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Shadow777 Member	26-May-2022 10:31        Shadow777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually cannot rely on singtel for dividends, I compared singtel's dividends history with others, it has never been better than other stocks. Even Starhub which isn't doing better are paying more dividends than Singtel. This is kind of like a long term holding stock that is stable and will not fall to it's death but it is highly inconsistent and can fall a massive amount thus frustrating people sometimes. If want high dividends it's either Keppel or other banks their pay out is really massive, Keppel gave almost 50 cents in 2015 which is really high (reason being why many invested in Keppel)
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Entropy72 Master	26-May-2022 10:19        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel set to dial Sunil Mittal to sell part stake in Bharti Airtel Singtel has been a shareholder in Bharti Airtel since 2000. The Mittal family and Singtel own 50.56% and 49.44%, respectively, in Bharti Telecom, which in turn holds a 35.85% stake in Bharti Airtel. By Jwalit Vyas , Kalyan Parbat & Arijit Barman, ET BureauLast Updated: May 26, 2022, 06:45 AM IST Singapore Telecommunications Limited, commonly known as Singtel, has initiated talks with Bharti Airtel chairman Sunil Mittal to sell a small part of its holding in the Indian telco to the Mittal family, said people familiar with the matter. Singtel and the Mittal family are shareholders in Bharti Telecom, a promoter company of Bharti Airtel. In addition, both own shares directly in Bharti Airtel. While the exact quantum and details of the transaction have not yet been worked out, people in the know said the Singapore company could sell stake worth $1-2 billion to the Indian promoter through a mix of Bharti Telecom and Bharti Airtel share sales. As on Wednesday, the market capitalisation of Bharti Airtel is Rs 3.78 lakh crore. Selling Bharti Airtel shares worth $1 billion would reduce Singtel's holding by close to 2% to less than 30% while divesting shares worth $2 billion would reduce Singtel?s holding by 4%. These people said Singtel as part of its portfolio management strategy was keen to book some profit by selling Bharti shares and redeploy some of the capital in new investment opportunities. The Airtel stock has appreciated 33% in the last one year although it is down from its high of Rs 781.80 last November 24. Bharti Airtel?s stock ended Wednesday at Rs 688.35, up 1.41% from the previous day?s closing. Emailed queries sent to Bharti Airtel, Singtel, and Mittal on Wednesday remained unanswered till press time. Singtel, in response to a separate query on whether it was looking to sell a part of its holding in the Indian telco through a block deal had earlier this week said Bharti Airtel remained a core investment in its international portfolio. "We've been strategic investors in Airtel for decades and it remains a core investment in our international portfolio. We have not hired a bank to explore such a sale and we will not comment on any market speculation. We abide by market disclosure rules to report all material transactions," said a Singtel spokesperson on Monday. At an investor call last week, Bharti Airtel CEO Gopal Vittal had declined to comment on a question from an analyst on "fresh market rumours" around an Airtel promoter entity mulling a stake sale. "This was a shareholder matter that is best directed to them," he said. Singtel will announce its quarterly results on Friday. A LONG PARTNERSHIP Singtel has been a shareholder in Bharti Airtel since 2000. The Mittal family and Singtel own 50.56% and 49.44%, respectively, in Bharti Telecom, which in turn holds a 35.85% stake in Bharti Airtel. In addition, Singtel and the Mittal family through investment companies directly hold 14% and 6.04% in the telco. The effective shareholding of the Mittal family in Bharti Airtel is 24.13% while that of Singtel is 31.72%. JEWEL IN THE CROWN In February this year, Singtel Group chief executive Kuan Moon Yuen described the Indian telco as a bright spot in his company?s business. However, as part of a ?strategic reset?, people aware of the situation said Singtel is stepping up its investment plans in digital service companies ? financial services, streaming and gaming ? across Southeast Asia, as it attempts to seize opportunities in the region after the Covid-19 pandemic weighed on its traditional mobile carrier business. It has already begun investing in new-age companies, cherry-picking a 40% stake in a digital banking joint venture with Singapore?s Grab, which has received a licence to operate in Singapore. Other focus areas announced by the company include 5G telecommunications and business-to-business services for governments and enterprises. Last October, Airtel had raised around Rs 5,247 crore as the first tranche of its Rs 21,000 crore rights issue. The balance Rs 15,753 crore will be garnered once the telco decides to make the two additional calls. Analysts estimate that Airtel?s rights issue requires its promoters, Singtel and Bharti Enterprises of the Mittal family, to contribute around Rs 6,661 crore and Rs 5,067 crore, respectively. In 2019, Singtel bought $525 million worth of shares in Airtel, which was in the midst of a fund-raising spree to boost its balance sheet amidst the need to make statutory payments and invest in its network to better take on moneyed rival Reliance Jio. Airtel has taken strides to improve its balance sheet by raising capital and monetizing assets. It has reduced its net debt to EBITDA ratio from a peak of 4.5x in F19 to 3.0x in F22,? said Morgan Stanley analyst Gaurav Rateria. ?Unlike in the previous cycle, when competition and a new capex cycle coincided, this time Airtel is well positioned to absorb the incremental investments related to 5G without compromising its balance sheet strength.?
