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M1
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happytrader78
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27-Apr-2015 09:16
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Not waiting le.. tink its bounced up. Got my 10,000 @ 3.59.. happy accumulating everybody!! | ||||
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john_ric
Supreme |
23-Apr-2015 21:37
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this is the trend recently for all counters.
anyway good oppotunity to buy cheap. just monitor
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motome
Member |
23-Apr-2015 17:36
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How come keep dropping after cd? I tot their latest results were quite ok. |
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tipper
Senior |
21-Apr-2015 14:01
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Looks like bottoming now that it has reached down to its low. Probably triggering its accumulation mode. |
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pasttime
Supreme |
18-Apr-2015 19:34
Yells: "gold silver are real money. not others iou." |
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free float only 70m shares. real free float maybe even lesser. if any big boss want to fry it up also quite possible. |
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reliever
Senior |
15-Apr-2015 16:48
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M1 reported its 22.7 percent increase in revenue for the first 1Q15 year-on-year to $294.8 million, attributable to higher handset sales with strong demand for the new Apple iPhone 6 and 6+. M1 wishes to achieve &ldquo moderate&rdquo earnings growth this year, citing continued growth in mobile data usage and new services in its fixed services segment. Good for dividend play. |
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lorann
Senior |
14-Apr-2015 17:06
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Why dropped today while other telcos are doing well? What happened? |
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daylight28
Senior |
03-Feb-2015 16:42
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new record high of 3.88 |
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john_ric
Supreme |
03-Feb-2015 16:39
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Whahaha. Fntastic. Up 10 xcents . now at 3.88 huat ah.
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ozone2002
Supreme |
20-Jan-2015 16:39
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This is a fantastic stock with divy at 5% (19c in 2014), very high in this kind of market, good growth. planning to go into corporate broadband and cloud services gd luck dyodd Last:3.7 Vol:2175k  +0.08
BUY S$3.62 STI : 3,307.70 (DBS) Price Target : 12-Month S$ 4.05 Reason for Report : FY14 results Potential Catalyst: recent hike in dividends Where we differ: Higher TP than street due to better growth projections over the long term Analyst Sachin MITTAL +65 6682 3699 [email protected] Result Summary FY Dec (S$ m) 4Q 2014 4Q 2013 3Q 2014 yoy chg qoq chg P& L Items Turnover 346.4 278.6 250.2 24.3 38.4 Opg Profit 56.1 48.1 55.6 16.6 0.9 EBITDA 86.4 79.1 84.5 9.2 2.2 Net Profit 44.5 40.6 44.5 9.6 0.0 Other Data Opg Margin (%) 16.2 17.3 22.2 Net Margin (%) 12.8 14.6 17.8 Financial Summary FY Dec (S$ m) 2013A 2014A 2015F 2016F Turnover 1,008 1,076 1,110 1,124 Operating Profit 197 221 232 243 EBITDA 312 335 352 365 Net Pft (Pre Ex.) 160 176 186 195 EPS (S cts) 17.4 19.1 19.9 20.9 EPS Pre Ex. (S cts) 17.4 19.1 19.9 20.9 EPS Gth (%) 9 10 6 5 EPS Gth Pre Ex (%) 9 10 6 5 Net DPS (S cts) 21.0 18.9 20.2 21.1 BV Per Share (S cts) 42.8 42.4 43.3 44.3 PE (X) 20.8 19.0 18.2 17.3 PE Pre Ex. (X) 20.8 19.0 18.2 17.3 EV/EBITDA (X) 11.3 10.8 10.3 10.0 Net Div Yield (%) 5.8 5.2 5.6 5.8 P/Book Value (X) 8.5 8.5 8.4 8.2 Net Debt/Equity (X) 0.5 0.7 0.6 0.6 ROAE (%) 43.7 44.5 46.6 47.6 At A Glance Issued Capital (m shrs) 931 Mkt. Cap (S$m/US$m) 3,371 / 2,541 Avg. Daily Vol.