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Singtel Bullish???
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seanpent
Supreme |
19-Apr-2017 12:55
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yup, no need hold too many days ..... Singtel is performing today ..... SPH appears to be creeping up too ......
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leongyan
Master |
19-Apr-2017 12:46
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Wait for oversold RSI to hit. Maybe 1-2 days.. or course if war break out than we got other things to worry about. Suggest don' t keep over this weekend
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seanpent
Supreme |
19-Apr-2017 11:03
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nice move ..... trade the spread like what leongyan did .....
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seanpent
Supreme |
19-Apr-2017 10:10
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Sembcorp, SembMarine, SPH all in very oversold region too
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TMW1986
Master |
19-Apr-2017 10:10
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It seems that you longing many stocks. I am waiting for 3.60 range first. Maybe will drop abit more then bounce back. Now the bad news like still around. Wait for it to be over first.
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seanpent
Supreme |
19-Apr-2017 10:06
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today' s 1st sign of green for Singtel is good ..... and probably a leading indicator of reversal for the index stocks .....
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seanpent
Supreme |
19-Apr-2017 09:47
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that is if one shorted last Thursday .....
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leongyan
Master |
19-Apr-2017 09:43
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Open CFD shorts last Thursday now every 100k make 7k
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seanpent
Supreme |
19-Apr-2017 09:39
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index stocks super oversold ..... may see a key reversal ..... hopefully may recover most of losses end of day .....
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destinykraze
Elite |
19-Apr-2017 09:26
Yells: "Reality is only a matter of perception" |
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TPG and Telstra seeing short covering already. + 7% and 2% respectively. See whether Singtel selldown continues. |
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BetterStill
Veteran |
19-Apr-2017 09:03
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This year Mother's Day gift monies can use first ? Next year double that )
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investshare
Supreme |
19-Apr-2017 07:30
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No bullet now ... hope GLP quickly close deal then can channel fund here. | ||||
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iwannaberich
Member |
18-Apr-2017 21:06
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what happened to huat huat huat? how come so quiet now?
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ranger109
Member |
18-Apr-2017 10:16
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the only winner is consumer. 
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leongyan
Master |
18-Apr-2017 10:13
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Last Oct it hit 3.58.. and went to $4 and now back to 3.7x range
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Alpaca
Member |
18-Apr-2017 10:04
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I doubt that would be good for SingTel though. Ultimately, having more competition hurts the incumbents.
Since last week, Telstra has fallen by 12% while TPG has fallen by 18%. This doesn't mean that it would be positive for Optus. Similar to what happened in the past few months in Singapore, with TPG entering the market, SingTel, StarHub and M1 all fell, as having one more operator decreases everyone's market share.
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destinykraze
Elite |
18-Apr-2017 09:19
Yells: "Reality is only a matter of perception" |
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Well well, guess what. TPG(ASX) - 18% on the first trading day after spectrum auction. Guess what. Singtel seeing short covering! As if this wasn' t expected. |
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ranger109
Member |
18-Apr-2017 08:07
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Yes. market share about 22.7%
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investshare
Supreme |
18-Apr-2017 07:39
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Singtel in Australia is like M1 in Singapore? | ||||
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moneyspinner
Veteran |
18-Apr-2017 06:12
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Why TPG makes Telstra and it' s shareholders nervous By The Australian dated April 14, 2017 After Wednesday&rsquo s gut-wrenching 7.5 per cent plunge in Telstra&rsquo s share price, which wiped $4 billion off its market capitalisation, the obvious question is whether investors overreacted to the news that TPG plans to build the fourth mobile network. There are two reasons as to why the market may have got it right and why it might even been too conservative in its response. TPG, having spent a jaw-dropping $1.3 billion to acquire two blocks of 700 MHz spectrum, plans to spend $600 million to build a network that it says will cover about 80 per cent of the population and which will break even with about 500,000 subscribers. While there is considerable scepticism that a network can be built for only $600 million &mdash less than the three incumbents each spend each year in just maintaining their networks &mdash no-one underestimates TPG as a competitor. With TPG&rsquo s David Teoh saying that the group will be &ldquo extremely aggressive&rsquo &rsquo in its pricing and may even offer free trials for up to six months, the new operator is clearly going to have a material impact on the market and the existing operators. It will, at the outset, have no existing customer base to protect.
