Latest Forum Topics /
SingTel
Last:4.32
-0.03
|
|
|
Y venture - UOB TP $0.28
|
|||||
|
SDEXXXXD
Veteran |
11-Nov-2025 19:04
|
||||
|
x 0
x 0 Alert Admin |
Mr Bear let's hope for a core+VR dividend of at least 10cts... early Christmas present :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
11-Nov-2025 18:16
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
I'd expect eps for the quarter to be at least 5 cents
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
SDEXXXXD
Veteran |
11-Nov-2025 17:48
|
||||
|
x 0
x 0 Alert Admin |
Singtel Earnings Preview: Regional Strengths Offset Optus Challenges
$Singtel (Z74.SG)$ is scheduled to announce its half-year results for the period ending September 30, 2025, on November 12. The company?s stock has delivered an impressive performance this year, surging more than 53% year-to-date. As market expectations continue to build, investors and analysts will be closely monitoring the company?s earnings growth and the performance of its regional associates. As one of Asia?s leading telecommunications groups, $Singtel (Z74.SG)$ is headquartered in Singapore and listed on the Singapore Exchange. It offers a wide range of services, including mobile, broadband, pay television, and enterprise ICT solutions. Through its own operations and regional associates?such as Optus in Australia, Bharti Airtel in India, AIS in Thailand, and Globe in the Philippines?Singtel serves more than 700 million mobile customers across the Asia-Pacific region. Key Takeaways According to consensus estimates from Bloomberg and Moomoo, Singtel?s expectations for the second quarter of FY2026 are as follows: Revenue: Analysts project revenue of S$3.56 billion, down approximately 0.5% year-on-year. Earnings Per Share (EPS): EPS is forecasted at S$0.042. |
||||
| Useful To Me Not Useful To Me | |||||
|
mav1ryan
Veteran |
10-Nov-2025 09:27
|
||||
|
x 0
x 0 Alert Admin |
Looks like Singtel is joining the AI wagon.
|
||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
09-Nov-2025 14:47
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
Gloop.
Record profits again? Wed is d day |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Glooper83
Senior |
09-Nov-2025 13:16
Yells: "Always focus on Fundamentals!" |
||||
|
x 0
x 0 Alert Admin |
https://www.dbs.com.sg/treasures/aics/templatedata/article/recentdevelopment/data/en/DBSV/112025/ST_SP_11072025A.xml   Singapore Telecommunications Ltd: Stake sale in Bharti Airtel to fund data centre acquisition?
Sachin Mittal7 Nov 2025
  Singtel to unlock up to SGD1.5bn via 0.8% stake sale in Bharti Airtel, whereby we see room for another 3.0% stake sale in Airtel in the medium term. 
The proceeds of stake sale in Bharti could be used to fund the acquisition of rumoured ST Telemedia&rsquo s data centre business, without any adverse impact on its Value Realisation Dividends. 
BUY Singtel at an unchanged TP of SGD5.04, with a dividend yield of 4.2%
 
Singtel to unlock up to SGD1.5bn via stake sale in Bharti Airtel. Singtel has announced that, its subsidiary Pastel Ltd has launched another stake sale of 0.8% (51mn shares) at a floor price of INR2,030 each in the Indian mobile carrier that could fetch up to ~SGD1.5bn (~INR103.5bn), according to the terms of the offering. In May 2025, the Singtel sold 1.2% of its direct stake in Bharti Airtel for net proceeds of SGD1.93bn. Following the completion of this divestment, Singtel&rsquo s effective stake in Airtel could be reduced to an estimated 27.3%. The latest stake sale is part of Singtel&rsquo s ongoing strategy to achieve stake parity with the Mittal family, the promoters of Bharti Airtel, whose effective stake was an estimated 23.7% in 2024. This implies room for another 3.0% stake reduction in Airtel by Singtel. 
 
The proceeds could be used to partially fund the rumoured acquisition of STT GDC. Bharti Airtel currently trades at a 12-month forward EV/EBITDA multiple of 11.6x, with a consensus target price of INR2,285.82 vs the floor price of INR2,030, implying ~ 12.5% upside potential. The proceeds from this share sale into acquiring an additional stake in ST Telemedia Global Data Centres (STT GDC), although Singtel has not confirmed the acquisition yet. This would align with Singtel&rsquo s strategy to scale up its data centre and digital infrastructure portfolio. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
luke2021
Senior |
07-Nov-2025 18:51
|
||||
|
x 0
x 0 Alert Admin |
It?s still within the up trend path. But now is historical high. So the ceiling can be limitless.. it can be 5 or 8 or 10 or more.
