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pasttime Supreme	14-Aug-2022 20:09        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	all these leasing to use an asset used to be called off balance sheet financing that was a way to get around capital spending freeze. but frs has catch up. so not so useful any more.
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pasttime Supreme	14-Aug-2022 20:05        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	have seen other business selling their buildings and lease back. these lease back will apprear together with long term debt as liability. it certainly create a lot fear in investors when the liability numbers are big.  if the asset sale are used to pay off loan then it is neutral. else the liability will grow. the so called right of used appearing in asset are quite often ignore as people will think is it an asset? really? can it be sold?  but certainly the liabilities has to be paid.
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recon12recce Senior	14-Aug-2022 19:29        recon12recce About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sale and lease back. Google it and you will see accounting treatment like right of use asset park under non-current asset. Doesnt reduce assets, corresponding lease liability will be taken up as well. If got extra cash from the disposal, that means its a gain! Whether capital gain or not, trade badges will be taken into consideration. pasttime      ( Date: 13-Aug-2022 18:03) Posted: selling tower then lease back for 15 years. no so good deal on the books right. reduce asset increased liabilities. although there is a cash gain. and wonder will increased tax payable?
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soul9110 Member	14-Aug-2022 12:53        soul9110 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If there is borrowing on the tower assets it will remove the associated debts from the balance sheet and improve the company' s debt to euity ratio. And moreover, rental expenses are tax deductible. pasttime      ( Date: 13-Aug-2022 18:03) Posted: selling tower then lease back for 15 years. no so good deal on the books right. reduce asset increased liabilities. although there is a cash gain. and wonder will increased tax payable?
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pasttime Supreme	13-Aug-2022 18:03        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	selling tower then lease back for 15 years. no so good deal on the books right. reduce asset increased liabilities. although there is a cash gain. and wonder will increased tax payable?
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Jandec Veteran	12-Aug-2022 19:44        Jandec About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel owns 21.4% of Globe Telecom according to Singtel' s 2022 annual report. Entropy72      ( Date: 12-Aug-2022 18:51) Posted: MANILA -- Globe Telecom, the Philippines' mobile leader, said on Friday it will sell 5,709 cellular towers for 71 billion pesos ($1.28 billion), as telecom companies in the country build up their war chests for expansion and competition between them intensifies. Globe will sell 3,529 towers to Frontier Tower Associates Philippines, a unit of KKR-backed Pinnacle Towers. A further 2,180 will be sold to a joint venture between a unit of Manila Electric and U.S. fund Stonepeak, Globe said. Globe will lease back the towers for at least 15 years, the company said, adding that it estimates a pretax gain of 25.6 billion pesos from the twin deals, which are expected to be closed this quarter. Globe also said it is in "advanced discussion with one other tower company" for the potential sale and lease-back of an additional 1,350 towers. That would leave Globe with 4,000 to 5,000 company-owned telecom towers, said Carlo Puno, the company's vice president for financial planning and analysis.. The sale of more than 7,000 towers would eclipse earlier transactions by rival PLDT, the country's largest telecom company. PLDT sold 5,907 telecom towers to Edotco Group, a unit of Malaysia's Axiata Group, and EdgePoint for 77 billion pesos. Globe, which is expanding its data-related services, said the bulk of the proceeds from the tower sale will be used to fund network expansion, while a quarter will be used to service debts. Globe Chief Executive Ernest Cu said the tower sale should improve internet access in the country. "We also believe that through these monetization efforts, Globe will be able to further improve overall operational efficiency, allowing us to serve our customers better," Cu said in a statement. The Philippines, which lags behind its big Southeast Asian peers in terms of tower density, has pushed for tower-sharing arrangements to improve telecom services and reduce expansion costs in the archipelago. Dito Telecommunity, the China Telecom unit that entered the market last year as the country's third major telecom player, may lease towers owned by independent companies.
