| Latest Forum Topics / StarHub Last:1.01 -- |
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Starhub
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anthonykwong
Supreme |
21-Nov-2016 12:36
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i thik edwin will make some contra tikam kopi $
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calvino
Member |
21-Nov-2016 11:47
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If your quoted fair price is $2.50 Include Margin of Safety (MoS), then the  MoS entry price shall be $2.00
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anthonykwong
Supreme |
21-Nov-2016 10:15
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nice try Edwin.... think you will win the small tikam prizes ....  
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edwinjup
Supreme |
21-Nov-2016 10:08
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Tikam some....lol | ||||
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bishan22
Supreme |
21-Nov-2016 10:05
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Boko very jalat. | ||||
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destinykraze
Elite |
21-Nov-2016 09:38
Yells: "Reality is only a matter of perception" |
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Only 20%+ of singtel' s profit comes from singapore. It' s not going to badly affected.
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tortuga
Member |
21-Nov-2016 09:36
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For the price to go up there should be a change in fundamentals. Today the only thing StarHub has going for it is the 20 cent dividend, they day they revise that the price will just drop off a cliff. the 4th operator is not their biggest threat, even though most of you think it is. Whats looming behind them is technological disruption, Linear TV (schedule TV) is dead, kids these days stream content and there are several live streams available. So much so for the first time in 10 years i reduced my spend with StarHub. their cable TV service unless they refresh it some how and move to a netflix like model is dead soon.  
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john_ric
Supreme |
21-Nov-2016 09:24
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all the way down like M1.
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BetterStill
Veteran |
21-Nov-2016 09:23
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Wabian...didn't follow for a while this counter drop like hell...seems no point to buy in at this moment huh? | ||||
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sgng123
Supreme |
18-Nov-2016 19:24
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2 is safer if a cutthroat competition occurs even singtel is not spared, might break 3 for singtel.
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anthonykwong
Supreme |
18-Nov-2016 14:49
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yup. i noticed that. dam n , i signed the contract at " HIGH prices" .....good to have 4th Telco  thank you Govt. high tech country , low costs for high tech use mah
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jeremyow
Master |
18-Nov-2016 14:44
Yells: "Passionate business investor" |
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This is just a wild guess of the future trend for viewing overseas tv contents. It may not happen at all. However, last time when I was young and buses still use coins for payments, I imagined that there may come one day when there is a card system and people will just pay in a coinless mode. I also imagined last time that bus-stops will have a screen showing approximate bus arrival times to allow commuters the convenience to plan their bus trips. Guess what happens next! All these two imagainations did came true. Maybe I do have a crystal ball afterall to peek into the future?? Lol!!    
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lifeisgood
Supreme |
18-Nov-2016 13:53
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MyRepublic fibre broadband plans caused all the 3 telcos to slash their fibre prices. There may be more price wars coming. Consumers benefit.
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anthonykwong
Supreme |
18-Nov-2016 13:49
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due to 4th telco entry soon, i expect M1 and Starhub market share to reduce by - 20 to 25%% of their respective.  thus my fair valuation of Starhub is around $2.50.  Can enter omly at $2.50 |
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jeremyow
Master |
18-Nov-2016 13:45
Yells: "Passionate business investor" |
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My guess is that if in future other mobile gadgets like smartphones and tablets can have cheaper unlimited data plan access, and if the individual overseas tv stations can direct sell to consumers worldwide to selectively subscribe to their individual channels and view their contents via internet on the smartphones and tablets, it may reduce the subscription for cable tv in future. This is because people do spend a large part of their time outside homes when working and my observation is that currently people may spend even more time on their mobile gadgets (in terms of more hours outside homes)    than on tv (at home) daily. If this trend which I guessed should happen in future, then it will challenge this segment of subscribed cable tv contents for all the telcos' businesses as they are no longer the middle men in the provision of cable tv contents. Of course I am not sure whether there may also be regulations and control from the relevant authorities which may come in to prevent any drastic trends from happening which may affect the profitability of the telcos.
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anthonykwong
Supreme |
18-Nov-2016 13:05
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in a way you r right singtel a better choice to invest in telco
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lifeisgood
Supreme |
18-Nov-2016 12:34
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Starhub is a company with very very little assets. Check out its book value and you would be shocked. Its NAV is only 13.3 cents! It is simply a reseller of Singtel with home cable TV. But so many people are cutting the cords! Fewer and fewer people are watching cable TV these days, replacing with free internet content and on demand movies like Netflix. |
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central
Senior |
18-Nov-2016 11:16
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gone liao.280 coming ? |
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chengwh1
Elite |
17-Nov-2016 20:00
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Yes, that' s right,... it' s not easy to be a start-up NMO in Singapore. Everything is set up already and tied to exisitng customers. Especially when the pie is not growing, and mkt share has to come from unseating current players. The NMO has to work double hard to survive. If the economy is growing, then there are opportunities, but now ??
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Goldfinger
Supreme |
17-Nov-2016 19:53
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Frankly it's not so easy to dislodge incumbents in their home turf. Will depend on how deep their pockets are and how Long they are willing to bleed. Remember Virgin Mobile in Singapore?
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