Latest Forum Topics /
SingTel
Last:4.27
+0.02
|
 Post Reply
|
|
Singtel Bullish???
|
|||||
|
Ohyonglee
Member |
05-Feb-2024 12:29
|
||||
|
x 0
x 0 Alert Admin |
most outstanding blue chip ever..down 7 cents | ||||
| Useful To Me Not Useful To Me | |||||
|
Potato
Master |
05-Feb-2024 12:18
|
||||
|
x 0
x 0 Alert Admin |
gd afternoon~~ wah... wah... so sad. hee hee... just bought more at 2.39 and now drop to 2.37.. haiz.. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Ohyonglee
Member |
05-Feb-2024 09:53
|
||||
|
x 0
x 0 Alert Admin |
favourtie stock amongst shorties.. | ||||
| Useful To Me Not Useful To Me | |||||
|
pasttime
Supreme |
05-Feb-2024 09:29
Yells: "gold silver are real money. not others iou." |
||||
|
x 0
x 0 Alert Admin |
while that is the true happening, the fundamentals of this business is improving. i always suspect that the incidents of bad news are created by shorts. their open positions from last 2023 mid year to current has reduced. showing that they are also pricing in an improve performance of more sales with more people in singapore, improve tourist numbers, converison to 5G, monetisation of asset. selling of bad investment (can claw back bonus paid to managment who made those investment or not?). so i stay vested for dividend and more dividend in the years ahead. shorts has hard time trying to cover.
|
||||
| Useful To Me Not Useful To Me | |||||
|
huattuatua
Elite |
05-Feb-2024 09:07
|
||||
|
x 0
x 0 Alert Admin |
walau open 4 cts down wat happen sial? |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
pasttime
Supreme |
03-Feb-2024 11:29
Yells: "gold silver are real money. not others iou." |
||||
|
x 0
x 0 Alert Admin |
end of day is still money fight money. if analyst has no enough money to back his talk the price cannot fly. management still need to find money owner to believe in them. for share price to fly | ||||
| Useful To Me Not Useful To Me | |||||
|
Entropy72
Master |
03-Feb-2024 10:22
|
||||
|
x 1
x 0 Alert Admin |
The Edge Singapore
Singapore Telecommunications Price target: DBS Group Research ?buy? $3.39 A rally ?finally?? DBS Group Research?s Sachin Mittal expects Singtel to post annual earnings growth of 10% when it reports its results for the financial year ending March 31, as he keeps his ?buy? call and $3.39 target price, citing, in his Jan 26 report, two reasons to expect a rally, ?finally?. First, the telco enjoys the benefits of geographical diversification. Currently, Singtel is the number one integrated player in Singapore, owns the number two mobile player in Australia, and holds significant stakes in its telecom associates in India, Indonesia, Philippines, and Thailand, contributing to over 67% of its operating profit in FY2023. Mittal observes that Singtel?s holding company discount has expanded to a record 51% as its share price has not kept pace with its associates? market value. Bharti Airtel?s share price, for one, gained around 50% in the past year. Singtel owns an effective stake of around 30% in the Indian telco which makes its stake worth $33 billion. In contrast, Singtel?s market cap is at around $40 billion. ?The holding company discount has expanded from less than 15% in FY2018 to 51% as the share does not reflect the rise in the market value of its associates, especially Bharti. This can be explained by Singtel?s return on investment capital (ROIC) falling below its weighted average cost of capital (WACC) since FY2020 due to a sharp decline in core operating profit excluding associates over the last five years,? he explains. The analyst expects the holding company discount to narrow to 20%, with a recovery in Singtel?s core operating