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seanpent Supreme	12-Jan-2017 09:29        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	upward slope pattern taking shape .....
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seanpent Supreme	11-Jan-2017 11:34        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	amongst the blue-chips, seems telcos playing catch up today ...... with Singtel leading & Starhub a laggard .....
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seanpent Supreme	11-Jan-2017 08:55        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	gradual but steady ..... seanpent      ( Date: 10-Jan-2017 15:28) Posted: may flow towards 2.98 in the coming days ? seanpent      ( Date: 10-Jan-2017 15:17) Posted: *technical
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seanpent Supreme	10-Jan-2017 15:28        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	may flow towards 2.98 in the coming days ? seanpent      ( Date: 10-Jan-2017 15:17) Posted: *technical seanpent      ( Date: 10-Jan-2017 15:13) Posted: technial reversal upwards liao .....
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seanpent Supreme	10-Jan-2017 15:17        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	*technical seanpent      ( Date: 10-Jan-2017 15:13) Posted: technial reversal upwards liao .....
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seanpent Supreme	10-Jan-2017 15:13        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	technial reversal upwards liao .....
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jeremyow Master	06-Jan-2017 10:06        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	I shared earlier on another post too on certain stress signs that may suggest their dividends payout may not be sustainable. Together with the entry of the 4th telco TPG Telecom next year, all these factors seem to come together to suggest a convincing proposition of their dividends may not be able to be sustained at current payout. Of course, for next year we may not see much competition from TPG Telecom yet as they still need to build up their network coverage island wide in order to provide mobile services. Probably second half of next year 2017 or following year 2018 may see the full effects of competition from TPG Telecom. And I saw in an article that TPG Telecom commented they have to build up a market share of 5% to 6% in order to sustain their operations here. So expect that they will work towards that goal as fast as they can in the short term in order to sustain their operations here in Singapore. This means at least 5% to 6% of existing market share will be taken over by TPG Telecom assuming they are successful at it. A potential 5% to 6% market share in the telco industry taken over by TPG Telecom may not be significant for the next one to two years. But, it is the longer term outlook depending on how TPG Telecom compete with the incumbents whether it can continue to take over more market share from the existing market share of the telco industry. They are definitely here for the long haul and I don' t think they just only want a small pie of our telco market here. So for the next one to two years, whether the dividends payout of Starhub will fall is anybody' s guess since the impact of entry of TPG Telecom is probably still small. Starhub could still decide to keep up their dividends payout. But I will watch their financials carefully should they keep up their dividends payout at current amounts for next year to see whether are they giving out their dividends from improving free cash flows generated or through additional borrowings. If dividends is paid from additional borrowings next year, then it is another confirmation signal that the company maybe facing tougher times now since its revenues and operating incomes have stagnated over the past few years and free cash flows is getting tight and not able to sustain the current dividends payout already. With the entry of TPG Telecom, it will be another consideration how much is the impact to Starhub' s businesses due to the ensuing competition in the years ahead. We would not know for sure how much will be the impact, but I don' t think it will be so exaggerated to bring another large telco company like Starhub down. The only concern is how much the impact to revenues and earnings. Can continue to monitor the situation for those still vested in telco companies. Don' t think it is doom and gloom. The three incumbents are experienced at handling competition. They have all along been doing that for many years in our telco industry. Just how much will be the impact from TPG Telecom, that' s all. ecekca      ( Date: 05-Jan-2017 19:07) Posted: so do you think starhub can maintain its dividend? jeremyow      ( Date: 03-Jan-2017 10:36) Posted: http://www.fool.sg/2016/10/02/a-deeper-look-at-australias-tpg-telecom-a-contender-to-be-singapores-fourth-telco/ This article by the Motley Fool provides some entry information on TPG Telecom, the fourth telco. I did a preliminary check on TPG Telecom. Their revenues, operating earnings, operating cashflows are similar in magnitude to Starhub. Seems their operational size could match that of Starhub. Based on the above article by the Motley Fool, TPG Telecom operating in its Australia home ground currently has more broadband subscribers at 1.87 million than Optus, the Australian subsidary of Singtel at 1.1 million subscribers. The article puts in in a amusing way that Singtel, a Singapore Telecommunications company ventured into expanding its operations in Australia while TPG Telecom an Australian Telecommunications company " returns the favour" by venturing and expanding its operations into Singapore. Based on the operational size and capitalisation of TPG Telecom, looks like TPG Telecom will be comfortably able to establish a good long term foothold in Singapore as a fourth telecom operator.
