Back

Latest Forum Topics / StarHub    Last:1.01 --

Post Reply

Starhub Post Reply Rate topic
dc16888 Master	24-Dec-2016 11:38        dc16888 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This type is a real life loser la. destinykraze      ( Date: 24-Dec-2016 00:06) Posted: you have cognitive dissonance or what? You just said you would not be surprised to see StarHub drop to $1.5-$1.7 in 2017. Then how can starhub be a safe buy in price at $2.30~$2.50. You are contradicting yourself. Are you trolling?   amandayoung      ( Date: 23-Dec-2016 15:36) Posted: If TPG ropes in Telstra for Singapore market , expect M1 Starhub to drop by - 15% at least. (Singtel go Australia for Optus...) Now is ....: )
Useful To Me  Not Useful To Me
destinykraze Elite	24-Dec-2016 00:06        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	you have cognitive dissonance or what? You just said you would not be surprised to see StarHub drop to $1.5-$1.7 in 2017. Then how can starhub be a safe buy in price at $2.30~$2.50. You are contradicting yourself. Are you trolling?   amandayoung      ( Date: 23-Dec-2016 15:36) Posted: If TPG ropes in Telstra for Singapore market , expect M1 Starhub to drop by - 15% at least. (Singtel go Australia for Optus...) Now is ....: )6 amandayoung      ( Date: 23-Dec-2016 15:01) Posted: I said it before , can only safely buy Starhub at $2.30 ~ 2.50. Once TPG roll out their business, let's see how market reacts. License awarded starhub price already adjusted from $3 to $2 80. When actual business war starts , see who can do the business better.
Useful To Me  Not Useful To Me
amandayoung Elite	23-Dec-2016 15:36        amandayoung About Contact  Quote this Post!
x 0   x 2  Alert Admin	If TPG ropes in Telstra for Singapore market , expect M1 Starhub to drop by - 15% at least. (Singtel go Australia for Optus...) Now is ....: )6 amandayoung      ( Date: 23-Dec-2016 15:01) Posted: I said it before , can only safely buy Starhub at $2.30 ~ 2.50. Once TPG roll out their business, let's see how market reacts. License awarded starhub price already adjusted from $3 to $2 80. When actual business war starts , see who can do the business better.
Useful To Me  Not Useful To Me
amandayoung Elite	23-Dec-2016 15:01        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	I said it before , can only safely buy Starhub at $2.30 ~ 2.50. Once TPG roll out their business, let's see how market reacts. License awarded starhub price already adjusted from $3 to $2 80. When actual business war starts , see who can do the business better.
Useful To Me  Not Useful To Me
jeremyow Master	23-Dec-2016 14:47        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	http://www.fool.sg/2016/02/18/can-starhub-ltd-sustain-its-current-dividend/ Yes. Agree that the 20 cents dividends may not be sustainable going into next year. See the article by the Motley Fool for a discussion on the factors which could affect the sustainability of Starhub' s dividends. Pls note that this discussion provides us some important factors to think about concerning the sustainability of amount of dividends payout by Starhub and is not conclusive that Starhub' s dividends payout will decline next year. We will only know by next year whether the dividends payout will decline or not.   elea88      ( Date: 23-Dec-2016 12:04) Posted: the 20 cent div might not be sustainable... desmondquek      ( Date: 17-Dec-2016 10:45) Posted: 1 year dividend 20cent...6-7% yield...
