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Singtel Bullish???
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Glooper83
Senior |
07-Mar-2022 00:53
Yells: "Always focus on Fundamentals!" |
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While that may be true (the trending)... and i cant really comment much on the price fluctuations on a daily basis but i do know that the fundementals of the company is still strong. Firstly, i do not think Singtel has much exposure to the European or Russian or Ukrainian market (at least not in the scale like the 3 local banks). So while the share price may be trending downwards, the revenue and profit should be relatively unaffected by the crisis. It might actually be improving as the neighbouring countries slowly open their borders..
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Wishletoe
Member |
06-Mar-2022 19:25
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The trending is still downwards as the war is escalating without an end in sight. At the rate it is going, may hit IPO price anytime.
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vicloo
Supreme |
06-Mar-2022 19:19
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👍 👍 👍 , will watch if there is bargain will buy 😁 😁
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Wishletoe
Member |
06-Mar-2022 14:28
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It' s a good company, but not sure where it is going in the future. If just satisfied with dividends, I think it' s a good stock.
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vicloo
Supreme |
06-Mar-2022 13:21
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Anyone buying NETLINK NBN too? 25% own by singtel and near 5% div per year.
https://simplywall.st/stocks/sg/telecom/sgx-cjlu/netlink-nbn-trust-shares/news/what-kind-of-investors-own-most-of-netlink-nbn-trust-sgxcjlu |
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vicloo
Supreme |
04-Mar-2022 23:11
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Grab is good at raising fund... But also good in losing it fast.
Https://vulcanpost.com/780487/grab-stock-tanks-40-per-cent-on-q4-loss-of-1-5bn/
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Wishletoe
Member |
04-Mar-2022 21:36
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Yeah, quite right, Grab strategy is very much out of the box thinking. I think Singtel should just sell the building and rent a place in Sembawang - at the same time get rid of all the dead wood in the company. Then use the money for their expansion plans in Digital banking and 5G, pay out better dividends for shareholders who have been supporting them all these years.
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Jiyaji
Senior |
04-Mar-2022 19:47
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They can learn a lot from their partner Grab on how to raise cash!!
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Wishletoe
Member |
04-Mar-2022 18:10
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They need cash to do the things they plan to do. Otherwise they have to either borrow or do a rights issue. | ||||
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Jiyaji
Senior |
04-Mar-2022 17:26
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It is an observation not a complaint. They are a primarily a Telcomm company. But their core strategy seems to be to earn rental revenue from real estate... Singtel has shareholding in SPH, SingPost etc earning revenue from their landholdings (Paragon, SingPost Centre etc). SingTel earning rental income after redevelopment is not a bad thing per se. But how diiferent are they from a passive landlord? Let them show real strategy for growth in their core activity i.e. Telecomm (if Airtel can go into Africa ... and make money ...how come SingTel cannot .. Happy to let Airtel do the strategy, job and ride on the back... and then talk about having talent...
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Entropy72
Master |
04-Mar-2022 16:03
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Why so many here complain about redevelopment of CommCentre? This is a smart value unlocking move.
Singtel will be renting out most of the redeveloped building for recurrent income. It will occupy a few floors only. |
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Jiyaji
Senior |
04-Mar-2022 13:49
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A few weeks ago _ I mentioned that SingTel is a rent seeking landlord (like most major SG companies) with no effective strategy, just riding on the coat-tails of its subsidiaries - hoping they do well. So when Airtel fails, SingTel crashes. Same when Optus gets a adverse judgement, ot Thai guys haveing an issue. All the while the managment here can enjoy employee stock options via treasury shares bought at a discount when share price plunges. One must ask from where they got the Comcentre at such low price in the 1st place ...
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Scarycat
Member |
04-Mar-2022 13:47
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Trust Singtel would have dedicated project team with internal and external members of different required knowledge and experience to thoroughly study the different options. It was reported, " the telco has also obtained in-principle approval from the Singapore Land Authority to extend the lease on all the lots that make up Comcentre to 2089" . Maybe need to keep some space for own use to get the lease extension. I don' t really know. Share price is resilient during these turbulent times. 
