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Singtel Bullish??? Post Reply Rate topic
wehuattogether88 Supreme	21-Nov-2024 10:29        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe super good news coming for Singtel. They always surprise you.
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Ohyonglee Member	21-Nov-2024 10:12        Ohyonglee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Disappointing
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Potato Master	21-Nov-2024 09:25        Potato About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gd morning~~ ahhh ha. drop another 1% today.. wonder how much more to drop before it bounce again...But it is expected lah, common pattern for SingTel after ExDiv. Meanwhile, enjoy the payout and get ready for X' mas.. ho ho ho...  Bear bear, i think maybe S$4 is a bit stretch leh.. unless there is something extra ordinary that is taking place that you know? haa haaa.. 3.60 would be nice.
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MrBear12 Supreme	21-Nov-2024 08:32        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Yeah, bear family has migrated to Simba. Shh... ... don' t tell other Singtel investors! Simba prices too competitive to ignore. That is why Singtel has to expand overseas and tap other pools. Here it is quite saturated already. Glooper83      ( Date: 20-Nov-2024 22:59) Posted: Surprisingly, TPG/Simba' s parent company is doing very well in the ASX: Tuas Limited... The stock price increased even more than Airtel... The revenue is slowly growing... Think quite a lot of people moving to Simba already...  Entropy72      ( Date: 19-Nov-2024 23:35) Posted: My bad, forgot about TPG/Simba. Even China has only 3 telco.
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MrBear12 Supreme	21-Nov-2024 08:08        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Do you really believe DBS will hit 50? Will STI hit 4,000 this year or the next?? If the answer is a double affirmative, then the answer is buy for a target price of $4. As for whether to buy or sell now, its up to you, as long as you are vested on its way to the target price.   pikachu      ( Date: 21-Nov-2024 07:21) Posted: Should buy more or sell now?
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pikachu Master	21-Nov-2024 07:21        pikachu About Contact  Quote this Post!   Mood: Yells: "Holy Cow!"
x 0   x 0  Alert Admin	Should buy more or sell now?
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Glooper83 Senior	20-Nov-2024 22:59        Glooper83 About Contact  Quote this Post!   Mood: Yells: "Always focus on Fundamentals!"
x 0   x 0  Alert Admin	Surprisingly, TPG/Simba' s parent company is doing very well in the ASX: Tuas Limited... The stock price increased even more than Airtel... The revenue is slowly growing... Think quite a lot of people moving to Simba already...  Entropy72      ( Date: 19-Nov-2024 23:35) Posted: My bad, forgot about TPG/Simba. Even China has only 3 telco. Glooper83      ( Date: 19-Nov-2024 22:55) Posted: Sorry I do believe there are 4 telcos in Singapore... So yes, time is ripe for a consolidation... Other bigger markets are already consolidating much less our tiny Singapore....
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easywin Supreme	20-Nov-2024 14:20        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	SingTel today shortist got no meat, later maybe still need to cover at higher price.
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stockpicker Master	20-Nov-2024 10:40        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is investible if it is not going to go below $3.0 after the $0.079 XD adjustment
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Charanko Senior	20-Nov-2024 09:19        Charanko About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya his the legend for singtel. Need him to be back then i re-join
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hokpin Supreme	20-Nov-2024 09:16        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long time never heard about 2eggs4kososng liao. He shorted DBS from SGD 37 and Singtel from SGD3.0 above, dont know how is he doing now? Entropy72      ( Date: 20-Nov-2024 09:12) Posted: Haha, legendary Singtel bear. MrBear12      ( Date: 20-Nov-2024 09:10) Posted: Yes, but they better be careful as Singtel has good institutional networks. Its business is improving. So at some point in time, it will move up strongly and catch many who want to catch this easy money. Remember 2eggs4kosong
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Entropy72 Master	20-Nov-2024 09:12        Entropy72 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Haha, legendary Singtel bear. MrBear12      ( Date: 20-Nov-2024 09:10) Posted: Yes, but they better be careful as Singtel has good institutional networks. Its business is improving. So at some point in time, it will move up strongly and catch many who want to catch this easy money. Remember 2eggs4kosong? easywin      ( Date: 20-Nov-2024 09:05) Posted: After XD many start to shortsell for easy money
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MrBear12 Supreme	20-Nov-2024 09:10        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 1   x 0  Alert Admin	Yes, but they better be careful as Singtel has good institutional networks. Its business is improving. So at some point in time, it will move up strongly and catch many who want to catch this easy money. Remember 2eggs4kosong? easywin      ( Date: 20-Nov-2024 09:05) Posted: After XD many start to shortsell for easy money? MrBear12      ( Date: 20-Nov-2024 07:35) Posted: A chance to buy cheap today after xd.
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easywin Supreme	20-Nov-2024 09:05        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	After XD many start to shortsell for easy money? MrBear12      ( Date: 20-Nov-2024 07:35) Posted: A chance to buy cheap today after xd.
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MrBear12 Supreme	20-Nov-2024 07:35        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	A chance to buy cheap today after xd.
