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Starhub
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chart_expert123
Master |
04-Aug-2021 12:00
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Unlikely before any operators out from market.
My republic circle and TPG are still there.
Giga and gomo already cut throat till 10 dollars sim only plan also offered.
The price war for market share still not ended
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Speediman
Veteran |
04-Aug-2021 11:42
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Airtel india just priced up 2 days ago, share price jumped 5-6%. Singtel may follow this strategy TPG is like Vodafone india, will surely fold if there is no increase in revenue. 4G price have to go up to raise revenue for the telcos. |
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chart_expert123
Master |
04-Aug-2021 11:28
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Doubt this is the way.
Top 3 objective should be focusing how to increase exclusive 5G users to sign expensive plan
Those small operators are using top 3 4G spectrum in money burning mode. Already so many years, have to get these operators out from market till bankruptcy or not moving to price war again when 5G is mature in future.
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Speediman
Veteran |
04-Aug-2021 11:11
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4G sim price is very very cheap. There is no further incentive to lower the price for the telcos. Not too many people is impressed with TPG and their connectivoty strength. Singtel and Starhub should lead to price their plans upwards by 10%. A 10% increase for a $20 sim only plan is only $22. | ||||
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chart_expert123
Master |
04-Aug-2021 09:52
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Singtel setup gomo. Starhub setup giga. 4G sim only plan price war already pushed to extreme. The 4G market is not just TpG. In total, there are 11 4G operators.
The top 3 strategy is to revamp their market share from 5G network exclusively. Trying to run 4G at extremely low operating cost to defend for market shares, upgrade 4G customer to 5G and slowly phase out 4G by 2025.
this direction is quite firm. As compared with singtel, starhub only local market. Uncertainty is lower.
Starhub highest price was 4.5, singtel was 4.5. Now starthub 1.23, singtel 2.26. Towards these temasek baby, they are dividend oriented. So long as starhub manage to push up 5cents annual dividend payment to 10cents, price will double to 2.4. If can be back to 20cents, price will be back to 4.5.
So, just hope the market segmentation will be back to 3 giants telco after 5G fully launched.
It is quite funny to have 11 operators in a 5.5mio population country and 4 telco holding the spectrum.
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Speediman
Veteran |
04-Aug-2021 09:20
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There maybe a upward repricing of plans for 4G. If Singtel starts it, M1 and Starhub will also follow. There is no reason for 4G plans to be so cheap. TPG is not a worthy competitor, infact losing money since it invested in SG market. TPG may fold or just stick to a 4G operator. | ||||
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chart_expert123
Master |
04-Aug-2021 09:15
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Result release 5 aug(tomorrow). 2.5cents dividend coming. | ||||
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chart_expert123
Master |
03-Aug-2021 13:30
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Going up soon. 30% and above up | ||||
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chart_expert123
Master |
03-Aug-2021 08:16
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Another 4 years for starhub to roll out 5G.
Market segmentation are demarcated. 5G plan are all expensive and 5G phone subsidy portion is low.
The price war is at 4G market segmentation which singtel and starhub already leave it to gomo and giga.
Starhub are cash rich which the next step Corp action will be the focus point.
Buy over M1? Doubt if IMDA will allow since it slapping their face of open the telco market.
Expand to oversea like singtel? May be?
Resume dividend paying from 4 cents gradually back to 20 cents?
No matter what action taken, potential price up is most likely.
Singtel vs starhub. As per current price and financial figure, starhub is the preferred.
Buy!!!
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vivacious
Supreme |
03-Aug-2021 07:49
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not really...my ave is 1.60+ i think. Probably a lot lower than pple who got it 4,5,6 years ago
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noslen
Veteran |
02-Aug-2021 23:50
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Keppel took M1 and SPH private... Time for STT to take starhub private too. | ||||
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chart_expert123
Master |
30-Jul-2021 13:11
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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The rest of the players have to fight for 4G low end market. Although TPg awarded small scale of 5G but basically not in the run. So telco market in sg basically move back to the marker before telco market open.
