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dumdumsg Member	19-Mar-2019 10:58        dumdumsg About Contact  Quote this Post! Style: Technical   Mood: Yells: "Cryptocurrrency, SGX, forex"
x 0   x 0  Alert Admin	lol agree. Technically, it looks like starhub is going to rebound and revert to the mean. fatpanda      ( Date: 19-Mar-2019 08:46) Posted: Obviously, someone was shorting SH and spread negative things here.
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Belteshazzar Master	19-Mar-2019 10:22        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Operating costs will increase NetLink NBN Trust (SGX:CJLU) exceeded its IPO projections across a number of metrics, and benefited from more orders from StarHub, as the latter will be ceasing cable services from July 2019.
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Belteshazzar Master	19-Mar-2019 10:17        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Same as the analyst > Analysts Say > Research Reports Telecom Sector - OCBC Investment 2019-03-15: Stayin? Alive Telecom Sector - Stayin? Alive StarHub DPS cut a sign of the times.  ARPU pressure mounts.  Go with SingTel and NetLink NBN Trust.  Quick Takeaways 4QCY18 saw StarHub (SGX:CC3) and M1?s results coming in within our expectations, while that of SingTel?s was slightly under. Across all 3 telcos, postpaid mobile ARPU fell 4%-12% y-o-y, with the increasing number of switches over to SIM-only plans appearing to be the common factor. The big surprise last quarter came from StarHub?s deep DPS cut, from 16 S-cents in FY18 to potentially 9 S-cents in FY19, larger than our expectation of 12 S-cents. Given StarHub?s new variable 80% payout ratio, this implies a NPAT of ~S$195m, which is around 9% lower than FY18?s S$215m underlying NPAT. NetLink NBN Trust (SGX:CJLU) exceeded its IPO projections across a number of metrics, and benefited from more orders from StarHub, as the latter will be ceasing cable services from July 2019. 5G Rollout Recently in Parliament, Minister for Communications and Information, Mr. S Iswaran, noted that the government intends to roll out 5G in 2020, with a public consultation to be held shortly so as to shape the regulatory framework and spectrum allocation. 5G would indeed allow telcos to provide new offerings especially to enterprise customers, but we believe that incumbents are proceeding cautiously, given the capex requirements. Moving forward, we believe incumbents would be looking to share 5G infrastructure, as it would likely be untenable for all 4 MNOs to build out their own. Great News For Consumers Competition in the mobile postpaid scene remains relentless. In Dec?18, StarHub announced that it will be simplifying its SIM-only options by offering 3 plans with more generous data offerings in place of its previous five postpaid plans. On 14 Feb?19, Circles.Life announced that it would be replacing its 20GB for S$20 Data Plus option with a S$20 Unlimited plan. Such ARPU-eroding developments should not come as a surprise, given TPG?s impending commercial rollout. However, more aggressive contract-less SIM-only plans might do little for customer stickiness, though operators do have little alternatives, given its increasing popularity and longer handset replacement cycles. Yield Comparison The yield spread for StarHub against SingTel has now compressed from 330 bps in the previous FY to -10 bps in the current FY. SingTel has guided that it will maintain its 17.5 S-cents DPS for FY19 and FY20, despite the US$525m that will be going towards the group?s participation in Bharti Airtel?s rights issuance, with respect to its 15% direct stake. All considered, we continue to favour SingTel (SGX:Z74) [Rating: BUY Fair Value: S$3.79] and NetLink NBN Trust (SGX:CJLU) [Rating: BUY Fair Value: S$0.90] but maintain our NEUTRAL rating on the Telecom sector. Joseph Ng https://www.iocbc.com/ Click to view the full report JoleenChan      ( Date: 19-Mar-2019 09:46) Posted: --- Post Removed by User ---
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Belteshazzar Master	19-Mar-2019 08:52        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Pls also use your brain U command a high p/bv cos of growth potential for the company. Now where is the growth, think... Edward2      ( Date: 18-Mar-2019 21:16) Posted: Use yr brain .if starhub worth $1think keppel n sph stupid buy m1 at 2.06 offer premium for what . Too low tamasek can use other vehicle like keppel etc take private cheaply from u . Maybe just use tpg to force down price n buy sh, can kill tpg later then up price again Belteshazzar      ( Date: 18-Mar-2019 11:08) Posted: why the huge difference bet nav and current share price??