profit led by annual cost-savings of $200 million over FY2023 to FY2026 and growth in the businesses of its IT-serving arm, NCS, and its data centres. Mittal adds that a divestment target of $6 billion at over 36 cents a share over FY2023 to FY2026 including associates ?should uplift? ROIC and support a 90% payout ratio over the next three years. On this he expands: ?We project its ROIC to reach 7.2% in FY2024, exceeding a WACC of 7%. Singtel could also benefit from potential divestments and a higher payout ratio of 90% in 2H2024F versus a 77% payout ratio in 1HFY2024.? At present, the analyst?s fair value for Singtel?s core businesses in Singapore and Australia is at 84 cents per share, at 5x FY2023 EV/Ebitda as he adjusts the net debt position. After a 20% holding company discount, regional associates are worth $2.56 per share mainly due to a sharp rise in the market value of Bharti. Key risks noted by Mittal include the Australian dollar?s further decline adversely impacting Singtel?s business in the country via Optus and any irrational competition. He writes: ?Our base case assumes a gradual recovery in Optus?s operating profit.? |
||||
| Useful To Me Not Useful To Me | |||||
|
Ftyeng
Senior |
03-Feb-2024 10:11
|
||||
|
x 0
x 0 Alert Admin |
Hugh chunk of profit coming from mobile businesses. With aggressive marketing by players like SIMBA, would there be further profit erosion? If profit is not good enough, then price would fall further. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
112233
Master |
02-Feb-2024 17:18
|
||||
|
x 0
x 0 Alert Admin |
aiyo, next monday this ah peh most likely lim kopi at kopitiam, reminiscing his youthful days of full erection at 4.40 in 2015. sob. sob.
|
||||
| Useful To Me Not Useful To Me | |||||
|
huattuatua
Elite |
02-Feb-2024 17:07
|
||||
|
x 0
x 0 Alert Admin |
closing eat up 3 over M shares at 244 think monday another run up just my pov. |
||||
| Useful To Me Not Useful To Me | |||||
|
seanpent
Supreme |
02-Feb-2024 15:15
|
||||
|
x 0
x 0 Alert Admin |
no wonder 112233 call it ah peh .....
|
||||
| Useful To Me Not Useful To Me | |||||
|
huattuatua
Elite |
02-Feb-2024 15:11
|
||||
|
x 0
x 0 Alert Admin |
245 a big hurdle there
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
huattuatua
Elite |
02-Feb-2024 15:10
|
||||
|
x 0
x 0 Alert Admin |
if thats the case, monday shouldnt have any problems breaching the sturborn R of 248, just my pov.
|
||||
| Useful To Me Not Useful To Me | |||||
|
huattuatua
Elite |
02-Feb-2024 15:08
|
||||
|
x 0
x 0 Alert Admin |
hahahaha
|
||||
| Useful To Me Not Useful To Me | |||||
|
seanpent
Supreme |
02-Feb-2024 14:38
|
||||
|
x 0
x 0 Alert Admin |
ah peh bb + late bloomer ... lol ...
|
||||
| Useful To Me Not Useful To Me | |||||
|
seanpent
Supreme |
02-Feb-2024 13:16
|
||||
|
x 0
x 0 Alert Admin |
guessing ..... a 2.46 closing .....
|
||||
| Useful To Me Not Useful To Me | |||||
|
seanpent
Supreme |
02-Feb-2024 11:47
|
||||
|
x 0
x 0 Alert Admin |
funny one ... lol ...
|
||||
| Useful To Me Not Useful To Me | |||||
|
112233
Master |
02-Feb-2024 11:45
|
||||
|
x 0
x 0 Alert Admin |
singtel ah peh met BBs in the washroom, saw their powerful weapon down there, singtel ah peh little brother shrunk into peanut size. haha.
|
||||
| Useful To Me Not Useful To Me | |||||
|
seanpent
Supreme |
02-Feb-2024 11:32
|
||||
|
x 0
x 0 Alert Admin |
haha ... the BBs ?
|
||||
| Useful To Me Not Useful To Me | |||||
|
112233
Master |
02-Feb-2024 11:21
|
||||
|
x 0
x 0 Alert Admin |
erectile dysfunction old man cannot sustain lah. pui. partner with Nividia also no use. must partner with Viagra lah. | ||||
| Useful To Me Not Useful To Me | |||||