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Edward2 Senior	12-Jun-2018 13:48        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starhub still 100million profit more than m1 last yr .profit drop 10 million lst quarter which they buy a building for 30 million to house a data center mean they use money to invest in enterprise .enterprise profit still positive growth .mobile subject to heavy competition like mvno and tpg,so need invest more money in enterprise .dividend still better than 3.50 st engg although profit drop ..paying 1.84 for a 3.50 st engg divdend gd for fund manager buy low sell high later .when enterprise revenue reach 1 billion share can fly back 4 dollar.mobile cut throat competition with tpg circle life mr 0 mobile fighting for 0 plan
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lohsenglte Member	12-Jun-2018 10:21        lohsenglte About Contact  Quote this Post!
x 0   x 0  Alert Admin	Revenue is important, but profits is more important. StarHub plunge so much and it' s alr near M1 price levels is because of the fact that their profits drop drastically while M1 is still on a much less steep gradient. StarHub has much more broadband customers than M1, moderately more mobile customers too, and their payTV customers is plain advantage. In fact, I do think that StarHub buying so much spectrum on the TDD-LTE 2500 band is a waste of money. 5G probably need spectrum of 3GHz and higher, not the current radio spectrum of sub-3GHz. destinykraze      ( Date: 12-Jun-2018 10:14) Posted: Well, numbers don' t lie. M1 has $254.10 million of revenue for the last quarter. Starhub has $561.00  million of revenue for the last quarter. And the spectrum they have bidded for also plays a part in their business operation and functionality. " Singtel paid the highest amount, $563.7 million, for 75MHz of spectrum, the largest block awarded. StarHub paid $349.6 million for 60MHz of spectrum, while M1 paid $208 million for 30MHz of spectrum. TPG, on the other hand, was awarded 10MHz of spectrum for $23.8 million. " lohsenglte      ( Date: 12-Jun-2018 10:03) Posted: Given the Circles Flexi plan which Circles have to pay M1 instead for rental of those infrastructures, it doesn' t mean M1 will lose out that much to MVNOs. MyRepublic Uno plan started out as a great deal, just the next time Circles took over. Now seeing how many unhappy customers on the forums regarding MR, many have ported out. Zero1 is for niche customers that don' t mind limited speed but unlimited volume beyond the first 3GB/mth. It cost more per month while giving lesser high speed data than rivals. Zero Mobile is the one that may disrupt M1 mySIM 3 98 / mySIM E 118 Unlimited data plans (with contract), as it' s lower priced but limited to one device usage at a time, no hotspot/tethering.
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destinykraze Elite	12-Jun-2018 10:19        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	When 5G comes, Very likely TPG won' t be able to offer that. Maybe it' s not useful for consumers. But it' s groundbreaking for business. And the Telco' s ability to support 5G network will likely be what you saw in the bid for spectrum.
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destinykraze Elite	12-Jun-2018 10:14        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Well, numbers don' t lie. M1 has $254.10 million of revenue for the last quarter. Starhub has $561.00  million of revenue for the last quarter. And the spectrum they have bidded for also plays a part in their business operation and functionality. " Singtel paid the highest amount, $563.7 million, for 75MHz of spectrum, the largest block awarded. StarHub paid $349.6 million for 60MHz of spectrum, while M1 paid $208 million for 30MHz of spectrum. TPG, on the other hand, was awarded 10MHz of spectrum for $23.8 million. " lohsenglte      ( Date: 12-Jun-2018 10:03) Posted: Given the Circles Flexi plan which Circles have to pay M1 instead for rental of those infrastructures, it doesn' t mean M1 will lose out that much to MVNOs. MyRepublic Uno plan started out as a great deal, just the next time Circles took over. Now seeing how many unhappy customers on the forums regarding MR, many have ported out. Zero1 is for niche customers that don' t mind limited speed but unlimited volume beyond the first 3GB/mth. It cost more per month while giving lesser high speed data than rivals. Zero Mobile is the one that may disrupt M1 mySIM 3 98 / mySIM E 118 Unlimited data plans (with contract), as it' s lower priced but limited to one device usage at a time, no hotspot/tethering.  destinykraze      ( Date: 12-Jun-2018 09:52) Posted: ​ M1 was the smallest telco that plays on having the cheapest plans before the saturation of the market by m v n o s took place. With the m.v.n.o.s taking the low quality of service and pricing chart of the pie. M1 stands to be the 1 to lose out the most. Both M1 and Starhub are equally bad/good at this price. Dyodd and understand how the industry works!
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lohsenglte Member	12-Jun-2018 10:03        lohsenglte About Contact  Quote this Post!
x 0   x 0  Alert Admin	Given the Circles Flexi plan which Circles have to pay M1 instead for rental of those infrastructures, it doesn' t mean M1 will lose out that much to MVNOs. MyRepublic Uno plan started out as a great deal, just the next time Circles took over. Now seeing how many unhappy customers on the forums regarding MR, many have ported out. Zero1 is for niche customers that don' t mind limited speed but unlimited volume beyond the first 3GB/mth. It cost more per month while giving lesser high speed data than rivals. Zero Mobile is the one that may disrupt M1 mySIM 3 98 / mySIM E 118 Unlimited data plans (with contract), as it' s lower priced but limited to one device usage at a time, no hotspot/tethering.  destinykraze      ( Date: 12-Jun-2018 09:52) Posted: ​ M1 was the smallest telco that plays on having the cheapest plans before the saturation of the market by m v n o s took place. With the m.v.n.o.s taking the low quality of service and pricing chart of the pie. M1 stands to be the 1 to lose out the most. Both M1 and Starhub are equally bad/good at this price. Dyodd and understand how the industry works!
