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M1
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danger
Supreme |
24-Apr-2017 08:11
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THIS TIME IS FOR REAL NOT JUST THE IDEA OF STRATEGIC REVIEW.... THE RALLY WILL BE MORE SUSTAINABLE UNTIL FINAL BIDDING PRICE OUT | ||||
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leongyan
Master |
24-Apr-2017 08:07
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Manage to sell some at peak of 2.2x when it rallied last month.. I wouldn' t have today' s price.. those who bought last Friday and take some profit if it gaps up
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ranger109
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24-Apr-2017 07:49
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Yes, M1 debt has increased but compare to other Telcos' debt structure, they are debt structure is very healty, EV/EBITDA is about 7.5. M1 is a cash cow for bidders. 4th telcos TPG going to be the casulty this time.
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danger
Supreme |
24-Apr-2017 07:47
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THE FINANCIAL POWER OF CHINA MOBILE IS NOT BE RECKONED WITH China Mobile Ltd, the world's biggest telecom carrier by subscribers, reported that its first-quarter net profit jumped 3.7 percent to 24.8 billion yuan ($3.60 billion), boosted by consumers' growing demand for data traffic and higher revenue from telecom services. The Beijing-based company said that as more consumers upgrade to the 4G network, China Mobile's data traffic jumped 101 percent from a year earlier. | ||||
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pasttime
Supreme |
24-Apr-2017 00:28
Yells: "gold silver are real money. not others iou." |
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samsung s8 s8+ -- from 29 apr 17. a boost to handset sale. |
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topster
Member |
23-Apr-2017 22:01
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If offer, the price should be much higher than now |
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MichaelSchenker
Master |
23-Apr-2017 21:28
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Tomorrow watch out to see if there are any selling in big blocks if the price runs up. It may tell us something. In case anybody notices please tip off here. For all we knew there may be an agenda why M1 release this piece of news, which actually isn' t much to shout about. My take is not to chase if the price GAP up, which I think may not even happen. Just an unconfirmed action which has yet to realise. |
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danger
Supreme |
23-Apr-2017 09:56
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MIGHT GAP UP ON MONDAY OPENING NO CHANCE TO GET CHEAP | ||||
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investshare
Supreme |
23-Apr-2017 09:32
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agree could be good opportunity but entry price is important.
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waters
Senior |
22-Apr-2017 18:09
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time to load up abit on M1 and ride the way to M& A |
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ranger109
Member |
22-Apr-2017 14:33
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if we compare M1 and SingTel P/E and EV/EBITDA, M1 share has better value than SingTel M1 P/E =12.67, EV/EBITDA = 7.3 SingTel P/E=15.54, EV/EBITDA = 14.3 |
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ranger109
Member |
22-Apr-2017 14:19
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We can compare varise Telcos EV/EBITDA, don' t be fool by company' s choice of capital structure CHINA MOBILE = 42.34 CHINA UNICOM =24.06 SINGTEL = 14.3 STARHUB = 8.48 AT& T = 7.42 M1 = 7.3 |
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ranger109
Member |
22-Apr-2017 12:36
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M1 1Q 2017 did quite OK: During the quarter, M1 also added 24,000 postpaid customers and 3,000 prepaid customers, to bring the total mobile customer base to 2.05 million as at 31 March 2017. Monthly postpaid churn remained stable at 1.0%
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TMW1986
Master |
22-Apr-2017 10:49
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Recently I wan recontract s8 plus but end up I click wrong get s8. Cannot change at all and have to cancel order. And wait till those walk in start.Abit zzz. The customer service getting lousier. Maybe that's why they might lose customers like me. I am with m1 for 13 years. And m1 location coverage for 4G network seems not ok. Some time will have no reception one at certain areas.