(&lsquo 000) 942 ICB Industry : Telecommunications ICB Sector: Mobile Telecommunications Principal Business M1 is the smallest of the three telecom operators in Singapore. M1 provides mobile services and has also started to provide fixed broadband services by riding on National Broadband Network. Source: Company, DBS Bank, Bloomberg Finance L.P. Higher dividends to lead to re-rating FY14 net profit of S$175.6m (+9.7%) was 3% ahead of our estimates Final DPS of 11.9Scts &ndash regular payout ratio of 100% for the full year was above our 90% expectations, implying that full payout could continue Management guided for S$120m capex and moderate growth in net profit in FY15, in line with street expectations. Maintain BUY with TP of S$4.05 Highlights Postpaid acquisition rose due to higher demand for iPhone6 Postpaid acquisition costs rose 10.6% y-o-y to S$438m due to higher mix of IPhone 6 versus Android phones. However, this did not adversely impact the profits due to fair value accounting for iPhone. Postpaid ARPU continued to trend up Postpaid (net) ARPU rose to S$55.2 (+4.4% y-o-y, +2.9% qo- q), mainly driven by more customers adopting tiered plans and slightly higher monthly tariffs. Plans to target corporate broadband market M1 has launched its data centre and cloud service recently in order to target the corporate market. Outlook Mobile re-pricing to benefit the mobile sector 66% of M1&rsquo s postpaid customers are on tiered data plans (vs 61% in 2Q14), with 22% of users exceeding their data bundles. The continued adoption is crucial to support M1&rsquo s postpaid ARPU. On top of tiered data plans, all three telcos raised monthly tariffs by S$2-5 per subscriber in Sep 2014, which will benefit FY15F and FY16F earnings. Potential gains in the fixed broadband sector. Over 80% of M1&rsquo s revenue comes from the mobile sector in Singapore versus ~60% for StarHub and ~10% for SingTel. M1 is the only listed telco that could gain from the fixed broadband sector, and will continue to gain broadband subscribers until its market share reaches 20%+. Valuation We use DCF (WACC 6.8%, terminal growth 1%) to derive a target price of S$4.05. With higher payout ratio, M1 offers FY15F 5.6% dividend yield versus ~5% for the other two telcos, which could lift the stock by 10% in the near term Risks Decline in mobile roaming Potential decline in mobile roaming could offset the gains from mobile data-repricing. |
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samcyl
Member |
26-Dec-2014 12:27
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Anyone advise when mkt likely depress can go in? | ||||
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chinastar
Veteran |
26-Dec-2014 08:22
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sleep well with your investment:)
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john_ric
Supreme |
16-Oct-2014 12:19
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safer to buy telco companies. defensive stock and at least got > 3.5% dividends. Can sleep well at night though they are not multi-baggers. But BB difficult to manipulate them. M1 starHub Sintel .............................All OK to buy when broad market is depressed. |
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john_ric
Supreme |
02-Oct-2014 18:42
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Share with you this : We maintain BUY on M1, with FV adjusted to SGD4.20 (WACC: 7%, terminal growth: 1.5%) from SGD4.30, a 16% upside. Its re-rating catalysts are:
i) continued revenue market share gains,
ii) stronger take-up of fiber plans and
iii) better data monetisation efforts.
The fair value accounting on the iPhone should see M1&rsquo s service EBITDA margin bucking the trend in 4Q14, a typically strong quarter for handset sales.
