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SPH - A new diversified conglomerate
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alanllt
Senior |
08-Jul-2020 23:43
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Anyone able to advise this ?
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Terra82
Member |
08-Jul-2020 23:18
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Most pbsa contracts is around 48- 51 weeks (more commonly at 48 weeks), whereas SPH' s pbsa contract is fixed at 51 weeks on the high side if I' m not wrong. Not sure whether it' s still that attractive for the students. I have visited their pbsa website, room types categorised like hotel (deluxe etc). With this concept, the take up rate probably around 80% at best (compared on basis to hotel take up rate) Above is my personal opinion, I may be wrong. Anyway this is my first post in this forum
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danger
Supreme |
08-Jul-2020 18:22
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LOAD UP | ||||
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danger
Supreme |
08-Jul-2020 18:01
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TRUMP IS TURNING AWAY FOREIGN STUDENTS UK COULD SEE AN INCREASE IN FUTURE STUDENTS ENROLMENTS BENEFIT SPH UK STUDENT ACCOMMODATION |
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Goldfinger
Supreme |
28-Sep-2018 07:22
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Seems like most think $2.06 is a lowball opportunistic offer. Good good. | ||||
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Qanghoo
Supreme |
28-Sep-2018 00:16
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The mkt will ' vote' what it thinks tmr n the days to come. But the mkt cld be wrong too (don' t say mkt is always right many a time, manipulators seizes the slightest excuse to exploit the mkt for their own gains, but the resultant panic created never materialises). In the end, It' s KC' s business assessment/judgement against the mkt' s. If KC tanks due to the perception that it' s not the cleverest of moves, then it' s an opportunity for those who believe with KC to accumulate on the cheap. Those who brave the tide cld end up winners as I believe KC' s track record speaks for itself (being caught in the Brazilian corruption scandal notwithstanding). My personal view is I can' t say the same of SPH. I think that in trying to re-invent themselves, post the digital disruption of the media business, they panic bought into businesses that were not the best fit over the last few yrs. But in this M1 case, the initiative is KC' s n it may yet prove another risk-weighted decision gone right even though we are all well aware of the very tough mkt challenges facing the telco industry at the moment. DYODD as always though.
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Goldfinger
Supreme |
27-Sep-2018 23:15
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Could be wanting to force Axiata to buy over their stakes at an even better price...maybe $3 you think? Haha | ||||
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n3wbie
Elite |
27-Sep-2018 23:03
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Rejected by who? I think you are referring to M1' s other substantial shareholder, Axiata' s comments about wanting a better offer? Personally, I think it' s a good deal for M1' s shareholders, not quite sure if it is at the expense of Keppel and SPH' s shareholders? While it is good that they identified the long-term value of M1, is it too late to try and invest into a small player with only a SG footprint? Competition, pricing pressures, technology obsoletion are all real challenges undermining the performance of a traditional business such as M1. It is certainly not easy to remain relevant unless there are major changes in place, in which case, we may see execution risks. Let' s see what the market thinks tomorrow when all four counters resume trading.
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cobrajr
Veteran |
27-Sep-2018 16:40
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Just heard on news offer rejected | ||||
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danger
Supreme |
27-Sep-2018 11:22
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SPH CEO SAID : we are supporting Keppel in this offer as we see the potential for long term value creation in M1 from the growth and business transformation initiatives to be undertaken post close of the offer. The transaction is earnings accretive for SPH shareholders, and is part of SPH ' s ongoing strategy to enhance value for its shareholders.
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investshare
Supreme |
27-Sep-2018 11:20
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Good for M1, but good for SPH? | ||||
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danger
Supreme |
27-Sep-2018 11:07
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wish it could be lower Below $1.90 | ||||
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Goldfinger
Supreme |
27-Sep-2018 10:54
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Good good - lowball offer in the works. | ||||
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danger
Supreme |
27-Sep-2018 10:10
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SINGAPORE Press Holdings (SPH), together with Keppel Corp, will be making a pre-conditional voluntary general offer of S$2.06 per share for the remaining M1 shares they do not own, valuing Singapore' s third largest mobile operator at S$1.9 billion. The purchase offer will be made through joint venture company, Konnectivity Pte Ltd, which is majority owned by Keppel. SPH, which owns 13.45 per cent of M1, will inject its entire 124.45 million M1 shares into Konnectivity. It is envisaged that the media and property group will invest up to S$51.3 million. |
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danger
Supreme |
27-Sep-2018 10:07
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SPH chief executive officer Ng Yat Chung said: &ldquo We are supporting Keppel in this offer as we see the potential for long term value creation in M1 from the growth and business transformation initiatives to be undertaken post close of the offer. The transaction " Keppel has demonstrated strong commitment to lead M1 in its transformation plans, and we believe they are the right partner to take M1 further. We also see opportunities for SPH to leverage on M1' s mobile platform to offer on demand and ready digital content to better Approval from the Info-communications Media Development Authority is a precondition to making the offer |
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danger
Supreme |
27-Sep-2018 08:43
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likely m1 buyout and privatisation in the card soon ...
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cobrajr
Veteran |
27-Sep-2018 07:44
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Halt? | ||||
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puppey
Veteran |
26-Sep-2018 22:55
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4000+ lots ?? wtf over 10mil dollars? confirm under the table talks ..:)
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Goldfinger
Supreme |
26-Sep-2018 18:56
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please make a lowball offer for M1 | ||||
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cobrajr
Veteran |
26-Sep-2018 12:24
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Easy sup sup suay
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