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sgtrader18 Veteran	14-Sep-2017 13:54        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	any idea when new telco will be in?
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pasttime Supreme	13-Sep-2017 22:49        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	looks like the forces behind is stabalising price between 1.775 to 1.825 looks like will range here for a while.
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jack2906 Veteran	13-Sep-2017 20:36        jack2906 About Contact  Quote this Post!
x 0   x 0  Alert Admin	lets go short then~ john_ric      ( Date: 13-Sep-2017 10:25) Posted: still no reason for m1 to reverse up.
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n3wbie Elite	13-Sep-2017 20:27        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Maybank initiated with a " Sell" and TP of $1.59. An Unenviable Position We initiate coverage with a SELL rating M1 is the most exposed to Singapore wireless competition risk. Management is not standing still and has been building a fixed broadband and enterprise segment franchise but we nonetheless forecast a painful transition period. Share price has de-rated but there is reason to believe there is still downside from here. A healthy balance sheet will support payout, partially through debt, offsetting returns risk temporarily. On TP of SGD1.59, M1 trades on a FY18E dividend yield of 3.4%. Building a wall will come at a cost M1 and the incumbents are likely to use the upcoming release of new smartphones to accelerate recontracting postpaid subscribers to 2-year contracts. We have assumed this will come at the cost of unprecedented, elevated subsidies and depressed profits for the next two years. We assume wireless service revenues will only decline at a 1%, 3-year CAGR due to the industry wide defensive manoeuvre. Making the adjustments We forecast fixed network revenues led by fibre broadband and enterprise services will grow at a 13%, 3-year CAGR as management focuses on building scale and relationships to tap growth opportunities in the face of wireless sector risks. With enterprise in particular coming from a low base, contract wins in the corporate space and/or Smart Nation initiative projects can make a material impact on earnings and outlook. Looks can be deceiving Despite undergoing a substantial de-rating over the past 12 months, M1 will trade at a premium to its 5-year and 10-year mean P/E valuations even if it trades down to our lower-than-consensus, DCF-based target price of SGD1.59 per share. In our view, it is too early to say that the negatives are all priced in. Successful recontracting without a material increase in costs with no tariff war is the upside risk to our target price and forecast.
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sgtrader18 Veteran	13-Sep-2017 19:23        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	Temasek took in a bit then sell even more today. I wonder why.
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john_ric Supreme	13-Sep-2017 16:06        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	manage to recoup lost ground. 1.78 proved to be strong support.
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john_ric Supreme	13-Sep-2017 10:25        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	still no reason for m1 to reverse up.
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sgtrader18 Veteran	13-Sep-2017 08:29        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	after the market see dbs sell they will most likely avoid also?
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SgYuan Supreme	12-Sep-2017 19:59        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Quite unlikely for this ew, but still possible. Ew5 1760-1855 Wa 1855-1770 Wb 1770-1830? (less than 1855) Wc 1830?-1760? After this ew, maybe. Tommy12356      ( Date: 12-Sep-2017 18:41) Posted: TP 1.90 TenPips      ( Date: 12-Sep-2017 14:27) Posted: Thank you. Maybe still can go up. I am just playing it safe.
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sgtrader18 Veteran	12-Sep-2017 19:17        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	dbs sold 175k shares after ocbc upgrade to hold? even bank dont listen to banks. haha http://infopub.sgx.com/FileOpen/_Form%203_Temasek.ashx?App=Announcement& FileID=470383
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Tommy12356 Master	12-Sep-2017 18:41        Tommy12356 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TP 1.90 TenPips      ( Date: 12-Sep-2017 14:27) Posted: Thank you. Maybe still can go up. I am just playing it safe.  SgYuan      ( Date: 12-Sep-2017 13:54) Posted: Well done again. U enter at wave b beginning and close at wave b ending. So far ur record very good
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investingsgx Member	12-Sep-2017 17:42        investingsgx About Contact  Quote this Post!
x 0   x 0  Alert Admin	so little.
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investshare Supreme	12-Sep-2017 17:37        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek selling
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TenPips Veteran	12-Sep-2017 14:27        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you. Maybe still can go up. I am just playing it safe.  SgYuan      ( Date: 12-Sep-2017 13:54) Posted: Well done again. U enter at wave b beginning and close at wave b ending. So far ur record very good. TenPips      ( Date: 12-Sep-2017 13:43) Posted: Closed position. Thank you, M1.
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SgYuan Supreme	12-Sep-2017 13:54        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well done again. U enter at wave b beginning and close at wave b ending. So far ur record very good. TenPips      ( Date: 12-Sep-2017 13:43) Posted: Closed position. Thank you, M1.  TenPips      ( Date: 07-Sep-2017 13:12) Posted: Long at 1.78.
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sgtrader18 Veteran	12-Sep-2017 13:44        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	so long ah TenPips      ( Date: 12-Sep-2017 13:43) Posted: Closed position. Thank you, M1.  TenPips      ( Date: 07-Sep-2017 13:12) Posted: Long at 1.78.
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TenPips Veteran	12-Sep-2017 13:43        TenPips About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closed position. Thank you, M1.  TenPips      ( Date: 07-Sep-2017 13:12) Posted: Long at 1.78.
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SgYuan Supreme	12-Sep-2017 12:37        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Px 1815 Ew5 1760-1855 Wa 1855-1770 Wb 1770-1820? Wc 1820?-1760? Now at ending of corrective wave b. Then it will go for wave c.
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laksaman57 Supreme	12-Sep-2017 10:57        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sgx.i3investor.com/m/blog/sgxstockwarrant/30304.jsp
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sgtrader18 Veteran	12-Sep-2017 10:17        sgtrader18 About Contact  Quote this Post!   Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
x 0   x 0  Alert Admin	Do take note it affects the telco differently: Moreover, 55% of Starhub and 88% of M1' s H1 revenues are derived from Singapore' s mobile segment. starhub cable also isnt doing good due to online tv and boxes. The competition has more impact on the two telcos over Singtel, with the mobile segment consisting only 4% of its total revenue. sgtrader18      ( Date: 12-Sep-2017 10:15) Posted: Telcos to suffer 14% drop in revenue per user It could be pushed to 20% in the next five years.   http://sbr.com.sg/telecom-internet/news/telcos-suffer-14-drop-in-revenue-user
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