Latest Forum Topics /
StarHub
Last:1.01
-0.01
|
|
|
Starhub
|
|||||
|
junction
Master |
04-Oct-2015 13:30
|
||||
|
x 0
x 0 Alert Admin |
Good idea.   I had long ago told CDP not to lend out my shares for the same reason.   The return for lending is ridiculously low - not worth it.
|
||||
| Useful To Me Not Useful To Me | |||||
|
fernvale
Master |
02-Oct-2015 16:19
|
||||
|
x 0
x 0 Alert Admin |
Of cos recession proof but its share price wont be recession proof. 2 diff things. Look at historical lows. It will still go below $3 on global crisis fear. Feel free to purchase more :D
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
happyharvest
Elite |
31-Aug-2015 01:17
|
||||
|
x 0
x 0 Alert Admin |
shooting at the low can mean bouncing back double the amt of energy it wants to shoot down haha
|
||||
| Useful To Me Not Useful To Me | |||||
|
happyharvest
Elite |
30-Aug-2015 21:47
|
||||
|
x 0
x 0 Alert Admin |
shooting star at the low? how much can it shoot? lol
|
||||
| Useful To Me Not Useful To Me | |||||
|
marubozu1688
Master |
30-Aug-2015 21:27
Yells: "Be humble in front of Mr. Market." |
||||
|
x 0
x 0 Alert Admin |
Shooting Star spotted for Starhub. http://mystocksinvesting.com/singapore-stocks/starhub/starhub-shooting-stat-at-20d-sma-resistance/ |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
genting^2
Master |
21-Aug-2015 16:26
|
||||
|
x 0
x 0 Alert Admin |
spread the word to CANCEL   SBL (Share borrowing) on CDP, POEMS etc.. You are borrowing out your shares for people to shoot and short your own share for that few percentage interest.  Once there is no more shares that they can borrow, shorting will no longer be lucrative and it makes the system fairer. |
||||
| Useful To Me Not Useful To Me | |||||
|
backky
Member |
17-Aug-2015 21:23
|
||||
|
x 0
x 0 Alert Admin |
testing |
||||
| Useful To Me Not Useful To Me | |||||
|
KiLrOy
Elite |
17-Aug-2015 20:58
Yells: "I buy only what I can see." |
||||
|
x 0
x 0 Alert Admin |
last support @ 3.60~  :P |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
KiLrOy
Elite |
11-Aug-2015 22:21
Yells: "I buy only what I can see." |
||||
|
x 0
x 0 Alert Admin |
I wont dispute that, ALL three telcos stock price have suffered which probably reflect to some degree, business will be much more of a challenge~ |
||||
| Useful To Me Not Useful To Me | |||||
|
9hly99
Veteran |
11-Aug-2015 18:26
|
||||
|
x 0
x 0 Alert Admin |
The different is Uber and airbnb have global presence...The new telco..mid focused on singapore will be in tough environment
|
||||
| Useful To Me Not Useful To Me | |||||
|
chengwh1
Elite |
11-Aug-2015 18:02
|
||||
|
x 0
x 0 Alert Admin |
OCBC Research said : We believe that the threat of a new telco is likely overdone. So did I.... |
||||
| Useful To Me Not Useful To Me | |||||
|
qwerty91
Member |
10-Aug-2015 11:54
|
||||
|
x 0
x 0 Alert Admin |
1H15 earnings slightly below expectations StarHub Ltd reported its 2Q15 results last night, with revenue rising 2.3% to S$589.5m, while EBITDA climbed 3.8% to S$194.5m, as service EBITDA margin improved to 35.1% from 34.0% a year ago quarter. Net profit rose 5.1% to S$99.1m. As expected, StarHub declared a quarterly dividend of S$0.05/share, payable on 27 Aug. 1H15 revenue was up 5.2% to S$1207.4m, meeting 50.3% of our full-year forecast, but net profit slipped 3.2% to S$172.8m, meeting about 46.8% of FY15 estimate. Variance between prospect statement For 1H15, management noted that its service revenue slipped by 0.1%, and was lower versus its guidance for full-year service revenue to grow in the low single-digit range. But on the positive side, it highlighted that EBITDA of 32.6% of service revenue was higher than its guidance of 32% for the year. Capex payment totaled about 12.3% of total revenue in 1H15, below its 13% of total revenue guidance for FY15 capex. Keeps FY15 guidance unchanged Nevertheless, StarHub has kept its low singledigit range growth for its service revenue in FY15, driven by fixed and mobile services (particularly in the enterprise segment). Although it expects price competition to continue in the broadband space, it believes the intensity is likely to moderate. Hence it has kept its service EBITDA margin unchanged at 32%. It has also kept its capex guidance at 13% of total revenue no change to its S$0.05/quarter dividend as well. Upgrade to BUY with lower S$3.96 fair value StarHub saw a plunge of nearly 13% after its disappointing 1Q15 results in mid May also likely weighed by the threat of a fourth telco operator and rising interest concerns. We believe that the threat of a new telco is likely overdone. While rising interest rate concerns are real, and we have adjusted our DCF-baased fair value lower from S$4.17 to S$3.96 to reflect that, we believe that the defensive telco sector would still offer a reasonable safe haven amidst growing global economic uncertainty hence we upgrade our call from Hold to BUY. Source: OCBC Research - 6 Aug 2015 |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