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chart_expert123
Master |
30-Jul-2021 13:07
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Mean you are holding the 2 years accumulation at bottom price.
2014-2015 2 years distribution at high.
2015 to 2019, 4 years natural cycles to open the telco market and move to downtrend.
2019-2021, 2 years accumulation after 5G established.
M1 and starhub already formed as consortium for 5G, plus singtel, basically only 2 parties. The rest
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vivacious
Supreme |
30-Jul-2021 12:34
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hold 2 years to see $3? I certainly hope so. I hold more than 2 years liao...zzz
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FALLnRISE
Member |
30-Jul-2021 12:22
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I been stocking up recently. Hopefully, like what you said. 
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chart_expert123
Master |
30-Jul-2021 11:51
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Most probably, the last chance we see 1.2-1.25 by next week. After result release, price will stay above 1.3. 1) chart shown price lowest at 1.1, supported once at 1.15 previous bounce to 1.35. This time supported well at above 1.18-1.2, price stay firm and moving up at 1.22 now. This is an end of downtrend chart and rock bottom price is found. 2) exclusive 3 operators, starhub, M1 and singtel launched 5 G plan, monthly subscription fee minimum 50 dollars per months to target high end customer which need 5G phone user. Giga SIM only plan for 4G targeting low end user. Mobile business will slowly improve from this quarter. 3) China gov control measurement on investment will force hot money out from China and flow to small market like Singapore. Starhub will be the choice. 4) this is temasek child. 5) 4% dividend with positive cash flow generated quarterly. Financial healthy and lowest dividend play stock Buy from now hold for 2 years, surely see 3 dollars | ||||
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PhillipTan
Supreme |
28-Jul-2021 14:58
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CGS-CIMB keeps telco sector ' overweight' as it taps on 3G spectrum to support 5G rolloutThe Infocomm Media Development Authority (IMDA) on July 26 announced that it is seeking views from the public and industry on the potential use and allocation of the 2.1 GHz spectrum band for 5G. The 2.1 GHz spectrum currently used for 3G devices will be expiring at the end of this year and IMDA intends to use this spectrum to support the nationwide deployment of 5G Standalone (SA) networks, while allowing flexibility for 3G services to continue." As Singapore continues to forge ahead with our nationwide 5G rollout, the availability of the 2.1 GHz spectrum will help provide opportunities for growth for all Mobile Network Operators. The new spectrum can be used to complement existing 5G networks deployed, using the first tranche of 5G Call For Proposal (CFP) spectrum, to enhance coverage and capacity, as well as the potential for deployment of an additional nationwide 5G SA network," says IMDA. With that, IMDA intends to launch an auction to all existing MNOs to allocate the new spectrum. The auction is slated to take place some time at the end of this year. Of the 12 available lots of 2x5MHz each, IMDA already plans to allocate one lot each to Singtel, StarHub and M1 on a first right of refusal (FROR) basis for the continued provision of 3G services, which can be used for 5G later when IMDA approves 3G network shutdown IMDA intends to impose a spectrum cap of five lots per MNO (including the FROR lot), which would also apply to the StarHub-M1 consortium (SMC). The proposed price is $10-15 million for each of the 12 paired lots of airwaves available, with a 15-year rights duration starting from Jan 2022. To recap, Singtel, as well as a joint venture between StarHub and M1 were already awarded licenses in April last year to build two nationwide standalone 5G networks in Singapore. They were each allocated 100 megahertz of spectrum in the 3.5 GHz band. Following this announcement, CGS-CIMB Research is keeping its " overweight" rating on the telco sector, while keeping Singtel as its top pick within the sector. In a July 27 report, lead analyst Foong Choong Chen says, " We reiterate Overweight on the Singapore telco sector. After a 6-year bear cycle since Apr 2015 (StarHub: -74%, Singtel: -50%), we believe the earnings risk from stiffer mobile competition due to TPG' s entry is priced-in, and see progressively more stable mobile competition and enterprise revenues growing stronger in 2021-2022." According to Foong, several scenarios