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WBdisciple Elite	30-Mar-2020 14:39        WBdisciple About Contact  Quote this Post!
x 0   x 0  Alert Admin	If everyone is staying at home for work...wouldn' t their sign ups be more?  1. Temasek bought more shares...https://links.sgx.com/1.0.0/corporate-announcements/VK6AS9PWQF6P394T/afe0b550929fb991d81b58b9f295df0945aa1eaea0507f188fc3ba1cc9473e9f 2. Insiders are buying as well: 20 Mar 2020 12:13 PM      NETLINK NBN MANAGEMENT PTE. LTD.      NETLINK NBN TRUST      Disclosure of Interest/ Changes in Interest of Director/ Chief Executive Officer::Disclosure of Interest of Director - Ms Ku Xian Hong      Disclosure of Interest/ Changes in Interest 19 Mar 2020 06:07 PM      NETLINK NBN MANAGEMENT PTE. LTD.      NETLINK NBN TRUST      Disclosure of Interest/ Changes in Interest of Director/ Chief Executive Officer::Disclosure of Interest of Director - Mr Eric Ang Teik Lim      Disclosure of Interest/ Changes in Interest 12 Mar 2020 05:38 PM      NETLINK NBN MANAGEMENT PTE. LTD.      NETLINK NBN TRUST      Disclosure of Interest/ Changes in Interest of Director/ Chief Executive Officer::Change in Interest of Director - Mr Tong Yew Heng
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SteadyInvest Member	24-Mar-2020 15:37        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agreed that this is quite a good stock, but we still have to do some home work. If netlink is writing off that 15.2 mil, your next dpu distribution might reduce by 1 cts and half year disTribution for netlink is about 2.5cts.
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TANPK123 Elite	24-Mar-2020 15:15        TANPK123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't need to talk much. No $1.20 no sell. This is best stock so far. Unbreakable. Real support. Real buy. Real business. No bbs around to play with. Price is well support. No buy no cry later. Huat Ah. Another 20lot in. Total 45lot. Good luck SteadyInvest      ( Date: 24-Mar-2020 15:03) Posted: Not trying to talk down this stock, but i read this part and confused about capitalised and then write off terms. Will there be 15 .4 millions write off ??? Extract from annoucement,  " Notwithstanding, after taking into account the ability of NLT to  continue with the use of certain software licences, capitalised project costs amounting to approximately  S$15.4 million as at 31 December 2019 (consisting of capitalised internal staff cost of S$6.1 million and  third party costs of S$9.3 million) are expected to be written off. SteadyInvest      ( Date: 23-Mar-2020 11:50) Posted: There is a recent announcement by netlink regarding IT project being mutually discharge and there will be a lump sum (capitalised man power cost and equipments cost )  being write off. I think the lump sum is quite significant but  i dont quite understand many terms in the announcement. Anyone?
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SteadyInvest Member	24-Mar-2020 15:03        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not trying to talk down this stock, but i read this part and confused about capitalised and then write off terms. Will there be 15 .4 millions write off ??? Extract from annoucement,  " Notwithstanding, after taking into account the ability of NLT to  continue with the use of certain software licences, capitalised project costs amounting to approximately  S$15.4 million as at 31 December 2019 (consisting of capitalised internal staff cost of S$6.1 million and  third party costs of S$9.3 million) are expected to be written off. SteadyInvest      ( Date: 23-Mar-2020 11:50) Posted: There is a recent announcement by netlink regarding IT project being mutually discharge and there will be a lump sum (capitalised man power cost and equipments cost )  being write off. I think the lump sum is quite significant but  i dont quite understand many terms in the announcement. Anyone?
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Joelton Supreme	24-Mar-2020 09:15        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will NetLink Trust keep its connection strong amid the Covid-19 outbreak? Samantha Chiew  23/03/2020, 11:46am SINGAPORE (Mar 23): DBS Group Research is maintaining its &ldquo buy&rdquo call on Netlink NBN Trust with a lowered target price of 95 cents from $1.05 previously. Year-to-date, the stock has dropped some 11.2% to trade at 84 cents on 11.35am of Mar 23. In a Monday report, analyst Sachin Mittal says, &ldquo NetLink is trading at 5.8% yield, compared to an average yield of 6.2% offered by large-cap industrial S-REITs. We argue that Netlink should trade at 80-100 basis points (bps) lower yield than industrial S-REITs&rsquo as Netlink&rsquo s distributions are largely independent of the economic cycle due to the regulated nature of its business Netlink&rsquo s asset life is much longer as it incurs annual capex to replenish its depreciated asset base, and Netlink&rsquo s gearing is less than half of S-REITs&rsquo with ample debt headroom to fund future growth.&rdquo The analyst benchmarks Netlink&rsquo s yield against industrial S-REITs whose asset life is 40-50 years. Netlink, on the other hand, incurs an annual capex of $50-60 million to replenish its depreciated asset base, leading to a very long asset life. Currently, the trust&rsquo s net debt to EBITDA of less than 2 times, which implies ample room for raising cheap debt if needed. Regulated Asset Base (RAB) Trusts can lever up to 5 times easily, according to the analyst, implying that Netlink can easily raise up to $500 million in additional debt if required. With this, the trust can use its debt headroom to invest in Smart Nation initiatives. However, in the case of continued market dislocation due to the Covid-19 outbreak, industrial S-REITs could decline to -2SD valuation in the worst-case scenario. This would imply industrial S-REITs&rsquo average yield dropping to 7.7% from 6.2% currently, while share price is believe to shed some 20%. &ldquo Given higher earnings resilience, lower gearing and longer asset life of NLT, we project Netlink to trade at 90bps of 6.8% under our bear case scenario,&rdquo says Mittal. This translates into a bear-case price of 76 cents per share. This implies a downside risk of 10% including 5.8% yield. https://www.theedgesingapore.com/capital/brokers-calls/will-netlink-trust-keep-its-connection-strong-amid-covid-19-outbreak
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SteadyInvest Member	23-Mar-2020 11:50        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	There is a recent announcement by netlink regarding IT project being mutually discharge and there will be a lump sum (capitalised man power cost and equipments cost )  being write off. I think the lump sum is quite significant but  i dont quite understand many terms in the announcement. Anyone?