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Shadow777 Member	26-May-2022 10:09        Shadow777 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Meaning it's a 0.089 dividends for this year. I was hoping that it hit at least 10 cents (0.10) but guess it's better than the 0.069 last year. It's still not pre-covid but hopefully next year will see better figures
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ckmpd1 Supreme	26-May-2022 09:32        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Up 5c in 30mins
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Entropy72 Master	26-May-2022 09:18        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for sharing.  Apart from improved dividends, the growth outlook (post-COVID, NCS, digital bank, data centres) will help move Singtel past $3 in coming months.  soul9110      ( Date: 26-May-2022 08:22) Posted: https://www.theedgesingapore.com/capital/brokers-calls/singtel-expected-meet-fy2022-estimates-cgs-cimb " Foong and Lam say full year core net profit for FY2022 may have also risen 12-13% y-o-y to about $1.95 billion, with meet their forecast. They expect Singtel to declare a 2HFY2022 distribution per share (DPS) of 4.4 cents, bringing full-year DPS to 8.9 cents, which represents a 75% payout ratio. For Singtel&rsquo s Singapore segments, Foong forecasts that its 2HFY2022 core net profit will rise 1-5% y-o-y and up 2-6% h-o-h to $250 million-$260 million, or up 7-11% y-o-y if Job Support Scheme credits were stripped out."
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soul9110 Member	26-May-2022 08:22        soul9110 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/singtel-expected-meet-fy2022-estimates-cgs-cimb " Foong and Lam say full year core net profit for FY2022 may have also risen 12-13% y-o-y to about $1.95 billion, with meet their forecast. They expect Singtel to declare a 2HFY2022 distribution per share (DPS) of 4.4 cents, bringing full-year DPS to 8.9 cents, which represents a 75% payout ratio. For Singtel&rsquo s Singapore segments, Foong forecasts that its 2HFY2022 core net profit will rise 1-5% y-o-y and up 2-6% h-o-h to $250 million-$260 million, or up 7-11% y-o-y if Job Support Scheme credits were stripped out."
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kopitrader812 Member	25-May-2022 17:11        kopitrader812 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel has not had a positive session for the past 9 trading days (7 out of the 9 days were negative). Quite a long losing streak. Perhaps the upcoming results will surprise to the upside, given the current low expectations as reflected in the sell down.
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luke2021 Senior	25-May-2022 16:06        luke2021 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy on fear, sell on rumors. :) bottom up liao
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Potato Master	25-May-2022 15:00        Potato About Contact  Quote this Post!
x 0   x 0  Alert Admin	... alamak ~~ drop further haa haa
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ckmpd1 Supreme	25-May-2022 14:49        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Entropy72      ( Date: 25-May-2022 14:38) Posted: Looking for dividend of at least 5.45 cents (2020 levels).  Pre-COVID, it was 10.7 cents. ckmpd1      ( Date: 25-May-2022 12:55) Posted: Singtel has an established dividend payout policy.  Mgmt can opt to pay the lower end of the policy.  I still believe it will be much better than 2.4
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Entropy72 Master	25-May-2022 14:38        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking for dividend of at least 5.45 cents (2020 levels).  Pre-COVID, it was 10.7 cents. ckmpd1      ( Date: 25-May-2022 12:55) Posted: Singtel has an established dividend payout policy.  Mgmt can opt to pay the lower end of the policy.  I still believe it will be much better than 2.4c soul9110      ( Date: 25-May-2022 11:55) Posted: Management can have many reasons to cut down dividend, interest rate surged, unusual expenses, fund reserved for 5G & DG, ect. Can seeing their performance now, what r you expecting? Lol..