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csnigel Member	05-Jan-2017 20:58        csnigel About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s a pie that is not growing much. But going to be shared by more people.
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ecekca Elite	05-Jan-2017 19:07        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	so do you think starhub can maintain its dividend? jeremyow      ( Date: 03-Jan-2017 10:36) Posted: http://www.fool.sg/2016/10/02/a-deeper-look-at-australias-tpg-telecom-a-contender-to-be-singapores-fourth-telco/ This article by the Motley Fool provides some entry information on TPG Telecom, the fourth telco. I did a preliminary check on TPG Telecom. Their revenues, operating earnings, operating cashflows are similar in magnitude to Starhub. Seems their operational size could match that of Starhub. Based on the above article by the Motley Fool, TPG Telecom operating in its Australia home ground currently has more broadband subscribers at 1.87 million than Optus, the Australian subsidary of Singtel at 1.1 million subscribers. The article puts in in a amusing way that Singtel, a Singapore Telecommunications company ventured into expanding its operations in Australia while TPG Telecom an Australian Telecommunications company " returns the favour" by venturing and expanding its operations into Singapore. Based on the operational size and capitalisation of TPG Telecom, looks like TPG Telecom will be comfortably able to establish a good long term foothold in Singapore as a fourth telecom operator.
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jeremyow Master	03-Jan-2017 10:36        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	http://www.fool.sg/2016/10/02/a-deeper-look-at-australias-tpg-telecom-a-contender-to-be-singapores-fourth-telco/ This article by the Motley Fool provides some entry information on TPG Telecom, the fourth telco. I did a preliminary check on TPG Telecom. Their revenues, operating earnings, operating cashflows are similar in magnitude to Starhub. Seems their operational size could match that of Starhub. Based on the above article by the Motley Fool, TPG Telecom operating in its Australia home ground currently has more broadband subscribers at 1.87 million than Optus, the Australian subsidary of Singtel at 1.1 million subscribers. The article puts in in a amusing way that Singtel, a Singapore Telecommunications company ventured into expanding its operations in Australia while TPG Telecom an Australian Telecommunications company " returns the favour" by venturing and expanding its operations into Singapore. Based on the operational size and capitalisation of TPG Telecom, looks like TPG Telecom will be comfortably able to establish a good long term foothold in Singapore as a fourth telecom operator.
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singaporegal Supreme	01-Jan-2017 08:07        singaporegal About Contact  Quote this Post! Style: Technical   Mood: Yells: "Female TA nut"
x 0   x 0  Alert Admin	Yes, I think it is probable. The SG market is too saturated (IMHO), to support 4 telcos.
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investshare Supreme	31-Dec-2016 11:35        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is value destruction. 2 license become 1. IDA will auction away the freed up license, back to 4 telco. It will happen only if both M1 and TPG reach the point of heavy loss and unsustain. If that happen, guess what would be their share price before merger? gopguppy      ( Date: 31-Dec-2016 11:24) Posted: I will not be surprised M1 merges with TPG to provide more competition to the other 2 players. M1 leverages on financial muscle of TPG while TPG leverages on M1' s business base and network. Win-win for both.
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gopguppy Veteran	31-Dec-2016 11:24        gopguppy About Contact  Quote this Post!
x 0   x 0  Alert Admin	I will not be surprised M1 merges with TPG to provide more competition to the other 2 players. M1 leverages on financial muscle of TPG while TPG leverages on M1' s business base and network. Win-win for both.
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investshare Supreme	29-Dec-2016 21:14        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think for Singtel, it doesn't matter whether M1 or TPG is wiped out. But if work with TPG on local roaming, Singtel can get a fix revenue in a sector it doesn't want to focus on. Goldfinger      ( Date: 29-Dec-2016 20:37) Posted: I also don' t rule out the 3 incumbent pakat to wipe out the new entrant?  investshare      ( Date: 29-Dec-2016 09:08) Posted: Guys, it may be a bit far fetch, but I don't rule out the possibility that Singtel works with TPG on local roaming. What do you think?
