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M1
spore1
Supreme
03-Feb-2017 07:18     
 
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 Alert Admin 		Opportunity is here again.Only during bad result/crisis then we can get this cheapo price.Only for those who dare to take action.
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singaporegal
Supreme
03-Feb-2017 07:12     
 
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Yells: "Female TA nut"
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Why are they moving to M1?

huatster      ( Date: 02-Feb-2017 23:48) Posted:



More and more are changing/moving to M1. M1 will huat this year

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huatster
Senior
02-Feb-2017 23:48     
 
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More and more are changing/moving to M1. M1 will huat this year
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investshare
Supreme
02-Feb-2017 18:40     
 
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 Alert Admin 		Reminder.

investshare      ( Date: 22-Dec-2016 11:15) Posted:



i strongly suggest any one want to buy M1 now to fully understand the accounting practise and its impact first. On hind sight, M1 ceo made the right decision to sell share earlier.

investshare      ( Date: 20-Dec-2016 13:21) Posted:



This is something new to me. M1 treats iphone sales differently from Singtel and Starhub, which explains its higher margin.

 

 

Guess which telco would suffer the most should iPhone sales continue to fall

 


Only one use fair value accounting for the iOS phones.

After much excitement with the release of iPhone 7 months ago, some analysts are seeing its sales to start dwindling. Citing KGI Securities analyst Ming-Chi Kuo, a report from  9to5Mac  said iPhone shipment volume is forecast to decline to 40m-50m units in 1Q17, lower than the 51.2m units in 1Q16.

If this happens, then which among Singapore' s telcos would bear the most burden? According to DBS Vickers Securities, M1 would endure the most impact.

" M1 is the only telco in Singapore to use fair value accounting for iPhones and hence its revenue will be more adversely impacted in the face of slowing iPhone sales," DBS noted.

It explained that M1 had accrued handset revenue of $67m in 3Q16, which will continue to adversely impact is service revenue over the next 2-3 years.

" This will be on top of declines in voice and SMS revenues due to cannibalisation from Over-the-top (OTT) players and increasing popularity of SIM-only plans pressuring postpaid average revenue per user (ARPU), which will continue to shrink service revenues of the industry," DBS stated.


- See more at: http://sbr.com.sg/telecom-internet/news/guess-which-telco-would-suffer-most-should-iphone-sales-continue-fall#sthash.ojH0wWC2.dpuf


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destinykraze
Elite
26-Jan-2017 09:49     
 
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Yells: "Reality is only a matter of perception"
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Singtel leading, starhub rebounding. Some analysts thinks that starhub results might be better than expected? M1 following bull.
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destinykraze
Elite
26-Jan-2017 09:46     
 
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Good market sentiment now. dow jones hitting 20k. nikkei bullish too.
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analysistar
Senior
26-Jan-2017 09:39     
 
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Telco rebounding, starhub results better than expected?
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NoMoney
Master
25-Jan-2017 22:00     
 
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wah both starhub and M1 hug together die
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destinykraze
Elite
25-Jan-2017 21:41     
 
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A lot of people already know what the results are going to be like. Both m1 and StarHub made a  revision to their price plans for mobile and broadband to prepare for the  incoming 4th telco, drop in net profit is expected.

investshare      ( Date: 25-Jan-2017 21:34) Posted:

If Starhub results good, means it is M1 specific problem, ie M1 losing competitiveness. Do you think M1 will rise or fall?
If Starhub also bad results, means whole industry not doing well. Do you think M1 will rise or fall?

destinykraze      ( Date: 25-Jan-2017 20:58) Posted:



3rd of Feb, starhub  fy 16 report. 2nd wave of bad sentiment for these 2 smaller telcos.


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investshare
Supreme
25-Jan-2017 21:34     
 
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 Alert Admin 		If Starhub results good, means it is M1 specific problem, ie M1 losing competitiveness. Do you think M1 will rise or fall?
If Starhub also bad results, means whole industry not doing well. Do you think M1 will rise or fall?

destinykraze      ( Date: 25-Jan-2017 20:58) Posted:



3rd of Feb, starhub  fy 16 report. 2nd wave of bad sentiment for these 2 smaller telcos.

