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SingTel
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Singtel Bullish???
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smalltimeplayer
Member |
04-Mar-2017 21:16
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The temporary fall in price is okay. Singtel fundamentally is a really strong counter, good profits, good dividend pay out, and the coming netlink IPO. its time to buy in at a discount price. |
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investshare
Supreme |
04-Mar-2017 20:06
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i don't know if Singpost will reach $1, but I will buy only if it drop to that level.
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BetterStill
Veteran |
04-Mar-2017 19:54
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Singpost $1? I think neither alibaba or temasek will be happy:(
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wonder
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04-Mar-2017 13:02
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Singtel will be back 3.96 next wk. | |||||||||||
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investshare
Supreme |
03-Mar-2017 21:47
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I think Singtel below 3.90 is ok. For Singpost, I will buy only if below1.00.
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stockgurus
Member |
03-Mar-2017 14:00
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SELL (Will drop to 3.70 soon) SELL world market going to readjust this week and next |
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ahbenboy
Senior |
03-Mar-2017 13:50
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come monday, it should and will drop lower.. my px is so high.. sigh |
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wonder
Member |
03-Mar-2017 10:41
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Hope shortists being catch naked. Singtel price will definately rise with Temasek support. | |||||||||||
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destinykraze
Elite |
03-Mar-2017 10:36
Yells: "Reality is only a matter of perception" |
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Hope to collect Cheap. might see short squeeze on shortist soon. |
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gopguppy
Veteran |
03-Mar-2017 10:09
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Any guess why the huge price drop in price over the last 2 days? |
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KiLrOy
Elite |
03-Mar-2017 10:08
Yells: "I buy only what I can see." |
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mine is 3.70 to consider BUY. :p |
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BetterStill
Veteran |
03-Mar-2017 09:41
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My target is around $3.84 for Singtel and 1.37 for Singpost ) | |||||||||||
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investshare
Supreme |
03-Mar-2017 09:21
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Added $3.89, Ave 3.76xx
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KiLrOy
Elite |
03-Mar-2017 09:12
Yells: "I buy only what I can see." |
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SINGTEL IS STILL A BUY
Competition likely to drive changes in mobile offerings We hosted Greg Mittman, Co-founder and COO and Lavinia Koh, CFO of MyRepublic (non-listed) at our ASEAN Corporate Day on Mar 2 in Singapore (SG). Our discussions reaffirm our cautiousness on the SG mobile market. MR plans to launch a MVNO mobile service in Singapore by mid-2017 and targets 3-5% mobile market share. It is likely that mobile pricing could decline even before TPG' s arrival in Sep-2018. Maintain cautious view on U/P-rated M1 and StarHub, which face structural risks and likely multi-year earnings decline. Prefer Buy-rated Singtel for its diversified businesses and earnings. MR has evolved its plan to enter SG as MVNO MR' s original plan was to enter SG as a MNO if it could secure the spectrum at reserved price of S$35mn targeting more than 5% of the mobile market share. By leveraging on its existing fixed business, subs base and retail sales points etc, MR was looking at turning EBITDA positive in three years with payback period of 5-6 years. However at S$100mn price point, MR believes the market share target and payback period would become much higher. MR has since evolved its plans to launching mobile through MVNO and intend to do the same for its other markets. MR continues to build its IT capabilities and cloud platform as a " plug-and-play" platform. MR aims to provide fixed broadband, mobile and OTT content through its platform to all its markets. MR' s MVNO launch could accelerate mobile pricing decline In SG, MR expects more new MVNOs ahead of TPG' s launch.&lrm The incumbents are now incentivized to consider wholesale business with new MVNOs as they are likely to be better at targeting the niche segments that were difficult and costly for the incumbents to reach and retain. Instead of losing these subs to TPG, incumbents could choose to at least keep these subs as wholesale revenue via the MVNOs. We believe more MVNOs could accelerate the drop in mobile prices and hurt the incumbents' in the medium-term, before any benefits accrue in the long term. MR expects majority of the price correction to happen before TPG' s arrival in Sep 2018. We expect pricing pressures to continue over the medium term as the incumbents are likely to be superior to TPG on most other features valued by customers. Hence, TPG has to compete on pricing to gain customers. Buy ST for diversified earnings, remain cautious on STH/M1 ST is our preferred pick due to its relatively better growth outlook, dividend upside from net link trust divestment and muted impact from domestic telco competition. Recent recovery in stock prices for STH and M1 were not reflective of their deteriorating fundamentals in our view. We estimate 9% earnings decline for both STH and M1 vs 7% earnings CAGR for ASEAN telcos in 2016-18E with scope for further downside surprise. |
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ahbenboy
Senior |
03-Mar-2017 09:00
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definitely will still be lower now
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BetterStill
Veteran |
03-Mar-2017 08:39
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Any chances to go further down today like 3.8 sth ? | |||||||||||
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thesupertony
Member |
02-Mar-2017 17:15
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I' m all in Singtel. Just bought at 3.92  |
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leongyan
Master |
02-Mar-2017 16:46
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Yup.. bought at 3.82 last month and sold off.. waitig for it to drop back to this level
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wonder
Member |
02-Mar-2017 14:50
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BB purposely force down to accumulate. | |||||||||||
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moneyspinner
Veteran |
02-Mar-2017 14:47
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Why would somebody wants to sell SingTel when the Netlink Trust IPO is just around the corner?   So puzzling........😳 |
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