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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
Power152100 Senior	22-Jul-2021 17:40        Power152100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stand-by tomorrow 2.30 up up up
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PhillipTan Supreme	22-Jul-2021 16:52        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	You got a dark sense of humour hahaha Sam1903      ( Date: 22-Jul-2021 16:30) Posted: SembMarine = sound like Submarine... sunk under deep water forever  SingTel = sound like SinkTel, business apparently continue to sink  bad omen... look at their shares price in similarity... keep going down Hope am wrong... vested in SinkTel
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Sam1903 Senior	22-Jul-2021 16:30        Sam1903 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SembMarine = sound like Submarine... sunk under deep water forever  SingTel = sound like SinkTel, business apparently continue to sink  bad omen... look at their shares price in similarity... keep going down Hope am wrong... vested in SinkTel
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annebelinda Senior	22-Jul-2021 16:22        annebelinda About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, able to go up to 2.30 is still in question, yet so much stupid visions for what? Got money, put money. No money, shut up the mouth and open the ' crap' to earn money.  pintan      ( Date: 22-Jul-2021 13:52) Posted: Once the move down takes it course and the market decides to move it up, it will go up. Currently still down until we can go back up to 2.40 then talk about higher.
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pintan Member	22-Jul-2021 13:52        pintan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Once the move down takes it course and the market decides to move it up, it will go up. Currently still down until we can go back up to 2.40 then talk about higher.
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Power152100 Senior	22-Jul-2021 12:54        Power152100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	ST. Max maxlim3      ( Date: 22-Jul-2021 00:44) Posted: The company is selling sexy story on transformation and digital banking licence. But have to bear in mind a few things. First few years high chance to make big losses at the digital banking front. Will eat into company profit. Also not sure whether can really make profit anot. The local banks are not weak and have invested alot on digital transformation. Secondly, not sure whether is it possible to maintain the dividend policy. Thirdly, is 5G over hype? This i am not sure. The positve part is going asset light with potential to give special dividend but i doubt will be much since the company needs the cash currently for growth. NCS is another positive and potential to get back some of the fines from India operations. While there are many disclosure at the FS, unlikely to impact bottomline. Assuming 2B profit before losses from digital bank, the PE still seems abit on the higher side. But if all the story played out, then this company is worth the money. WiseInvestor      ( Date: 21-Jul-2021 15:11) Posted: As for maximum 5 digital banking licences to be issued by Bank Negara Malaysia, out of 29 applicants, there are the following: Confirmed contenders 1) Grab-Singtel consortium 2)  iFast&rsquo s partners include credit-co-operative Koperasi Angkatan Tentera Malaysia Berhad, private investment holding company THZ Alliance and Lee Thiam Wah, the founder and major shareholder of grocery chain 99 Speed Mart 3) Axiation Group-RH Banking Consortium 4) AirAsia Possible Contenders 1) SEA Group 2) Razar Https://www.forbes.com/sites/zennonkapron/2021/07/19/malaysian-digital-banks-29-applicants-for-a-maximum-of-5-licenses/?sh=6a25e0182563
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WiseInvestor Elite	22-Jul-2021 12:04        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	Pls update again. Thanks! Hieguy      ( Date: 22-Jul-2021 10:26) Posted: https://www.google.com.sg/amp/s/www.moneycontrol.com/news/india/sc-to-pronounce-judgment-on-airtel-voda-idea-plea-on-recomputing-agr-dues-on-july-22-7203011.html/amp judgement day today   !