■ An indirect &lsquo beneficiary&rsquo of the iPhone
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hp3000
Veteran |
01-Oct-2014 17:23
Yells: "Huart Ah !! Count $$$$$ liao" |
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M1 Limited wishes to announce that it will release its Third Quarter 2014 financial results after close of trading on 16 October 2014. |
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hp3000
Veteran |
16-Sep-2014 12:34
Yells: "Huart Ah !! Count $$$$$ liao" |
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Iphone 6 selling had been resume. But many angry customer. Last Friday M1 released to the public its prices for the latest Apple smartphones and opened the gates for pre-orders for the devices. However, according to reports on Today, following the opening of the pre-order page, due to high traffic, customers faced difficulty in accessing the site. Many of M1&rsquo s consumers took to Facebook to air their complaints. While a common issue for websites, did M1&prime s handling of the complaints exacerbate the issue? At the time of writing, M1 did not respond to Marketing&rsquo s queries on whether or not the incident would hamper its sales and what preventive measures were being taken by the telco to avoid a similar incident in the future. An M1 spokesperson simply guided Marketing to its page where a statement was posted by the telco reading: &ldquo Thank you for your patience and understanding. We are continuing to experience high traffic and are working to improve the situation.&rdquo A quick check on its Facebook site also showed that it was in fact M1&rsquo s customers who were helping to answer queries for each other. No M1 staff has publicly issued any statements to address the thread of on-going comments. One M1 customer Chong Desmond said that it was not only the heavy traffic but rather, once a customer &ldquo beats the traffic and manages to enter into the pre-ordering page to submit details&rdquo they will still &ldquo meet with other obstacles&rdquo such as errors or bugs. &ldquo It will kick you out after sometime and you have to start the queue all over again. Thus, it is a combination of all these factors that made a lot of us spend three fruitless days and now we have to endure the sad news that all phones are running out of stock,&rdquo said Chong. Another Alan Lim said today morning: &ldquo Till now you are still working on the situation? For those who failed to pre-order from your website you are expecting us to queue overnight on the 20th? What a joke. SingTel and StarHub are laughing now!&rdquo In an earlier article, Marcus Ho director of social media of SocialMetric said when handled well, social media crisis can minimise the damage costs and negative feedback is often an opportunity to turn complainers to great brand advocates. He added that about 42% of complainers expect a response within 60 minutes and more than two third expect an answer within the day. &ldquo To businesses, it may seem impossible to do so, as they need to investigate the issue before replying. However, most of them do not expect the issue to be solved immediately. What they want was for you to understand how they feel. Therefore, it is important to reply first before you investigate,&rdquo said Ho. Through apologising, brands are able demonstrating empathy, and 90% of the angry customers just want brands to first empathise with them, and proceed to resolve their problems, explained Ho. |
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hp3000
Veteran |
16-Sep-2014 12:24
Yells: "Huart Ah !! Count $$$$$ liao" |
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No selling iphone 6. Haha sure drop lai ! While singtel and star hub still selling. May lost customer which like iphone for recontract or new customer. SINGAPORE - Telco M1 is suspending pre-orders of the iPhone 6, after a customer breached its website by mistake, and reported a security loophole to M1. A spokesman said that the telco is trying to rectify the issue, and has suspended the pre-orders as a precaution to protect customers' personal information. A full review of the incident will be conducted, he said. " The person who accessed the information said he did not mean to hack the site, but wanted to bring the issue to M1' s attention before hackers discovered the loophole," said the spokesman. M1 said it is appreciative that the customer took the time to inform the organisation of the issue. Reassuring customers, it added that it places " the utmost priority in protecting ourcustomer data and privacy and has implemented strict processes and procedures to safeguard customer information, including conducting regular security audits" . M1 had announced the suspension of pre-orders through a post on its Facebook page at about 7.30pm on Monday evening. " Dear customers, we have discovered a potential security breach," the post read. " As a precaution to protect our customers' personal information, we will be temporarily suspending pre-orders while we urgently investigate this issue. We apologise for the inconvenience and thank you for your patience and understanding." The post has garnered about 90 shares and 150 likes, as of 10pm on Monday. Many netizens, commenting on the post, said that the " potential security breach" was an " excuse" to close the pre-orders - a reference to the earlier failure of the telco' s website in dealing with high web traffic when it first started taking pre-orders for the iPhone 6. - See more at: http://www.straitstimes.com/news/singapore/more-singapore-stories/story/telco-m1-suspends-iphone-6-pre-orders-due-potential-secu#sthash.pH68bQMm.dpuf |
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heisuke
Member |
16-Sep-2014 11:38
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I' m also deciding to hold or sell... profits sliding away fast... |
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kagekage
Member |
16-Sep-2014 11:36
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But starhub and singtel holding on well, starhub especially... M1 has been targetted since last week.
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heisuke
Member |
16-Sep-2014 11:17
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Market is bad generally i think. STI down to 3,292.77 as of now.
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