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MrBear12 Supreme	07-Oct-2024 17:34        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	For this to survive, it needs to be of a certain size. Lets hope someone will take up the challenge to turn this round. All eyes on this fellow
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noslen Veteran	07-Oct-2024 10:23        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whether it's a merger between M1 and Starhub or Keppel buying Starhub or any other forms of consolidation, we know something will take place. Since in May this year, there's a leak by TMT Finance that Starhub is working with a few banks on a likely merger, then I tend to lean more to that happening. But again when will this happen, it could be soon but it could also drag for a year or 2, who knows. If one has fear of missing out, then buy at current price (which is still attractive) to keep and wait.
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Speediman Veteran	07-Oct-2024 09:31        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starhub have been consolidating for 4 months.  It should be trading $1.3 - $1.4 soon with dividend yield at 5%
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vivacious Supreme	07-Oct-2024 09:09        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	consolidate, privatise $3 settled
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mrwise Supreme	06-Oct-2024 23:59        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Time to consolidate sg telcos.  if starhub is sold, it will be good news for everyone and it is good for other telcos company too. Wait patiently... Alignment      ( Date: 06-Oct-2024 10:17) Posted: On reflection I' ve changed my mind. The key is to ask what Temasek wants. In particular, does it a) see telecoms as a key business for Keppel, and b) want to be a controlling shareholder in a competitor to Singtel? I think the answer to a) is yes and the answer to b) is no. Therefore I now think Keppel buying Starhub is the most likely outcome, followed by Starhub merging with M1. Singtel buying Singtel remains a remote possibility. Alignment      ( Date: 05-Oct-2024 13:27) Posted: 3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective
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Speediman Veteran	06-Oct-2024 22:27        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think that (A) Keppel buyout starhub has the highest probability too.  However if  Starhub can be broken up into parts for sale,    Mobile & Broadband to Keppel Cable TV  to Singtel Keep enterprise business This might easily value Starhub from $1.50-2.0.  Alignment      ( Date: 06-Oct-2024 10:17) Posted: On reflection I' ve changed my mind. The key is to ask what Temasek wants. In particular, does it a) see telecoms as a key business for Keppel, and b) want to be a controlling shareholder in a competitor to Singtel? I think the answer to a) is yes and the answer to b) is no. Therefore I now think Keppel buying Starhub is the most likely outcome, followed by Starhub merging with M1. Singtel buying Singtel remains a remote possibility. Alignment      ( Date: 05-Oct-2024 13:27) Posted: 3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective
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MrBear12 Supreme	06-Oct-2024 18:57        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Thank you Alignment. Maybe a foreign telco with good track record shld take over starhub and turn round this company. Alignment      ( Date: 06-Oct-2024 18:06) Posted: The regulator has to approve any takeover, so if they wanted to block foreigners from doing so they could. But I am not aware of any explicit ban on foreigners.  MrBear12      ( Date: 06-Oct-2024 15:34) Posted: Can foreigners take over starhub
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Alignment Elite	06-Oct-2024 18:06        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The regulator has to approve any takeover, so if they wanted to block foreigners from doing so they could. But I am not aware of any explicit ban on foreigners.  MrBear12      ( Date: 06-Oct-2024 15:34) Posted: Can foreigners take over starhub Alignment      ( Date: 06-Oct-2024 10:17) Posted: On reflection I' ve changed my mind. The key is to ask what Temasek wants. In particular, does it a) see telecoms as a key business for Keppel, and b) want to be a controlling shareholder in a competitor to Singtel? I think the answer to a) is yes and the answer to b) is no. Therefore I now think Keppel buying Starhub is the most likely outcome, followed by Starhub merging with M1. Singtel buying Singtel remains a remote possibility
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MrBear12 Supreme	06-Oct-2024 15:34        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Can foreigners take over starhub Alignment      ( Date: 06-Oct-2024 10:17) Posted: On reflection I' ve changed my mind. The key is to ask what Temasek wants. In particular, does it a) see telecoms as a key business for Keppel, and b) want to be a controlling shareholder in a competitor to Singtel? I think the answer to a) is yes and the answer to b) is no. Therefore I now think Keppel buying Starhub is the most likely outcome, followed by Starhub merging with M1. Singtel buying Singtel remains a remote possibility. Alignment      ( Date: 05-Oct-2024 13:27) Posted: 3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective