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destinykraze Elite	12-Jun-2018 09:52        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	​ M1 was the smallest telco that plays on having the cheapest plans before the saturation of the market by m v n o s took place. With the m.v.n.o.s taking the low quality of service and pricing chart of the pie. M1 stands to be the 1 to lose out the most. Both M1 and Starhub are equally bad/good at this price. Dyodd and understand how the industry works!
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destinykraze Elite	12-Jun-2018 09:50        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	There is a reason why m1 has fell to a lower price.
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Edward2 Senior	12-Jun-2018 08:57        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For company with billion revenue .gd to have debts as profit lesser tax is also less.
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Belteshazzar Master	12-Jun-2018 08:17        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Paying over 50m interest yearly for the 1000m debt , wat u think? And with interest rate going up.. Right issue will be good at 1.30 for 1:1 , then post right, price go to ipo price
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Belteshazzar Master	12-Jun-2018 08:08        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 1   x 0  Alert Admin	Starhub now trading 4.89 book value, m1 is 2.94 So ipo price doable lifeisgood      ( Date: 11-Jun-2018 14:32) Posted: Well,, how can a NEGATIVE GROWTH stock like Starhub trade at 7 times book value? Even 3 times book is a stretch. Furthermore, its book value should drop further as its cable infrastructure should be worth less and less going forward.  Belteshazzar      ( Date: 11-Jun-2018 13:31) Posted: Everyday hitting new low, by year end reach ipo price
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destinykraze Elite	11-Jun-2018 18:49        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	The same reason why analysts are not millionaires. They think they have the insights and knowledge on stocks. But the real gurus laugh at them. When I see uncles and aunties who have no business expertises on telecom/isp business and still tries to expertize. I can only laugh. lifeisgood      ( Date: 11-Jun-2018 14:32) Posted: Well,, how can a NEGATIVE GROWTH stock like Starhub trade at 7 times book value? Even 3 times book is a stretch. Furthermore, its book value should drop further as its cable infrastructure should be worth less and less going forward.  Belteshazzar      ( Date: 11-Jun-2018 13:31) Posted: Everyday hitting new low, by year end reach ipo price
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trader25yr Master	11-Jun-2018 15:19        trader25yr About Contact  Quote this Post! Style: Flexible   Mood: Yells: "I hate con man"
x 0   x 0  Alert Admin	Starhub cable tv asset likely fully depreciated years ago already lah ... 4 seller risks: what if TPG delay or flop??? then singtel m1 starhub all flies ... StarHub enterprise biz may show good growth ... then how? as long as main telco biz show sign of stablize, price can bounce and of cause some SSH may try to sell or merge with m1 again ... nobody care about telco book value ... as telco is dividend stock ...
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lifeisgood Supreme	11-Jun-2018 14:32        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well,, how can a NEGATIVE GROWTH stock like Starhub trade at 7 times book value? Even 3 times book is a stretch. Furthermore, its book value should drop further as its cable infrastructure should be worth less and less going forward.  Belteshazzar      ( Date: 11-Jun-2018 13:31) Posted: Everyday hitting new low, by year end reach ipo price
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Belteshazzar Master	11-Jun-2018 13:31        Belteshazzar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Everyday hitting new low, by year end reach ipo price
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KAMAL0883 Supreme	11-Jun-2018 12:13        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	share px go lower of course the div amount will reduce also but yield still maintain attractive... believe SH management dun mind share px go lower in order to save cash Edward2      ( Date: 11-Jun-2018 08:08) Posted: Below 1.60 stock most sgx stock can pay 2 to 4 cts dividend.unless can prove sh only can pay 4cts .need pay 3.50 to buy at engg for 3.50 for 15cts .starhub only half price can get 16cts .highest return in sgx .pple day say below 1.60 just want to buy low get attractive 12% return.even pay tv 0 subscriber only lose 15% .small pie .
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Edward2 Senior	11-Jun-2018 12:07        Edward2 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Dnt think will close pay tv just worst scenario.most will givesome free channels n some subscription off .may be some pple will jump ship to singtel .not 100% pple watch discovery.as for price limited downside.black rock may just sell some to put money back to usa as higher interest rate on for usd when market weak they will come back buy cheaply .those who hold on can enjoy 9% dividend .
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allent Master	11-Jun-2018 10:57        allent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Assuming pay TV business is closed down, its 15% revenue contribution becomes zero. What about the asset write off? How will all these impact its financial results? Edward2      ( Date: 11-Jun-2018 08:08) Posted: Below 1.60 stock most sgx stock can pay 2 to 4 cts dividend.unless can prove sh only can pay 4cts .need pay 3.50 to buy at engg for 3.50 for 15cts .starhub only half price can get 16cts .highest return in sgx .pple day say below 1.60 just want to buy low get attractive 12% return.even pay tv 0 subscriber only lose 15% .small pie .
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Edward2 Senior	11-Jun-2018 08:08        Edward2 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Below 1.60 stock most sgx stock can pay 2 to 4 cts dividend.unless can prove sh only can pay 4cts .need pay 3.50 to buy at engg for 3.50 for 15cts .starhub only half price can get 16cts .highest return in sgx .pple day say below 1.60 just want to buy low get attractive 12% return.even pay tv 0 subscriber only lose 15% .small pie .
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lifeisgood Supreme	08-Jun-2018 23:08        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Would be interesting to see what the new CEO coming in July can do to revive this company.
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mrwise Supreme	08-Jun-2018 22:14        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Not sustainable... Likely to trend n below $1.6 soon...
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