No next level price resistance. Flow with the trend. The trend is your friend :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
07-Nov-2025 18:42
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
No, Singtel does not own 100percent of Bharti. Their stake is now only 27.5 percent
So that is worth roughly 50 billion. About three dollars a Singtel share if they divested all of Bharti
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
investshare
Supreme |
07-Nov-2025 18:40
|
||||
|
x 0
x 0 Alert Admin |
Honestly recent share price surprise me.
I am still concerned over 3-5 years if their data centre still stay relevant. For now, I guess everyone is happy.
|
||||
| Useful To Me Not Useful To Me | |||||
|
luke2021
Senior |
07-Nov-2025 18:36
|
||||
|
x 0
x 0 Alert Admin |
@InvestShare, please share your current view on Singtel now :) | ||||
| Useful To Me Not Useful To Me | |||||
|
Value_finder
Member |
07-Nov-2025 18:30
|
||||
|
x 0
x 0 Alert Admin |
If 0.8% is worth sgd1.5 billion, then 100% is worth 187.5billion. With 16.5 billion singtel shares, each lot alone is worth $11.35, not counting the other subsidiaries, Singapore operations and optus.
So $10 is a possibility!
|
||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
07-Nov-2025 14:15
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
With this transaction, our active capital management programme has generated $5.6 billion, more than half of our new mid-term asset recycling target of $9 billion,? he adds. The latest sale will give the telco the ?financial flexibility to strengthen our balance sheet, fund growth opportunities in digital infrastructure and digital services while ensuring that we can continue to grow dividends on a sustainable basis,?
CFO |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
SDEXXXXD
Veteran |
07-Nov-2025 10:51
|
||||
|
x 0
x 0 Alert Admin |
in India news https://www.communicationstoday.co.in/singtel-to-sell-0-8-stake-in-bharti-airtel-to-unlock-capital/   |
||||
| Useful To Me Not Useful To Me | |||||
|
attilio
Member |
07-Nov-2025 10:41
|
||||
|
x 0
x 0 Alert Admin |
....it' s raining money...hallelujah  it' s raining money.... https://www.businesstimes.com.sg/companies-markets/singtel-offers-us1-2-billion-stake-bharti-airtel-terms-show |
||||
| Useful To Me Not Useful To Me | |||||
|
SDEXXXXD
Veteran |
07-Nov-2025 10:40
|
||||
|
x 0
x 0 Alert Admin |
more VR dividend coming https://www.businesstimes.com.sg/companies-markets/singtel-shares-surge-5-1-new-high-bharti-airtel-sale-talks-data-centre-deal |
||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
07-Nov-2025 09:57
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
We will know in 5 to 10 years time.
Just like Bharti we bought in 2016, now we know it is good investment almost 10 times return!
|
||||
| Useful To Me Not Useful To Me | |||||
|
GoldNugget
Elite |
07-Nov-2025 09:26
|
||||
|
x 1
x 0 Alert Admin |
Did a check on STT GDC financial statement based on their bond issuance prospectus. There isnt any statements beyond 2023. but essentially they haven been making money. Losses in 2021, 22 and 23 if i recall. So Singtel better be able to synergies the hell out of it to justify this purchase and not using its shareholder to serve national service. | ||||
| Useful To Me Not Useful To Me | |||||
|
GoldNugget
Elite |
07-Nov-2025 09:07
|
||||
|
x 0
x 0 Alert Admin |
Are they buying STT GDC at a good price?
|
||||
| Useful To Me Not Useful To Me | |||||
|
luke2021
Senior |
07-Nov-2025 09:05
|
||||
|
x 0
x 0 Alert Admin |
Like the next ST Engineering in making. | ||||
| Useful To Me Not Useful To Me | |||||
|
MrBear12
Supreme |
07-Nov-2025 08:34
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||
|
x 0
x 0 Alert Admin |
Divestments and recycling capital into growth sectors and returning capital to shareholders along with realization of value
|
||||
| Useful To Me Not Useful To Me | |||||

