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Starhub
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tonylim
Master |
05-Apr-2019 13:30
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Starhub will move up in tandem with Singtel
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lucrez
Member |
04-Apr-2019 22:56
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I prefer starhub cable TV got more HBO fox and Chinese movie channel compared to singtel. Will support Starhub cable TV. I am hoping Starhub share price will rise like dragon amidst the competition with new telco like TPG mobile. SMRT did rise from the dead use to fall below $1 and got delisted at 1.68 with Temasek being the major shareholder and the help of government support. Now that M1 got delisted too some shareholders should switch to starhub soon since the price is cheaper than Singtel. Don&rsquo t think any new competitors like MyRepublic will be listed on SGX. Maybe Starhub should venture overseas also since Singapore market is quite small with many new small competitors. | ||||
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SgYuan
Supreme |
03-Apr-2019 11:45
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wave abc
wa 203 170 delta 33 wb 170 195 delta 25 up 76% wc 195 149 delta 46 dn 139% it break the ew w0 150 w1 158 w2 149 break week chart - px has been supported @149 - week low bollinger @144, mid @171 upp @198 - 149 must not breach again day bollinger 148 153 158 - px swing fr low to mid 149 to 154 - this create a mini ew w0 149 w1?154 watch day chart px swing ew w0 149 w1?154 w2?... w1 ?5 w2 ? |
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lifeisgood
Supreme |
03-Apr-2019 11:23
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Also looks like they removed CNBC and put under another pass (so another $29.90). So if you want to watch Chinese drama, plus was CNBC news, then hard luck, needs to subscribe for $29.90 * 2 = $59.80. Last time those news were under the basic group I think, which was very cheap. This is a joke. I thought the new CEO was doing better, but wait till u check out the details. Dont think Ang Moh understands local taste.
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fundamentalhero
Veteran |
03-Apr-2019 10:53
Yells: "I NEED HONEYS AND MONIES" |
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i like the taiwanese channels. getting lesser over the years though. so just youtube now. | ||||
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lifeisgood
Supreme |
03-Apr-2019 10:21
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Has anyone checked out the new Home entertainment passes? I cannot not find HK channel 838 anymore in any of the 7 passes. Thats the only reason I subscribe starhub cable TV for my mother. |
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Libin85
Member |
01-Apr-2019 17:06
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Haha most prob because of a new CEO ba. I am quite bullish on this new CEO... thou i know the Telco business isn' t really that great now. All the 3 telco have to think of new revenue channels. i.e.,,, unique content for singtel, starhub. Cloud business, JV with other tech company since already exploring Enterprise segement. Creative loyalty program for post-paid mobile service. etc etc etc... i think got room for growth... but non of the telco is showing me their creativity to commpand a high P/E ratio. Like i mentioned before... business model have to change and be adopted fast in this ERA... Apple.CO is not spared. YZJ have been relatively good in finding alternative revenue back in 2008 -2010 period when ship building project decline by going into " lending" business. Jia You to those vested... and also those shorting. If got time,,, can check how if this counter is oversold now.
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Qanghoo
Supreme |
01-Apr-2019 16:56
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Quoting Starhub from ur post below, " Hidden fees are a thing of the past ..." . Thank God that the stifling competition has finally forced Starhub to come out of hiding. Hahaha .
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Starship
Supreme |
01-Apr-2019 16:39
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StarHub streamlines its 50 entertainment bundles to seven MON, APR 01, 2019 - 3:30 PM STARHUB has overhauled its entertainment offering to seven entertainment bundles from 50 bundles previously, the telco said on Monday. The new " passes" will consist of the English Entertainment Pass, Movies Pass, Asian Entertainment Pass, Malay Entertainment Pass, Indian Entertainment Pass, Filipino Entertainment Pass and Sports Pass. These passes can also be switched at any one given time and any number of times on the telco&rsquo s online portal for customers. Other initiatives include offering a no-contract option, removing set-up box rental fees and providing free multi-screen viewing. To enjoy the new entertainment passes, customers need to be subscribers of StarHub&rsquo s fibre broadband services, while customers subscribed to another company&rsquo s broadband would have to pay S$15 extra to access the pay-TV service, the telco said in response to queries from The Business Times. Customers subscribed to the passes will also be able to gain complimentary access to StarHub partner apps such as HBO GO for Movies Pass subscribers and BBC Player for English Entertainment Pass subscribers. StarHub has also enhanced its multi-screen viewing experience under the new passes, allowing all customers to receive its StarHub TV Go value-added service without any additional charge. All StarHub Mobile postpaid customers will also be able to stream unlimited content on StarHub Go without incurring any local data charges. Johan Buse, StarHub' s chief of consumer business group, said that over time, the telco is committed to introduce " even more sweeping changes to delight and entertain" customers. " We are pleased to remove clutter, unshackle handcuffs and enhance transparency by slashing the outdated model of basic groups, getting rid of hidden fees and removing set-top box rental charges. Hidden fees are a thing of the past - the price you see is the price you will pay," Mr Buse said. https://www.businesstimes.com.sg/companies-markets/starhub-streamlines-its-50-entertainment-bundles-to-seven |
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Libin85
Member |
01-Apr-2019 15:24