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Joelton Supreme	23-Mar-2020 09:29        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Homes, offices, the great outdoors - NetLink wants to hook up wherever MON, MAR 23, 2020 - 5:50 AM Singapore TOUTED as a defensive play in line-ups such as OCBC Investment Research' s Singapore model portfolio, NetLink NBN Trust is seen as poised to weather the ongoing pandemic. The sticking point, according to Tong Yew Heng, chief executive of the manager, is how the fibre... https://www.businesstimes.com.sg/companies-markets/homes-offices-the-great-outdoors-netlink-wants-to-hook-up-wherever
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SteadyInvest Member	13-Mar-2020 18:17        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rollercoaster ride today. Dropped to 835, then surged back to 915 while the DJ future went green. But then the entire sentiment is still bad, the trend is downward south.
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SgTrader17 Elite	13-Mar-2020 14:50        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How happy if you buy this morning when compared to his purchase yesterday. I never mention not worth, but today is cheaper and MORE WORTH IT than yesterday. Long term ... Of course all make money. But time factor. Dyodd. All the best. I will enter if below 80 cents because will attract my pocket. chengwh1      ( Date: 13-Mar-2020 14:44) Posted: MOney is still money,... do you think an investor would buy if he thinks it is not worth it ? SgTrader17      ( Date: 13-Mar-2020 02:03) Posted: Current price not cheap when compared to other shares. If under 80 cents ... Maybe can consider picking cheap durians. His 50,000 shares just for a starter. Means will drop more before he picks up more. Lol.
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chengwh1 Elite	13-Mar-2020 14:44        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MOney is still money,... do you think an investor would buy if he thinks it is not worth it ? SgTrader17      ( Date: 13-Mar-2020 02:03) Posted: Current price not cheap when compared to other shares. If under 80 cents ... Maybe can consider picking cheap durians. His 50,000 shares just for a starter. Means will drop more before he picks up more. Lol. uiop1223      ( Date: 12-Mar-2020 22:27) Posted: 50,000 shares only leh. Maybe 1.5 mth of his base salary only
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SgTrader17 Elite	13-Mar-2020 02:03        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current price not cheap when compared to other shares. If under 80 cents ... Maybe can consider picking cheap durians. His 50,000 shares just for a starter. Means will drop more before he picks up more. Lol. uiop1223      ( Date: 12-Mar-2020 22:27) Posted: 50,000 shares only leh. Maybe 1.5 mth of his base salary only? chengwh1      ( Date: 12-Mar-2020 21:38) Posted: Reported today that CEO Tong Yew Heng bought 50k units recently ! Should be an encouraging news for investors !
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TANPK123 Elite	12-Mar-2020 22:50        TANPK123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huat.kiao
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uiop1223 Supreme	12-Mar-2020 22:27        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	50,000 shares only leh. Maybe 1.5 mth of his base salary only? chengwh1      ( Date: 12-Mar-2020 21:38) Posted: Reported today that CEO Tong Yew Heng bought 50k units recently ! Should be an encouraging news for investors !
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chengwh1 Elite	12-Mar-2020 21:38        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reported today that CEO Tong Yew Heng bought 50k units recently ! Should be an encouraging news for investors !
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chengwh1 Elite	12-Mar-2020 14:49        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	HIghly driven by sentiment. Confidence will return when this quarter (4Q) results are announced May,... and dpu payout is declared. If the dpu increases, then mkt will regain confidence that this ctr is RESILIENT ! Stay steady, people.
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SteadyInvest Member	12-Mar-2020 14:34        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont think so sudden to cut subscription as the contract is yearly basis. FATABA      ( Date: 12-Mar-2020 13:21) Posted: What when many ppl lost jobs ...cut sunscription etc....? SteadyInvest      ( Date: 12-Mar-2020 13:17) Posted: Even this bugger also dropped. I thought covid or recession, you still need fibre internet connection and those are on yearly contract. When no work or no buz,  many will stay at home watch netflix, surf nt or porn.
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FATABA Supreme	12-Mar-2020 13:21        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	What when many ppl lost jobs ...cut sunscription etc....? SteadyInvest      ( Date: 12-Mar-2020 13:17) Posted: Even this bugger also dropped. I thought covid or recession, you still need fibre internet connection and those are on yearly contract. When no work or no buz,  many will stay at home watch netflix, surf nt or porn.
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SteadyInvest Member	12-Mar-2020 13:17        SteadyInvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even this bugger also dropped. I thought covid or recession, you still need fibre internet connection and those are on yearly contract. When no work or no buz,  many will stay at home watch netflix, surf nt or porn.
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ayy002 Senior	04-Mar-2020 17:07        ayy002 About Contact  Quote this Post!
x 0   x 0  Alert Admin	seems to have last minute gush in of 1.01 buy. any comments where they are heading?
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Secret_Squirrel Elite	03-Feb-2020 14:59        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	This one Woon Woon Jie bee Hoon. Most people will stay at home and surf the net or watch YouTube this time round . TANPK123      ( Date: 30-Jan-2020 14:45) Posted: Slowly huat with this... Good movement. Most steady one
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