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Entropy72 Master	12-Aug-2022 18:51        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	MANILA -- Globe Telecom, the Philippines' mobile leader, said on Friday it will sell 5,709 cellular towers for 71 billion pesos ($1.28 billion), as telecom companies in the country build up their war chests for expansion and competition between them intensifies. Globe will sell 3,529 towers to Frontier Tower Associates Philippines, a unit of KKR-backed Pinnacle Towers. A further 2,180 will be sold to a joint venture between a unit of Manila Electric and U.S. fund Stonepeak, Globe said. Globe will lease back the towers for at least 15 years, the company said, adding that it estimates a pretax gain of 25.6 billion pesos from the twin deals, which are expected to be closed this quarter. Globe also said it is in "advanced discussion with one other tower company" for the potential sale and lease-back of an additional 1,350 towers. That would leave Globe with 4,000 to 5,000 company-owned telecom towers, said Carlo Puno, the company's vice president for financial planning and analysis.. The sale of more than 7,000 towers would eclipse earlier transactions by rival PLDT, the country's largest telecom company. PLDT sold 5,907 telecom towers to Edotco Group, a unit of Malaysia's Axiata Group, and EdgePoint for 77 billion pesos. Globe, which is expanding its data-related services, said the bulk of the proceeds from the tower sale will be used to fund network expansion, while a quarter will be used to service debts. Globe Chief Executive Ernest Cu said the tower sale should improve internet access in the country. "We also believe that through these monetization efforts, Globe will be able to further improve overall operational efficiency, allowing us to serve our customers better," Cu said in a statement. The Philippines, which lags behind its big Southeast Asian peers in terms of tower density, has pushed for tower-sharing arrangements to improve telecom services and reduce expansion costs in the archipelago. Dito Telecommunity, the China Telecom unit that entered the market last year as the country's third major telecom player, may lease towers owned by independent companies.
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Potato Master	11-Aug-2022 11:29        Potato About Contact  Quote this Post!
x 0   x 2  Alert Admin	Good afternoon~~ this dividend payout wait until neck long long. Any idea when results will be announce?
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Jandec Veteran	11-Aug-2022 00:12        Jandec About Contact  Quote this Post!
x 0   x 0  Alert Admin	We accumulate until it' s time to change the guard.      Singtel is good for accumulation.      In the long run it will fly.
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Newbornborn Senior	10-Aug-2022 12:49        Newbornborn About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to use whip than it can move faster
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Zerocool888 Master	10-Aug-2022 11:51        Zerocool888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Add more oil! Majulah Singapura! Looks like the price have remain pretty stable after dividend is given out.
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Entropy72 Master	08-Aug-2022 23:32        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Telecom major Bharti Airtel on Monday reported 466% surge in consolidated net profit (attributable to owners of the parent) at Rs 1,607 crore for the quarter ending June 30, 2022, boosted by subscriber additions. It reported net profit of Rs 284 crore in the year-ago period. The company's consolidated revenue from operations rose 21% to Rs 32,805 crore in Q1FY23 as compared to Rs 27,064 crore in Q1FY22. Bharti Airtel's mobile services revenue in India grew 27% year-on-year to Rs 18,220 crore for the first quarter from Rs 14,305.6 crore. The company's average revenue per user (ARPU) increased to Rs 183 in Q1FY23 as against Rs 146 in Q1FY22. ARPU of rivals Reliance Jio and Vodafone Idea for the same period was Rs 175.7 and Rs 128, respectively. The company said in November, when it announced tariff hikes, that mobile ARPU needed to be at Rs 200 and ultimately at Rs 300, for a financially healthy business model. On Monday, the company's scrip on BSE closed nearly flat at Rs 704.35. Gopal Vittal, MD and CEO, said: ?This has been another solid quarter. We continue to deliver strong and sustained growth at 4.5% sequentially. EBITDA margins are now at 50.6%. Our enterprise and homes business has strong momentum and delivered strong double digit growth, improving the diversity of the overall portfolio. Airtel?s strategy of winning with quality customers continues to yield good results with an industry beating ARPU at Rs 183. "As India gets ready to launch 5G, we are well positioned to raise the bar on innovation. We are also confident of meeting the emerging needs of discerning customers looking for speed, coverage and latency. Our astute spectrum strategy over the last few years as we bolstered mid band spectrum is designed to deliver the best experience at the lowest total cost of ownership.? The firm said its 4G customers rose by 20.8 million on an annual basis and by 4.5 million on a sequential basis. Mobile data consumption rose by 16.6% YoY, consumption per mobile data customer at 19.5 GB per month, said Airtel. "Airtel to lead India?s 5G revolution with acquisition of ideal spectrum bank at least cost for best 5Gexperience and 100x capacity enhancement procured 19,867.8 MHz spectrum for Rs 43,040 crore in the recently concluded 5G spectrum," the company said in a stock exchange filing. The company has been raising money to fund its digital ambitions, including developing home broadband, data centres, cloud adoption as it prepares to launch its next-generation 5G services in the country.
