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Latest Forum Topics / M1  Post Reply
batam is a crown jews for gallant
cann777
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29-Sep-2018 10:56     
 
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 Alert Admin 		i supposed its going to be a lengthy drag to end the saga, watever price the deal closes at all is just speculations....

the longer it drags, the better...........

becos 1H 2019 is divdend time again, last yr its 0.062 cents

:)

marjohn      ( Date: 29-Sep-2018 10:48) Posted:

Read somewhere revised offer can be as high as $2.50!!!! At $2.06 too chip to let go!!! Happy weekend to all.
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cann777
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29-Sep-2018 10:54     
 
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 Alert Admin 		99.9% will go thru, only waiting for axiata to bite the bait

BillionX      ( Date: 27-Sep-2018 17:16) Posted:

How likely will M1 be delisted if Keppel Konnectivity (Offeror)is successful in acquiring the shares held byKTT , SPH and Axiata???
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cann777
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29-Sep-2018 10:48     
 
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 Alert Admin 		kepcorp privatisation of keppel land aso went thru on their 2nd offer

1st - 4.3+
2nd - 4.6+

:)

AttasBoss      ( Date: 29-Sep-2018 10:44) Posted:

Those who is hoping offeror revise the offer. Same like Wheelock Properties's GO

gopguppy      ( Date: 28-Sep-2018 22:04) Posted:

Really?? So who is buying shares above $2.06 today? Optimistic investors?
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marjohn
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29-Sep-2018 10:48     
 
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 Alert Admin 		Read somewhere revised offer can be as high as $2.50!!!! At $2.06 too chip to let go!!! Happy weekend to all.
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cann777
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29-Sep-2018 10:46     
 
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 Alert Admin 		its funny how i keep seeing people talk about starhub being the coming star.....

starhub EPS (quarterly) only 3+cents, yet giving out 4cents as divd?
how to sustain this in the long run?

go do ur home work, starhub enterprise value vs their debt...........

my thoughts, starhub go up, will call for rights issue, they are deeply in the RED.

alfckf      ( Date: 28-Sep-2018 09:34) Posted:

My take is to focus on Starhub being a bigger Telco than M1 is price lower than M1 now. make more sense. The market will adjust itself. Make no sense that M1 above $2 and Starhub below $2.
 

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AttasBoss
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29-Sep-2018 10:44     
 
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 Alert Admin 		Those who is hoping offeror revise the offer. Same like Wheelock Properties's GO

gopguppy      ( Date: 28-Sep-2018 22:04) Posted:

Really?? So who is buying shares above $2.06 today? Optimistic investors??

AttasBoss      ( Date: 28-Sep-2018 21:56) Posted:

Can buy from market at 2.06 which is the agreed offer price onl
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cann777
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29-Sep-2018 10:40     
 
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 Alert Admin 		now kep/sph holds 33% - preconditional g o
> 50% conditional
> 90% mandatory

they wan to privatise m1, die die need to collect 90%, so die die need axiata to agree.

danger      ( Date: 28-Sep-2018 12:09) Posted:

 If Axiata rejects the pre-conditional voluntary general offer (VGO) by Keppel and SPH to acquire M1 at $2.06 per share, the deal still goes through as it takes another effective 18% from the market to gain 51%,


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gopguppy
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28-Sep-2018 22:04     
 
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 Alert Admin 		Really?? So who is buying shares above $2.06 today? Optimistic investors??

AttasBoss      ( Date: 28-Sep-2018 21:56) Posted:

Can buy from market at 2.06 which is the agreed offer price only

gopguppy      ( Date: 28-Sep-2018 21:55) Posted:

Is this clause mentioned in the document?
How about axiata? Can they accumulate shares?
 
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AttasBoss
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28-Sep-2018 21:56     
 
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 Alert Admin 		Can buy from market at 2.06 which is the agreed offer price only

gopguppy      ( Date: 28-Sep-2018 21:55) Posted:

Is this clause mentioned in the document?
How about axiata? Can they accumulate shares?
 

Belteshazzar      ( Date: 28-Sep-2018 14:12) Posted:

Thought, kc/sph cannot accum shares> 206 set price
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gopguppy
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28-Sep-2018 21:55     
 
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 Alert Admin 		Is this clause mentioned in the document?
How about axiata? Can they accumulate shares?
 

Belteshazzar      ( Date: 28-Sep-2018 14:12) Posted:

Thought, kc/sph cannot accum shares> 206 set price
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danger
Supreme
28-Sep-2018 16:01     
 
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 Alert Admin

M1 Ltd has announced a trading halt this morning. Keppel Corporation Limited (KEP) and Singapore Press Holdings Limited (SPH) are considering a transaction involving their indirect interests in M1 Limited which may or may not lead to a transaction for the shares in M1 Limited.

KEP and SPH have a 19.3% and 13.5% stake in M1, respectively.