chengwh1
Elite |
09-Aug-2015 12:24
|
||||
|
x 0
x 0 Alert Admin |
" Dont forget, AirBnB and Uber takes on the world quite successfully in a short period of time~ " AirBnb and Uber are not Singapore-based, different cultures, different strategies, different geographies. SIngapore is defferent, and will counteract faster against the 4th telco. |
||||
| Useful To Me Not Useful To Me | |||||
|
Ivanchia81
Member |
07-Aug-2015 00:10
|
||||
|
x 0
x 0 Alert Admin |
i personal view is that the drop doesnt justify the matter coming up |
||||
| Useful To Me Not Useful To Me | |||||
|
KiLrOy
Elite |
07-Aug-2015 00:09
Yells: "I buy only what I can see." |
||||
|
x 0
x 0 Alert Admin |
Dont forget, AirBnB and Uber takes on the world quite successfully in a short period of time~
|
||||
| Useful To Me Not Useful To Me | |||||
|
happyharvest
Elite |
07-Aug-2015 00:04
|
||||
|
x 0
x 0 Alert Admin |
the 3 telcos will have to team up to kill the 4th telco lol |
||||
| Useful To Me Not Useful To Me | |||||
|
9hly99
Veteran |
06-Aug-2015 23:45
|
||||
|
x 0
x 0 Alert Admin |
For so many years...starhub has been number 2 telco in singapore surpassing m1 after it started...although it is focused in singapore and that with the potential 4 telco..starhub may be affected but I feel that the impact on starhub and m1 is minimal...It will affect singtel more as their pricing are not competitive..also whether 4 telco will be successful is yet to be ascertain...They will face a very tough uphill tough...remember Virgin and pacnet...They died or totally become insignificant after a year or so ....starhub took many years to become no.2 so 4 telco will take a long time too to surpass m1 then starhub...and whether they can last that long...It Is still a questions...It take many people to switch to 4 telco before it can topple m1 and then starhub...of course these telco will not do nothing and let the 4 Telco do whatever they want...This is a business world so u expect counter strategy....also it takes a long time for one subscriber to switch...I have never switch subscriber before even if it is cheaper..A few dollars cheaper will not make much a difference...and i am sure the existing telco will react correspondingly..
|
||||
| Useful To Me Not Useful To Me | |||||
|
chengwh1
Elite |
06-Aug-2015 18:33
|
||||
|
x 0
x 0 Alert Admin |
Thank you for the detailed reply. |
||||
| Useful To Me Not Useful To Me | |||||
|
earlybird14
Supreme |
06-Aug-2015 13:59
|
||||
|
x 0
x 0 Alert Admin |
Starhub is a company is a very low equity(Assets minus Debt) stock which is about 9cents per share only.  Dividend is their life and support the price. 4th telcom is going to stir the balance in between Singtel, M1 and Starhub and create competition among the 4 company. The profit and revenue will be affected for sure. Equity is a safety net for a company to sustain the bad timing. Telcom in singapore is very stable and good business, or so called protected monopoly business, no companies can anyhow step in to stir, so Starhub who perform constantly in past few years and gave constant dividend manage to maintain above 4 dollars. Singtel is more diversified their business to global market in 24 countries. So M1 and starhub will affect the most. I didn' t do my homework on M1 but I do for starhub. I shorted it because bad Q1 result and hope this performance to continue to 2Q, if continue, i expect to see 3 dollars in 2015. I don' t know got 4th telcom issue. If really has 4th Telcom and come officially, Starhub price will go to 2 dollar for sure since revenue and profit will surely be affected, no even thinking about if they are going to lose or win the market share, just the 99Mio net profit become 50mio profit, starhub price will automatically adjust to 2 dollars. my 3 dollars target before 2Q result is due to they reported 70+million profit in 1Q, so TP 3 dollar is reasonable.   I have some doubt on 2Q result, waiting to see 3Q result, I think some confidence has been lost and some funds has targeted starhub to bring it down. Anyway, let' s see.
|
||||
| Useful To Me Not Useful To Me | |||||
|
chengwh1
Elite |
06-Aug-2015 13:49
|
||||
|
x 0
x 0 Alert Admin |
For the record,... PacNet was okay. Never tried MyRepublic. |
||||
| Useful To Me Not Useful To Me | |||||