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fatpanda Supreme	19-Mar-2019 08:46        fatpanda About Contact  Quote this Post! Style: Technical   Mood: Yells: "Another wonderful day!"
x 0   x 0  Alert Admin	Obviously, someone was shorting SH and spread negative things here.
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runaway Senior	19-Mar-2019 07:02        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	You dont value a company by comparing its market value with another. Pls use acceptable ratios such as PE, ROA, P/B etcs. It is wrong to use market capitalization to value M1 at   price of $2.06, and compare it to Starhub $1.56. M1 was offered at $2.06 for privatization prior to market correction, Singtel was $3.50 then and Starhub $2.80. Without privatization offer, M1 would likely be under $1.00.
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Edward2 Senior	18-Mar-2019 21:16        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Use yr brain .if starhub worth $1think keppel n sph stupid buy m1 at 2.06 offer premium for what . Too low tamasek can use other vehicle like keppel etc take private cheaply from u . Maybe just use tpg to force down price n buy sh, can kill tpg later then up price again Belteshazzar      ( Date: 18-Mar-2019 11:08) Posted: why the huge difference bet nav and current share price??? Belteshazzar      ( Date: 11-Mar-2019 11:00) Posted: 80/90 doable Total equity/ outstanding shares= 588.1m/1730.22m = $0.34 So what is the balance $1.18 to make up the current price of $1.52??? Rights, brand , hidden assets(undersea cables)????..
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Belteshazzar Master	18-Mar-2019 11:08        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	why the huge difference bet nav and current share price??? Belteshazzar      ( Date: 11-Mar-2019 11:00) Posted: 80/90 doable Total equity/ outstanding shares= 588.1m/1730.22m = $0.34 So what is the balance $1.18 to make up the current price of $1.52??? Rights, brand , hidden assets(undersea cables)????..
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Belteshazzar Master	18-Mar-2019 11:03        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	not willing to admit making a mistake will definitely cause u not making $$$
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Edward2 Senior	18-Mar-2019 08:51        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since u so negative can start short sell and win all the way to $1. Talking no use just sell heavily maybe tamaek unable to defend ur fire power JoleenChan      ( Date: 16-Mar-2019 23:54) Posted: --- Post Removed by User ---
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investshare Supreme	16-Mar-2019 15:34        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also switch fr Starhub to Singtel. Can?t even manage 4G, many places signal not good. And yes they don?t treasure existing subscribers. JoleenChan      ( Date: 16-Mar-2019 12:13) Posted: --- Post Removed by User ---
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alidaud Senior	16-Mar-2019 13:14        alidaud About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let TP at 1.58 alidaud      ( Date: 08-Mar-2019 15:53) Posted: Next suopprt 151    alidaud      ( Date: 07-Mar-2019 15:52) Posted: Playing around support 157.. wait the volume coming http://cakap.net/gann-square-of-9/?s=starhub& cp=1.57
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runaway Senior	16-Mar-2019 11:03        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	$1.50 - $1.60 is a good buy, limited downside. Yes, rev and profit have declined, but it is still a profitable company, with good reserved earnings. With M1 delisted, one has only two choices for Telco play - Singtel or Starhub. Dividend yield for both are reasonable good.
