Back

Latest Forum Topics / M1

Post Reply

M1 Post Reply Rate topic
Octavia Supreme	06-Feb-2014 09:34        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Recent network outage on 4 Feb marks the fourth one over the past 12 months. While the causes of these incidents vary, this is clearly negative to the reputation of its brand relative to peers. CS believe the near-term financial impact is limited given that the compensation (free local voice, SMS and MMS for 1 day) would not materially affect its revenues, and IDA's penalty is unlikely to be higher than $1.5m (Jan-13 incident) given shorter outage. While medium-term impact (e.g. reputational damage) is more difficult to assess, a similar case in Thailand (DTAC) suggests that there could be headwinds for a few quarters due to the churn of quality sensitive customers, but the damage is still recoverable when network quality improves. CS note that network quality is key to improvement in data monetisation and thus the failure to improve this could derail M1's (and the industry's) effort to further improve monetisation from here on. House maintains its Outperform rating with $3.72 TP.
Useful To Me  Not Useful To Me
rye_en Member	22-Jan-2014 15:32        rye_en About Contact  Quote this Post!
x 0   x 0  Alert Admin	I bought in, hope to ride the wave........ pray not too late.
Useful To Me  Not Useful To Me
bishan22 Supreme	22-Jan-2014 15:21        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brokage houses called for BUY. TP: 3.7+. Good luck.
Useful To Me  Not Useful To Me
sjZheng Veteran	21-Jan-2014 09:44        sjZheng About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Any idea which mth can caught below $3 price ?
Useful To Me  Not Useful To Me
danytan Master	21-Jan-2014 09:34        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	Wa, what was your buy price? FearValueGreed      ( Date: 21-Jan-2014 00:10) Posted: Wa not bad, nearly want to dump when it hit 3.50 Based on my buying price , effective yield is 9% ie 21 cenrs for full year. Better than reits.
Useful To Me  Not Useful To Me
Octavia Supreme	21-Jan-2014 09:32        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	FY13 results broadly in line, sweetened by dividend surprise Although its top line showed a decline, M1?s overall operating performance for both 4Q13 and FY13 came in broadly in line. The key surprise was the generous dividend declared, comprising a final dividend of 7.1¢ and a special dividend of 7.1¢. This brings FY13 DPS to $0.21/share, which translates to 6.5% yield ? the highest among the S?pore telcos. Latest broker ratings as follows: Deutsche maintains Buy with TP $3.72 Nomura maintains Buy with TP $3.75 (from $3.70) Credit Suisse maintains Outperform with TP $3.72 (from $3.60) Daiwa rates at Hold with TP $3.11
Useful To Me  Not Useful To Me
FearValueGreed Master	21-Jan-2014 00:10        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Wa not bad, nearly want to dump when it hit 3.50 Based on my buying price , effective yield is 9% ie 21 cenrs for full year. Better than reits.
Useful To Me  Not Useful To Me
bishan22 Supreme	20-Jan-2014 23:43        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ang bao for LNY. Not bad. edchai      ( Date: 20-Jan-2014 22:16) Posted: Good good !! ShareWithMe      ( Date: 20-Jan-2014 20:50) Posted: All investors of M1 huat liao !!
Useful To Me  Not Useful To Me
edchai Veteran	20-Jan-2014 22:16        edchai About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Good good !! ShareWithMe      ( Date: 20-Jan-2014 20:50) Posted: All investors of M1 huat liao !!
Useful To Me  Not Useful To Me
ShareWithMe Veteran	20-Jan-2014 20:50        ShareWithMe About Contact  Quote this Post!
x 0   x 0  Alert Admin	All investors of M1 huat liao !!
Useful To Me  Not Useful To Me
ShareWithMe Veteran	20-Jan-2014 20:47        ShareWithMe About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividend Value Payment Type Dividend Type Financial Year End Dividend Number Tax Exemption Clause SGD 0.071 Per 1 Ordinary share Tax Exempted (1-tier) Final 31/12/2013 NA The dividend is paid under the one-tier corporate tax system and is exempted from tax in Singapore. SGD 0.071 Per 1 Ordinary share Tax Exempted (1-tier) Special 31/12/2013 NA The dividend is paid under the one-tier corporate tax system and is exempted from tax in Singapore.
Useful To Me  Not Useful To Me
danytan Master	18-Dec-2013 16:22        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	what do you mean? Shirleyfong88888      ( Date: 18-Dec-2013 16:15) Posted: I miss those gd reports & financial analysis by those veterans & seniors. So sad! 😞
Useful To Me  Not Useful To Me
Shirleyfong88888 Veteran	18-Dec-2013 16:15        Shirleyfong88888 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I miss those gd reports & financial analysis by those veterans & seniors. So sad! 😞
Useful To Me  Not Useful To Me
bishan22 Supreme	18-Dec-2013 12:27        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starhub also recovered today. Haha. Shirleyfong88888      ( Date: 18-Dec-2013 12:16) Posted: Going up! Haha!
Useful To Me  Not Useful To Me
Shirleyfong88888 Veteran	18-Dec-2013 12:16        Shirleyfong88888 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Going up! Haha!
Useful To Me  Not Useful To Me
danytan Master	18-Dec-2013 10:24        danytan About Contact  Quote this Post!   Mood: Yells: "Up up and away!"
x 0   x 0  Alert Admin	Seems bullish bishan22      ( Date: 18-Dec-2013 09:57) Posted: Forming a double bottom???
Useful To Me  Not Useful To Me
bishan22 Supreme	18-Dec-2013 09:57        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Forming a double bottom???
Useful To Me  Not Useful To Me
Octavia Supreme	10-Dec-2013 09:48        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Maybank-KE believes the S?pore telco market will likely remain subdued in 2014. Data will be hot but fixed broadband and Pay TV will stay competitive. But winners can be found in two areas: i) data monetization, and ii) capital management. Top Buy is M1, followed by Starhub. SingTel remains a Hold due to a lack of either growth or dividend catalysts. M1 (Buy, TP $3.98): stands to gain the most from the surge in data traffic. Maybank-KE pencils 15% growth in 2013 followed by 8% in 2014, the fastest of the three telcos under its coverage. Considering its low gearing, M1 may well increase its dividend payout to 100% from 80% currently. Starhub (Buy, TP $5.13): aside from data monetization, the firm may benefit from revenue recovery for data roaming and Pay TV now that BPL is back. It may also raise ordinary dividends.
Useful To Me  Not Useful To Me
bishan22 Supreme	04-Dec-2013 12:58        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Flushed to the toilet bowl. Haz........
Useful To Me  Not Useful To Me
bishan22 Supreme	24-Nov-2013 10:59        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rebounded last Friday. Watch first. Good luck.
Useful To Me  Not Useful To Me

                                                         First   < Newer   2961-2980 of 3106   Older>   Last