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M1
MichaelSchenker
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05-Apr-2017 08:39     
 
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Depending on the agenda of the management. Most of the situations, they are able to pre-empt Market reactions upon the release of a vital piece of announcement. Rightfully there should be a ' blackout period' for staff at all levels prior to any sensitive announcement. But realistically, very difficult to enforce. That' s why we often see some significant movement of the price and volume before the official announcement is released.

In this case, for M1, if the result is bad, wait for market sell-down before buying in, anticipating a possible take-over bid.

But if the result is better than expected, you' ll really have to decide to hold or sell. I don' t think it' s a good idea to buy-in on positive results as soon after, the price will deflate again on profit taking.

Just an opinion only..

playst      ( Date: 04-Apr-2017 23:06) Posted:



Kindly don' t forget on 18th October 2016 after  M1 announce their lousy result, the next following days the price instantly crash from $2.33 to $1.90 within a month.

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chengwh1
Elite
04-Apr-2017 23:43     
 
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I' d be more keen to know of the outcome on that SR initiative done.

davidoch      ( Date: 04-Apr-2017 09:26) Posted:



M1 price holded firmly.....result wil be out on 17 Apr.. anyone know other development coming out soon?

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playst
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04-Apr-2017 23:06     
 
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Kindly don' t forget on 18th October 2016 after  M1 announce their lousy result, the next following days the price instantly crash from $2.33 to $1.90 within a month.
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davidoch
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04-Apr-2017 09:26     
 
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M1 price holded firmly.....result wil be out on 17 Apr.. anyone know other development coming out soon?
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playst
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03-Apr-2017 16:30     
 
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Yes $2.30 and above is possible.

davidoch      ( Date: 03-Apr-2017 16:24) Posted:



TP   $2.3-$2.74?

 

playst      ( Date: 03-Apr-2017 16:17) Posted:



M1 is up 4 cents or 1.88% on speculation of new investors buying up controlling stakes.


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davidoch
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03-Apr-2017 16:24     
 
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TP   $2.3-$2.74?

 

playst      ( Date: 03-Apr-2017 16:17) Posted:



M1 is up 4 cents or 1.88% on speculation of new investors buying up controlling stakes.

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playst
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03-Apr-2017 16:17     
 
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M1 is up 4 cents or 1.88% on speculation of new investors buying up controlling stakes.
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davidoch
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03-Apr-2017 11:07     
 
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any one in M1??
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gopguppy
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03-Apr-2017 09:41     
 
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M1 going up. Any news on takeover?
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Observers
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02-Apr-2017 08:41     
 
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Now that AI is coming of age, whether Singapore can catch on to machine learning and deep learning will depend very much on the availability of localised digital data.

This data is generated from users, and if as a country we continue to throttle data usage of the population thru mis-pricing and 3rd party legacy interests, we are only going to be shooting ourselves in the foot as other more forward looking countries leverage on AI to massively boost productivity and competitiveness.
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chengwh1
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01-Apr-2017 16:33     
 
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I think not. Starhub will emerge as a very strong competitor after that. But will Starhub' s earnings improve by a lot after taking over M1' s base ?

investshare      ( Date: 31-Mar-2017 22:41) Posted:

1+1=1
That's best case for TPG.

chengwh1      ( Date: 31-Mar-2017 22:37) Posted:



Basically, what benefits will investors at Starhub enjoys if Starhub should buy over M1 ? Better earnings because less one competitor ?

How abt M1,... what good to her long term investors besides that one-time gain from the (good)  exit price ?


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pasttime
Supreme
01-Apr-2017 09:02     
 
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Yells: "gold silver are real money. not others iou."
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a telco business is some of the best due to the following reasons.

1. once infrastructure is invested,one can collect money by selling. the more sold the more collected. subject to the limit of the network capacity. 

2. the barriers to entry is high.

2.1 limited in badwidth range. telco has try to recover more by cancelling 2G and do more valuable services. 4G

2.2 garment try to recover bandwidth by changing analog bandwidth to digital to recover the bandwidth once used by analog TV.

2.3 controlled by garment agency. in this aspect it is even better then real estate.

3. it is a natural hedge against inflation. remember many years ago, what is your telco bill and compare to now?

who can be interested.

1. those who inderstand the dynamic of telco business.

2. those who want to have a global foot print.

3. those who has money.

example.  1.hk 
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investshare
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31-Mar-2017 22:41     
 
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That's best case for TPG.

chengwh1      ( Date: 31-Mar-2017 22:37) Posted:



Basically, what benefits will investors at Starhub enjoys if Starhub should buy over M1 ? Better earnings because less one competitor ?