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Goldfinger Supreme	29-Dec-2016 20:37        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also don' t rule out the 3 incumbent pakat to wipe out the new entrant?  investshare      ( Date: 29-Dec-2016 09:08) Posted: Guys, it may be a bit far fetch, but I don't rule out the possibility that Singtel works with TPG on local roaming. What do you think?
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KiLrOy Elite	29-Dec-2016 20:09        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	AU is always 4 to 5 yrs behind SG.   When i was working in AU in 2000, the only interstate WAN they have is Frame Relay where SG was already on T1 and going T3 lines.  john_ric      ( Date: 29-Dec-2016 06:30) Posted: as at today is the mobile technology more advanced than sgp? i am at oz now. the home wifi is still not yet fibre optic. i dun know abt their 4g technology .
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investshare Supreme	29-Dec-2016 09:08        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guys, it may be a bit far fetch, but I don't rule out the possibility that Singtel works with TPG on local roaming. What do you think?
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john_ric Supreme	29-Dec-2016 06:30        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	as at today is the mobile technology more advanced than sgp? i am at oz now. the home wifi is still not yet fibre optic. i dun know abt their 4g technology .
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anthonykwong Supreme	28-Dec-2016 23:17        anthonykwong About Contact  Quote this Post!
x 0   x 1  Alert Admin	If TPG ropes in a powerful & highly experienced Telco partner and backer, expect M1 and Starhub to slide to their lows.... If above happens Starhub may slide to +/- $2.00 KiLrOy      ( Date: 28-Dec-2016 12:34) Posted: i got this hunch that TPG is in for a rude awakening simply by looking at the agressive timeline set out for them being a ' newbie' in the industry.   TPG will be required to use the allocated spectrum to provide nationwide street-level coverage for 4G within 18 months from the start of the new spectrum rights road tunnels and in-building service coverage within 30 months from the start of the new spectrum rights and coverage for MRT underground stations and lines within 54 months from the start of the new spectrum rights.   They gonna take in alot of debts (good debts I hope) for capital investment for the spectrums mobile network with nationwide coverage by September 2018   I dont see any REAL value add to what the hawkish statement from TPG.   Who doesnt want to be a first-class mobile network?   Its expected in SINGAPORE so there is really nothing new to this. Tony Moffatt, general counsel at TPG, told The Business Times that TPG' s top focus is to roll out a first-class mobile network as quickly as it can.   So we shall see. jeremyow      ( Date: 28-Dec-2016 10:31) Posted: No worries Andrey. Our investing methods are different. I am keen to see whether the market sentiments on these few telco stocks are really that bad to justify such a signifcant sell down in the share prices of the three incumbent telcos. If the share price of Starhub like you saw on your charts can really reach $1.57 in future, I will throw in all my fortune to snap up as many shares of Starhub I can get. This is because the share price will then be not only undervalued but signifcantly dirt cheap and this is a once in a lifetime investment opportunity. This is provided on the assumption that Starhub' s magnitude of business and earnings have not decreased back to same as more than one decade ago' s levels which is almost halving its current revenue, operating profit and net profit.  I do not think with the incoming 4th telco, it will justify such a huge drop in future revenue, operating profit and net profit to half of its current levels. It is not that anything is impossible, but just that it is unimaginable and unbelievable if that were to happen. This current selling off of telco shares may still continue but also may likely be overly done. We shall see how the incumbent telcos fare once the 4th telco comes in next year.  In conclusion, I attach below a link to an article by Business Times which gives a good read to introduce the 4th Telco TPG Telecom. Seems TPG Telecom is well capitalised as it also has its Australian telco businesses as support. So it can potentially become a formidable foe and it has out-bidded MyRepublic at higher bidding price to become the 4th Telco. This is possible because of its financial strength being well capitalised with backing of its Australian businesses. Having said that, I also like the final comments in the article that all the incumbent telcos welcome the entry of the 4th Telco and are all well-positioned for a good competition and fight. http://www.businesstimes.com.sg/companies-markets/tpg-telecom-is-singapores-4th-telco
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feedfrenzy Veteran	28-Dec-2016 16:39        feedfrenzy About Contact  Quote this Post!
x 0   x 0  Alert Admin	2.77 has always been good support. i see it trading aroudn this range for awhile.....
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