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Singtel Bullish??? Post Reply Rate topic
Wisedom Senior	24-May-2024 08:49        Wisedom About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, but you missed the weakening factor, that is, significant weak AUD against SGD. It depreciated at about 6% y on y. However in constant currency term, the operating revenue and profit remain stable. Despite major foreign associates' weakening currencies, they performed better y on y. luckyguy3      ( Date: 23-May-2024 20:25) Posted: So my initial assumption taking out all the one-time exception item is correct lo.. profit dropped in 2H/24 vs 2H/23.. So this removal of one-time exception incluses trustwave luckyguy3      ( Date: 23-May-2024 20:23) Posted: Trustwave sold. So for future results, there will be no more Trustwave. If exclude trustwave, profits dropped. So technically this is more accurat
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MrBear12 Supreme	24-May-2024 07:54        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	Good morning potato. Hope you had a great week. I know u want to accumulate and hold till 2034 this share. Do you want to buy this? For the next 30 years? It has been recommended by Peggy and my good self here. Some people think bad idea, but how about you?
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MrBear12 Supreme	24-May-2024 07:41        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	I believe no longer. Good news will follow soon BinderyT      ( Date: 24-May-2024 01:06) Posted: The problem with Singtel is that it kept surprising investors with bad news.   It' s almost like it enjoys shooting itself in the foot all the time. MrBear12      ( Date: 23-May-2024 21:18) Posted: Its a buy for this counter at current prices below 2.50. There will be a re-rating of the target prices soon, I believe. Based on the capital return through the value realisation dividend, market should value this baby higher.
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BinderyT Elite	24-May-2024 01:06        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	The problem with Singtel is that it kept surprising investors with bad news.   It' s almost like it enjoys shooting itself in the foot all the time. MrBear12      ( Date: 23-May-2024 21:18) Posted: Its a buy for this counter at current prices below 2.50. There will be a re-rating of the target prices soon, I believe. Based on the capital return through the value realisation dividend, market should value this baby higher.
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MrBear12 Supreme	24-May-2024 00:14        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 1  Alert Admin	That value realisation dividend is to be paid every year in addition to the ordinary dividends. So the yield will be permanently increased from about 4 to 6 percent. That is significant. Anyone join me to buy? MrBear12      ( Date: 23-May-2024 21:18) Posted: Its a buy for this counter at current prices below 2.50. There will be a re-rating of the target prices soon, I believe. Based on the capital return through the value realisation dividend, market should value this baby higher.
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MrBear12 Supreme	23-May-2024 21:18        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	Its a buy for this counter at current prices below 2.50. There will be a re-rating of the target prices soon, I believe. Based on the capital return through the value realisation dividend, market should value this baby higher.
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MrBear12 Supreme	23-May-2024 20:40        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	FINANCIAL HIGHLIGHTS FOR THE SECOND HALF YEAR ENDED 31 MARCH 2024  Operating revenue declined 3.6% and EBITDA was stable, while EBIT1 rose 7.6%. In constant currency terms2, operating revenue fell 1.8% while EBITDA and EBIT1 increased 1.9% and 8.3% respectively with the deconsolidation of Trustwave.  Associates&rsquo post-tax profit contributions grew 2.2% as stronger operational performances of AIS and Globe were partially offset by Telkomsel&rsquo s lower contribution as well as GXS Bank&rsquo s start-up losses.  Underlying net profit was up 8.7%.  A net exceptional loss was recorded mainly due to non-cash impairment charges and provisions, as compared to a net exceptional gain in the last corresponding period.  Free cash flow was up 36% due to higher operating cash flow. FOR THE FINANCIAL YEAR ENDED 31 MARCH 2024  In constant currency terms2, operating revenue and EBITDA were stable while EBIT1 was up 4.8%.  Associates&rsquo post-tax profit contributions increased 3.9% led by Airtel, AIS and Intouch.  Underlying net profit rose 10%.  Net profit fell 64% after including a net exceptional loss.  Free cash flow declined 1.7%, mainly on lower operating cash flow.
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MrBear12 Supreme	23-May-2024 20:35        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	Your initial source for the calculations is the correct one and the one I provided gives a little more details to the summary you provided this morning. There should be no contradiction as the sources are from Singtel Website. The figures should tally. And you have verified it. I can make one final summary to report the results, taken from all published material luckyguy3      ( Date: 23-May-2024 20:25) Posted: So my initial assumption taking out all the one-time exception item is correct lo.. profit dropped in 2H/24 vs 2H/23.. So this removal of one-time exception incluses trustwave luckyguy3      ( Date: 23-May-2024 20:23) Posted: Trustwave sold. So for future results, there will be no more Trustwave. If exclude trustwave, profits dropped. So technically this is more accurat
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luckyguy3 Master	23-May-2024 20:25        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So my initial assumption taking out all the one-time exception item is correct lo.. profit dropped in 2H/24 vs 2H/23.. So this removal of one-time exception incluses trustwave luckyguy3      ( Date: 23-May-2024 20:23) Posted: Trustwave sold. So for future results, there will be no more Trustwave. If exclude trustwave, profits dropped. So technically this is more accurate Glooper83      ( Date: 23-May-2024 14:27) Posted: this is not correct. Singtel' s underlying net profit in the 2H FY 2024 is S$1,140 mil, 8.7% higher than 2H FY 2023 of S$1,048 mil
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luckyguy3 Master	23-May-2024 20:23        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trustwave sold. So for future results, there will be no more Trustwave. If exclude trustwave, profits dropped. So technically this is more accurate Glooper83      ( Date: 23-May-2024 14:27) Posted: this is not correct. Singtel' s underlying net profit in the 2H FY 2024 is S$1,140 mil, 8.7% higher than 2H FY 2023 of S$1,048 mil. luckyguy3      ( Date: 23-May-2024 08:34) Posted: All the media all use FY results and say until is super good etc... BUT actually 2H results aka latest is down even if we do not consider the one-time exceptional loss..  Or am I wrong?
