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Singtel Bullish???
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waters
Senior |
18-Nov-2016 10:28
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Singtel hires three banks for up to $2.5b NetLink IPO Subscribe to our newsletter A Singtel executive passes a Singtel logo at their head office in Singapore April 8, 2015. REUTERS/Edgar Su/files Anuradha Fiona Lau November 18, 2016: Singapore Telecommunications hired three banks to manage an initial public offering (IPO) of up to $2.5 billion for its broadband subsidiary NetLink Trust, IFR reported late on Thursday, citing people close to the deal. Singtel, Southeast Asia&rsquo s largest telco, tapped DBS Group, Morgan Stanley and UBS AG to handle the IPO, expected to take Read more at: http://www.dealstreetasia.com/stories/singtel-hires-three-banks-for-up-to-2-5-bln-netlink-ipo-ifr-58674/ |
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investshare
Supreme |
18-Nov-2016 09:03
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Add at $3.67, Ave $3.75. | ||||
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Goldfinger
Supreme |
17-Nov-2016 22:55
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Keep fingers crossed for special dividend maybe...
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TanSiBeiKu
Senior |
17-Nov-2016 22:04
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Good News ?? http://news.asiaone.com/news/business/singtel-hires-three-banks-47b-netlink-ipo-ifr?utm_campaign=Echobox& utm_medium=Social& utm_source=Facebook& link_time=1479389751#xtor=CS1-2 |
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destinykraze
Elite |
17-Nov-2016 12:12
Yells: "Reality is only a matter of perception" |
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Singtel price looks good to pickup some? + upcoming dividend next month. |
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investshare
Supreme |
14-Nov-2016 22:10
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They are at a much lower value chain. Of course it is still possible that they can make good profit. But the DBS/OCBC/Singtel will be the nerve of the Smart Nation.
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BetterStill
Veteran |
14-Nov-2016 21:11
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How about Singpost ?
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investshare
Supreme |
14-Nov-2016 19:29
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As expected, the share price is volatile and went even lower.
However, today I attended some fintech event and I am more convinced now that DBS, OCBC and Singtel are the best proxy for Sg and regional Smart Nation.
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BetterStill
Veteran |
14-Nov-2016 17:48
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Singtel to stay unfazed as new telco comes
Only 26% of its earnings are from Singapore. Singapore telco Goliath Singtel should not be worried when the new group successfuly penetrates the sector as only a quarter of its earnings are from the city-state. According to OCBC Investment, the new telco has only but a little impact on Singtel. "Given the competitive mobile business environment, a fourth telco entry will likely exacerbate the pressures on mobile ARPU in Singapore. As a result, we forecast -2.0% compound annual growth rate for Singtel?s post-paid average revenue per user over a 5-year period to FY21," OCBC said. But compared to the other two incumbents, M1 and StarHub, the said impact is much smaller. "We also expect Singtel to lose some market share to the 4th Telco, and project Singtel to register -0.50% CAGR for the number of its post-paid subscribers over the same period. On a group level, we do not expect a material impact on its bottom line over the five-year period," OCBC said. More so, the firm stressed that only around 32% of the groups earnings is derived from the consumer segment in Singapore, which includes its pay TV and broadband businesses. "Hence, we do not think losing 2-3% revenue share over the next five years will materially affect its dividend payout," OCBC argued. Do you know more about this story? Contact us anonymously through this link. Click here to learn about advertising, content sponsorship, events & rountables, custom media solutions, whitepaper writing, sales leads or eDM opportunities with us. To get a media kit and information on advertising or sponsoring click here. |
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investshare
Supreme |
13-Nov-2016 10:10
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Then I think is very risky to hold now. Next one month could be wild swing.
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BetterStill
Veteran |
13-Nov-2016 08:52
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Err.... no intention to hold tt long as next year Singapore economy really unclear,especially after Trump moves in to White House .
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investshare
Supreme |
13-Nov-2016 07:22
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You are right. In fact Singtel guidance is this year profit down low single digit due to Australia drag. So possible to see share price lower in short term.
But the more I look into Singapore Smart Nation and worldwide IOT trend, this is mega trend that worth taking some risk. This is the infrastructure and nerve for the new economy. I start buying a bit and intend to add when price is lower. If don't buy now, the risk is when price may rise when they roll out Netlink IPO, which must be completed by Apr 2018.
