| Latest Forum Topics / SingTel Last:4.44 -- |
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Put on watchlist
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seanpent
Supreme |
01-Sep-2026 09:53
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may attempt 4.70 again | ||||
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Joelton
Supreme |
01-Sep-2026 09:44
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Singtel, KKR complete $6.6 bil acquisition of STT GDC A joint venture by Singapore Telecommunications and KKR has completed the acquisition of ST Telemedia Global Data Centres, with KKR holding the majority share of 75%. The acquisition, first announced in February, gives the data centres an implied enterprise value of $13.8 billion which includes leverage and capital expenditure for committed projects. KKR and Singtel is paying $6.6 billion in cash, over two equal tranches. To help fund the deal, they have secured $5 billion in debt facilities that will also be used for future capex. In a separate joint announcement, the three local banks indicated their involvement in what they call a &ldquo landmark&rdquo $5 billion sustainability-linked loan to support this acquisition. DBS Group Holdings, Oversea-Chinese Banking Corp and United Overseas Bank say they each made &ldquo significant commitments&rdquo to the SLL. The financing incorporates two key sustainability performance indicators aligned with STT GDC' s environmental objectives: increasing the percentage of renewable energy in total electricity consumption, and increasing the percentage of green data centres across its portfolio. Singtel shares closed at $4.54 on Aug 31, up 0.44%. |
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Joelton
Supreme |
29-Aug-2026 13:34
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Optus to drive Singtel&rsquo s higher FY2030 ebit outlook Singapore Telecommunications (Singtel) expects operating-company (OpCo) ebit of $2.1 billion to $2.5 billion in FY2030, above the roughly $1.9 billion projected by consensus. The range was discussed at Singtel&rsquo s investor day and is not formal guidance, writes DBS Group Research analyst Sachin Mittal in his Aug. 28 note. He maintains his &ldquo buy&rdquo call with a target price of $5.46. The outlook implies high-single-digit to low-double-digit annual growth in OpCo ebit from FY2026, compared with the 6% CAGR implied by consensus estimates. The difference lies mainly in its assumptions for Optus, says DBS. Singtel&rsquo s management believes the Australian unit&rsquo s ebit could rise from $488 million in FY2026 to about $1 billion by FY2030, through higher average revenue per user and cost savings. Consensus puts FY2030 Optus ebit at $663 million. Mittal expects Optus&rsquo ebitda margin to &ldquo rise sharply from sub-scale 26% in FY2026 to 32%-33% in FY2030, aided by an IT transformation programme to redesign workflows&rdquo . The recent quarter is DBS&rsquo s basis for expecting higher near-term estimates. OpCo ebit rose 11% year-on-year to $462 million in the first quarter, led by a 14% increase in Optus ebit to A$152 million. Optus has also raised prepaid average revenue per user after earlier postpaid price increases. Mittal says consensus could lift its FY2027 OpCo ebit forecasts by 2%-3% after Singtel&rsquo s first-half results. &ldquo Singtel&rsquo s current guidance of low-mid single digit growth is very conservative in or view, [given that] consensus has modelled 6.7% growth in OpCo EBIT in FY27,&rdquo he adds. NCS, Digital InfraCo and Singtel&rsquo s enterprise business are the other sources of growth identified by DBS. It says Digital InfraCo could ramp up over the remaining nine months of FY2027 from its Jurong data centre business. As at 9.45am, shares in Singtel are trading 1 cent higher, of 0.22% up, at $4.52. |
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pasttime
Supreme |
25-Aug-2026 15:54
Yells: "gold silver are real money. not others iou." |
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telco is a safer place in time of turbulance. the business are local and not likely to suffer. one need a phone a fibre connect in most conditions. safe place to be. |
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Alignment
Elite |
24-Aug-2026 22:09
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But Australians know they have Singtel over a barrel so they will not get a good price. It' s not fair but there' s not much that can be done about it.  | ||||
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pasttime
Supreme |
24-Aug-2026 13:40
Yells: "gold silver are real money. not others iou." |
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Since going asset light, might as well list optus. In that way the politic will face their own australian share holders. Sell some to us, europe and jap telco. In that way they try to bf funny will msny country pressure. | ||||
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Joelton
Supreme |
20-Aug-2026 09:19