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FATABA
Supreme |
04-Mar-2022 12:46
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I hv mentioned many TIMES ....this mgt NEED big change and restructure. COMcenter ...redevelop and sell ALL or rent out ALL ....or keeping a few NICE renovated floors for themselve .....high rent space wasted . Clearly this mgt is keeping the can down the road ....like previous one. Selling this and that w NO real growth is dangarous ....someday u are left w nothing to sell . All those 5G and digital bank take years to develop and turn in profit ( if at all ) ....by then they talk about their retirement bonus and next one again . SINGTEL really really need a big change . Dyodd
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Potato
Master |
04-Mar-2022 11:14
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Good morning~~ wah bian... 2.50 liao | ||||
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Wishletoe
Member |
02-Mar-2022 22:51
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Agree that Singtel can relocate to a non CBD area. Selling off Comcentre is a good strategy, make a clean cut. What they have chosen to do is mask it under redevelopment. Pros and cons. If they don' t put on a mask, they appear like losers, running away. Whatever route they take, tearing down Comcentre immediately releases funds availability to finance 5G and Digital Banking initiatives. It' s a great way to bring up free funds. I suspect it' s responsible for the strong buying of Singtel shares. Anything related to property immediately triggers a Pavlov dogs' response in Singaporeans.
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Speediman
Veteran |
02-Mar-2022 22:42
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Redevelopment of Comcenter is not brilliant at all!. Singtel have to spend alot of money to tear down and rebuild. Why does Singtel needs to have a HQ in Orchard. Comcenter should instead be 100% sold to raise money for special dividend. Move all operations to suburban like Paya Lebar, Changi, Jurong, to save cost. Just for CEO office and top management team, rent 1-2 floors of Atas office in new Clark Quay Canninghill Piers will do. |
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ckmpd1
Supreme |
01-Mar-2022 19:57
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Singtel' s redevelopment of Comcentre to unlock value is a well-trodden path |
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Zerocool888
Master |
01-Mar-2022 17:43
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You and I already know who is spreading FUD. So, season traders are aware and will ignore them completely. I am sure some have learn a painful and expensive lesson. It is red flag when you see them posting negative news. They are trying very hard but it is pretty much a complete failure on their actions as they are desperate for attention.
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Entropy72
Master |
01-Mar-2022 15:54
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Thailand Poised to Join Global Rush for Virtual Banks Roong Mallikamas Photographer: Dario Pignatelli/Bloomberg Thailand is preparing rules for the setting up of virtual banks, set to join peers including Singapore and Malaysia in promoting financial technology to spur competition and wider access to banking services. The Bank of Thailand plans to issue the guidelines for digital banks by June and may allow existing lender and new applicants to seek licenses, Assistant Governor Roong Mallikamas said at a virtual briefing Tuesday. The central bank also plans to scrap a limit on investment by commercial banks in financial technology, except digital assets, she said. Thailand is the latest country in Asia to embrace the concept of virtual lenders as companies like Ant Financial Services Group and Grab Holdings Inc. scour the region for investment opportunities. While Thailand lacks independent virtual banks, local and foreign lenders do offer various digital services in the country, including payments. The BOT will also expand the business scope and flexibility of existing banks, it said.
 &ldquo We expect to see more competition and innovations by allowing virtual banking and it will benefit depositors,&rdquo Roong said. &ldquo No one will stay still. Existing players will also adjust.&rdquo Under a public consultation titled &ldquo Repositioning Thailand&rsquo s Financial Sector for a Sustainable Digital Economy,&rdquo BOT said it proposes to provide more players access to key financial infrastructure such as the payment system and credit guarantee mechanism at more fair and reasonable costs. The central bank will also finalize guidelines to steer the financial sector to incorporate environmental risk assessment into business operations and support the transition of companies away from unsustainable activities. The repositioning of Thailand&rsquo s financial sector needs to strike the right balance between promoting innovation and managing risks as well as allowing for flexibility in dealing with abrupt changes, Governor Sethaput Suthiwartnarueput said at the same briefing. BOT will seek to minimize unnecessary regulatory burden or cost to the service providers by pushing lenders to adopt financial technologies.
Virtual banking is unlikely to create any &ldquo big disruption&rdquo to incumbents, which are quite strong and have already put in place mobile banking services, according to Naris Sathapholdeja, an economist at Bangkok-based TMBThanachart Bank Pcl. New entrants may struggle in the short term as Thailand is still a cash-based society, especially in rural areas, he said. &ldquo More competition is always good for the ecosystem and it will be interesting to see how Thai market will respond to this business&rdquo Naris said. &ldquo Still, fintech is not all nice and flowery, so new players will have to think hard before joining in as regulatory cost will be high.&rdquo The BOT consultation paper will be open for feedback from the public until Feb. 28 and policies will be fine-tuned with the inputs, Roong said. |
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