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SingTel
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Singtel Bullish???
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Luzern
Supreme |
31-Jul-2018 16:22
Yells: "9" |
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I am surprised that Bharti Airtel Market Cap is only ~S$30Billion, this dispite it being number 1 in India (~270million customer base) and a customer base of ~87million in Africa (growing at double digit) last year.........
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Luzern
Supreme |
31-Jul-2018 16:14
Yells: "9" |
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Bharti Airtel share price rise by ~11% since announced its result on 26/Jul/2018.
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Luzern
Supreme |
31-Jul-2018 16:11
Yells: "9" |
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Singtel own 39.5% of Bharti Airtel
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Luzern
Supreme |
31-Jul-2018 16:05
Yells: "9" |
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Bharti Airtel share price going higher............Indian Telco market consolidation and promising Africn biz driving the increase. IMO, DYODD.
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Luzern
Supreme |
30-Jul-2018 15:37
Yells: "9" |
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Bharti Airtel' s share price is breaking up...... guess the majority have the same reasoning as me. IMO, DYODD. | ||||
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Luzern
Supreme |
30-Jul-2018 09:31
Yells: "9" |
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While making losses in India' s operation, Airtel managed to hold on to its market share. But what ready caught my attention is its African Biz, the growth was significant, and the potential growth in customers' reach is also there. Airtel have operation in 14 African Nation including one of the most populous country Nigeria with a population of 186million. I expect the profitable African biz to contribute > 30% of Bharti Airtel biz next year. IMO, DYODD
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halleluyah
Supreme |
30-Jul-2018 09:20
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aredi cover gap 3.16....hope going back north............... | ||||
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john_ric
Supreme |
28-Jul 23:14
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look difficult to drop to 3.00 leh.. unless big bad news. may be 3.10 likely but then never say never in stock market. |
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Secret_Squirrel
Elite |
28-Jul-2018 22:40
Yells: "Stay curious but skeptical" |
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This counter makes me 心 跳 as it drops so much
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Shampain
Veteran |
27-Jul-2018 12:36
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For my case, i am looking to get somemore sinktel after XD. I hope the price tanks somemore after XD in order to get. I am preparing to hold this as a family heirloom. Not saying the price must tank, just hoping it falls. I gets greedy when others are fearful | ||||
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Luzern
Supreme |
27-Jul-2018 11:41
Yells: "9" |
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Yes, this is the news I was refering to. Look at the numbers and what the market was expecting, Bharti Airtel beats the market expectation. India market its suffering from Competitor' s price cutting, its African biz is improving (accounts for ~25% of revenue). The Indian market is also going thru a consolidation phase and becoming more and more of a 3 Companies Market. This should result in a return to profitability for all 3 dominant Telco in India.. From a Singetl point of view, we will also need to look at the performance of Telkomsel (Indonesia) and Optus (Australia)..... and not to forget TPG launching in Singapore. IMO DYODD
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norispurs
Master |
27-Jul-2018 11:08
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Bro Luzern, were you referring to this news in your earlier post? Seems like this is a little ray of hope for ST' s upcoming earnings release next month, considering Bharti has been squeezed pretty tight in the previous quarter? There still appears to be quite a strong buying interest for SingTel, even post-XD, and price has been holding up so far.
