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Starhub
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anthonykwong
Supreme |
05-Feb-2017 00:20
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Do note that under 3 players circumstances, starhub profit drop - 33%.
Just imagine when 4th player aggressive TPG comes into the picture....
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happyharvest
Elite |
04-Feb-2017 22:51
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wondering what Godoftrader has to say about it... |
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topster
Member |
04-Feb-2017 21:35
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Starhub gone case next week
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anthonykwong
Supreme |
04-Feb-2017 11:43
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No hurry to pick up on Starhub.
Wait for TPG to enter 1st. Thereafter asssess and pick up Telco Counters, not necessarily Starhub. I dont really fancy Starhub as their main market is just Singapore, unlike Singtel. Look at Hutchison Telecom. Always thinkng of trying to expand into bigger markets. Starhub all these years just trying to act like Generous Towkay giving out fat dividends instead of keeping some for markets expansion. Not much strategies. Management style "do little so less wrong"mentality ?? Jobs safe, personal happy only ?? Corp vision ?????? I dont really know. Only they know themselves. I remember Singtel used to own Belgacom but sold it at a decent profit then. Singtel was very aggressive then, unlike now. M1 ? Could be worse than Starhub. |
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Goldfinger
Supreme |
04-Feb-2017 11:29
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Btw - anyone recalls the percentage fall in M1 when they slashed their dividend? StarHub might mirror that. | ||||
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Goldfinger
Supreme |
04-Feb-2017 11:20
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The selling might last for a few days as funds digest and assess the news - I will probably wait before picking up more.
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investor7
Senior |
04-Feb-2017 08:51
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Agree. The 3 telcos (not only Starhub), need to innovate and restructure to face increasing competition and to prepare for the SMART nation initiative. Technology is moving too fast. There are vast opportunities, as well as blindspots.
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BetterStill
Veteran |
04-Feb-2017 07:53
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Any CD and XD date confirm ? If it's around mar/apr then should wait. I got confidence can pick around $2.50 to earn dividends. High risk kena trap after dividends as ppl might reduce their holding shares.... | ||||
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GodOfTrader
Senior |
04-Feb-2017 03:17
Yells: "LET YOUR IGNORANCE BE SHOWN TOMORROW!" |
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As of 3 Feb Closing, Starhub remains the Most Defensive Stock (with Good Value & High Potential Gain) among all Telco Stocks & Bank Stocks. Telco Stocks remains the highly valued sought after defensive stock, with Starhub as Rank 1 due to its various benefits. Bank Stocks in comparison had fallen behind, which had been heavily dumped by investors as favourite due to its falling factors. Telco & Bank Stock Ranking (as of 3 Feb) Telco Stocks: Starhub (+/- 0 point) - Rank 1 M1 (-1 point) - Rank 2 Singtel (-2 points) - Rank 3 Bank Stocks: OCBC (-3 Points) - Rank 4 DBS (-12 points) - Rank 5 UOB (-25 points) - Rank 6 |
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GodOfTrader
Senior |
04-Feb-2017 03:06
Yells: "LET YOUR IGNORANCE BE SHOWN TOMORROW!" |
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Starhub is advised not to change its dividend policy in future 2017, as it gives Starhub a strong footing in SGX. Dividend is non negotiable for investors, as investors pump in money in order for Starhub to have the capital to expand its future business, Investors are just as important as its customers, which give Starhub mobility access in higher monetary flow through its shares. My future prediction path outlook will also lies in the dividend policy. (Hold/Buy/Sell) Starhub is smart to maintain this Quarter dividend at 5 cents. |
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seanpent
Supreme |
03-Feb-2017 23:37
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Oh dear ...... any view on how low it will go ?
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eric998
Supreme |
03-Feb-2017 23:05
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Likely to visit the low of 2.77. May even go lower.. but it will be good entry if 4c per quarter is double confirmed and for the next few years.. I will go in at 2.5-2.66 for dividend play
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investshare
Supreme |
03-Feb-2017 22:54
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WHen TPG comes, no need to cut further?
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tortuga
Member |
03-Feb-2017 22:50
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Dun think the current price took into account the change in dividend policy,.....5c has been a 10 year predictable quarterly dividend, markets love predictablity....investors hate unpredictability and thats where things are now, its unpredicatble going forward.... i think 2,50SGD is a fair entry point....but who knows... |
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spore1
Supreme |
03-Feb-2017 22:39
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Most probably muted! Price has already bn corrected before result announcement. | ||||
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tortuga
Member |
03-Feb-2017 22:33
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gonna be a bloody monday for starhub and m1, i think. StarHub has a bloated workforce, alot of snake eaters from 1999...no surprise their operating expenses going up, they need to trim the FAT.... these drops in profit will only get worse, and while 4c is for 2017, 3c could be also possible for 2018. It was a great ride while it lasted. to survive they need to innovate, bigtime and chop chop chop headcount, get rid of the snake eaters ASAP...... |
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destinykraze
Elite |
03-Feb-2017 21:21
Yells: "Reality is only a matter of perception" |
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This is to be expected. they revised their price plan to prep for the 4th telecom. |
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investshare
Supreme |
03-Feb-2017 21:07
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TPG hasn't even open biz. | ||||
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Goldfinger
Supreme |
03-Feb-2017 21:03
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4cts per quarter was my pessimistic scenario while I thought it would reduce to 4.5cts only. | ||||
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earlybird14
Supreme |
03-Feb-2017 20:06
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1) 33% sharp drop in profit
2) dividend surely affected in next quarter in 2017. 4c is considered good compared to 33% drop in profit. 3) expenses increase, sibeh jialat when 4th competitor is not joining the game yet. This already declare surrender 4) finance cost increase due to higher borrowing. 5) the big surge of borrowing in non current liability imply StarHub is required to pay higher finance cost with rising interest rate in the future. StarHub downtrend shall be continue with potential cut of dividend, increasing expenses and finance cost. Unknown impact from 4th operator competition.
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