could playout following the auction. If Singtel and/or StarHub-M1 consortium secure the 2.1GHz, they can use both 2.1GHz and 3.5GHz to meet their existing 5G coverage rollout obligations (50%/95% outdoor coverage by end-2022/25). If TPG, StarHub and/or M1 (bid separately) win, they must achieve 50% outdoor coverage using 2.1GHz by end-2023, and 95% outdoor coverage by end-2026 using 2.1GHz and any other spectrum. Winning bidders will have to provide 5G wholesale capacity to any requesting MNOs/MVNOs. " If the above applies, we believe TPG may not get any 2.1GHz spectrum, though the Big 3 telcos may have to bid up spectrum prices to deny it," says Foong. The way Foong sees it, possibly only nine lots will be up for open auction as Singtel, StarHub and M1 will likely exercise their option for the FROR lot. " We think Singtel and StarHub M1 consortium will then bid to secure another four lots each in the open auction (ie. the maximum, given IMDA' s spectrum cap)," he adds. Assuming TPG is not able to outbid Singtel and the StarHub-M1 consortium, it will be left with only one lot, which it may not take up as it would not be cost-effective to roll out a 5G network on just 2x5MHz, as it has to fork out the same equipment capex, despite the limited bandwidth. Assuming the final price of the 2.1GHz is 3x times that of the reserve price, Singtel and Singtel-M1 consortium may have to fork out $120-180 million for four lots each, plus another $10-15 million each for the FROR lot. As at 11.55am, shares in Singtel are trading at $2.23 or 21.5 times FY2021 earnings with a dividend yield of 4.0%, while shares in StarHub are trading at $1.20 or 27.5 times FY2021 earnings with a dividend yield of 4.2%. |
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FALLnRISE
Member |
26-Jul-2021 11:43
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Anyone managed to collect any low-hanging fruits? I bought some again. | ||||
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vivacious
Supreme |
17-Jul-2021 13:45
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next mth. After results release on 5th aug
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PhillipTan
Supreme |
12-Jul-2021 22:22
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StarHub pioneers managed service for Apple devices with 5G Digital WorkplaceStarHub announced that it has launched its fully-managed Device Lifecycle Management service to simplify how enterprises acquire and support mobile lines and devices for their employees on July 12.Device Lifecycle Management is the prime offering under StarHub' s brand-new 5G Digital Workplace initiative, which consolidates essential solutions for enterprises and their employees to get the best that technology can offer and comprehensive after-sales care in a single subscription package. A first in Singapore, Device Lifecycle Management enables enterprises to upgrade their mobile workforce to StarHub 5G with some of Apple' s latest devices through a 24- or 36-month device leasing arrangement. In addition, enterprises gain access to device after-sales support which comes standard. If a hardware fix is required, StarHub will provide a loan set as well as doorstep collection and return delivery at no extra charge, for the repairs to be done at Apple' s authorised service centres. Offering unrivalled simplicity and value, Device Lifecycle Management allows enterprises to add on services according to their business needs. These services include mobile device management to ease the deployment of security policies, device protection with StarHub SmartSupport or AppleCare for Enterprise, and secure data erasure. Simply by renewing Device Lifecycle Management at the end of the contract term, enterprises will be able to equip their employees with the latest available iPhone and iPad, without any additional cash outlay. They would simply need to return all leased devices, which will be properly repurposed through StarHub' s buy-back partners. Alternatively, the enterprise can choose to pay a negotiated rate to keep the devices. " With 5G powering the new reality of remote work, we are transforming the way we offer mobile products and services for our customers to enjoy greater convenience, flexibility and cost efficiencies. We welcome enterprises to enter StarHub' s 5G Digital Workplace, our repository of integrated network, hardware and software services created to aid our customers in flattening cost variations as well as lightening the administrative workload of juggling multiple vendors and obsolete equipment," said Charlie Chan, Chief, Enterprise Business Group, StarHub. Shares in StarHub closed at $1.22 on July 12. |
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