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Alignment Elite	06-Oct-2024 10:17        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	On reflection I' ve changed my mind. The key is to ask what Temasek wants. In particular, does it a) see telecoms as a key business for Keppel, and b) want to be a controlling shareholder in a competitor to Singtel? I think the answer to a) is yes and the answer to b) is no. Therefore I now think Keppel buying Starhub is the most likely outcome, followed by Starhub merging with M1. Singtel buying Singtel remains a remote possibility. Alignment      ( Date: 05-Oct-2024 13:27) Posted: 3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective. Speediman      ( Date: 01-Oct-2024 11:50) Posted: If Telco consolidate,  which scenario is most likely? 1) Keppel takeover Starhub  2) Singtel takeover Starhub 3) Starhub merge with M1 to form new company
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n3wbie Elite	05-Oct-2024 23:13        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Dont forget that there is also Simba which is also an acquisition target for some of the incumbents Alignment      ( Date: 05-Oct-2024 13:27) Posted: 3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective. Speediman      ( Date: 01-Oct-2024 11:50) Posted: If Telco consolidate,  which scenario is most likely? 1) Keppel takeover Starhub  2) Singtel takeover Starhub 3) Starhub merge with M1 to form new company
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Alignment Elite	05-Oct-2024 13:27        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	3) most likely by far, followed by 1). I don' t think 2) is a possibility from a regulatory perspective. Speediman      ( Date: 01-Oct-2024 11:50) Posted: If Telco consolidate,  which scenario is most likely? 1) Keppel takeover Starhub  2) Singtel takeover Starhub 3) Starhub merge with M1 to form new company
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Speediman Veteran	01-Oct-2024 11:50        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	If Telco consolidate,  which scenario is most likely? 1) Keppel takeover Starhub  2) Singtel takeover Starhub 3) Starhub merge with M1 to form new company
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noslen Veteran	01-Oct-2024 10:04        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don't think they need another restructuring after going through 3 years of Dare+ transformation. Their enterprise business are interconnected, difficult to break up. Only left with telco consolidation to look forward to. Speediman      ( Date: 01-Oct-2024 09:15) Posted: How can Starhub be restructured/breakup to achieve higher value?
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Speediman Veteran	01-Oct-2024 09:15        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	How can Starhub be restructured/breakup to achieve higher value?
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noslen Veteran	30-Sep-2024 14:02        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Highlights from Maybank Securities Investors Night: ▶ 5.7% dividend yield ▶ 14.8x Price-to-Equity ratio (SG peers? average 51.7x) ▶ 22.2% one-year total shareholder return (SG peers? average 29%) ▶ 25.8% return on equity (SG peers average: 3.56%) ▶ SGD50 mil ongoing share buyback (haven't seen it in this FY yet though) https://www.linkedin.com/posts/maybank-investment-banking-group_maybank-securities-singapore-investors-night-activity-7245225843059236864-UQen?utm_source=share&utm_medium=member_android
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Speediman Veteran	30-Sep-2024 11:30        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is a super laggard stock now..  Starhub... wake up and Run! You should be $1.4-1.5
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noslen Veteran	19-Sep-2024 11:58        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	At the rate both are moving, Starhub price will be 1/3 of Singtel soon. vivacious      ( Date: 18-Sep-2024 08:36) Posted: shld be priced at least half of Singtel' s price
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noslen Veteran	19-Sep-2024 09:17        noslen About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Edge editor that covered this story just won an award for this article, we will know soon or later if she is right https://www.theedgesingapore.com/news/telecommunications/singapore-telco-market-heading-consolidation freestyle123      ( Date: 17-Sep-2024 13:47) Posted: what is next news? merge with M1? MOU? IPO of Ensign? Shining star!!!!! freestyle123      ( Date: 17-Sep-2024 10:56) Posted: inch up inch up, tomorrow open big gap up. wait and see
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vivacious Supreme	18-Sep-2024 18:32        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.3 soon
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