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WiseInvestor Elite	22-Jul-2021 12:02        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	You said " not sure" , meaning you have a lack of confidence in Singtel' s future? I don' t have much time to explain much to you about 5G, digital bank, NCS embarking on fast digital growth, regional associates, especially Airtel since I posted the relevant updates many times within the past few months. You may look at my downscroll updates about 5G, NCS, regional associates, and updates from different analysts positive about Singtel' s growth from FY2022 onward. But as for digital bank and digital transformation, in times of Covid-19 pandemic different from that of pre-Covid-19, the digitalisation has been on fast uptrends in the industry. No matter whether it takes up to 5 years for digital banking startup to make profit, the profitability will lie in the strength of customer market. At best, it took 1.5-2 years for China digital bank to achieve profitability while 5 years for Japan startups cos many Japan customers had slowly adopted to digital banking service, even before Covid-19. Covid-19 pandemic and even Post-Covid-19 can drive up fast digitalisation. For Grab-Singtel consortium, there has been potential massive consumers of Grab-Singtel and their strong marketability. Sorry I don' t really understand what you are saying by " many disclosures at the FS unlikely to impact bottomline" . Do you know why PE is currently high? Cos one-time non-cash impairment charges impacted net profit only, leading to unreliable high PE data. maxlim3      ( Date: 22-Jul-2021 00:44) Posted: The company is selling sexy story on transformation and digital banking licence. But have to bear in mind a few things. First few years high chance to make big losses at the digital banking front. Will eat into company profit. Also not sure whether can really make profit anot. The local banks are not weak and have invested alot on digital transformation. Secondly, not sure whether is it possible to maintain the dividend policy. Thirdly, is 5G over hype? This i am not sure. The positve part is going asset light with potential to give special dividend but i doubt will be much since the company needs the cash currently for growth. NCS is another positive and potential to get back some of the fines from India operations. While there are many disclosure at the FS, unlikely to impact bottomline. Assuming 2B profit before losses from digital bank, the PE still seems abit on the higher side. But if all the story played out, then this company is worth the money. WiseInvestor      ( Date: 21-Jul-2021 15:11) Posted: As for maximum 5 digital banking licences to be issued by Bank Negara Malaysia, out of 29 applicants, there are the following: Confirmed contenders 1) Grab-Singtel consortium 2)  iFast&rsquo s partners include credit-co-operative Koperasi Angkatan Tentera Malaysia Berhad, private investment holding company THZ Alliance and Lee Thiam Wah, the founder and major shareholder of grocery chain 99 Speed Mart 3) Axiation Group-RH Banking Consortium 4) AirAsia Possible Contenders 1) SEA Group 2) Razar Https://www.forbes.com/sites/zennonkapron/2021/07/19/malaysian-digital-banks-29-applicants-for-a-maximum-of-5-licenses/?sh=6a25e0182563
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annebelinda Senior	22-Jul-2021 10:27        annebelinda About Contact  Quote this Post!
x 0   x 0  Alert Admin	Please don' t talk so much! Can' t you realise that so much talking, the share go down deeper and deeper. So, what' s the point talking then? Why not try some laterial thinking now and instead of talking more to make the share go down, we don' t talk so much and see if the share go up this time.  maxlim3      ( Date: 22-Jul-2021 00:44) Posted: The company is selling sexy story on transformation and digital banking licence. But have to bear in mind a few things. First few years high chance to make big losses at the digital banking front. Will eat into company profit. Also not sure whether can really make profit anot. The local banks are not weak and have invested alot on digital transformation. Secondly, not sure whether is it possible to maintain the dividend policy. Thirdly, is 5G over hype? This i am not sure. The positve part is going asset light with potential to give special dividend but i doubt will be much since the company needs the cash currently for growth. NCS is another positive and potential to get back some of the fines from India operations. While there are many disclosure at the FS, unlikely to impact bottomline. Assuming 2B profit before losses from digital bank, the PE still seems abit on the higher side. But if all the story played out, then this company is worth the money. WiseInvestor      ( Date: 21-Jul-2021 15:11) Posted: As for maximum 5 digital banking licences to be issued by Bank Negara Malaysia, out of 29 applicants, there are the following: Confirmed contenders 1) Grab-Singtel consortium 2)  iFast&rsquo s partners include credit-co-operative Koperasi Angkatan Tentera Malaysia Berhad, private investment holding company THZ Alliance and Lee Thiam Wah, the founder and major shareholder of grocery chain 99 Speed Mart 3) Axiation Group-RH Banking Consortium 4) AirAsia Possible Contenders 1) SEA Group 2) Razar Https://www.forbes.com/sites/zennonkapron/2021/07/19/malaysian-digital-banks-29-applicants-for-a-maximum-of-5-licenses/?sh=6a25e0182563
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Hieguy Senior	22-Jul-2021 10:26        Hieguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.google.com.sg/amp/s/www.moneycontrol.com/news/india/sc-to-pronounce-judgment-on-airtel-voda-idea-plea-on-recomputing-agr-dues-on-july-22-7203011.html/amp judgement day today   !