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S& P upgrades Singtel to &lsquo A+&rsquo on asset monetisation, balance sheet strength [SINGAPORE] S& P Global Ratings on Wednesday (Aug 19) upgraded Singtel : Z74 -0.9% to &ldquo A+/A-1&rdquo from &ldquo A/A-1&rdquo , citing the telco&rsquo s improved balance sheet and robust financial flexibility driven by its aggressive asset recycling programme. The credit rating agency also raised its issue rating on the company&rsquo s senior unsecured notes to &ldquo A+&rdquo from &ldquo A&rdquo , and on its guaranteed subordinated perpetual securities to &ldquo BBB+&rdquo from &ldquo BBB&rdquo . The outlook is stable. S& P noted that regular asset monetisation and an anticipated earnings recovery will allow Singtel to sustain its balance sheet strength, even as the company manages elevated capital expenditure (capex) and increased shareholder distributions over the next 12 to 24 months. &ldquo This marks the first rating upgrade by S& P Global Ratings since Singtel was first rated by the agency,&rdquo said the telco on Wednesday. &ldquo We are committed to maintaining Singtel&rsquo s strong investment-grade credit ratings.&rdquo Singtel&rsquo s adjusted debt fell to S$7.5 billion at the end of FY2026, which concluded in March. This was down sharply from a peak of S$12.3 billion at the end of FY2021. Correspondingly, its adjusted debt-to-Ebitda (earnings before interest, taxes, depreciation and amortisation) ratio improved to 1.7 times from 2.5 times over the same period. S& P expects this leverage metric to remain below two times over the next 24 months. Since FY2022, Singtel has reaped more than S$12 billion through asset monetisation, including divestments of minority stakes in India&rsquo s Bharti Airtel and Thailand&rsquo s Gulf Development, telecom towers, loss-making businesses and its Comcentre office properties. The rating agency expects Singtel to realise the remaining S$2.2 billion of its current S$9 billion asset recycling programme by the end of FY2028. Earnings rebound, higher capex S& P forecasts a rebound in Singtel&rsquo s adjusted Ebitda to between S$5.5 billion and S$5.7 billion in FY2027, up from S$4.5 billion in FY2026. This projection factors in reduced regulatory and remediation costs at its Australian subsidiary Optus, as well as about S$700 million in special dividends from Thai associates Advanced Info Service and Gulf Development. The improved cash flow will support Singtel&rsquo s &ldquo value realisation&rdquo initiative. Shareholder distributions are expected to increase to between S$4.1 billion and S$4.3 billion annually in FY2027 and FY2028, up from S$3.3 billion in FY2026, buoyed by dividends and a S$2 billion share buyback programme. Capex is also slated to rise to between S$2.9 billion and S$3.1 billion in FY2027, up from S$2.5 billion in FY2026. The bulk of this will be channelled into network investments in Singapore and Australia, alongside accelerated growth initiatives in data centres, satellite infrastructure and artificial intelligence cloud services such as GPU-as-a-Service. Operational headwinds While Singtel&rsquo s core business fundamentals are expected to improve, driven largely by its Digital InfraCo and NCS units, operations in Singapore face persistent pricing pressures due to stalled industry consolidation, following the terminated merger between Simba Telecom and M1. Average revenue per user in Singapore has declined to S$23 in FY2026 from S$30 in FY2020, noted S& P. In Australia, Optus continues to face headwinds from competitor TPG Telecom and lingering costs from its 2025 network outage, though these are expected to be offset by industry-wide price hikes and cost-reduction efforts. Singtel&rsquo s portfolio offers further latent financial flexibility. A potential monetisation of a minority stake in Optus, or further equalisation of its Bharti Airtel shareholding &ndash where a three percentage point gap represents over S$5 billion in value &ndash could provide massive future cash injections. S& P warned that the ratings could be lowered if Singtel&rsquo s debt-to-Ebitda ratio exceeds two times on a sustained basis. This could be triggered by aggressive shareholder distributions or growth spending without corresponding increases in operating cash generation and asset monetisation. Conversely, an upgrade could materialise if the company commits to a financial policy that keeps its leverage ratio below 1.5 times. Shares of Singtel fell 0.5 per cent or S$0.02 to S$4.44 on Tuesday. |
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halleluyah
Supreme |
13-Aug-2026 12:49
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Gd results underlying net profit grew 21% to 831m frm 686m...beat mkt consensus estimates ard 746m...if growth continue to grow higher can expect a higher div....Buy liao....dyodd
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Joelton
Supreme |
13-Aug-2026 10:54
