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Starhub
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seanpent
Supreme |
16-Feb-2017 14:37
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agree .....
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leongyan
Master |
16-Feb-2017 13:10
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STI has also risen a bit. So got to trade based on counter' s short and mid term prospects. Rotate between telco, oil, banks and engineering might be a good thing. all industries all seeing lower earnings and profits in the earnings report. 
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seanpent
Supreme |
16-Feb-2017 12:45
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leongyan
Master |
16-Feb-2017 12:40
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reckon 2.75 level for starhub can start to enter.. Singtel wait for it to go below 3.90.. it came up fro 3.81 range last week.. i have taken profit for both when they hit abot 2.80 and 3.95 respectively last few days
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seanpent
Supreme |
16-Feb-2017 12:11
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with telcos results already out ... prices have stablilised ... support established ... market moves on ...
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anthonykwong
Supreme |
15-Feb-2017 14:42
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So,
Singtel Rank 1 or Starhub Rank 1 ?
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seanpent
Supreme |
15-Feb-2017 09:03
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possible too, as new population demographics may absorb the bigger competitive arena .....
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investshare
Supreme |
15-Feb-2017 09:03
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Haha yes. But I like the Singtel home package, can upgrade phone every year.
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leongyan
Master |
15-Feb-2017 08:57
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There will someone porting out from Singtel to starhub also LOL
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happyharvest
Elite |
15-Feb-2017 02:34
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with 6.9 mil coming, with IOT and smart nation initiative coming, I think future revenues will not be hurt too much? |
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investshare
Supreme |
13-Feb-2017 14:24
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I would like to share about some insider info...
It going to lose some revenues... I am going to migrate to Singtel mobile next month.. It is not expected to have material impact on the company earning. |
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leongyan
Master |
11-Feb-2017 17:13
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M1 has cum div so can't fall much for now. After ex div not sure
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Know-Your-Stuff
Senior |
11-Feb-2017 16:00
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Last year when i warned abt starhub and m1 here, some questioned my motive in a hostile manner. Since then till now, both had dropped $1. No point being stubborn if trends are there, free calls from Apps, free movie without paying monthly subscription and 4th telco coming. And i predicted TPG will win also. I warned abt this several times and not on hindsight. 1 person even very hostile to me. I hope he sold and not fall in love with his stock. If not, too bad. Since then i stopped visiting this blog because no point talking to ppl who are not objective at all.
I just hv better emotional control and commonsense than some. Going forward....not good also. I still think TPG will make an impact here because i know them since some years ago from my work. Their backing is very strong and history had proved they were successful mostly when they venture. If they decide to come to SG, its probably not just to be a me-too presence. American venture capitalist. They will want to stand next to SingTel in a few years' time or even bigger. After i wrote this, some ppl will be mad at me again and may be challenge me to a fight. :) So just wait and see lor. |
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FATABA
Supreme |
09-Feb-2017 14:57
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Totally agree to your view. Starhub not only give concern on their mobile dviision .....there is equal concern on their Movie hub side. Traditionally many suscribe for their Chinese HK TVB movies ......but I learn ( ok admit I dont really go and see it or try it ) ...u can download YVB movies FREE from some site....OHOH ....the days are number if this continue and not forgeting more competition. I maybe wrong
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jeremyow
Master |
09-Feb-2017 14:07
Yells: "Passionate business investor" |
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http://www.fool.sg/2017/02/08/starhub-ltds-year-in-review-mobiles-many-challenges/ A recent commentary article on Starhub' s latest 4Q and full year 2016 results. Starhub' s mobile segment contributed to about half of its service revenue and also total revenue. So, its mobile segment is an important key area to watch out how it perform this year 2017. As of 2016' s mobile segment performance, no doubt the mobile subscriber base has increased. However, the average revenue per user (ARPU) per month has decreased slightly over the year. Thus, this offset the increase in subscriber base. One point being mentioned in the article that could have contributed to the decrease in usage revenue even though subscription revenue has increased is a shift in consumer habit from traditional voice and roaming services to alternatives such as Facebook' s WhatsApp which offers messaging and voice call functionalities. If this shift in consumer habit is increasingly more prevalent and permanent, it could really challenge the usage of traditional voice and roaming services.   To add on further my own observation to such changes in consumer habits, I remember my father recently asked me about using apps such as skype or other online connected apps which allows the user to voice call and see the other person' s face in the phone as some of his friends who are pioneer generations also have started to learn how to use such apps to communicate. I wonder whether it is time for our telco companies to reinvent themselves to adapt to this next wave of online communication. As the world gets more connected through the internet, usage of traditional voice and roaming services may come under increased pressure. Continue to monitor the developments in Starhub this year esp. their mobile segment which is the biggest weight revenue contributor. Also, the entry of TPG Telecom is also worth noting to see what they have up their sleeves whether they are worth their salt to compete with the incumbents to roll out innovative value offerings.       |
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FATABA
Supreme |
09-Feb-2017 13:31
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There is a big diff in the industry they are in ...Wilmar much in a recovery of the commodity industry. On the other hand....Starhub is in the telecom bz. ( purely Spore) ....and with a 4th telco plus the limited growth in Spore telecom industry ....I dont see catalyst for Starhub in the next 1/2 yrs at least. Maintaining its dividends need profit ....and if the 4th telco is coming in to have a mkt share....where do yu see prices moving .....DYODD.....I tend to see starhub downwards for at least the nex 6/12 mths unless they come up with something realy innovative. Good luck
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angmohlin
Veteran |
09-Feb-2017 13:26
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From the technical chart point of view, today the price action is a confirmation of Starhub shall rebound from 2.73 to 2.82 & then 2.91 in extension. |
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seanpent
Supreme |
09-Feb-2017 10:53
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Recall Wilmar' s Q2 loss report in Aug 2016 ?    Market has moved on ... and has rewarded those sub-$3 Wilmar' s investors with a rally towards the near-$4 level ..... |
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seanpent
Supreme |
09-Feb-2017 08:58
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after stabilising, M1 is regaining ground ..... will see Starhub doing same anytime soon .....
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Goldfinger
Supreme |
08-Feb-2017 19:54
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I'm a tad more pensive - any negative news on the 4th telco front could result in waves of selling. May be better to look at undervalued property stocks which may be more in vogue. | ||||
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