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Entropy72 Master	07-Aug-2022 21:58        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We will watch this space https://gxs.com.sg/
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soul9110 Member	07-Aug-2022 18:05        soul9110 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Master, DB not even have specify date to launch..."Not a single stroke in ten strokes".Lol...
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ckmpd1 Supreme	07-Aug-2022 07:11        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correct.  When interest rates go up, those companies who are highly geared will have to pay more interests investors will have to ask themselves if they consider Singtel to be highly geared and whether it will be affected by high interest rates ssw518      ( Date: 07-Aug-2022 06:57) Posted: good only if company don' t end up in bad debt, that' s something had to catch during reporting, over interest rate hike is good for lenders bad for borrowers, worst for end consumers. vicloo      ( Date: 06-Aug-2022 20:36) Posted: High interests is good for bank... Higher loan income
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ssw518 Supreme	07-Aug-2022 06:57        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	good only if company don' t end up in bad debt, that' s something had to catch during reporting, over interest rate hike is good for lenders bad for borrowers, worst for end consumers. vicloo      ( Date: 06-Aug-2022 20:36) Posted: High interests is good for bank... Higher loan income. ckmpd1      ( Date: 04-Aug-2022 10:15) Posted: Implementation of digital banking will incur heavy capital costs.  In this period of high interest rates, borrowing may be difficult and expensive.  Hence Singtel' s silence
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vicloo Supreme	06-Aug-2022 20:36        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	High interests is good for bank... Higher loan income. ckmpd1      ( Date: 04-Aug-2022 10:15) Posted: Implementation of digital banking will incur heavy capital costs.  In this period of high interest rates, borrowing may be difficult and expensive.  Hence Singtel' s silence? Silo1234      ( Date: 04-Aug-2022 10:13) Posted: --- Post Removed by User ---
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Entropy72 Master	06-Aug-2022 15:34        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I only share (not fabricate) info, but yes the info should add more oil 😉 Zerocool888      ( Date: 06-Aug-2022 11:07) Posted: I think this is add more oil right? Hehehe! Seems pretty exciting news!  Then again, some short term / day traders (shortists) will add more salt and saying it is not enough. Hahahaha....let us see who will be the first one to downplay this. Cannot wait to collect my dividends to do more stock shopping!  Long to enjoy! Entropy72      ( Date: 05-Aug-2022 18:38) Posted: Extract from AGM Q&A: Chairman, together with GCEO, GCFO and Lead Independent Director, sought to address the questions which had been submitted by shareholders during the Meeting: (i) Question 1: What is management?s view on the timeline to restoring dividends back to 17.5 cents? When will the new growth initiatives bear fruit for investors? Answer (GCEO): Singtel?s strategic reset aims to reinvigorate our core business and drive new growth engines that leverage our 5G infrastructure and digital capabilities. By executing to this reset, Singtel?s goal is to grow our business, so shareholders can look beyond regular dividends to share price appreciation. We recognise how important dividends are for our shareholders. As explained in the earlier presentation, we have introduced a capital management framework to ensure sustainable dividends that grow in tandem with earnings and financial flexibility for investments to drive growth. Answer (GCFO): Singtel?s policy is to pay dividends at between 60% and 80% of underlying net profit, barring unforeseen circumstances. Reflecting the earnings turnaround in FY22, we have proposed a final ordinary dividend of 4.8 cents, bringing total dividend to 9.3 cents, an increase of 24% and a pay-out ratio of 80%. This policy ensures that we can grow our dividend in a sustainable manner in line with earnings and cash flow growth. Where appropriate, we may consider paying special dividends. (ii) Question 2: Does the Board have a strategic roadmap regarding realising shareholders? value and addressing the gap between Singtel?s sum-of-the-parts value and its share price? Answer (Chairman): Singtel has been executing to our strategic reset and are confident it will help to build a differentiated business, raise return on invested capital and drive value creation for shareholders. Our financial performance in FY22 is a strong validation of the progress we have made. Underlying NPAT rose 11% on the back of strong results from Optus, Airtel and NCS, while ROIC increased to 5.4% from 5.0%. We are cautiously optimistic that this momentum can be sustained. The easing of travel restrictions and Singapore?s foreign worker policy should bode well for our mobile business, while demand for ICT and data centre services will grow as enterprises accelerate their digital transformation. Having set the foundation for our growth drivers in FY22, we will move faster and stronger in executing our strategy. NCS?s investments give it the necessary scale, capabilities and credibility to transform into a regional tech services powerhouse. Our data centre business will add new capacity and tap high-growth markets in the region. Our digital bank venture is slated to be launched in Singapore this year, with Indonesia and Malaysia set to follow. To pursue these opportunities, we will continue to aggressively recycle capital. Last year, we unlocked more than S$2 billion of capital. In the mid-term, another S$3 billion of assets could be recycled, including the re- development of Comcentre and the divestment of Amobee, which was announced this week. Our shares are trading at a significant discount to our sum-of-the parts valuation, and we are working hard to change investors? minds and address the valuation gap. As we continue to deliver on our strategy and improvements in ROIC, we expect the market to reflect the true value of Singtel.