How abt M1,... what good to her long term investors besides that one-time gain from the (good)  exit price ?

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investshare
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31-Mar-2017 22:40     
 
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chengwh1      ( Date: 31-Mar-2017 22:37) Posted:



Basically, what benefits will investors at Starhub enjoys if Starhub should buy over M1 ? Better earnings because less one competitor ?

How abt M1,... what good to her long term investors besides that one-time gain from the (good)  exit price ?

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chengwh1
Elite
31-Mar-2017 22:37     
 
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Basically, what benefits will investors at Starhub enjoys if Starhub should buy over M1 ? Better earnings because less one competitor ?

How abt M1,... what good to her long term investors besides that one-time gain from the (good)  exit price ?
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MichaelSchenker
Master
31-Mar-2017 22:05     
 
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I think it' s expected. There is a certain " leeway" the results can be adjusted, and depending on what the management want the public to see. They have an agenda.

Remember just recently when they made public about the strategic review, the moment market opens, there was a mad rush and the price shot up. But was quickly sold down.

Upcoming is the 1Q result. Do not panic sell or mad rush to buy. Always expect the unexpected. And sorry for saying this, but beware of Axiata. 

investshare      ( Date: 31-Mar-2017 21:38) Posted:

Wait till they announce another quarter of earning drop ...
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investshare
Supreme
31-Mar-2017 21:38     
 
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 Alert Admin 		Wait till they announce another quarter of earning drop ...
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gopguppy
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31-Mar-2017 21:07     
 
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I am not surprised that Starhub management is not keen for the merger / takeover. This will mean uncomfortable new reporting structures. However, the final decision is with S T Telemedia  / Regulator. An opportunity to buy a stock which was $3.80 just over a year ago and $2.14 now, is simply too good to pass over. If I were Telemedia, I will strike a deal with the regulator to ensure I comply with their rules and at the same time buy M1. 

MichaelSchenker      ( Date: 31-Mar-2017 20:35) Posted:



Unfortunately, Starhub management indicated they have no intention to acquire M1

http://www.businesstimes.com.sg/companies-markets/starhub-management-has-no-intention-to-acquire-m1-report

Friday, March 31, 2017 - 13:34
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THE management of StarHub has " no intention" to acquire or merge with M1, but expects its major shareholder ST Telemedia to decide, a Maybank Kim Eng Research report this week said.

The report comes after M1' s major shareholders said they are conducting strategic reviews of their ownership.

" Management has no intention to acquire or merge with M1, but shareholder ST Telemedia will decide," said the brokerage report dated March 30.

ST Telemedia owns 56 per cent of StarHub. ST Telemedia is wholly owned by Temasek Holdings.

" Management believes it can achieve the same goals through collaboration. It also cautioned that the regulator will not permit spectrum hoarding even if it allows another telco to buy M1."

Maybank Kim Eng kept its " sell" rating on StarHub, citing structurally poorer margins.

Shares of StarHub were unchanged at S$2.89 at 1.25pm. Shares of M1 were likewise unchanged at S$2.14.

 


gopguppy      ( Date: 31-Mar-2017 20:24) Posted:



Personally, I feel this counter is oversold, because of the fear of the 4th telco entry. The market should realise that it will take at least 2 yrs for the new telco to take a foothold into the small Spore market that is becoming increasingly competitive by the day. There is no guarantee that the new telco will succeed because the three telcos are very entrenched in Spore. Due to the severe knee-jerk reaction, the current price of M1 is much lower than what it should be.which should be minimum $2.50 (in my view). So I see the current situation as a good buying opportunity. 

On top of that, any takeover will include a control premium. Usually, this premium is about 10-20% above the realistic value of a stock. If I am the owners, I will not panic sell and fight for a price that reasonably reflects the true value of M1. From a purely business standpoint, it makes a lot of sense for Starhub to buy M1. It eliminates competition and almost guarantees  Starhub' s survival. But the regulator may not allow this to happen.

Please do your own due diligence. I am vested, and have been slowly adding more.


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ranger109
Member
31-Mar-2017 20:50     
 
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Temasek likely to unlock Starhub after M1.  

MichaelSchenker      ( Date: 31-Mar-2017 20:35) Posted:



Unfortunately, Starhub management indicated they have no intention to acquire M1

http://www.businesstimes.com.sg/companies-markets/starhub-management-has-no-intention-to-acquire-m1-report

Friday, March 31, 2017 - 13:34
by
 


THE management of StarHub has " no intention" to acquire or merge with M1, but expects its major shareholder ST Telemedia to decide, a Maybank Kim Eng Research report this week said.