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Luzern
Supreme |
27-Jul-2018 08:59
Yells: "9" |
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"
Mumbai: Bharti Airtel Ltd reported a consolidated net profit during the June quarter (Q1) on the back of a deferred tax gain of ₹ 515.6 crore, which helped it avoid a loss, as the brutal tariff war triggered by Reliance Jio Infocomm Ltd continued unabated during the quarter. Net profit fell to ₹ 97.3 crore in the three months ended 30 June from ₹ 367.3 crore in the year earlier, the telecom operator said in a statement on Thursday. Consolidated revenues for the June quarter stood at ₹ 20,080 crore, down from ₹ 21, 958 crore a year ago. Pricing pressure is evident from the fact that Airtel&rsquo s data customer base rose 51.5% during the June quarter from a year earlier to 94.78 million users in India during the quarter. &ldquo Bharti Airtel would have reported loss had it not been for the deferred tax gain in Africa,&rdquo said an analyst tracking the telecom sector with a domestic brokerage who didn&rsquo t want to be named. &ldquo For Airtel, the mobile wireless business has been a sour point during the quarter, and segments that have held out apart from the African business are the DTH, digital, power and enterprise businesses,&rdquo the analyst added. A Bloomberg poll of 14 analysts had pegged Bharti Airtel&rsquo s net sales at ₹ 19,873.4 crore for the quarter. Another Bloomberg poll of seven analysts had estimated the company would report a loss of ₹ 427.1 crore for the quarter. Telecom operators, reeling from a fierce price war that started with the entry of Reliance Jio in September 2016, were hit hard in the December quarter, and subsequently the June quarter, after the telecom regulator&rsquo s decision to slash interconnection usage charges (IUC) levied by mobile networks handling incoming calls from rival networks. Later, in another blow, the Telecom Regulatory Authority of India (Trai) also cut the international call termination charge from 53 paise a minute to 30 paise a minute, effective 1 February. The termination charge is payable by an international long-distance operator to the Indian telecom operator on whose network an overseas call terminates. &ldquo Our investments have led to some operational expense headwinds in this quarter, but we remain focused on structural cost containment. With consolidation largely done, the secular opportunity of the Indian telecom market continues to excite us and we remain committed to offer best-in-class services to all consumers,&rdquo Gopal Vittal, managing director and chief executive of (India and South Asia) at Bharti Airtel, said in a statement. &ldquo Aggressively expanding our 4G capacities and continuing to offer highest data speeds to customers remains a key priority for us, and towards this end, the quarter has seen our highest quarterly capital expenditure of ₹ 7,887 crore,&rdquo Vittal added. Consolidated Ebitda fell to ₹ 6,837 crore in the quarter ended June, down from ₹ 7,823 crore a year ago, Airtel said. Ebitda is earnings before interest, taxes, depreciation and amortization. Airtel&rsquo s June quarter revenues from India fell 13%, year on year, to ₹ 14,930 crore on an underlying basis, primarily due to a drop in the mobile business, the company said. Airtel&rsquo s monthly average revenue per user, or ARPU, in India fell sharply to ₹ 105 in the June quarter from ₹ 154 a year ago. The number of minutes spent on calls on its network, however, grew 62.2% in India during the quarter while the total data usage per customer on its network rose 201.2% from a year earlier. The company&rsquo s consolidated net debt has increased to ₹ 1,02,902.8 crore in the June quarter from ₹ 87,840.4 crore during the year-ago period. The performance of Airtel&rsquo s Africa unit has saved the company some blushes. In constant currency terms, the Africa revenues for the June quarter grew 14%, year on year, as the data customer base grew 45.2% and voice minutes on network increased by 43.8% on a yearly basis, the company said. In addition to Reliance Jio, Bharti Airtel will now also face intensifying competition from Vodafone-Idea Cellular, whose merger was announced by the department of telecommunications today. According to Bloomberg data, Bharti Airtel had 344.55 million users as of end-May compared with 273.63 million a year earlier. On Thursday, shares of Bharti Airtel Ltd rose 1.63%, or ₹ 5.75, to ₹ 357.60 on the BSE while the benchmark Sensex gained 0.34%, or 126.41 points, to end the day at 36,984.64 points." |
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Luzern
Supreme |
27-Jul-2018 08:56
Yells: "9" |
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Bharti Airtel Q1 profit grows 17% to Rs 97 cr, EBITDA margin contracts 180 bps QoQAfrica' s revenue in April-June quarter grew by 6 percent sequentially to Rs 5,284.1 crore with EBITDA rising 7 percent to Rs 1,922.1 crore and margin expansion of 40 basis points at 36.4 percent."
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lynn89
Senior |
26-Jul-2018 13:13
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cheap can buy, accumulation days | ||||
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pasttime
Supreme |
26-Jul-2018 12
Yells: "gold silver are real money. not others iou." |
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dividends are free. normally a short period of time after xd the price drop to reflect the dividend pay out. after that it will return to its long term path. if not after so many dividends pay out this counter will be < $1 already. for short term those like return to look better can wait to buy after dividend payout. lida the interest return will look better. but really i think no difference. what i consider more is singtel will pay fix dividend for two mroe years then as a percentage of earning. then earning becomes more important. as dividend return will be up and down and not fixed. do u think earning will be up or down in the years ahead? |
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john_ric
Supreme |
26-Jul-2018 11:24
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may drop to 3.0x | ||||
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trader25yr
Master |
26-Jul-2018 11:21
Yells: "I hate con man" |
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If want to buy for dividend, can queue and buy from today loh ... another CD coming dec 2018 But expecting a flat result, buy 3-4 days after result is more stable
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leongyan
Master |
26-Jul-2018 09:56
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As expected. Tanking after XD .. queueing to CFD short at 3.24 level but didn't hit they level.. monitor for now
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spore1
Supreme |
26-Jul-2018 08:45
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Yup!
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