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Singtel Bullish??? Post Reply Rate topic
wonder Member	03-Mar-2017 10:41        wonder About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope shortists being catch naked. Singtel price will definately rise with Temasek support.
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destinykraze Elite	03-Mar-2017 10:36        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Hope to collect Cheap. might see short squeeze on shortist soon.
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gopguppy Veteran	03-Mar-2017 10:09        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any guess why the huge price drop in price over the last 2 days?
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KiLrOy Elite	03-Mar-2017 10:08        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	mine is 3.70 to consider BUY. :p
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BetterStill Veteran	03-Mar-2017 09:41        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	My target is around $3.84 for Singtel and 1.37 for Singpost )
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investshare Supreme	03-Mar-2017 09:21        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Added $3.89, Ave 3.76xx investshare      ( Date: 17-Feb-2017 09:47) Posted: ) investshare      ( Date: 20-Dec-2016 13:37) Posted: after dividend, my cost is $3.678 )
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KiLrOy Elite	03-Mar-2017 09:12        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	SINGTEL IS STILL A BUY Singapore - My Republic' s MVNO plans accelerate incumbents' earnings risk   Industry Overview     Key takeaways   We hosted MyRepublic at our ASEAN Corporate Day. Our discussions reaffirm our cautiousness on the SG mobile market. MR plans to launch MVNO in Singapore by mid-2017 targeting 3-5% market share. Mobile pricing decline could accelerate. Maintain caution on U/P-rated M1/STH, which face structural risks and multi-year earnings decline. Prefer Buy-rated Singtel. Competition likely to drive changes in mobile offerings We hosted Greg Mittman, Co-founder and COO and Lavinia Koh, CFO of MyRepublic (non-listed) at our ASEAN Corporate Day on Mar 2 in Singapore (SG). Our discussions reaffirm our cautiousness on the SG mobile market. MR plans to launch a MVNO mobile service in Singapore by mid-2017 and targets 3-5% mobile market share. It is likely that mobile pricing could decline even before TPG' s arrival in Sep-2018. Maintain cautious view on U/P-rated M1 and StarHub, which face structural risks and likely multi-year earnings decline. Prefer Buy-rated Singtel for its diversified businesses and earnings. MR has evolved its plan to enter SG as MVNO MR' s original plan was to enter SG as a MNO if it could secure the spectrum at reserved price of S$35mn targeting more than 5% of the mobile market share. By leveraging on its existing fixed business, subs base and retail sales points etc, MR was looking at turning EBITDA positive in three years with payback period of 5-6 years. However at S$100mn price point, MR believes the market share target and payback period would become much higher. MR has since evolved its plans to launching mobile through MVNO and intend to do the same for its other markets. MR continues to build its IT capabilities and cloud platform as a " plug-and-play" platform. MR aims to provide fixed broadband, mobile and OTT content through its platform to all its markets. MR' s MVNO launch could accelerate mobile pricing decline In SG, MR expects more new MVNOs ahead of TPG' s launch.&lrm The incumbents are now incentivized to consider wholesale business with new MVNOs as they are likely to be better at targeting the niche segments that were difficult and costly for the incumbents to reach and retain. Instead of losing these subs to TPG, incumbents could choose to at least keep these subs as wholesale revenue via the MVNOs. We believe more MVNOs could accelerate the drop in mobile prices and hurt the incumbents' in the medium-term, before any benefits accrue in the long term. MR expects majority of the price correction to happen before TPG' s arrival in Sep 2018. We expect pricing pressures to continue over the medium term as the incumbents are likely to be superior to TPG on most other features valued by customers. Hence, TPG has to compete on pricing to gain customers. Buy ST for diversified earnings, remain cautious on STH/M1 ST is our preferred pick due to its relatively better growth outlook, dividend upside from net link trust divestment and muted impact from domestic telco competition. Recent recovery in stock prices for STH and M1 were not reflective of their deteriorating fundamentals in our view. We estimate 9% earnings decline for both STH and M1 vs 7% earnings CAGR for ASEAN telcos in 2016-18E with scope for further downside surprise.
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ahbenboy Senior	03-Mar-2017 09:00        ahbenboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	definitely will still be lower now BetterStill      ( Date: 03-Mar-2017 08:39) Posted: Any chances to go further down today like 3.8 sth ?
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BetterStill Veteran	03-Mar-2017 08:39        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any chances to go further down today like 3.8 sth ?
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thesupertony Member	02-Mar-2017 17:15        thesupertony About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m all in Singtel. Just bought at 3.92
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leongyan Master	02-Mar-2017 16:46        leongyan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup.. bought at 3.82 last month and sold off.. waitig for it to drop back to this level wonder      ( Date: 02-Mar-2017 14:50) Posted: BB purposely force down to accumulate.
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wonder Member	02-Mar-2017 14:50        wonder About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB purposely force down to accumulate.
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moneyspinner Veteran	02-Mar-2017 14:47        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why would somebody wants to sell SingTel when the Netlink Trust IPO is just around the corner?   So puzzling........😳
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wonder Member	02-Mar-2017 12:15        wonder About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dateline given is to be before April 18 next year. But based on reports likely to be 3rd qtr of this year.
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kerier Veteran	02-Mar-2017 12:11        kerier About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's likely to be before April 2018. Should be this year. ahbenboy      ( Date: 02-Mar-2017 11:53) Posted: IPO is next year April 2018 right?   still long way... for now it keeps dropping sigh wonder      ( Date: 02-Mar-2017 11:24) Posted: Buy!!!( netlink ipo coming)
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ahbenboy Senior	02-Mar-2017 11:53        ahbenboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	IPO is next year April 2018 right?   still long way... for now it keeps dropping sigh wonder      ( Date: 02-Mar-2017 11:24) Posted: Buy!!!( netlink ipo coming)
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wonder Member	02-Mar-2017 11:24        wonder About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy!!!( netlink ipo coming)
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KiLrOy Elite	17-Feb-2017 10:33        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	4.30 sky.
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investshare Supreme	17-Feb-2017 09:47        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	) investshare      ( Date: 20-Dec-2016 13:37) Posted: after dividend, my cost is $3.678 ) investshare      ( Date: 13-Dec-2016 09:47) Posted: Add at $3.79, Ave $3.75
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BetterStill Veteran	11-Feb-2017 16:27        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yaya...watching closely...initially plan to load Singpost de...but result pretty bad. Remove fr watching list liao....
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