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destinykraze
Elite
25-Jan-2017 20:58     
 
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3rd of Feb, starhub  fy 16 report. 2nd wave of bad sentiment for these 2 smaller telcos.
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Sporeguy
Elite
25-Jan-2017 16:32     
 
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SPH' s earning also down. Generally, it is due to poor economics!

spore1      ( Date: 25-Jan-2017 07:49) Posted:

Shift to others like Sph , SingPost, ST engr !

sgng123      ( Date: 25-Jan-2017 00:08) Posted:



I expect all 3 telcom to get sold off, profit slide before the 4th telcom come in apr. Profit would dive harder next year as 4th telcom cut into shrinking market. Best advice avoid all telcom this year as trump protectism kick in, countries that had big trading deficit with us would get hit so singtel diverse revenue get hit too. US protectism bad for emerging economy, luckily sg got trade surplus with us so not much impact but the 4th telcom would hit margin .


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spore1
Supreme
25-Jan-2017 13:55     
 
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 Alert Admin 		Take a look at QAF. The next champion.

bishan22      ( Date: 25-Jan-2017 07:53) Posted:



All 3 counters are dead too.....Any others gems?????

spore1      ( Date: 25-Jan-2017 07:49) Posted:

Shift to others like Sph , SingPost, ST engr


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Octavia
Supreme
25-Jan-2017 11:47     
 
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MKE maintains Sell and cuts TP to $1.85 from $1.90.
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jeremyow
Master
25-Jan-2017 11:38     
 
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Hi investshare, I attached the link below to Singtel Corporate website which introduces who they are. I don' t quite understand what you mean when you say Singtel is not a telco. From what I see at least from their introduction on their website, they are primarily in the telecommunications industry.

http://www.singtel.com/about-us/company-profile 

investshare      ( Date: 25-Jan-2017 09:11) Posted:

One thing ppl don't understand is that, Singtel is not a telco.

sgng123      ( Date: 25-Jan-2017 00:08) Posted:



I expect all 3 telcom to get sold off, profit slide before the 4th telcom come in apr. Profit would dive harder next year as 4th telcom cut into shrinking market. Best advice avoid all telcom this year as trump protectism kick in, countries that had big trading deficit with us would get hit so singtel diverse revenue get hit too. US protectism bad for emerging economy, luckily sg got trade surplus with us so not much impact but the 4th telcom would hit margin .


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destinykraze
Elite
25-Jan-2017 09:21     
 
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Some of them are punters, Singtel, Starhub or m1 makes no difference to them. The cheaper the better, lol. Please, don' t waste your breath explaining.

investshare      ( Date: 25-Jan-2017 09:11) Posted:

One thing ppl don't understand is that, Singtel is not a telco.

sgng123      ( Date: 25-Jan-2017 00:08) Posted:



I expect all 3 telcom to get sold off, profit slide before the 4th telcom come in apr. Profit would dive harder next year as 4th telcom cut into shrinking market. Best advice avoid all telcom this year as trump protectism kick in, countries that had big trading deficit with us would get hit so singtel diverse revenue get hit too. US protectism bad for emerging economy, luckily sg got trade surplus with us so not much impact but the 4th telcom would hit margin .


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investshare
Supreme
25-Jan-2017 09:11     
 
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 Alert Admin 		One thing ppl don't understand is that, Singtel is not a telco.

sgng123      ( Date: 25-Jan-2017 00:08) Posted:



I expect all 3 telcom to get sold off, profit slide before the 4th telcom come in apr. Profit would dive harder next year as 4th telcom cut into shrinking market. Best advice avoid all telcom this year as trump protectism kick in, countries that had big trading deficit with us would get hit so singtel diverse revenue get hit too. US protectism bad for emerging economy, luckily sg got trade surplus with us so not much impact but the 4th telcom would hit margin .

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BearWaveC
Member
25-Jan-2017 09:11     
 
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Not advisable to switch especially at this price level...

 
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john_ric
Supreme
25-Jan-2017 08:25     
 
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shift to medical sector.
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bishan22
Supreme
25-Jan-2017 07:53     
 
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All 3 counters are dead too.....Any others gems?????

spore1      ( Date: 25-Jan-2017 07:49) Posted:

Shift to others like Sph , SingPost, ST engr !

sgng123      ( Date: 25-Jan-2017 00:08) Posted:



I expect all 3 telcom to get sold off, profit slide before the 4th telcom come in apr. Profit would dive harder next year as 4th telcom cut into shrinking market. Best advice avoid all telcom this year as trump protectism kick in, countries that had big trading deficit with us would get hit so singtel diverse revenue get hit too. US protectism bad for emerging economy, luckily sg got trade surplus with us so not much impact but the 4th telcom would hit margin .


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