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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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Entropy72 Master	19-Nov-2024 23:41        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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Entropy72 Master	19-Nov-2024 23:35        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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....  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.
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Glooper83 Senior	19-Nov-2024 22:55        Glooper83 About Contact  Quote this Post!   Mood: Yells: "Always focus on Fundamentals!"
x 0   x 0  Alert Admin	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....  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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easywin Supreme	19-Nov-2024 19:58        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today 7286800 shares shorted at averge $3.2115 tomorrow they must squeeze price very low to recover back at opening after XD
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chengwh1 Elite	19-Nov-2024 15:57        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tmrw will be an impt day to observe the resilience of this ctr,... MrBear12      ( Date: 19-Nov-2024 11:14) Posted: Tmr xd?
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Delvyss Elite	19-Nov-2024 13:06        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	One of top key STI component stock that may have more upside. :) Delvyss      ( Date: 19-Nov-2024 09:43) Posted: Moving up the ranks https://companiesmarketcap.com/sgd/singtel/marketcap/#google_vignette
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Potato Master	19-Nov-2024 12:44        Potato About Contact  Quote this Post!
x 0   x 0  Alert Admin	wah... 3.2% up.. dun play play MrBear12      ( Date: 19-Nov-2024 11:26) Posted: No 5 dollar no sell
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MrBear12 Supreme	19-Nov-2024 11:26        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	No 5 dollar no sell
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Potato Master	19-Nov-2024 11:24        Potato About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gd afternoon~~ no bad leh today... still can gain 1.9%... usually is is pretty stable waiting for Ex-Div... then standby beside the exit door... haa ahaa.
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MrBear12 Supreme	19-Nov-2024 11:14        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	Tmr xd?
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MrBear12 Supreme	19-Nov-2024 10:20        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	Better for Keppel as Singtel will still have to deal with this bigger outfit. 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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Entropy72 Master	19-Nov-2024 10:17        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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Delvyss Elite	19-Nov-2024 09:43        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Moving up the ranks https://companiesmarketcap.com/sgd/singtel/marketcap/#google_vignette
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minichart Member	19-Nov-2024 09:35        minichart About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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seanpent Supreme	19-Nov-2024 09:15        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	3.28
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MrBear12 Supreme	19-Nov-2024 08:13        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	Three cheers for Cheng !! Those who held for the last 30 years collected near 3.60 dollars of dividends. Those who hold for the next 30 will collect even more, I am sure. Reason? Those value realisation dividends will increase the rate of capital return chengwh1      ( Date: 19-Nov-2024 07:23) Posted: Tq Bear and Potato for your inputs, I have confidence in this ctr and in their ST28 initiative. I don' t mind collecting more at the right price. And in doing this, yes Bear,...... collecting more dividends too.
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chengwh1 Elite	19-Nov-2024 07:23        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tq Bear and Potato for your inputs, I have confidence in this ctr and in their ST28 initiative. I don' t mind collecting more at the right price. And in doing this, yes Bear,...... collecting more dividends too.
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MrBear12 Supreme	18-Nov-2024 16:32        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	By the time it drops to 250, he will have collected so many rounds of dividends that he will buy another batch Potato      ( Date: 18-Nov-2024 15:59) Posted: lol~~ if it drops until 2.50 and if you still holding on, then you will be so regret not selling it now.. still think of buying at 2.50.. chengwh1      ( Date: 18-Nov-2024 15:18) Posted: I' d be happy to buy more if the price can drop till 2.50, which is my current holding price.
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