Back

Latest Forum Topics / Others

Post Reply

TELCO SPECTRUM BIDDING PRICE SHOCKING HIGH Post Reply Rate topic
analysistar Senior	06-Apr-2017 13:43        analysistar About Contact  Quote this Post!
x 1   x 0  Alert Admin	danger  Supreme  18-Mar-2017 11:27           About danger           Contact              Quote!          Style:  Combined            Mood:      x 0    x 1  Alert Admin THIS iS A GOOD PRICE BETWEEN THE HIGHS AND LOWS  LOW IN AROUND 2003 AT ABOUT $1.30  HIGH IN AROUND 2015 AT ABOUT $4.00  AVERAGE $2.50 to $2.60 Really full of shit!!
Useful To Me  Not Useful To Me
analysistar Senior	06-Apr-2017 13:42        analysistar About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the analysts have vested interest, they sing down stocks to collect cheap, then inflat value when they collect enough. Example, singtel. Analysts could be singing singtel praises, with TP of $4.70. Then re-adjust when they have sold their shares. Now singtel TP around $4 only, what rubbish. This danger even worse. One day bump his thread 10-20 times for own his agenda. http://www.sharejunction.com/sharejunction/listMessage.htm?topicId=16823& msgbdName=Insider%20Info/Tips& topicTitle=How%20can%20M1%20fall%20from%20$4%20to%20$2.28%20with%20%3E%207%%20yield%20? danger  Supreme  15-Oct-2016 08:57           About danger           Contact              Quote!          Style:  Combined            Mood:      x 0    x 0  Alert Admin FUNDS WILL BE POURING INTO DEFENSIVE TELCO STOCK LIKE M1 AT 6 YEARS ROCK BOTTOM LOW ONCE FED RAISE INTEREST RATE IN NOVEMBER AFTER PRESIDENTIAL ELECTION IN UNITED STATES    danger           ( Date: 14-Oct-2016 16:47) Posted:    STARTING TO BREAKOUT FROM $2.34 !!!!   danger  Supreme  14-Oct-2016 16:47           About danger           Contact              Quote!          Style:  Combined            Mood:      x 0    x 0  Alert Admin STARTING TO BREAKOUT FROM $2.34 !!!! danger  Supreme  14-Oct-2016 15:12           About danger           Contact              Quote!          Style:  Combined            Mood:      x 0    x 0  Alert Admin IT WAS IN AROUND NOVEMBER 2010 THAT M1 WAS TRENDING AROUND THIS PRICE BEFORE GRADUALLY ROCKETTING TO $4 FROM 2011 ONWARDS quekss2014  Member  25-Oct-2016 18:14           About quekss2014           Contact              Quote!                      x 0    x 0  Alert Admin Bro...this is what you have been promoting when it was at 2.4++    danger           ( Date: 18-Oct-2016 13:37) Posted:    ONLY ONE OF THE VERY FEW BLUE CHIPS TO PAY A 7% DIVIDEND YIELD
Useful To Me  Not Useful To Me
destinykraze Elite	06-Apr-2017 13:34        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	From DBS research Maintain HOLD calls for both M1 and Starhub, with TPs of S$1.97 and S$2.85 respectively. Given that around 75% of the total spectrum auction proceeds were for the 700MHz band, which will only commence in 2018, capex plans for the telcos in 2017 are unlikely to be affected by this auction. We will need to check the payment schedule for the 700MHz band in our next interaction with the management of the telcos. We maintain our HOLD calls for both M1 and Starhub but our TPs are under review pending the release of results for the quarter to March 2017 danger      ( Date: 06-Apr-2017 12:56) Posted: According to Maybank Kim Eng, the excess demand for 50MHz from the incumbent telcos and newcomer TPG led to frenzied bidding for the 175MHz of spectrum available and a final price premium of 560% per lot for the non-reserved 900Mhz spectrum, 370% for 700MHz, and 297% for 2.5GHz. Specifically for M1 and StarHub, they would have to lower dividends to pay for the spectrum cost. Both M1 and StarHub got the 10MHz of 900MHz spectrum they are entitled to at the reserved price of $20m per 2x5MHz lot under the First Right of Refusal. M1 also bid and won 20MHz of 700MHz spectrum for $94m per 2x5MHz lot. In total, it will pay $208m. On the other hand, StarHub won 30MHz of 700MHz spectrum for $94m per 2x5MHz lot, as well as 20MHz of 2.5GHz spectrum for $11.9m per 5MHz lot. In total, it will pay $349.6m. Maybank Kim Eng said the total amounts are significantly higher than the expected $109m. With this, it said M1 needs to lower its FY18-19 dividends by 38% to keep its gearing levels below the estimated comfort level of 1.8x net debt/EBITDA. The same goes for with StarHub.
Useful To Me  Not Useful To Me
danger Supreme	06-Apr-2017 12:56        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	According to Maybank Kim Eng, the excess demand for 50MHz from the incumbent telcos and newcomer TPG led to frenzied bidding for the 175MHz of spectrum available and a final price premium of 560% per lot for the non-reserved 900Mhz spectrum, 370% for 700MHz, and 297% for 2.5GHz. Specifically for M1 and StarHub, they would have to lower dividends to pay for the spectrum cost. Both M1 and StarHub got the 10MHz of 900MHz spectrum they are entitled to at the reserved price of $20m per 2x5MHz lot under the First Right of Refusal. M1 also bid and won 20MHz of 700MHz spectrum for $94m per 2x5MHz lot. In total, it will pay $208m. On the other hand, StarHub won 30MHz of 700MHz spectrum for $94m per 2x5MHz lot, as well as 20MHz of 2.5GHz spectrum for $11.9m per 5MHz lot. In total, it will pay $349.6m. Maybank Kim Eng said the total amounts are significantly higher than the expected $109m. With this, it said M1 needs to lower its FY18-19 dividends by 38% to keep its gearing levels below the estimated comfort level of 1.8x net debt/EBITDA. The same goes for with StarHub.