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ranger109
Member |
22-Apr-2017 10:22
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M1 gives 3G users with big data plans free upgrade to 4G27 Jan 2017 09:00
By Irene Tham Tech Editor M1 customers who are still holding on to their old 3G plans with the generous 12GB mobile data allowance are in for a treat. The telco has upgraded them to its 4G network at no extra charge. These customers have resisted signing up for the faster 4G plans as they cost more for a similar-sized data allowance. M1 chief marketing officer P. Subramaniam told The Straits Times: " We had a small number of customers still on legacy 3G smartphone plans. 4G was recently activated for these customers, to enable them to enjoy the best experience on our 4G network." |
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ranger109
Member |
22-Apr-2017 10:15
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13 Feb 2017
250,000 Shares disposed of by DBS Bank Ltd. (" DBS Bank" ) Temasek does not have any direct interest in voting shares of the Listed Issuer (" Shares" ). Temasek was not aware of the change in the percentage level of its deemed interest in the Listed Issuer until DBS Group Holdings Ltd (" DBSH" ), an associated company of Temasek through whom Temasek derives its deemed interest in the Shares which are the subject of this transaction, reported the transaction to Temasek on 15 February 2017. DBSH is an independently managed Temasek portfolio company. |
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ranger109
Member |
22-Apr-2017 10:08
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Circles.Life unveils largest no-contract data plan09 Mar 2017 09:00
By Jacquelyn Cheok HOMEGROWN digital telco Circles.Life on Tuesday unveiled what is said to be the largest no-contract data plan in the local market, as well as plans to expand across Asia in the next few years. While observers said that this pointed to healthy competition in the sector, they questioned the viability of digital telcos. The latter, unlike traditional telcos, do not own physical distribution channels, but operate on a digital model, through which customers sign up via a website and customise their mobile plans via an app. Circles.Life customers can now opt for a Data Plus option of 20GB for S$20, reportedly the largest ever no-contract data plan under S$50 that is available here. The option comes on top of Circles.Life' s base plan of S$28 per month for up to 6GB of data. The telco said: " Both new and existing customers will have up to 26GB of data at only S$48 per month." |
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danger
Supreme |
21-Apr-2017 22:32
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All thanks to my most accurate up to date news that people know about it | ||||
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ranger109
Member |
21-Apr-2017 22:27
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getting more interesting now. haha China Mobile mkt capital 217B Singtel Mkt capital 60B |
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ranger109
Member |
21-Apr-2017 21:40
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REUTER News: Fri Apr 21, 2017 | 7:38 AM EDT China Mobile, others approached for buying into Singapore telco M1 (Reuters) - Top shareholders in Singapore telecoms company M1 Ltd (MONE.SI) have approached potential buyers China Mobile (0941.HK) and global private equity firms, among others, to sell their combined majority stake in the firm, sources familiar with the matter said. The three main shareholders of Singapore' s smallest listed telecoms player, who own a combined 61 percent, flagged a strategic review of their investments last month, and jointly appointed Morgan Stanley as their financial adviser. They did not give a reason behind the review of their stake in the S$1.9 billion ($1.36 billion) company. The sources said the three shareholders - Malaysia' s Axiata Group (AXIA.KL), Singapore Press Holdings (SPH) (SPRM.SI) and Keppel Telecommunications & Transportation (KTEL.SI) - had also reached out to other telecoms firms, cash-rich business groups in China and Japanese tech firms to gauge their interest. First-round bids for M1, long seen as a target due to its small size and diverse shareholding, are expected in a few weeks, the sources said. They added that talks between the parties were still at an early stage and there was no certainty the process would succeed. They did not provide details on how China Mobile or the other prospective bidders have responded to the approach. When contacted for comments, Keppel, SPH and Axiata referred Reuters to their joint statement issued last month. M1 referred the query to its shareholders. China Mobile declined to comment. The sources declined to be identified as they were not authorized to speak to the media. The sale process comes as competition heats up in Singapore, with Australia' s TPG Telecom (TPM.AX) set to launch its services next year after winning a license to become the city-state' s fourth telecom operator. Analysts expect M1 to be the most vulnerable to new competition. M1' s shares have nearly halved over the past two years due to its weak business performance amid increased competition. But Singapore' s well-regulated telecoms market offers stable cash flows. Some telecoms firms could also use the city-state as a launch pad into a region that is still developing, industry executives and analysts said. " It' s actually a decent business for current owners or any new ones if you factor in the upsides," said Rameez Ansar, co-founder of Singapore firm Circles.Life, which leases towers from M1, referring to weakness in M1' s share performance and Singapore' s position as a tier-one market and high user revenues. M1 could also fit in a portfolio of other telecoms ventures. " M1 could become part of a portfolio of investments in telecom-related assets. Someone looking for financial returns could be interested, if other portfolio companies could help to enhance M1' s overall value," said Gregory Yap, analyst at Maybank Kim Eng Securities. Under Singapore' s rules, an acquirer of a 30 percent or more stake in a listed company is required to make an offer to buy out the rest of the shareholders. Some of the sources said M1' s main shareholders would require a substantial control premium for the sale to get done. State-run China Mobile, as well as local peers China Unicom Hong Kong Ltd (0762.HK) and China Telecom Corp Ltd (0728.HK), the country' s big telecoms firms, are pursuing expansion plans beyond their home market. If China Mobile acquires M1, it would mark its biggest overseas foray. The world' s largest mobile operator bought an 18 percent stake in Thailand' s True Corp (TRUE.BK) in 2014 after buying Pakistan telecoms firm Paktel in 2007. |
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