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Zerocool888 Master	06-Aug-2022 11:07        Zerocool888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think this is add more oil right? Hehehe! Seems pretty exciting news!  Then again, some short term / day traders (shortists) will add more salt and saying it is not enough. Hahahaha....let us see who will be the first one to downplay this. Cannot wait to collect my dividends to do more stock shopping!  Long to enjoy! Entropy72      ( Date: 05-Aug-2022 18:38) Posted: Extract from AGM Q&A: Chairman, together with GCEO, GCFO and Lead Independent Director, sought to address the questions which had been submitted by shareholders during the Meeting: (i) Question 1: What is management?s view on the timeline to restoring dividends back to 17.5 cents? When will the new growth initiatives bear fruit for investors? Answer (GCEO): Singtel?s strategic reset aims to reinvigorate our core business and drive new growth engines that leverage our 5G infrastructure and digital capabilities. By executing to this reset, Singtel?s goal is to grow our business, so shareholders can look beyond regular dividends to share price appreciation. We recognise how important dividends are for our shareholders. As explained in the earlier presentation, we have introduced a capital management framework to ensure sustainable dividends that grow in tandem with earnings and financial flexibility for investments to drive growth. Answer (GCFO): Singtel?s policy is to pay dividends at between 60% and 80% of underlying net profit, barring unforeseen circumstances. Reflecting the earnings turnaround in FY22, we have proposed a final ordinary dividend of 4.8 cents, bringing total dividend to 9.3 cents, an increase of 24% and a pay-out ratio of 80%. This policy ensures that we can grow our dividend in a sustainable manner in line with earnings and cash flow growth. Where appropriate, we may consider paying special dividends. (ii) Question 2: Does the Board have a strategic roadmap regarding realising shareholders? value and addressing the gap between Singtel?s sum-of-the-parts value and its share price? Answer (Chairman): Singtel has been executing to our strategic reset and are confident it will help to build a differentiated business, raise return on invested capital and drive value creation for shareholders. Our financial performance in FY22 is a strong validation of the progress we have made. Underlying NPAT rose 11% on the back of strong results from Optus, Airtel and NCS, while ROIC increased to 5.4% from 5.0%. We are cautiously optimistic that this momentum can be sustained. The easing of travel restrictions and Singapore?s foreign worker policy should bode well for our mobile business, while demand for ICT and data centre services will grow as enterprises accelerate their digital transformation. Having set the foundation for our growth drivers in FY22, we will move faster and stronger in executing our strategy. NCS?s investments give it the necessary scale, capabilities and credibility to transform into a regional tech services powerhouse. Our data centre business will add new capacity and tap high-growth markets in the region. Our digital bank venture is slated to be launched in Singapore this year, with Indonesia and Malaysia set to follow. To pursue these opportunities, we will continue to aggressively recycle capital. Last year, we unlocked more than S$2 billion of capital. In the mid-term, another S$3 billion of assets could be recycled, including the re- development of Comcentre and the divestment of Amobee, which was announced this week. Our shares are trading at a significant discount to our sum-of-the parts valuation, and we are working hard to change investors? minds and address the valuation gap. As we continue to deliver on our strategy and improvements in ROIC, we expect the market to reflect the true value of Singtel.
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Entropy72 Master	05-Aug-2022 20:35        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Piyush Gupta set a high benchmark for FT CEO. But rare to find such caliber of talent. Skynet4321      ( Date: 05-Aug-2022 11:13) Posted: They are probably FT who want his job! Haha Entropy72      ( Date: 05-Aug-2022 11:01) Posted: There should be good set of results to be released next week. Forgot about the potential divestment of some Airtel shares to Bharti plus the redevelopment of ComCentre. So many developments in Singtel but still have folks say Moon never do work 😊 and need foreign talent CEO.
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