The report comes after M1' s major shareholders said they are conducting strategic reviews of their ownership.

" Management has no intention to acquire or merge with M1, but shareholder ST Telemedia will decide," said the brokerage report dated March 30.

ST Telemedia owns 56 per cent of StarHub. ST Telemedia is wholly owned by Temasek Holdings.

" Management believes it can achieve the same goals through collaboration. It also cautioned that the regulator will not permit spectrum hoarding even if it allows another telco to buy M1."

Maybank Kim Eng kept its " sell" rating on StarHub, citing structurally poorer margins.

Shares of StarHub were unchanged at S$2.89 at 1.25pm. Shares of M1 were likewise unchanged at S$2.14.

 


gopguppy      ( Date: 31-Mar-2017 20:24) Posted:



Personally, I feel this counter is oversold, because of the fear of the 4th telco entry. The market should realise that it will take at least 2 yrs for the new telco to take a foothold into the small Spore market that is becoming increasingly competitive by the day. There is no guarantee that the new telco will succeed because the three telcos are very entrenched in Spore. Due to the severe knee-jerk reaction, the current price of M1 is much lower than what it should be.which should be minimum $2.50 (in my view). So I see the current situation as a good buying opportunity. 

On top of that, any takeover will include a control premium. Usually, this premium is about 10-20% above the realistic value of a stock. If I am the owners, I will not panic sell and fight for a price that reasonably reflects the true value of M1. From a purely business standpoint, it makes a lot of sense for Starhub to buy M1. It eliminates competition and almost guarantees  Starhub' s survival. But the regulator may not allow this to happen.

Please do your own due diligence. I am vested, and have been slowly adding more.


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MichaelSchenker
Master
31-Mar-2017 20:35     
 
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Unfortunately, Starhub management indicated they have no intention to acquire M1

http://www.businesstimes.com.sg/companies-markets/starhub-management-has-no-intention-to-acquire-m1-report

Friday, March 31, 2017 - 13:34
by
 


THE management of StarHub has " no intention" to acquire or merge with M1, but expects its major shareholder ST Telemedia to decide, a Maybank Kim Eng Research report this week said.

The report comes after M1' s major shareholders said they are conducting strategic reviews of their ownership.

" Management has no intention to acquire or merge with M1, but shareholder ST Telemedia will decide," said the brokerage report dated March 30.

ST Telemedia owns 56 per cent of StarHub. ST Telemedia is wholly owned by Temasek Holdings.

" Management believes it can achieve the same goals through collaboration. It also cautioned that the regulator will not permit spectrum hoarding even if it allows another telco to buy M1."

Maybank Kim Eng kept its " sell" rating on StarHub, citing structurally poorer margins.

Shares of StarHub were unchanged at S$2.89 at 1.25pm. Shares of M1 were likewise unchanged at S$2.14.

 


gopguppy      ( Date: 31-Mar-2017 20:24) Posted:



Personally, I feel this counter is oversold, because of the fear of the 4th telco entry. The market should realise that it will take at least 2 yrs for the new telco to take a foothold into the small Spore market that is becoming increasingly competitive by the day. There is no guarantee that the new telco will succeed because the three telcos are very entrenched in Spore. Due to the severe knee-jerk reaction, the current price of M1 is much lower than what it should be.which should be minimum $2.50 (in my view). So I see the current situation as a good buying opportunity. 

On top of that, any takeover will include a control premium. Usually, this premium is about 10-20% above the realistic value of a stock. If I am the owners, I will not panic sell and fight for a price that reasonably reflects the true value of M1. From a purely business standpoint, it makes a lot of sense for Starhub to buy M1. It eliminates competition and almost guarantees  Starhub' s survival. But the regulator may not allow this to happen.

Please do your own due diligence. I am vested, and have been slowly adding more.

MichaelSchenker      ( Date: 31-Mar-2017 20:00) Posted:



Precisely.

We are betting on a positve strategic review outcome. And if there is a sale, what is the " strike-price" ? Good hint is to look at the trading price for the past 6 to 12 months. Personally, I believe if there is a serious offer, it should not go below $2.00

But of course there is no such thing as a sure-win situation. Currently, there' s still negative sentiments and it is reflected on the current price and volume. And with the impending release of the 1Q financial report on 17th April, M1 price may dip further if the results are not up to expectations.

I will personally do the opposite. If the result is  good, I will sell. If the result is bad, I will buy. But please do not follow me blindly. I' m also taking a risk.


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