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Singtel 1QFY2027 earnings down 71.6% y-o-y as prior-year gains lapse Singapore Telecommunications (Singtel) has reported net profit of $818 million for its 1QFY2027, down 71.6% y-o-y, mainly because exceptional gains booked a year earlier did not recur. The corresponding quarter included $2.2 billion in gains from Singtel&rsquo s partial sale of an Airtel stake and the merger of Intouch and Gulf Energy. Excluding exceptional items, underlying net profit rose 21% y-o-y to $831 million, supported by contributions from regional associates Airtel and AIS, as well as NCS, Optus and Digital InfraCo. For the three months ended June, operating revenue increased 4.9% y-o-y to $3.56 billion. In constant-currency terms, revenue was broadly stable. Ebitda rose 8.7% y-o-y to $1.08 billion, while operating company ebit increased 10.4% to $462 million. NCS revenue grew 9.7% on demand for digital resilience services, while Digital InfraCo revenue increased 18.9%, helped by contributions from data centre arm Nxera and growth in RE:AI cloud services. Singtel Singapore&rsquo s revenue fell 3.1% amid intense price competition. Mobile service revenue declined 4% as average revenue per user fell, although roaming revenue rose on higher wholesale volumes. At Optus, revenue was up 6.6% in Singapore-dollar terms but declined 2.2% in constant currency, as lower equipment sales offset growth in mobile service, wholesale and enterprise revenue. The group&rsquo s share of post-tax profit from regional associates rose 16.1% to $543 million, led by Airtel and AIS. Singtel shares closed at $4.29 on Aug 12. |
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chengwh1
Elite |
12-Aug-2026 13:48
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No confirmation of purchase yet from The Morrison Group of NZ. Probably in this qtr,... which will contribute to the 1HFY27 dps,...........
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bikerlover
Member |
09-Aug-2026 22:15
Yells: "Good luck to your investing!!" |
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Got it to $2.65 years ago, looking to average down more if price fall one day..  Hahaha. | ||||
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dexterderc
Senior |
07-Aug-2026 17:53
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Probably 4.17 then 3.95.. | ||||
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halleluyah
Supreme |
07-Aug-2026 16:59
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WAIT 4.20
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Newcomer19707016
Veteran |
07-Aug-2026 14:56
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Still $4.29 to $4.30. No news yet for sale of Optus? | ||||
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chengwh1
Elite |
05-Aug-2026 22:21
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More than enough proceeds to pay fine to the telco regulators for the triple-zero outage last year,....![]()
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Goodwill77
Supreme |
05-Aug-2026 21:07
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High chance for a deal
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Alignment
Elite |
02-Aug-2026 12:34
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Another Singapore business attacked by Australia - why invest there? | ||||
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spore1
Supreme |
01-Aug-2026 23:51
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Hope the selling will materialize
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MrBear12
Supreme |
01-Aug-2026 19:22
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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good to raise some cash and retain the business...
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Joelton
Supreme |
01-Aug-2026 16:21
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Singtel shares drop 3.7% after Aussie authority takes Optus to court [SINGAPORE] Shares of telco giant Singtel : Z74 -0.22% dropped as much as 3.7 per cent on Friday (Jul 31) after multiple developments linked to wholly owned Australian telco Optus Mobile on Thursday. The counter fell as low as S$4.41 within the first few minutes of market open, dropping S$0.17 from its closing price on Thursday. Optus was informed on Thursday that the Australian Communications and Media Authority had filed proceedings in the Federal Court of Australia. The regulator is alleging that Optus breached several provisions of the Telecommunications (Emergency Call Service) Determination 2019 on 1,005 occasions on Sep 18, 2025. Singtel on Thursday confirmed that it is in discussions with &ldquo interested parties&rdquo to sell a minority stake in Optus. The Australian Financial Review (AFR) on Wednesday reported that New Zealand-based infrastructure investor Morrison was in talks to buy a slice of more than 30 per cent, valued at more than A$2 billion (US$1.4 billion). Morrison has also secured a seven-week exclusivity period to finalise the potential purchase, said AFR. |
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