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Starhub
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Team888
Member |
07-Aug-2012 15:55
Yells: "Always respect the market" |
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Down 3.1 per cent today. Hope nobody got bitten by sharks. | ||||||||
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sgnewbie
Master |
07-Aug-2012 09:15
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http://sgxreports.blogspot.sg/2012/08/starhub.html | ||||||||
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Team888
Member |
02-Aug-2012 15:02
Yells: "Always respect the market" |
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Already shark infested leh. No long and no short for me. Can wait, even if it means another six months. | ||||||||
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steadylar
Veteran |
02-Aug-2012 11:00
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Starhub Q2 profits will be announced Wed 8/8. Some headwinds ahead for Starhub, ie the costly bidding for EPL rights in Sep, launch of new apple products and competition from Singtel and M1. But be careful......., the BB has aggressively pushed up this counter, when they switch gear to short then can join them to short.
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ozone2002
Supreme |
02-Aug-2012 10:43
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20x PE..wow.. have been seeing singtel also rising... defensive stocks in play..seems like the shift to defensive stocks hence the price rally.. looking to short singtel n starhub ..getting too frothy for my liking |
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steadylar
Veteran |
02-Aug-2012 01:12
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Closed $3.86 yesterday! A hefty PE ratio of 20X, it better deliver fantastic Q2 profits. here are some questions raised by Investor Central, 25 July 2012...... CEO Neil Montefiore likes to say: " An Apple a day keeps the profits away" 25/7/2012 – DBS Vickers Research has maintained its HOLD call on StarHub and raised its target price to S$3.50, as it now expects dividend of 21 cents versus 20 cents earlier. It expects StarHub to report Q2 earnings of S$95 mln, 12% more than consensus expectations. This is due to the increasing popularity of Android phones, which StarHub subsidises less than iPhones. Investor Central. We ask the questions that need to be asked  1. Will the launch of iPhone 5 hit margins again?M1 Ltd, in its earnings announcement, revealed that 70% of its new post-paid customers in Q2 had opted for Android phones. Telcos provide lower handset subsidies on Android phones versus iPhones due to the cheaper retail price of Androids. This may benefit SingTel and StarHub, too. But, will the upcoming launch of iPhone 5 bite again? And by the way, Neil Montefiore really did say " an Apple a day keeps the profits away" . Watch the interview here. 2. Is the customer acquisition costs set to rise?The burden on telcom companies would come from handset subsidies, which could mount as a slew of new handsets enter the market. Neil Montefiore, CEO of StarHub, intimated in the earnings call in May that the outlook was the same as the last quarter – unless subscribers rush to upgrade their phones. So, can we expect the customer acquisition costs to rise? 3. How much did it benefit from the absence of exclusivity costs for EPL rights?The English Premier League (EPL) rights are getting super-expensive in many markets. British Telecom and BSkyB have paid a 71% higher price of S$6 bln for the rights to telecast EPL matches in Britain for the 2013-14 seasons. Coming to Singapore, neither of the telco players has an incentive to bid more for exclusive rights, as consumers can access the content through cross-carriage arrangements anyway. But either both players join to make a common bid for the rights, or each player bids on a non-exclusive basis. In either case, each player has to incur some cost of owning the content-rights. 4. How much did it earn from UEFA?When we last spoke to Mr Montefiore, he was hoping the Euro Cup (which Spain won with a 4-0 thumping of Italy) was going to earn StarHub lots of money. So, did it? 5. Will StarHub possibly raise regular dividends slightly?Management has ruled out special dividends given the EPL bidding ahead and spectrum sale next year? With net debt to EBITDA of 0.5 times, the lowest amongst the three telcos, will StarHub possibly raise regular dividends slightly? We are sending these questions to the company to invite them for an on-camera interview, and/or seek their written response. Did management answer our questions? Find out at  . |
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edchai
Veteran |
31-Jul-2012 16:41
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Should the company sacks the analyst who wrote the report on http://sgxreports.blogspot.sg/2012/07/starhub.html ? Special dividend coming ? |
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chinastar
Veteran |
15-Jul-2012 13:53
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The star is still shinning:)
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temp123
Senior |
11-Jul-2012 23:32
Yells: "." |
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BB know somethings that peasants don't. | ||||||||
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steadylar
Veteran |
11-Jul-2012 23:22
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Maybank downgrades StarHub to sell Tags: M1 Limited | Maybank Kim Eng | Singapore Telecommunications | Starhub
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1419242
Member |
11-Jul-2012 20:25
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rise more tmr!!
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steadylar
Veteran |
11-Jul-2012 16:58
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Thanks for Kim Eng report. Today starhub really go CRAZY hitting $3.75!!! INCREDIBLE !!!! Sold mine too early, miss the extra profits sigh...
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daylight28
Senior |
11-Jul-2012 16:37
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i thought i saw it went past 3.7 just now !!! | ||||||||
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edchai
Veteran |
11-Jul-2012 15:40
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Those who read this report and sold their share today .... wordless ! |
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sgnewbie
Master |
11-Jul-2012 09:19
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http://sgxreports.blogspot.sg/2012/07/starhub.html | ||||||||
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temp123
Senior |
11-Jul-2012 07:54
Yells: "." |
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Been like that for some time already.
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wangerism
Master |
10-Jul-2012 16:41
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Super Rocket! |
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paulynsaram
Member |
10-Jul-2012 14:20
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yeah! even i agree with Super.White. STARHUB is not at responding good!!
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1419242
Member |
10-Jul-2012 12:11
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enlighten me?
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Flyordie
Veteran |
10-Jul-2012 11:31
Yells: "Sifu, Online !!!! Sea Pek Urgent !!!!" |
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Starhub share price is greater than Singtel !! | ||||||||
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