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In my perspective, i think wouldn' t be goner la... just that 2019 will be challenging. I mean i read the articles and also some other materials. in summary, i think TPG is still considered as a underdog in the race due to a few factors: 1. Low capEx investment (roughly 60mil) and only 85-90% coverage in the open space. MRT, in-building reception will be choppy as compared to the 3 other telcos. 2. Starhub have partner with MyRepublic (MVNO), whom will compete in the cheap SIM-Only segment. If MyRepublic wins the race, it will be favorable to Starhub. 3. TPG only pushed out it service to the retail segment. Commercial launch should be a focus we should pay attention to. Base on all the articles i read, TPG only plan to invest up to 200-300million in CapEX and this amount may seem little as ompared to what the other 3 telco already invested individually to provide good telco coverage, support and services. 4. TPG have a deadline (End of Dec 2019) to meet IMDA& rsquo s road tunnel and in-building coverage requirements. TPG would also need to negotiate access to common antenna systems of the incumbents, given the limited availability of space for deploying antennas in key sites. - Failure to comply with #4, TPG will be forced to sell or consolidate. Worse case is compression on margin for asset sales (phone and other equipments), reduced revenue on post-paid mobile plans, etc. But i think Starhub is doing relatively well in the Enterprise segment... and hope that the new created entity (JV with Cisco) will outperform Singtel' s performance. I think the new CEO is quite good.... at least he is honest in admitting that telecom business will be tough in this saturated/overcrowded market. Someone that knows they are in deep shit and working towards a healthier balancesheet is a good sign. There are some CEO just dont recognise their weakness and problems with the company, thus, making more and more mistake.
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gravity8888
Supreme |
01-Apr-2019 13:58
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Starhub goner? | ||||
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Libin85
Member |
01-Apr-2019 13:41
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Found some good material to be shared https://www.spratings.com/documents/20184/5670590/Industry+Top+Trends+-+Telecommunications/3cd48091-6df7-3a2d-ac31-c2a376745c15 |
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Libin85
Member |
01-Apr-2019 13:04
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I know many banks are not offering good rates for now... due to cost of capital. Many banks that covers corp no longer loves balance sheet business. Those that still loves balancesheet business should be SCB, DBS, UOB. Citi and HSBC which are the top 3 in corporate banking are focusing on FEE base revenue model like trade financing products ... SBLC, LC, etc etc.
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Observers
Elite |
01-Apr-2019 12:39
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TPG so far seems to concentrate only on the mobile segment which is relatively low capex compared to fibre and cable that requires digging and laying. Telco industry have seen huge improvements, both technical and cost-wise, given the Chinese push for tech leadership in the impeding 5G era. What' s valuable in a telco nowadays is probably just the license to operate and the spectrums (bandwidth) allocated. When innovation in an industry explodes, the value of older tech depreciates exponentially (think handphones), even if it hasn' t been reflected in the books yet.
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Observers
Elite |
01-Apr-2019 12:23
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I still remember many years ago, at one of the AGMs, a shareholder asked how come Starhub debt so much? Why not pare down the gearing since the company is generating so much cash? IIRC the answer given was, because of the strong cash flow position of the company, many banks were lining up to lend money at favourable rates. I wonder what is the position of the banks nowadays. |
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investshare
Supreme |
01-Apr-2019 11:52
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It is not government responsibility to determine if 4th telco is viable. It is a tender. If not viable then they should not bid.
Just like Hyflux, if they bid and fail, don?t expect government to help. It is just a commercial deal.
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Libin85
Member |
01-Apr-2019 11:46
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Erm.. i didn' t follow the new closely as in what criteria(s) that they used to deem 4th Telco is required. But base on the current performance of the 3 +1 telco, seems to me like this decision is not really viable. And also in order for Starhub to have business exposure to other countries or TPG to gain SG market shares.It makes sense to merge. just my 2cents worth...
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investshare
Supreme |
01-Apr-2019 11:30
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If merge, 4 become 3, then government will just open to another new entrant. | ||||
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Qanghoo
Supreme |
01-Apr-2019 11:27
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Only one posting on this thread speculating on possibility of RI, I think. Secondly, I doubt if regulator' s gonna approve any M& A that reduces the no of Telcos. In fact, regulator had mandated a fourth telco deeming it viable despite the three incumbents' misgivings.
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Libin85
Member |
01-Apr-2019 11:02
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Everyone is guessing, else it will be a case of insider trading. While issuing right is possible, and if the board decided to take on this approch or even considering it, i guess it makes more sense to find potential buyer and pay off the $1bn debt and save from interest payment. Initially, I think TPG might be keen to merge/acquire starhub if regulator approves. But i had a quick check on TPG financial.. their balancesheet str also relatively weak (https://www.investing.com/equities/tpg-telecom-ltd-balance-sheet). Now another question arise... how much cash are they willing to burn to gain market shares in SG and whether it is sustainable base on their bs strength. I still hope there will be a consolidation in this industry or starhub may consider working with content creators and instead of buying the content, they can have a profit sharing model like 50:50 of the ad revenue generated. |
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