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Edward2 Senior	15-Mar-2019 22:19        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already buy 1.60 sold 2 last yr no need arrogance n shout huat ah . U can short sell n shout huat la or buy yr ezion n huat Stocky901      ( Date: 11-Mar-2019 23:05) Posted: --- Post Removed by User ---
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tonylim Master	15-Mar-2019 20:43        tonylim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huawei 5G is cheap, reliable, fast, and safe (no backdoor is allowed).  USA has no 5G.and it opposes Huawei because Huawei does not allow backdoor to be installed in its hardware..  Singapore is a sovereighn country and not a vassal of USA and should make its own independent decision which technology to adopt KAMAL0883      ( Date: 15-Mar-2019 14:40) Posted: 5G Huawei ? not so soon bah , do you think SG GOVT dare to invite Huawei to bid for 5G in near future ? USA can easily ban our telco companies Observers      ( Date: 15-Mar-2019 14:16) Posted: I think with the coming 5G standards and cheap huawei telecom equipment where data bandwith is set to explode in the multiples compared to 4G, does it mean all these cost per subscriber is going to drop to rock bottom? No wonder TPG can afford to give all these free calls and data, while the other telcos have been giving more and more data to subscribers at a lower price plans. The license to operate makes up the bulk of the costs? Data is becoming commoditised? What' s the value-add proposition to the subscriber? Or will it be like airlines, where enterprise (companies) will fork out the bulk of the revenue ala First class and Business class seats in full service for assured availability and stability, while the retail consumers take up the economy seats in budget airlines at/below costs
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KAMAL0883 Supreme	15-Mar-2019 14:40        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	5G Huawei ? not so soon bah , do you think SG GOVT dare to invite Huawei to bid for 5G in near future ? USA can easily ban our telco companies Observers      ( Date: 15-Mar-2019 14:16) Posted: I think with the coming 5G standards and cheap huawei telecom equipment where data bandwith is set to explode in the multiples compared to 4G, does it mean all these cost per subscriber is going to drop to rock bottom? No wonder TPG can afford to give all these free calls and data, while the other telcos have been giving more and more data to subscribers at a lower price plans. The license to operate makes up the bulk of the costs? Data is becoming commoditised? What' s the value-add proposition to the subscriber? Or will it be like airlines, where enterprise (companies) will fork out the bulk of the revenue ala First class and Business class seats in full service for assured availability and stability, while the retail consumers take up the economy seats in budget airlines at/below costs? Belteshazzar      ( Date: 15-Mar-2019 10:45) Posted: 😂 😂 😂 TPG is expanding its free service trial to 200,000 users By James Lu - on 13 Mar 2019, 9:11am Note: This article was first published on 12th March 2019. Back in December, Singapore's newest telco TPG offered a free service trial to the first 20,000 customers to register interest. The trial plan was free for the first 12 months and included unlimited data, unlimited local mobile-to-mobile calls, 20 local SMS messages and 20 minutes of outgoing calls to local fixed lines each month. TPG has now announced that after positive feedback on the coverage and network quality, it is expanding the trial service to 200,000 users. In addition, to support the expanded trial, the number of SIM pickup points will now extended to four locations: Shaw Centre, Westgate, Changi City Point and Jurong Point. The new sign up period will begin on 20th March. Interested customers can sign up for the trial service at www.tpgmobile.sg. Do note that TPG is still not offering SIM porting for this trial period, so you'll have to sign up for a new mobile number. TPG Executive Chairman, David Teoh, said, ?Public response to our mobile trial plan has been incredible and we have received positive feedback on our coverage and network quality. Our subscribers are delighted with our simple unlimited service trial plan and fuss-free on-boarding experience.? ?We are also pleased to confirm that we have achieved 99% island wide outdoor coverage and we remain committed to enhancing our mobile network coverage including in tunnels and indoor areas. Subscribers can soon look forward to service enhancements that we will be introducing as well? said Mr Teoh.