The operator whose customer base is most vulnerable to price-based competition is Vodafone, which has about 17 per cent of the market. Moreover, TPG already operates a &ldquo virtual&rsquo &rsquo mobile business with about 450,000 customers, 250,000 of them on the Vodafone network and 200,000 on Optus&rsquo s network. If it can shift them onto its own infrastructure Vodafone, and Optus (which has about a 30 per cent market share), will lose the wholesale margin and TPG will be close to break-even. That is, however, a market share/volume issue. In terms of profitability Telstra, with a 53 per cent market share and a pricing premium, has the most to lose in a price-war ignited by TPG&rsquo s entry to the sector. Last financial year Telstra&rsquo s mobile business generated about $4.4 billion of earnings before interest, tax, depreciation and amortisation (EBITDA), with an EBITDA margin of 42 per cent. A Goldman Sachs analysis of the potential impact of TPG&rsquo s entry to the sector said it was likely to drag industry pricing lower and put the average revenue per user (ARPU) Telstra generates under pressure. A 10 per cent decline in Telstra&rsquo s mobile ARPU would impact 2017-18 EBITDA by about $631 million it said. That&rsquo s without assuming any loss of subscribers. The loss of 14 per cent or so of its key business&rsquo s EBITDA and about 6 per cent of the total group&rsquo s EBITDA of about $10.5 billion would, if it occurred, clearly be very material and have been a big factor in the gut response of the market to the TPG news. There is also, however, another fear at play. TPG is only seeking network coverage of 80 per cent of the population, avoiding costly and unprofitable investment outside the profitable urban centres. It says it will seek, but isn&rsquo t banking on, a roaming deal with one of the incumbents. It also said that, if the Australian Competition and Consumer Commission declared Telstra&rsquo s mobile network, it would be a &ldquo massive plus.&rsquo &rsquo The ACCC is very close to an interim decision on domestic roaming and there was a view in the aftermath of TPG&rsquo s announcement that the prospect of a new entrant might tip the balance of the debate about roaming towards a declaration. The ACCC is always keen to encourage competition, particularly competition to Telstra, and declaring domestic roaming and guaranteeing TPG access to rural and regional areas via Telstra or Optus&rsquo s network would give TPG national coverage and a leg-up in the urban areas among consumers who value near-ubiquitous coverage across the continent. Telstra&rsquo s price premium in urban markets flows from it superior network coverage, which is why it has invested so heavily in continuing to build out the network in regional Australia and why Optus, in recent years, has been spending heavily to close the gap even though many regions are sub-economic at best. A declaration would therefore give Vodafone, with the smallest coverage among the incumbents, and TPG a big leg-up in the urban markets where the sector generates its profit. At a superficial level it could be concluded that TPG&rsquo s entry to the sector does tip the balance of the debate. At a more fundamental level, however, it alters nothing. Telstra and Optus, which have nothing to gain and a lot to lose from mandated domestic roaming, have warned that they will stop investing outside urban Australia if their networks are declared. In the past three years Telstra has invested more than $5 billion in its network and Optus nearly $2 billion in the past two years. Both have plans for major investments in rural and regional areas that will be abandoned if the ACCC imposes domestic roaming on one or both of them. They have also warned that the current uniform national pricing that they pursue &mdash essentially a cross-subsidy from urban customers to regional subscribers &mdash would be threatened by regulated access to roaming. TPG&rsquo s ambitions don&rsquo t change the basic equation confronting the ACCC. A declaration equals more competition in urban areas by removing the competitive advantage Telstra and Optus have acquired by investing heavily in expanding their national coverage. Optus&rsquo actions demonstrate that Vodafone &mdash and TPG &mdash could do the same but have chosen not to. The other half of the equation is that a declaration would also equal less investment in expanding or even maintaining the Telstra and Optus networks outside the profitable urban areas. There would be no incentive to do so &mdash to add sites that lose money in scarcely populated regions &mdash if there were no competitive advantage to gain. The loss of a competitive edge they invested in and more intense competition in the cities from the addition of a fourth player with a cut-price mindset could result in the unpleasant outcome, for regional Australia, of higher prices and degrading, or at least not improving, network quality. With 5G on the horizon, there is also a risk of a two-tiered service, with 5G enabling the &ldquo internet of things&rsquo &rsquo in urban Australia and the regions left with 3G and some 4G services. With estimates that a declaration could cost Telstra more than $500 million of earnings, even the suggestion that the TPG entry to the sector might influence the ACCC&rsquo s decision would clearly be material to its share price and value and that was a conclusion that some in the market reached instantly on Wednesday. Thus, the combination of the impact of TPG on pricing and the regulatory environment, if combined, could equate to more than $1 billion a year of Telstra&rsquo s EBITDA, or roughly 10 per cent of its total EBITDA. Given the significance of the mobile business to Telstra&rsquo s post-national broadband network future &mdash it will be the core of Telstra&rsquo s long term earnings &mdash it isn&rsquo t at all surprising that the market in Telstra shares (TLS) shuddered on Wednesday. |
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