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Singtel Bullish???
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investshare
Supreme |
16-Nov-2019 10:16
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If Vodafone fail, you think it will just close down and throw away all their assets?
it will be go liquidation and new owner will come in at fraction of cost, then it will be able to compete at even lower price.
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uiop1223
Supreme |
16-Nov-2019 10:13
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Another telco can easily come in. India govt will welcome competition. They can earn more by letting telcos big higher
spectrum auction. If vodafoen exits, i think its temporarily.. a new player will come in
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yehyeh
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16-Nov-2019 10:00
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When ocbc ventured into china the share price dropped to 9 dollar  then I went to buy. as Long as the revenue is there  and also manageable debt then no much to worry 
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bh3388
Member |
16-Nov-2019 09:20
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Ya lo..just hv to collect the dividend.. cannot imagne if go below $3
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ed1234
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16-Nov-2019 08:56
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Trade world is on going ... Protectionism is getting stronger..... might be bad news for long term | ||||
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yehyeh
Senior |
16-Nov-2019 08:26
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As Long as you holding then no worry. in fact I may think to buy more.... if it touch below 3. well, airtel good news may bring less impact on SingTel....  
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bh3388
Member |
16-Nov-2019 08:16
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Ya man.. do biz there.. keep finger crossed. Qn is how low could singtel go next wk.. touch $3 and rebounce or merely kneel jerk ytd
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yehyeh
Senior |
16-Nov-2019 07:25
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U know the AGI things won&rsquo t really kill airtel  it is the price war. vodafone stands biggest market share, around 50% in India.  If it fails, Will benefit Jio and airtel. kick out one competitor  then they can really start to earn  and no need to really cut down the price...  
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uiop1223
Supreme |
16-Nov-2019 07:05
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For sure its good. But i highly doubt any government will allow this to happen
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yehyeh
Senior |
16-Nov-2019 06:59
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Duo poly is good for airtel actually.
But then singtel and airtel must be able to find money to pay the roti prata government.
Roti prata wont want vodafone to fail
If it fail then will hurt badly the banking sector.
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yehyeh
Senior |
16-Nov-2019 06:50
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https://www.google.com/amp/s/www.cnbctv18.com/market/stocks/brokerages-remain-positive-on-bharti-airtel-despite-record-q2-loss-stock-rises-9-4704451.htm/amp
The AGI issues was 14 years ago..
But then the roti prata charged high penalties and interest on penalties on it.
But then now interesting thing is vodafone may fail due to this fine.
Then if they fail then will benefit airtel .
Airtel actually report profit if no include this huge rubbish fine...
And citi and ubs predict airtel will growing in 15% for the next 3 years.
Not sure how true it is.
If government doesn wish vodafone to fail
As it fails then it will hurt government link banking sector
The government now setting up a committee to look into the AGI issues.
If any relief package. Which will help airtel and singtel also and their earning n balance sheet.
Look here n there...so? Look like good??
But then we have to bear in mind
Do business in india is really like making roti prata.
They really suddenly this n suddenly that...
So cant be really too optismitc on this issue...
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yehyeh
Senior |
16-Nov-2019 06:40
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https://www.google.com/amp/s/www.cnbctv18.com/market/stocks/brokerages-remain-positive-on-bharti-airtel-despite-record-q2-loss-stock-rises-9-4704451.htm/amp | ||||
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yehyeh
Senior |
16-Nov-2019 06:12
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https://www.google.com/amp/s/www.livemint.com/industry/telecom/inside-the-battle-to-save-india-s-telcos/amp-11573383363770.html
If government does not provide any relief package.
Vodaone will collapse
The biggest telco which stands about 40% market share of telcos in india
Vodaone debt ratio is about 2.5 currently
And if they collapse then this will also hit badly in india bank sector
Which is india do.not want to see.
If vonaone collapse. Then which wil benefit airtel and jio
And their market share may increase to 50% each?
Now what i worry is....whether airtel has enough money to ride out the storm...
If they able. Whivh really benefit the future.
India government is suck...really hard to do business witj them
As they just want squeeze n suck the blood of investors.
And aviation sectors also hit badly due to india suck blood policy..
Now is telcos....we shall wait to see whether they are willing to save their own economy not....
As this time rough is different.
As vodaone insists that if there is no any relief package then we will just let it collapse
Which really help to push india roti prata to do somwthing to save their own banking system...
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Starship
Supreme |
16-Nov-2019 01:26
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Means for this 1H FY ending Sep 19 ---  6.8c will be paid in Jan 20. Then for Full FY ending Mar 20 -----10.7c will be paid in Aug 20. Div policy beyond that will be announced in Feb 20 when they release 3Q FY results. " ...group chief executive Chua Sock Koong told a briefing that Singtel stands by a dividend policy of 17.5 Singapore cents a share for the year to March 31, 2020. The policy for the next financial year will be released with the group' s fourth-quarter results."
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uiop1223
Supreme |
16-Nov-2019 00:41
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Dont think the govt will allow duopoly.. out of curiosity, is there MVOs in India? | ||||
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FATABA
Supreme |
15-Nov-2019 23:26
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Bro thanks for the article .....its this words in the article that is concern.....INDIA system takes years , this conclusion on fine was 14yrs if not wrong ?  How long do you thk they ca settle this > court charges n time ?  several qtr or years .....wha wld b the balance sheet like . Hope I am wrong.  ICICI Securities said, " Government move on AGR issue in terms of relief will hold key ahead. We highlight that this penalty if levied in totality will be huge stress on the balance sheet and tall ask even for Bharti. Therefore, uncertainty will remain till there is a definite resolution or clarity on overall final payout."  
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yehyeh
Senior |
15-Nov-2019 23:18
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https://www.business-standard.com/article/companies/vodafone-pleads-for-govt-relief-after-posting-worst-quarterly-loss-in-india-119111500750_1.html india government are trying to come out a plan to settle the issues |
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bh3388
Member |
15-Nov-2019 22:25
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Interesting
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yehyeh
Senior |
15-Nov-2019 21:01
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https://economictimes.indiatimes.com/markets/stocks/news/voda-idea-bharti-airtel-rally-despite-hefty-q2-losses-what-analysts-say/articleshow/72065935.cms
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yehyeh
Senior |
15-Nov-2019 20:50
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Just now I did a research on airtel  then found out the airtel share price is actually raising then found out this news https://economictimes.indiatimes.com/markets/stocks/news/vodas-pain-bhartis-gains-why-is-airtel-rallying-despite-big-q2-loss/articleshow/72067216.cms India government may intervene  if India government not intervene then airtel will be the big winner as others telcos May collapse ...   |
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