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Power152100 Senior	22-Jul-2021 08:33        Power152100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good say
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maxlim3 Member	22-Jul-2021 00:44        maxlim3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The company is selling sexy story on transformation and digital banking licence. But have to bear in mind a few things. First few years high chance to make big losses at the digital banking front. Will eat into company profit. Also not sure whether can really make profit anot. The local banks are not weak and have invested alot on digital transformation. Secondly, not sure whether is it possible to maintain the dividend policy. Thirdly, is 5G over hype? This i am not sure. The positve part is going asset light with potential to give special dividend but i doubt will be much since the company needs the cash currently for growth. NCS is another positive and potential to get back some of the fines from India operations. While there are many disclosure at the FS, unlikely to impact bottomline. Assuming 2B profit before losses from digital bank, the PE still seems abit on the higher side. But if all the story played out, then this company is worth the money. WiseInvestor      ( Date: 21-Jul-2021 15:11) Posted: As for maximum 5 digital banking licences to be issued by Bank Negara Malaysia, out of 29 applicants, there are the following: Confirmed contenders 1) Grab-Singtel consortium 2)  iFast&rsquo s partners include credit-co-operative Koperasi Angkatan Tentera Malaysia Berhad, private investment holding company THZ Alliance and Lee Thiam Wah, the founder and major shareholder of grocery chain 99 Speed Mart 3) Axiation Group-RH Banking Consortium 4) AirAsia Possible Contenders 1) SEA Group 2) Razar Https://www.forbes.com/sites/zennonkapron/2021/07/19/malaysian-digital-banks-29-applicants-for-a-maximum-of-5-licenses/?sh=6a25e0182563
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WiseInvestor Elite	21-Jul-2021 15:13        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	I have put my buying order at 2.20 that I average down more.
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WiseInvestor Elite	21-Jul-2021 15:11        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	As for maximum 5 digital banking licences to be issued by Bank Negara Malaysia, out of 29 applicants, there are the following: Confirmed contenders 1) Grab-Singtel consortium 2)  iFast&rsquo s partners include credit-co-operative Koperasi Angkatan Tentera Malaysia Berhad, private investment holding company THZ Alliance and Lee Thiam Wah, the founder and major shareholder of grocery chain 99 Speed Mart 3) Axiation Group-RH Banking Consortium 4) AirAsia Possible Contenders 1) SEA Group 2) Razar Https://www.forbes.com/sites/zennonkapron/2021/07/19/malaysian-digital-banks-29-applicants-for-a-maximum-of-5-licenses/?sh=6a25e0182563
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Power152100 Senior	21-Jul-2021 11:45        Power152100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up already Hawkeye      ( Date: 21-Jul-2021 10:34) Posted: Sell down to $2.22 now going $2.20 buy buy buy cheap sale CHEAP SALE  BIG SINGAPORE SALE !!!
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coolbear123 Senior	21-Jul-2021 10:47        coolbear123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Obviously they can short as well kelvinabcd      ( Date: 21-Jul-2021 10:40) Posted: institutions are selling, may check the fund flow report and I wonder if they can short too, looking at the chart past 6 months,  割 韭 菜 Hieguy      ( Date: 21-Jul-2021 01:40) Posted: will drop, but it will increase back we just need to hang in there! 2.2 shld be support hopefully ! dont know why so many people want sell singtel !  lose money lose until siao alrdy ? got profit 2.60 dont want cut   Now 2.2+ want cut and get loss obviously emtional investing !!! buubuybuyyyyyy gt money just buy !  what goes up will come dwn, vice versa
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MARKWONG Senior	21-Jul-2021 10:43        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have both sintel and IFast. But they are so different. For me sintel should be at least $3.0. But it has been up and down between 2.2 to 2.6 for few times in a year, never reached $3.0. Maybe TH is busy saving SIA, got no time for Sintel yet.
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kelvinabcd Member	21-Jul-2021 10:40        kelvinabcd About Contact  Quote this Post!
x 0   x 0  Alert Admin	institutions are selling, may check the fund flow report and I wonder if they can short too, looking at the chart past 6 months,  割 韭 菜 Hieguy      ( Date: 21-Jul-2021 01:40) Posted: will drop, but it will increase back we just need to hang in there! 2.2 shld be support hopefully ! dont know why so many people want sell singtel !  lose money lose until siao alrdy ? got profit 2.60 dont want cut   Now 2.2+ want cut and get loss obviously emtional investing !!! buubuybuyyyyyy gt money just buy !  what goes up will come dwn, vice versa
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vivacious Supreme	21-Jul-2021 10:36        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	queuing at 2.22
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Hawkeye Master	21-Jul-2021 10:34        Hawkeye About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Sell down to $2.22 now going $2.20 buy buy buy cheap sale CHEAP SALE  BIG SINGAPORE SALE !!!
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