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MrBear12 Supreme	23-May-2024 19:54        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	The presentation also summarises all we want to say FY24-slides-v13_Final.pdf (singtel.com)
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MrBear12 Supreme	23-May-2024 19:48        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	Group-Mar-2024-MDA-2.pdf (singtel.com) luckyguy3      ( Date: 23-May-2024 19:01) Posted: Source?  Glooper83      ( Date: 23-May-2024 14:27) Posted: this is not correct. Singtel' s underlying net profit in the 2H FY 2024 is S$1,140 mil, 8.7% higher than 2H FY 2023 of S$1,048 mil
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luckyguy3 Master	23-May-2024 19:01        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Source?  Glooper83      ( Date: 23-May-2024 14:27) Posted: this is not correct. Singtel' s underlying net profit in the 2H FY 2024 is S$1,140 mil, 8.7% higher than 2H FY 2023 of S$1,048 mil. luckyguy3      ( Date: 23-May-2024 08:34) Posted: All the media all use FY results and say until is super good etc... BUT actually 2H results aka latest is down even if we do not consider the one-time exceptional loss..  Or am I wrong?
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MrBear12 Supreme	23-May-2024 18:33        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	Singapore, 23 May 2024 &ndash Singtel has introduced ST28, a new growth plan designed to enhance customer experiences and deliver sustained value realisation for shareholders. This follows the successful completion of its strategic reset initiated in 2021 to transform the company by capitalising on technology proliferation and unprecedented digitalisation amplified by COVID. Mr Yuen Kuan Moon, Singtel&rsquo s Group Chief Executive Officer said, &ldquo Three years ago, the reset was a strategy for transformation amid accelerated digitalisation brought on by COVID. Today, ST28 is a strategy for growth and sustained value realisation. Having sharpened the Group&rsquo s business focuses, made significant operational improvements and executed to a proven capital recycling programme, we have built a strong foundation for the Group to move into its next phase of growth. While the transformational work is behind us, there is still more to do to deliver value for our customers and shareholders and we intend to exercise the same financial discipline and governance to get there.&rdquo     MrBear12      ( Date: 23-May-2024 18:16) Posted: missed the buy up. Looks strong huattuatua      ( Date: 23-May-2024 17:06) Posted: last min strong buyup at 241 tomorrow 245?
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MrBear12 Supreme	23-May-2024 18:16        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	missed the buy up. Looks strong huattuatua      ( Date: 23-May-2024 17:06) Posted: last min strong buyup at 241 tomorrow 245?
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huattuatua Elite	23-May-2024 17:06        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	last min strong buyup at 241 tomorrow 245?
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MrBear12 Supreme	23-May-2024 15:20        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	1.9 cents confirmed pay in Dec 2024 together with an interim dividend for 1H 2024/25 to be declared in Nov 2024 when 1H results out Potato      ( Date: 23-May-2024 15:12) Posted: gd afternoon~~ Okie... to confirm and chop, this ia what we are looking at for 2024. i.  7.9 cents to be paid on 20 Aug' 24 ii.  1.9 cents to be paid in possibly Dec' 24 iii. Maybe plus a little bit more Divident (only to be delcare in Nov 2024). Not too bad lah...Cheers,   MrBear12      ( Date: 23-May-2024 13:40) Posted:   concurred with Glooper. That is right. In addition, we can expect an interim dividend for 1H 2024/25 (to be declared in Nov 2024) in addition to the 1.9 cents (to be paid Dec 2024) declared today
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Potato Master	23-May-2024 15:12        Potato About Contact  Quote this Post!
x 0   x 0  Alert Admin	gd afternoon~~ Okie... to confirm and chop, this ia what we are looking at for 2024. i.  7.9 cents to be paid on 20 Aug' 24 ii.  1.9 cents to be paid in possibly Dec' 24 iii. Maybe plus a little bit more Divident (only to be delcare in Nov 2024). Not too bad lah...Cheers,   MrBear12      ( Date: 23-May-2024 13:40) Posted:   concurred with Glooper. That is right. In addition, we can expect an interim dividend for 1H 2024/25 (to be declared in Nov 2024) in addition to the 1.9 cents (to be paid Dec 2024) declared today. Glooper83      ( Date: 23-May-2024 13:02) Posted: yes, that is correct.
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Glooper83 Senior	23-May-2024 14:27        Glooper83 About Contact  Quote this Post!   Mood: Yells: "Always focus on Fundamentals!"
x 0   x 0  Alert Admin	this is not correct. Singtel' s underlying net profit in the 2H FY 2024 is S$1,140 mil, 8.7% higher than 2H FY 2023 of S$1,048 mil. luckyguy3      ( Date: 23-May-2024 08:34) Posted: All the media all use FY results and say until is super good etc... BUT actually 2H results aka latest is down even if we do not consider the one-time exceptional loss..  Or am I wrong? luckyguy3      ( Date: 23-May-2024 08:32) Posted: Becos of 1Q pull the profit up. 2Q dropped actually. So FY up but actually 2Q (latest result) is down even without considering the one-time los
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Glooper83 Senior	23-May-2024 13:41        Glooper83 About Contact  Quote this Post!   Mood: Yells: "Always focus on Fundamentals!"
x 0   x 0  Alert Admin	1. This could pave the way for Optus to follow... since Telstra already made the jump... 2. Or maybe Optus could buck the trend and hope that this helps to improve their brand image?
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