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Observers Elite	15-Mar-2019 14:16        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think with the coming 5G standards and cheap huawei telecom equipment where data bandwith is set to explode in the multiples compared to 4G, does it mean all these cost per subscriber is going to drop to rock bottom? No wonder TPG can afford to give all these free calls and data, while the other telcos have been giving more and more data to subscribers at a lower price plans. The license to operate makes up the bulk of the costs? Data is becoming commoditised? What' s the value-add proposition to the subscriber? Or will it be like airlines, where enterprise (companies) will fork out the bulk of the revenue ala First class and Business class seats in full service for assured availability and stability, while the retail consumers take up the economy seats in budget airlines at/below costs? Belteshazzar      ( Date: 15-Mar-2019 10:45) Posted: 😂 😂 😂 TPG is expanding its free service trial to 200,000 users By James Lu - on 13 Mar 2019, 9:11am Note: This article was first published on 12th March 2019. Back in December, Singapore's newest telco TPG offered a free service trial to the first 20,000 customers to register interest. The trial plan was free for the first 12 months and included unlimited data, unlimited local mobile-to-mobile calls, 20 local SMS messages and 20 minutes of outgoing calls to local fixed lines each month. TPG has now announced that after positive feedback on the coverage and network quality, it is expanding the trial service to 200,000 users. In addition, to support the expanded trial, the number of SIM pickup points will now extended to four locations: Shaw Centre, Westgate, Changi City Point and Jurong Point. The new sign up period will begin on 20th March. Interested customers can sign up for the trial service at www.tpgmobile.sg. Do note that TPG is still not offering SIM porting for this trial period, so you'll have to sign up for a new mobile number. TPG Executive Chairman, David Teoh, said, ?Public response to our mobile trial plan has been incredible and we have received positive feedback on our coverage and network quality. Our subscribers are delighted with our simple unlimited service trial plan and fuss-free on-boarding experience.? ?We are also pleased to confirm that we have achieved 99% island wide outdoor coverage and we remain committed to enhancing our mobile network coverage including in tunnels and indoor areas. Subscribers can soon look forward to service enhancements that we will be introducing as well? said Mr Teoh.
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KAMAL0883 Supreme	15-Mar-2019 14:04        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	ICIC.....Bo Ji ( No seed ), scare kena " suan " anyhow blow........LOL Edward2      ( Date: 15-Mar-2019 08:52) Posted: Remove already.post was .........$1 power. Ba. KAMAL0883      ( Date: 14-Mar-2019 14:13) Posted: LOLLLLLLLLLLLLLLLLLLLLLLLLLL Got meh ?? TAN PECK KEONG got said drop to $1 ?
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Belteshazzar Master	15-Mar-2019 14:02        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Nowadays, I pay $0 every month I have been calling using TPG, dun understand why u can't call. It is free for 1 year, no harm trying.
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Edward2 Senior	15-Mar-2019 12:50        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tpg unable to call at this moment.only use free data .so no need worry. You shorted why keep say right issue and tpg ? Belteshazzar      ( Date: 15-Mar-2019 10:45) Posted: 😂 😂 😂 TPG is expanding its free service trial to 200,000 users By James Lu - on 13 Mar 2019, 9:11am Note: This article was first published on 12th March 2019. Back in December, Singapore's newest telco TPG offered a free service trial to the first 20,000 customers to register interest. The trial plan was free for the first 12 months and included unlimited data, unlimited local mobile-to-mobile calls, 20 local SMS messages and 20 minutes of outgoing calls to local fixed lines each month. TPG has now announced that after positive feedback on the coverage and network quality, it is expanding the trial service to 200,000 users. In addition, to support the expanded trial, the number of SIM pickup points will now extended to four locations: Shaw Centre, Westgate, Changi City Point and Jurong Point. The new sign up period will begin on 20th March. Interested customers can sign up for the trial service at www.tpgmobile.sg. Do note that TPG is still not offering SIM porting for this trial period, so you'll have to sign up for a new mobile number. TPG Executive Chairman, David Teoh, said, ?Public response to our mobile trial plan has been incredible and we have received positive feedback on our coverage and network quality. Our subscribers are delighted with our simple unlimited service trial plan and fuss-free on-boarding experience.? ?We are also pleased to confirm that we have achieved 99% island wide outdoor coverage and we remain committed to enhancing our mobile network coverage including in tunnels and indoor areas. Subscribers can soon look forward to service enhancements that we will be introducing as well? said Mr Teoh.
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