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Delvyss Elite	20-Nov-2024 06:49        Delvyss About Contact  Quote this Post!
x 1   x 0  Alert Admin	I agree on this. The merger will be positive for Singtel. Singtel has exciting future ahead. It has potential to reclaim the $4 territory in no time. Doubt the run up yesterday is entirely due to the eve of XD date. Entropy72      ( Date: 19-Nov-2024 10:17) Posted: Merger of M1 and Starhub will be positive for Singtel. Singapore is too small for 3 telcos. Competition is too relentless. See what the consolidation of telcos in India did for Bharti Airtel. minichart      ( Date: 19-Nov-2024 09:35) Posted: Telco Shake-Up? StarHub and M1 Merger Speculation Heats Up Amid Payment Deferrals https://www.minichart.com.sg/2024/11/19/telco-shake-up-starhub-and-m1-merger-speculation-heats-up-amid-payment-deferrals/
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MrBear12 Supreme	20-Nov-2024 06:46        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	I guess it may not be wise to let the people just invest their cpf savings themselves. It might be wiser to allow fund managers to help manage our cpf in portfolios that are actively managed. Thus we engage professionals to invest our cpf monies. It would be risky for people who have no experience in investment to invest their own money like picking stocks themselves. Who knows, they may pick stocks that go down the drain! Much deliberation needs to go into this. I think that getting Temasek or equivalent institution to invest for us might be a good idea... ...
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MrBear12 Supreme	20-Nov-2024 06:13        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	If the aim is just to increase the price of SGX temporarily, then it is too narrow and risky. One knows that price increases in this way are only temporary.  Nothing wrong using CPF, but the risks must be considered carefully. We don' t want a situation whereby everybody rushes to invest all their CPF at one go. And how will it go later? Will the market value of my shares in CPF provide for me at the right time?? For our CPF savings, how to smoothen and mitigate against the volatility of financial markets???
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Entropy72 Master	20-Nov-2024 05:45        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No smoke without fire. Allowing more use of CPF to invest in approved SGX funds (no direct selection of equity by investor to reduce risk) may be one of the way MAS Review Group is considering to rejuvenate our market. The blue chips in SGX will benefit directly from such measure and the rise in price will spread to rest of market.
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MrBear12 Supreme	20-Nov-2024 00:19        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	I thot our cpf mainly invested in properties. Some also in education, gold and equity. Rest of cpf cash in retirement accounts. How does MS think like this? They don't seem to know how we use our CPF. Once upon a time, people used cpf to buy cpf oa approved stock like Singtel. But people have used cash to buy these already. Why shld we use our cpf to buy even more? Are we being too greedy to shift so much into equity?? When we sell our property, a certain amount needs to be refunded back to cpf. That's when we may have a large sum in our oa. Is it wise to immediately invested these in equity??? Entropy72      ( Date: 19-Nov-2024 23:41) Posted: Channelling CPF balances to invest in local equities can help lift Singapore market: Morgan Stanley The Edge Singapore Published on Tue, Nov 19, 2024 / 06:59 PM GMT+08 / Updated 4 hours ago The Singapore stock market has outperformed regional peers and gained a third year to date. Morgan Stanley believes that 2025 could be another "fruitful" year, says Morgan Stanley. As part of a raft of impending changes seen to help uplift the local bourse, the US bank believes that the CPF funds will be a key source of capital to boost valuation multiples by up to a fifth. In its base case, Morgan Stanley sees Singapore's PE rerate to above-trend levels of 14x, and up to 16x in its bull case. ?The combination of seemingly stronger political will and low market expectations drives our conviction that soon-to-be announced initiatives will likely have a meaningfully positive market impact, even if their exact details are still to be fleshed out,? states Morgan Stanley on Nov 18. Morgan Stanley, echoing what market participants and observers have been lamenting for years, says that the low trading liquidity of Singapore stocks has over the years led to a vicious cycle of lower institutional investor interest, lower stock valuations, de-listings outpacing new listings, and lower institutional investor interest and trading liquidity. ?Finding the means to improve stock trading liquidity, we believe, is key to reversing this,? says Morgan Stanley, adding that better liquidity begets better valuation multiples through expanded institutional following, leading to an overall improvement in market vibrancy and attractiveness. ?This in turn supports the venture capital and wealth management industries, enabling higher value add job creation and Singapore's ambitions of excelling as global financial hub more broadly,? says Morgan Stanley. One way to inject liquidity is to tap on CPF savings. As at end of 2023, there was a balance of some $571 billion. CPF balance as a whole grew by some 9% per year over the past five years, with half from member contributions net of withdrawals, and the other half from credited interest estimated at 4%, generated by investing in Special Singapore Government Securities. According to Morgan Stanley, less than 5% of the total CPF balance is invested in local equities, substantially lower than that of 24% in Malaysia?s equivalent EPF and OECD average of more than 20%. ?This suggests to us there is a lot of room to increase CPF fund allocations to equities, which would simply narrow the existing wide gap to peers globally,? says Morgan Stanley. The US bank suggests that as part of the ongoing market review, half of the annual growth in CPF balances, or some US$15 billion, be allocated to the local market instead of government securities. Over a ten-year period, CPF's portfolio allocation would shift from a 95:5 mix of bonds-to-equities to a 70:30 mix more in line with the OECD average of 28% allocation to equities, says Morgan Stanley. To secure buy-in from the industry ecosystem, Morgan Stanley suggests that the CPF balances to be channelled to local equities be allocated to ?established local fund managers? to manage. ?An approach adopted by pensions globally, such as Japan's GPIF, outsourcing stock selection expertise to third-party fund managers averts the need for the CPF board to develop in-house equity fund management capabilities, and could help revitalize the local fund management industry ? which would likely boost global institutional interest in Singapore stocks as well,? says Morgan Stanley. ?In their pursuit of performance fees, and perhaps to secure larger CPF mandates in the future, these fund managers would likely have to turn over their positions (as opposed to just buying and holding) to maximize portfolio returns. This would further boost the trading liquidity of stocks after the initiation allocation of AUM, which we think could lead to better valuation multiples,? the US bank adds.
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