Useful To Me  Not Useful To Me
seanpent Supreme	23-Dec-2016 13:31        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	very sensible and  logical view destinykraze      ( Date: 23-Dec-2016 13:29) Posted: Obviously, you are not very good at macro business. go think about these pts first. How much market share can they handle. Even my republic said they would be aiming for 5% of market share. Most customers already on several year contracts, how much loss they would incur if they tried price war with 3 existing incumbent Singapore market is so small, why pay so much for the bid ($105m) then plan for 3-5 year of loss making. If price wars really happen because TPG really stupid. the more likely scenario would be m1 and tpg kamikaze together. You think all investors are stupid?   amandayoung      ( Date: 23-Dec-2016 12:25) Posted: If i were TPG, my game plan would be : 1. Rope in a strong telco backer 2. Price war with best value price plans ... they do $50 for this dataplan, we do $35 .... Get market share with tied up contracts 1st...1st 3 years making small losses is ok.... Then gradually fine tune after getting a sizeable market share.... The current situation is : starhub singtel m1 do fail consumers in one way or anothe
Useful To Me  Not Useful To Me
destinykraze Elite	23-Dec-2016 13:29        destinykraze About Contact  Quote this Post!   Yells: "Reality is only a matter of perception"
x 0   x 0  Alert Admin	Obviously, you are not very good at macro business. go think about these pts first. How much market share can they handle. Even my republic said they would be aiming for 5% of market share. Most customers already on several year contracts, how much loss they would incur if they tried price war with 3 existing incumbent Singapore market is so small, why pay so much for the bid ($105m) then plan for 3-5 year of loss making. If price wars really happen because TPG really stupid. the more likely scenario would be m1 and tpg kamikaze together. You think all investors are stupid?   amandayoung      ( Date: 23-Dec-2016 12:25) Posted: If i were TPG, my game plan would be : 1. Rope in a strong telco backer 2. Price war with best value price plans ... they do $50 for this dataplan, we do $35 .... Get market share with tied up contracts 1st...1st 3 years making small losses is ok.... Then gradually fine tune after getting a sizeable market share.... The current situation is : starhub singtel m1 do fail consumers in one way or another amandayoung      ( Date: 23-Dec-2016 12:14) Posted: To say with the entry of the 4th Telco TPG, Starhub M1 have no impact is Self - Deceiving Market Size is ONLY so big, the cake size You share with 3 players and you share with 4 players there is for sure a difference in market share If TPG performs well, impact will be HUGE TPG maybe small player from Australia, but if they rope in say Fox , PCCW, O2 .... they can have better game play
Useful To Me  Not Useful To Me
amandayoung Elite	23-Dec-2016 12:25        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	If i were TPG, my game plan would be : 1. Rope in a strong telco backer 2. Price war with best value price plans ... they do $50 for this dataplan, we do $35 .... Get market share with tied up contracts 1st...1st 3 years making small losses is ok.... Then gradually fine tune after getting a sizeable market share.... The current situation is : starhub singtel m1 do fail consumers in one way or another amandayoung      ( Date: 23-Dec-2016 12:14) Posted: To say with the entry of the 4th Telco TPG, Starhub M1 have no impact is Self - Deceiving Market Size is ONLY so big, the cake size You share with 3 players and you share with 4 players there is for sure a difference in market share If TPG performs well, impact will be HUGE TPG maybe small player from Australia, but if they rope in say Fox , PCCW, O2 .... they can have better game play
Useful To Me  Not Useful To Me
amandayoung Elite	23-Dec-2016 12:14        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	To say with the entry of the 4th Telco TPG, Starhub M1 have no impact is Self - Deceiving Market Size is ONLY so big, the cake size You share with 3 players and you share with 4 players there is for sure a difference in market share If TPG performs well, impact will be HUGE TPG maybe small player from Australia, but if they rope in say Fox , PCCW, O2 .... they can have better game play
Useful To Me  Not Useful To Me
elea88 Member	23-Dec-2016 12:04        elea88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the 20 cent div might not be sustainable... desmondquek      ( Date: 17-Dec-2016 10:45) Posted: 1 year dividend 20cent...6-7% yield...
