Latest Forum Topics /
SingTel
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The Place Holdings on its next leg!
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Entropy72
Master |
17-Jan-2022 23:56
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Myfintech week 24-28 Jan. Best time to announce winners of Malaysia digital bank licenses.
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Value_finder
Member |
17-Jan-2022 18:30
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It's already 2022 and still no news on digibank launch and NCS ipo. Why so slow in execution? | ||||
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Starship
Supreme |
17-Jan-2022 16:27
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DBS Equity ASEAN Industry Focus Telecom Sector:Was 2021 an inflection point? 17 Jan 2022 After underperforming for 5-years, telecom operators (telcos) &ndash in Indonesia & Thailand &ndash outperformed in 2021 Indonesian telcos may continue to outperform while Singapore telcos could start outperforming in 2022 aided by mobile recovery and capital re-cycling Singtel and PT Telkom are our top picks for 30% potential returns including dividends In Singapore, fourth mobile network operator TPG secured a small tranche of 5G spectrum in November 2021, dashing hopes of sector consolidation in the near term. Indonesian telcos may continue to outperform while Singapore telcos might begin to outperform in 2022. We expect Singapore mobile revenue to enter positive territory in 2022F led by a rising 5G adoption (~7% of postpaid subscribers in 2021) and a gradual roaming recovery. Capital re-cycling should be another driver, leading to higher earnings payout ratio than the last year. For Singtel, a recovery in the core business in Singapore and Australia is the key to the stock price. A sharp recovery at Optus might strenghthen the core business while Bharti would be the key growth driver. ................. both Singtel & PT Telkom are trading below their 5-year average Price to 12-month forward Earnings (P/E). |
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Zerocool888
Master |
17-Jan-2022 15:39
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I concur! 👍 👍 👍
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Skynet4321
Master |
17-Jan-2022 14:39
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Just let things play out by itself. No numbers no emotions. I personally believe shorts are covering partly in preparation for decision on Msia DBL soon. If don't get, they shoot down instantly but if get then they were covered to some extent (God knows).
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vicloo
Supreme |
17-Jan-2022 12:53
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If this week can clear 2.5, cny can hit 2.6.
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FATABA
Supreme |
17-Jan-2022 09:56
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Testing 2.50 first lah ...then can go 2.60 ......Singtel speed is still like 3G ....not 5G lah. See any good update on their end 2021 qtr. Dyodd
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halleluyah
Supreme |
17-Jan-2022 09:51
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testing 2.60 on the way.......... | ||||
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Potato
Master |
17-Jan-2022 09:47
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Good morning~~ seems like good momentum leh. | ||||
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Zerocool888
Master |
15-Jan-2022 22:05
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Lol....bro. It' s Saturday! Take a break and come back on Monday lar. Hahahahaha..... You must own a fair share of amount of Singtel share.
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Wishletoe
Member |
14-Jan-2022 19:20
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Another good day, heading up quite strongly. do need a volume push to get past 2.60 then it' s $3. Possibility this time. | ||||
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Ipoh123
Senior |
14-Jan-2022 16:20
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Uptrend, enjoy long. | ||||
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Potato
Master |
14-Jan-2022 16:08
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Good afternoon~~ not bad leh up 2.1%. Mr Moon should come out and give more confident to the market. Push it $3 lah... | ||||
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vivacious
Supreme |
14-Jan-2022 12:53
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yes bro. Those sold ones - went into thai bev n ascendas to ave down.
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Zerocool888
Master |
14-Jan-2022 11:22
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Wah you sold 60 plus lots. I still have my 118 lots. Smart that you keeping some!
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vivacious
Supreme |
14-Jan-2022 10:55
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looks like it. I have 40 lots left...after divesting. Let it run.
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vicloo
Supreme |
14-Jan-2022 10:48
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Path to 2.5 b4 cny. | ||||
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Wishletoe
Member |
13-Jan-2022 18:33
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Japanese Candlestick charting, quite useful sometimes.
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PhillipTan
Supreme |
13-Jan-2022 09:08
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RHB remains ' neutral' on local telco sector as it redials for growthRHB Group Research is keeping " neutral" on the local telecommunications sector for 2022 and emphasises that stock picking remains key on the back of an uneven economic recovery and extended market volatility.The RHB research team has estimated a sector valuation of 9.5 times FY2022 EV/EBITDA, which is -1 standard deviation (SD) below its historical mean. This, the research team, believes is fair given the balance of risk and reward coupled with the low base of earnings in 2020 and 2021. With that, RHB likes Singapore Telecommunications (Singtel) as its preferred exposure within the sector with a 12% ESG premium incorporated &ndash the highest within its Asean-4 telco universe. " We see a rebound in industry mobile revenue from a low- to mid-single decline in 2021," says the research team, as it predicts mobile service revenue to recover this year on the back of recovery in roaming and prepaid revenues from easing travel restrictions, and ARPU uplift from 5G services, and notwithstanding concerns over the threat posed by the Omicron variant. While mobile virtual network operators (MVNO) would continue to pose a threat to the mobile network operators (MNO), the latter' s appeal comes from superior customer service, attractive 5G device bundles and digital plans. " We expect 5G adoption to ramp-up in 2022 (currently less than 5% of mobile subs are on 5G), with the availability of more mid-priced handsets while the population coverage of the MNOs is well on track to surpass the mandated 50% by end-2022," says RHB. Meanwhile, strong enterprise tailwinds from digitalisation drive and mergers and acquisitions (M& As) are expected to contribute to growth. " We believe the MNOs are well positioned to capitalise on the strong enterprise tailwinds, with multi-year double-digit growth projected. We note the slew of cross-border M& As deals executed in 2020-2021 to strengthen the telcos' enterprise capabilities, specifically in the areas of cloud and managed services," says RHB. To recap, some of the recent acquisitions by local telcos that could contribute to growth include StarHub' s acquisition of Strateq and Hong Kong Broadband Network' s (HKBN)' s ICT assets in Malaysia and Singapore (JOS). The already delisted M1 has also recently purchased Glocomp, a Malaysian digital solutions provider. " These purchases mark the telcos' maiden geographical diversification beyond Singapore to capitalise on stronger regional growth opportunities," says RHB. Under its strategic business reset, Singtel is also doubling down on its enterprise aspirations, having crafted a regional strategy to penetrate the Asean B2B market with an expanded suite of ICT offerings under wholly-owned NCS. With Singtel being RHB' s preferred pick, the research house expects to see a 20.3% growth in Singtel' s FY2022 core earnings after four consecutive years of decline, , supported by a recovery in mobile revenue and stronger contributions from associate, Airtel. Valuation on the stock is also currently undemanding, at -1SD from its historical EV/EBITDA mean, with catalysts hailing from its strategic business reset announced in May 2021. Following the earlier disposal of Optus' tower assets (ATN), Singtel is reported to be weighing the sale of its Australian fibre assets. The group is also open to relinquishing its stake or a partial divestment in its cyber-security outfit, Trustwave. |
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JustOnce
Member |
13-Jan-2022 08:10
Yells: "Learning to invest" |
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If I am not wrong, white candle = green candle. going up candle. some people like black and white candles some people like red and green.
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