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bullrun6088 Senior	03-Jan-2019 13:23        bullrun6088 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TPG entry is over hyped. TPG is not a charity, it need to make profits to stay afloat after spending hundreds of millions to roll out a new network. laksaman57      ( Date: 02-Jan-2019 12:55) Posted: https://www.theedgesingapore.com/local-telcos-face-full-effects-competition-tpg-mid-2019-says-uob
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pasttime Supreme	02-Jan-2019 15:56        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	tourist arrival from jan-nov 2018 reached 16.9m when dec add in later likely to pass 18m this is good for all tourism related trade. transport, telco, retail, f& b, attractions. stpb jia yu.
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gopguppy Veteran	02-Jan-2019 13:37        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is Axiata not planning to prop up the price to $2.11? It is very quiet now. john_ric      ( Date: 02-Jan-2019 11:39) Posted: 2.08 now. going to 2.06??
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laksaman57 Supreme	02-Jan-2019 12:55        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/local-telcos-face-full-effects-competition-tpg-mid-2019-says-uob
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john_ric Supreme	02-Jan-2019 11:39        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	2.08 now. going to 2.06??
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KAMAL0883 Supreme	31-Dec-2018 11:14        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	likely   Axia is buying at 2.10 to 2.11 in order to press KC/SPH to increase their offer higher then 2.06
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gopguppy Veteran	31-Dec-2018 10:44        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong buying today i.e. 950K units @ 2.10.  Who are buying and why ?
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laksaman57 Supreme	30-Dec-2018 20:02        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.google.com/amp/s/amp.itweb.co.za/content/GxwQDq1AJx5qlPVo '5G: Why is this a game changer?'
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laksaman57 Supreme	30-Dec-2018 19:46        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.zdnet.com/article/huawei-conducts-5g-trials-in-singapore-with-m1/
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laksaman57 Supreme	30-Dec-2018 19:45        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://sbr.com.sg/telecom-internet/more-news/m1-and-nokia-complete-small-cells-trial-in-push-speedier-networks
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laksaman57 Supreme	30-Dec-2018 19:42        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.entrepreneur.com/article/324179 Game changer ...5G
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trader25yr Master	30-Dec-2018 10:05        trader25yr About Contact  Quote this Post! Style: Flexible   Mood: Yells: "I hate con man"
x 0   x 0  Alert Admin	telco is mid to long term good short to mid term neutral immediate term bad because immediate term now suppliers from 3 to 4 up 25% but long term 5 to 10yr projected growth is each person telco need x2 up 100% at least i.e. each person will need 2 lines or data need x2 from now
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Qanghoo Supreme	30-Dec-2018 07:20        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	To me, there will always be coys/people who will respond to govt tenders, believing they cld mke that difference.  That might or might not necessarily be a +ve harbinger  for the industry as a whole.  My take remains that the industry is overcrowded, especially given the relatively small local mkt.    The performances n share px of the incumbents probably point towards the same prognosis.  Demand for digital services have expanded exponentially thx to ever accelerating technological advancements which have pushed the frontier of possibilities in so many ways.    Have all these translated into bigger margins n profits for the telcos thus far?  So, for me, any upside for telcos remains limited at best.  U may differ in your take, that' s fine.  bullrun6088      ( Date: 29-Dec-2018 22:45) Posted: TPG spend hundreds of millions to enter market here because it thinks that it can make lots of profits from market here. Same for keppel it borrowed and uses hundreds of millions its own funds to buy out M1 because it is very sure it will make profits in future. These two companies are not doing charity here. So of course the future for telcos here is bright especially with IoT market here where there will be new m2m links and applications for smart nation projects. There could be additional millions of IoT connections in the coming years. That mean millions of new accounts for all the telcos here. Definitely no confusing here about future profits. Qanghoo      ( Date: 29-Dec-2018 20:08) Posted: Does smart nation = bright future for telco?  As the world embraces the digital age, there is always a future for coys that are ahead of, or even with, the curve.  For  local telcos, problem is the mkt place is overcrowded even with three telcos.  With a penetration rate of  rate 1.5 it' s no wonder that telco profitability n share px have been in decline for a while already.  What' s it gonna be like when the fourth jostles in?  In any case, are we getting to be  more a smart nation than a confused nation