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ckmpd1 Supreme	25-May-2022 12:55        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel has an established dividend payout policy.  Mgmt can opt to pay the lower end of the policy.  I still believe it will be much better than 2.4c soul9110      ( Date: 25-May-2022 11:55) Posted: Management can have many reasons to cut down dividend, interest rate surged, unusual expenses, fund reserved for 5G & DG, ect. Can seeing their performance now, what r you expecting? Lol... ckmpd1      ( Date: 25-May-2022 11:25) Posted: Last yr' s Aug dividend was a pathetic 2.4c Normally it was between 5c to 10
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Entropy72 Master	25-May-2022 12:14        Entropy72 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singtel' s dividend policy is 60-80% of NPAT. soul9110      ( Date: 25-May-2022 11:55) Posted: Management can have many reasons to cut down dividend, interest rate surged, unusual expenses, fund reserved for 5G & DG, ect. Can seeing their performance now, what r you expecting? Lol... ckmpd1      ( Date: 25-May-2022 11:25) Posted: Last yr' s Aug dividend was a pathetic 2.4c Normally it was between 5c to 10
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soul9110 Member	25-May-2022 11:55        soul9110 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Management can have many reasons to cut down dividend, interest rate surged, unusual expenses, fund reserved for 5G & DG, ect. Can seeing their performance now, what r you expecting? Lol... ckmpd1      ( Date: 25-May-2022 11:25) Posted: Last yr' s Aug dividend was a pathetic 2.4c Normally it was between 5c to 10c ckmpd1      ( Date: 25-May-2022 11:20) Posted: I believe the worst for Singtel is over and we shd see a better set of results on friday morning.  Better profits and better dividends?  I dont see why singtel wld not give better dividends than last yr' s So we look forward to good news on friday
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ckmpd1 Supreme	25-May-2022 11:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last yr' s Aug dividend was a pathetic 2.4c Normally it was between 5c to 10c ckmpd1      ( Date: 25-May-2022 11:20) Posted: I believe the worst for Singtel is over and we shd see a better set of results on friday morning.  Better profits and better dividends?  I dont see why singtel wld not give better dividends than last yr' s So we look forward to good news on friday FATABA      ( Date: 25-May-2022 11:00) Posted: Thanks  , U are right . Hope it is a better set of result
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ckmpd1 Supreme	25-May-2022 11:20        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe the worst for Singtel is over and we shd see a better set of results on friday morning.  Better profits and better dividends?  I dont see why singtel wld not give better dividends than last yr' s So we look forward to good news on friday FATABA      ( Date: 25-May-2022 11:00) Posted: Thanks  , U are right . Hope it is a better set of result  go_long      ( Date: 25-May-2022 10:28) Posted: Result will be out Friday before market open
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FATABA Supreme	25-May-2022 11:00        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thanks  , U are right . Hope it is a better set of result  go_long      ( Date: 25-May-2022 10:28) Posted: Result will be out Friday before market open. FATABA      ( Date: 25-May-2022 10:22) Posted: Choose a Fri after mkt close for result ....normally not good.  I also doubt any chance of great new projects ....can hold dividend happy ler .....pray would cut again ( if not following Monday will go back 2.30 )  What big investment ....5G/6G plus that digital alrdy need $B of investment over next few yrs ....profit wld not be seen for at least 2 yrs Dyod
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go_long Senior	25-May-2022 10:28        go_long About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result will be out Friday before market open. FATABA      ( Date: 25-May-2022 10:22) Posted: Choose a Fri after mkt close for result ....normally not good.  I also doubt any chance of great new projects ....can hold dividend happy ler .....pray would cut again ( if not following Monday will go back 2.30 )  What big investment ....5G/6G plus that digital alrdy need $B of investment over next few yrs ....profit wld not be seen for at least 2 yrs Dyodd Potato      ( Date: 24-May-2022 13:57) Posted: Good afternoon~~ do not think that the results can be that bad lah. Only concerns is any big investmenet needed.
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FATABA Supreme	25-May-2022 10:22        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Choose a Fri after mkt close for result ....normally not good.  I also doubt any chance of great new projects ....can hold dividend happy ler .....pray would cut again ( if not following Monday will go back 2.30 )  What big investment ....5G/6G plus that digital alrdy need $B of investment over next few yrs ....profit wld not be seen for at least 2 yrs Dyodd Potato      ( Date: 24-May-2022 13:57) Posted: Good afternoon~~ do not think that the results can be that bad lah. Only concerns is any big investmenet needed.  FATABA      ( Date: 24-May-2022 09:53) Posted: Result on 27th yet it is slowing heading south /  does this tell about coming result ....hope they dont cut dividend again . Again this mgt need BIG major change ....dont see any good restructuring or actions so fat new CEO on board ....share price still below $3  really HOPE singtel can get a world class CEO who can change this into a true Global telcom giant . not a sleepy one like now  Dyodd
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PhillipTan Supreme	25-May-2022 10:15        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Will pick up more if it does $2.50 or anything south is a very good price to start accumulating more   Shadow777      ( Date: 25-May-2022 09:38) Posted: Good morning. It's no longer a "fluctuation" it's falling like nobody's business...24 cents just disappeared like that. It's very possible that it will even go down to just 2.50 by the end of this month
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