Useful To Me  Not Useful To Me
seanpent Supreme	23-Dec-2016 11:15        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	GreatHarvest      ( Date: 17-Dec-2016 12:43) Posted: 7% yield is attractive
Useful To Me  Not Useful To Me
seanpent Supreme	23-Dec-2016 11:14        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	guess new entrant yet tested ..... now Starhub double bottoming, seems may see an imminent technical reversal ..... Goldfinger      ( Date: 15-Dec-2016 19:23) Posted: Could be Virgin Mobile - bled and died shortly after launch??? chengwh1      ( Date: 15-Dec-2016 18:50) Posted: Closed at 2.81 today ! Looking at how well it can do after this is important, since the fourth payer has finally been confirmed and announced officially. TPG may get the licence, but how about the cashflow to set everything up ?? A very big challenge there,......... recalled there was another telco player who tried earlier but failed.
Useful To Me  Not Useful To Me
GreatHarvest Member	17-Dec-2016 12:43        GreatHarvest About Contact  Quote this Post!
x 0   x 0  Alert Admin	7% yield is attractive
Useful To Me  Not Useful To Me
desmondquek Senior	17-Dec-2016 10:45        desmondquek About Contact  Quote this Post!
x 0   x 0  Alert Admin	1 year dividend 20cent...6-7% yield...
Useful To Me  Not Useful To Me
amandayoung Elite	16-Dec-2016 01:19        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	i m still quite shocked when i learnt : winning bid : $105 mil losing bid : $102.5 mil is so close (if electoral voting may need recount worrrr.....) amandayoung      ( Date: 15-Dec-2016 20:59) Posted: winning bid 105 mil vs losing bid 102 mil ? agonizingly close such a coincidence both think +/- 105 mil let TPG rope in FOX as backer, or PCCW so that we have more TV and cable content
Useful To Me  Not Useful To Me
amandayoung Elite	15-Dec-2016 20:59        amandayoung About Contact  Quote this Post!
x 0   x 0  Alert Admin	winning bid 105 mil vs losing bid 102 mil ? agonizingly close such a coincidence both think +/- 105 mil let TPG rope in FOX as backer, or PCCW so that we have more TV and cable content
Useful To Me  Not Useful To Me
chengwh1 Elite	15-Dec-2016 20:05        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think so,... that' s also an Australian one,.. I think,..... Goldfinger      ( Date: 15-Dec-2016 19:23) Posted: Could be Virgin Mobile - bled and died shortly after launch??? chengwh1      ( Date: 15-Dec-2016 18:50) Posted: Closed at 2.81 today ! Looking at how well it can do after this is important, since the fourth payer has finally been confirmed and announced officially. TPG may get the licence, but how about the cashflow to set everything up ?? A very big challenge there,......... recalled there was another telco player who tried earlier but failed.
Useful To Me  Not Useful To Me
Goldfinger Supreme	15-Dec-2016 19:23        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Could be Virgin Mobile - bled and died shortly after launch??? chengwh1      ( Date: 15-Dec-2016 18:50) Posted: Closed at 2.81 today ! Looking at how well it can do after this is important, since the fourth payer has finally been confirmed and announced officially. TPG may get the licence, but how about the cashflow to set everything up ?? A very big challenge there,......... recalled there was another telco player who tried earlier but failed.
Useful To Me  Not Useful To Me
chengwh1 Elite	15-Dec-2016 18:50        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closed at 2.81 today ! Looking at how well it can do after this is important, since the fourth payer has finally been confirmed and announced officially. TPG may get the licence, but how about the cashflow to set everything up ?? A very big challenge there,......... recalled there was another telco player who tried earlier but failed.
Useful To Me  Not Useful To Me
feedfrenzy Veteran	15-Dec-2016 12:11        feedfrenzy About Contact  Quote this Post!
x 0   x 0  Alert Admin	unexpected drop of 10cents chengwh1      ( Date: 15-Dec-2016 09:13) Posted: TPG is the one,... announced this morning. Starhub opened at 2.80 this morning,...Closed above 2.90 yesterday,....
Useful To Me  Not Useful To Me

                                                         First   < Newer   4901-4920 of 5653   Older>   Last