This may revive memories of a strategic review conducted by Axiata Group Berhad, SPH and Keppel T& T back in early 2017, which was dropped subsequently. We currently have a HOLD rating on M1 with a fair value of $1.65

Source: OCBC Research - 24 Sept 2018

john_ric      ( Date: 28-Sep-2018 15:47) Posted:

We maintain our estimates, HOLD rating and fair value of S$2.52 for now.

Source: OCBC Research - 28 Sept 2018
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john_ric
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28-Sep-2018 15:47     
 
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 Alert Admin 		We maintain our estimates, HOLD rating and fair value of S$2.52 for now.

Source: OCBC Research - 28 Sept 2018
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danger
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28-Sep-2018 14:54     
 
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 Alert Admin 		RHB Research and CGS-CIMB Securities say Keppel Corp and M1' s $2.06 per share valuation of M1 is fair

The offer price values M1 at $1.92 billion, 23% above RHB' s previous DCF-derived target price of $1.68. On the other hand, CGS-CIMB says shareholders should accept the offer as it is at a " 26% premium to the last traded price and 29% premium to the three-month volume weighted average price (VWAP)
 

CGS-CIMB expects the offer to go through as IMDA is unlikely to object, given the transaction will not alter the competitive landscape. In addition, Konnectivity, the offer vehicle, only needs a minimum acceptance of 17.23% in order for it and parties in concert to hold more than 50% of M1 at close.

 

Given that the parties acting in concert collectively own 33.27% of M1, RHB sees a strong likelihood of the offer becoming conditional with only 17% additional shares required.  

 

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Belteshazzar
Master
28-Sep-2018 14:15     
 
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 Alert Admin 		I believe ax is buying above 206 to force kc/sph to revise offer
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Belteshazzar
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28-Sep-2018 14:12     
 
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 Alert Admin 		Thought, kc/sph cannot accum shares> 206 set price
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gopguppy
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28-Sep-2018 14:05     
 
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 Alert Admin 		Good point bro. The flip side can also be that KC/SPH are accumulating since the offer price is intentionaly so low so that they can absorb higher price. I guess we need to monitor the sgx reports closely to know which SSH is accumulating, incl the CEO, before we can make sense of what our next move shud be.

MichaelSchenker      ( Date: 28-Sep-2018 13:04) Posted:


Consider this. Axiata, as the current biggest shareholder, may not agree to the deal. But there is no guarantee, nor obligation to counter-offer. They can choose to stay put at 28%, meaning status quo. 

Of course if minorities chose to Sell, there is always a willing buyer (KCL/SPH) at 2.06

Now, who is currently buying up the shares from the market? Is Axiata trying to maintain the price at above 2.06 so that the rest of the holders will not sell to KCL/SPH?

danger      ( Date: 28-Sep-2018 12:14) Posted:

Assuming Axiata, which has a 28% stake in M1, is the only shareholder to reject the offer, the the deal will still go through. It will result in Keppel and SPH jointly owning 72% of M1 via the offering company, Konnectivity
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danger
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28-Sep-2018 13:34     
 
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 Alert Admin 		Based on sgx info on m1.. there is about 900 million plus outstanding shares out there

so if kc/sph just need load up 18% as the analyst to gain control .. they just need to about another 180 million shares ?

today transacted maybe 25 million... takes another 10 days for deal to seal ?

danger      ( Date: 28-Sep-2018 12:09) Posted:

 If Axiata rejects the pre-conditional voluntary general offer (VGO) by Keppel and SPH to acquire M1 at $2.06 per share, the deal still goes through as it takes another effective 18% from the market to gain 51%,


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MichaelSchenker
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28-Sep-2018 13:04     
 
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 Alert Admin
Consider this. Axiata, as the current biggest shareholder, may not agree to the deal. But there is no guarantee, nor obligation to counter-offer. They can choose to stay put at 28%, meaning status quo. 

Of course if minorities chose to Sell, there is always a willing buyer (KCL/SPH) at 2.06

Now, who is currently buying up the shares from the market? Is Axiata trying to maintain the price at above 2.06 so that the rest of the holders will not sell to KCL/SPH?

danger      ( Date: 28-Sep-2018 12:14) Posted:

Assuming Axiata, which has a 28% stake in M1, is the only shareholder to reject the offer, the the deal will still go through. It will result in Keppel and SPH jointly owning 72% of M1 via the offering company, Konnectivity.

danger      ( Date: 28-Sep-2018 12:09) Posted:

 If Axiata rejects the pre-conditional voluntary general offer (VGO) by Keppel and SPH to acquire M1 at $2.06 per share, the deal still goes through as it takes another effective 18% from the market to gain 51%,



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KAMAL0883
Supreme
28-Sep-2018 13:03     
 
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 Alert Admin 		Not many cos price press down by xx/xx from 2.2 plus to 1.60 many peoples scare till Lau sai liao so not many peoples dare to buy. Only xx/xxx insider who certain there will be something on will dare to buy

danger      ( Date: 28-Sep-2018 12:49) Posted:

There are many who bought cheap at $1.60 laughing all the way to the bank already
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danger
Supreme
28-Sep-2018 12:49     
 
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 Alert Admin 		There are many who bought cheap at $1.60 laughing all the way to the bank already
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