Useful To Me  Not Useful To Me
zobo123 Member	06-Apr-2017 08:01        zobo123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So much for being competitive. Consumer end up paying the bills
Useful To Me  Not Useful To Me
darthvadar Member	06-Apr-2017 07:26        darthvadar About Contact  Quote this Post!
x 0   x 0  Alert Admin	take a look at 8telecom..... it has 10 MHz of spectrum till 2030
Useful To Me  Not Useful To Me
danger Supreme	06-Apr-2017 06:59        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	New turn of event such that analyst is lowering their target even further south by 11%.. from current avg target about $2 That could mean a target price of $1.80 now danger      ( Date: 05-Apr-2017 21:59) Posted: (April SINGAPORE (April 5): The Info-communications Media Development Authority (IMDA) on Tuesday announced the winning bidders in the first stage of the General Spectrum Auction (GSA) for Singapore telcos. But there were more losers than winners as a result of the bidding war, according to analysts. The final spectrum prices were ?shockingly high,? says CIMB Research analyst Foong Choong Chen in a Wednesday report. The telco spectrum sale raised a total of $1.145 billion from all four bidders. Singapore Telecommunications (Singtel) won the maximum allowed 75MHz of spectrum for $563.7 million StarHub won 60MHz for $349.6 million M1 won 30MHz for $208 million while TPG Telecom won 10MHz of spectrum for $23.8 million. (See: Telco spectrum sale raises $1.1 bil from all four bidders) But aggressive bidding saw the final spectrum prices for the 700MHz and 900MHz bands overshoot their reserve prices by 4.7x and 6.6x, respectively. ?These huge premiums will have negative repercussions for StarHub and M1 even with conservative payment schedules,? says Maybank Kim Eng Research analyst Gregory Yap in a Wednesday report. ?Both will need to lower their dividends to keep gearing levels within what we deem to be comfort zones for them,? he adds. ?By our estimates, M1 and StarHub will have to cut FY18E-FY19E dividends by 13-38%, leading to pedestrian yields in the low-3%.? According to RHB Research Institute Singapore, M1 is expected to be hit hardest from the GSA bidding war. ?M1?s net debt/EBITDA stands to be the most impacted, with FY17 net debt/EBITDA set to rise to 1.76x from 1.1x,? says RHB?s Singapore research team in a Wednesday report. ?We estimate that the impact on M1?s target price to be the greatest, potentially knocking off 11.2%.?
Useful To Me  Not Useful To Me
danger Supreme	06-Apr-2017 06:55        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Why be a hypocrite and create multiple fake clone accounts Just be the real thing !!! In the world of stocks , things and events change rapidly day to day... you cannot be dead rigid and die die follow a straight path saying if a target price of yours don't reach..never u gonna sell That way is foolish and sure die Be flexible and react. Take a loss if you must before things turn ugly
Useful To Me  Not Useful To Me
analysistar Senior	06-Apr-2017 00:01        analysistar About Contact  Quote this Post!
x 0   x 0  Alert Admin	what a cock talker, before you sold m1, you keep spamming post on what m1 worth $2.5 rubbish. after selling. now m1 worthless to you. Make some effort to create a  new account  before you start fear mongering.
Useful To Me  Not Useful To Me
danger Supreme	05-Apr-2017 23:35        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Very bad news for telcos
Useful To Me  Not Useful To Me
danger Supreme	05-Apr-2017 21:59        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	(April SINGAPORE (April 5): The Info-communications Media Development Authority (IMDA) on Tuesday announced the winning bidders in the first stage of the General Spectrum Auction (GSA) for Singapore telcos. But there were more losers than winners as a result of the bidding war, according to analysts. The final spectrum prices were ?shockingly high,? says CIMB Research analyst Foong Choong Chen in a Wednesday report. The telco spectrum sale raised a total of $1.145 billion from all four bidders. Singapore Telecommunications (Singtel) won the maximum allowed 75MHz of spectrum for $563.7 million StarHub won 60MHz for $349.6 million M1 won 30MHz for $208 million while TPG Telecom won 10MHz of spectrum for $23.8 million. (See: Telco spectrum sale raises $1.1 bil from all four bidders) But aggressive bidding saw the final spectrum prices for the 700MHz and 900MHz bands overshoot their reserve prices by 4.7x and 6.6x, respectively. ?These huge premiums will have negative repercussions for StarHub and M1 even with conservative payment schedules,? says Maybank Kim Eng Research analyst Gregory Yap in a Wednesday report. ?Both will need to lower their dividends to keep gearing levels within what we deem to be comfort zones for them,? he adds. ?By our estimates, M1 and StarHub will have to cut FY18E-FY19E dividends by 13-38%, leading to pedestrian yields in the low-3%.? According to RHB Research Institute Singapore, M1 is expected to be hit hardest from the GSA bidding war. ?M1?s net debt/EBITDA stands to be the most impacted, with FY17 net debt/EBITDA set to rise to 1.76x from 1.1x,? says RHB?s Singapore research team in a Wednesday report. ?We estimate that the impact on M1?s target price to be the greatest, potentially knocking off 11.2%.?
Useful To Me  Not Useful To Me

                                                         First   1-11 of 11   Last