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Qanghoo
Supreme |
12-Nov-2016 22:42
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Actually, I think Optus might turn out to be the real thorn for Stel than the 4th telco in the immediate term. Appears like they are ripping each other throats down under now ....
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investshare
Supreme |
12-Nov-2016 14:57
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I believe it depends on your timeline. For next one month, I think it may well stay below $3.90. However for next 6month to 2 years time, I am cautiously optimistic.
Singapore is going into Smart Nation. Singtel is the telco leader and will benefit the most from it. Sooner or later the market will recognize value of it. Don't forget also Singtel need to IPO Netlink by 2Q18. It's >4% dividend also make it feasible to hold and wait.
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dc16888
Master |
12-Nov-2016 14:31
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ya haha, next targets guess 3.65 - 3.50 upside 3.81 1st, 3.9-4.0.....lets market tell us. |
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BetterStill
Veteran |
12-Nov-2016 13:17
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Haha...maybe they got a lot on hands to let go 🤓 🤓
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dc16888
Master |
12-Nov-2016 12:22
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think ocbc like this coumter very much, still call for buy close 3.77 n targets 4.4. |
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BetterStill
Veteran |
12-Nov-2016 12:13
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Can I interpret that the TP is around $4.1 then?
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investshare
Supreme |
11-Nov-2016 20:36
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This is equivalent to Temasek increase stake at $4.16.
On 18 August 2016, Singtel entered into conditional share purchase agreements with Temasek Holdings (Private) Limited (?Temasek?), its holding company, to acquire 21% of Intouch Holdings Public Company Limited (?Intouch?) and 7.39% of Bharti Telecom Limited (?BTL?) for approximately S$1,585 million and S$884 million respectively. The total consideration payable of approximately S$2.47 billion will be funded through internal cash, short-term debt and proceeds from a share placement of 385,581,351 new Singtel shares to Temasek totalling S$1,605 million at a price of S$4.16 per new share. |
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investshare
Supreme |
11-Nov-2016 17:10
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SINGAPORE (Nov 11): RHB is maintaining its &ldquo neutral&rdquo call on Singtel with a target price of $4 as valuations are fair given the competitive pressure it faced in Australia coupled with its decent dividend yield. Singtel is facing headwinds in Australia over pricing aggression, particularly from mobile virtual network operators. However, the prepaid market in Australia is also heating up, with Telstra raising the stakes with a A$10 prepaid starter pack with 6GB data including 5GB bonus data, while Vodafone is giving out 3GB for every A$30 top-up. This is exerting pressure on prepaid ARPU (average revenue per user) in a slowing market. In a Friday report, RHB notes that the lower dependence on the Singapore domestic mobile market makes it less vulnerable to the threat of a new mobile entrant. On the postpaid front, revenue would also be crimped by the service credits on its device repayment plan (DRP) &ndash launched in Feb 2015 &ndash until the impact permeates its postpaid base. ARPU pressure is expected in 2HFY17 with postpaid net-additions magnifying the DRP impact, notes RHB. &ldquo Optus said it would align the increase to revenue trends, noting benefits from the exclusive English Premier League content,&rdquo says RHB, &ldquo Management said it is keen on the 700MHz spectrum which would be put up for auction in 2017.&rdquo In Singapore, its mobile business outperformed its peers, with management saying its data upsize offer DataX3, which was launched in Sept, is value accretive , with more data subscribers opting for it. Also unlike the competition, Singtel has limited this offer to new and re-contracting customer. This has pushed up postpaid data usage to 2.8GB/subs/mth. &ldquo The strong takeup of SIM-only plans during the quarter has nonetheless diluted postpaid ARPU, which fell 5.5% y-o-y to $69,&rdquo says RHB. Meanwhile, the enterprise segment is also looking promising for Singtel, RHB notes. The telco is currently a major player in Singapore&rsquo s smart nation initiatives, which is in the implementation phase, while discussions are ongoing in Australia&rsquo s smart nation project. The enterprise segment revenue grew 5% in 1HFY17, driven by cyber security (Trustwave), government infrastructure projects and on-boarding government agencies on the G-cloud platform, which more than mitigated the decline in legacy carriage revenue. Shares of Singtel are trading 8 cents lower at $3.76. |
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