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bullrun6088 Senior	29-Dec-2018 22:45        bullrun6088 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TPG spend hundreds of millions to enter market here because it thinks that it can make lots of profits from market here. Same for keppel it borrowed and uses hundreds of millions its own funds to buy out M1 because it is very sure it will make profits in future. These two companies are not doing charity here. So of course the future for telcos here is bright especially with IoT market here where there will be new m2m links and applications for smart nation projects. There could be additional millions of IoT connections in the coming years. That mean millions of new accounts for all the telcos here. Definitely no confusing here about future profits. Qanghoo      ( Date: 29-Dec-2018 20:08) Posted: Does smart nation = bright future for telco?  As the world embraces the digital age, there is always a future for coys that are ahead of, or even with, the curve.  For  local telcos, problem is the mkt place is overcrowded even with three telcos.  With a penetration rate of  rate 1.5 it' s no wonder that telco profitability n share px have been in decline for a while already.  What' s it gonna be like when the fourth jostles in?  In any case, are we getting to be  more a smart nation than a confused nation? bullrun6088      ( Date: 29-Dec-2018 16:29) Posted: If Axiata tender their stakes then it will be out of the local market forever because the future for Telco business here is bright with smart nation projects and good stable exchange rate. 2.06 is under-priced as future price of $3 is possible (is Axiata interested to invest back at $3?), that is why keppel is so keen to buy over M1 for their own profit.
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Qanghoo Supreme	29-Dec-2018 20:08        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does smart nation = bright future for telco?  As the world embraces the digital age, there is always a future for coys that are ahead of, or even with, the curve.  For  local telcos, problem is the mkt place is overcrowded even with three telcos.  With a penetration rate of  rate 1.5 it' s no wonder that telco profitability n share px have been in decline for a while already.  What' s it gonna be like when the fourth jostles in?  In any case, are we getting to be  more a smart nation than a confused nation? bullrun6088      ( Date: 29-Dec-2018 16:29) Posted: If Axiata tender their stakes then it will be out of the local market forever because the future for Telco business here is bright with smart nation projects and good stable exchange rate. 2.06 is under-priced as future price of $3 is possible (is Axiata interested to invest back at $3?), that is why keppel is so keen to buy over M1 for their own profit.
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bullrun6088 Senior	29-Dec-2018 16:29        bullrun6088 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Axiata tender their stakes then it will be out of the local market forever because the future for Telco business here is bright with smart nation projects and good stable exchange rate. 2.06 is under-priced as future price of $3 is possible (is Axiata interested to invest back at $3?), that is why keppel is so keen to buy over M1 for their own profit.
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gopguppy Veteran	29-Dec-2018 16:04        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope Axiata does not show white flag and sell off its entire stake to KC/SPH. If this happens 90% ownership can lead to a mandatory takeover. Worst case scenario for shareholders, especially for those who bought above $2.06. Yucks!!! bullrun6088      ( Date: 29-Dec-2018 14:52) Posted: The entry by TPG is over hyped keppel just wants to use M1 as cash cow to feed their other business. Unlikely a lot of people will tender their shares to keppel.
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bullrun6088 Senior	29-Dec-2018 14:52        bullrun6088 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The entry by TPG is over hyped keppel just wants to use M1 as cash cow to feed their other business. Unlikely a lot of people will tender their shares to keppel.
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Qanghoo Supreme	28-Dec-2018 22:31        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	In this game, there are always people who ' bok' for a better offer or a bidding war.  Always happens. giants_lee      ( Date: 28-Dec-2018 21:35) Posted: Then who are buying at $2.11? And why? Is it because M1 will be announcing dividends in Jan 19?
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gopguppy Veteran	28-Dec-2018 21:55        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correction. Results in Jan. Div in Apr. Do we think investors are buying now for div payout in Apr? Does not make sense. gopguppy      ( Date: 28-Dec-2018 21:48) Posted: M1 announces results in Feb and pays div in Apr. So it is not the div that keeping the price at this level. I was expecting KC/SPH to counter offer. Surely they know that noone will sell at $2.06 when they can sell at $2.11 in open market. So what is going on??   giants_lee      ( Date: 28-Dec-2018 21:35) Posted: Then who are buying at $2.11? And why? Is it because M1 will be announcing dividends in Jan 19?
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