribution-in-specie-of-shares-of-scm.pdf

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issue new shares to Amazon ---.> talk only

Value_finder ( Date: 05-Jun-2020 15:55) Posted:

Is it Bharti issue new shares to Amazon that results in dilution of Singtel holding?

Sin_Cos_Tan ( Date: 05-Jun-2020 15:47) Posted:

Amazon....Good news ?
But.... why Sintel wants to sell it' s stake in Bharti Airtel Limited (" Airtel" ) ?

27. SUBSEQUENT EVENTS - Singtel
(b) On 26 May 2020, Bharti Telecom Limited completed the sale of 2.75% stake in Bharti Airtel Limited (" Airtel" ) for a consideration of approximately S$1.6 billion.
Following the close of this transaction, Singtel' s effective shareholding in Airtel has reduced from 33.3% to 31.9%

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Amazon....Good news ?
But.... why Sintel wants to sell it' s stake in Bharti Airtel Limited (" Airtel" ) ?

27. SUBSEQUENT EVENTS - Singtel
(b) On 26 May 2020, Bharti Telecom Limited completed the sale of 2.75% stake in Bharti Airtel Limited (" Airtel" ) for a consideration of approximately S$1.6 billion.
Following the close of this transaction, Singtel' s effective shareholding in Airtel has reduced from 33.3% to 31.9%

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Get Smart: Investment in 5G will crimp free cash flow
Singtel generated $3.8 billion in free cash flow for the fiscal year ended March 31, 2020.
Although the telco has a history of consistent free cash flow generation, multi-year investments in 5G technology and infrastructure
may raise capital expenditure levels significantly.
In turn, this will crimp the level of free cash flow generation in future years.
Coupled with declining mobile, residential pay-TV and fixed voice revenue for Singapore, the telco may witness further financial stress.
If these pain points continue unresolved, there may be a further cut in dividends down the line.

Sin_Cos_Tan ( Date: 30-May-2020 17:42) Posted:

Singtel slashes its dividend: 4 takeaways from the telco' s FY 2020 earnings
MAY 29, 2020
Singapore Telecommunications Limited, or Singtel, released its full fiscal year 2020 earnings this morning.
As expected, it was not a pretty picture.
The Covid-19 pandemic had a negative impact on mobile service usage due to travel and movement restrictions, leading to lower prepaid and roaming revenue.
On the bright side, Singtel recently won one of two provisional licences to deploy 5G technology and infrastructure in Singapore.
Singtel' s Australian subsidiary, Optus, has already started its 5G rollout last year.
Here are four other takeaways from the telco' s full-year earnings report.
1. Weaker underlying net profit
2. Mobile revenue negatively impacted
3. Declining revenue per subscriber
4. Reduction in final divided
See more http://www.asiaone.com/money/singtel-slashes-its-dividend-4-takeaways-telcos-fy-2020-earnings

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Singtel slashes its dividend: 4 takeaways from the telco' s FY 2020 earnings
MAY 29, 2020
Singapore Telecommunications Limited, or Singtel, released its full fiscal year 2020 earnings this morning.
As expected, it was not a pretty picture.
The Covid-19 pandemic had a negative impact on mobile service usage due to travel and movement restrictions, leading to lower prepaid and roaming revenue.
On the bright side, Singtel recently won one of two provisional licences to deploy 5G technology and infrastructure in Singapore.
Singtel' s Australian subsidiary, Optus, has already started its 5G rollout last year.
Here are four other takeaways from the telco' s full-year earnings report.
1. Weaker underlying net profit
2. Mobile revenue negatively impacted
3. Declining revenue per subscriber
4. Reduction in final divided
See more http://www.asiaone.com/money/singtel-slashes-its-dividend-4-takeaways-telcos-fy-2020-earnings

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I follow only certain topics, but I don' t follow any individual forumer..lol.

Potato ( Date: 28-May-2020 18:00) Posted:

wow... you have a stalker.

FATABA ( Date: 28-May-2020 16:42) Posted:

Cut the story short ....in many of the forum discussion NO TIME frame is given ( long mid or short term is so debatable )
Further at aro 2.50 ( w econ starting to open , India lost all open up n settled....yes 5G n digital coming up w investment $ ....and so on )
it can b investment choice if someone chooos this counter for next 2/3 yrs. IF a vaccine is found by 2021, Spore n Singtel will b position well.
Look at the strong 10m share support at 2.50 today just after a set of bad result . (I read this positively )
However, its also true that past 3 mths where doom n hell break lost ...we dont even know how deep is the hole ....is there a bottom.
Everything is a gamble ....at aro 2.50 now ( all conditions consider.....maybe its worth it )
Just my view ....may not b right ....but for that person at 3.30 , certainly she/he should hold at current situation.
Dyodd ...and certainly it they own decision . Just another input

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I couldn' t agree with you more.

uiop1223 ( Date: 28-May-2020 23:25) Posted:

Im not disputing the fact that 5G is the upcoming technology. From business perspective, u pump in billions to build up infrastructure for 5G network, how soon can u recover this sunk costs from consumers? Do you forsee telcos charging double or triple price to consumers for 5g? Or will there be competitive pricing? Or end up, consumers still pay current price but telco provide 5g capabilities. Note that telcos are desperate to retain customers

And if i really want to buy telco, i rather buy starhub over singtel. Singtel diverify across many countries means it need to pump in billions more to build up 5g networks while starhub focus only in sg.