| Latest Forum Topics / SPH |
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Gamechanger if they do share buyback now
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investshare
Supreme |
13-Jul-2020 09:25
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Finally I on board with 1.28. Ok or not? | ||||
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rocketman
Master |
13-Jul-2020 08:29
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Personally I feel it is prudent to wait n observe sideline. Even if it means getting it at a higher price if it ever rebound.. i guess. | ||||
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wtsfication
Member |
12-Jul-2020 23:28
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any advice on the coming weeks on this counter? | ||||
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BB-trader
Veteran |
12-Jul-2020 19:03
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can wait if upward break 1.5, sometime suddenly +0.2 one day, a little bit regret not hop on early
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rocketman
Master |
12-Jul-2020 18:26
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I will wait n observe. Waiting is free anyway.. Unless it break above technical points.. then i might buy in a bit. | ||||
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investshare
Supreme |
12-Jul-2020 11:42
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Many opp bashing msm, after ge lose more readers?
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alanllt
Senior |
10-Jul-2020 20:38
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Refuse to sell at lost for me.   Maybe after GE, this one will rocket 🚀   | ||||
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Newlearner
Veteran |
10-Jul-2020 16:35
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Agree. Mediacorp already fully digital. They were very decisive
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churnw
Elite |
10-Jul-2020 13:26
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I am vested using CPF .
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Newlearner
Veteran |
10-Jul-2020 11:36
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Agree...... For your info. You can log in to NLB to read all newspapers of SPH... It' s free, so not bad lol!
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Due_Dilligence
Veteran |
10-Jul-2020 10:48
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I let go my SPH at a lost.
Why do I do that? I see a change in the fundamental of SPH. I think SPH has lost its strength in its core business - the media, both print and digital. I was at NTUC at about 6 pm a few days ago. As I queue at the cashier, I saw a huge stack of unsold Strait Times and other newspapers. What I saw was a visual impact on my senses - this supermarket has so many patrons and yet very few pick up the ST to purchase. Where are they catching up on the latest election news? Are they all using ST digital? I have terminated my ST print newspaper many years ago and I am not tempted to pay to get my ST online. There are so many free online news available which are of decent quality. I have a folder of all the ?free? news app. I name a few here - CNA, Bloomberg, CNBC, SCMP, Reuters, and also BT and ST, though the last two apps, I cannot get their analysis but the first few lines that they shared is sufficient for me. You may ask, what about their enormous cash hoard and their new business, their venture to provide rental housing facilities in UK and their health care business. Well, I do not think that these are their core strengths and sooner rather than later, their margins will be coming down. I once admired SPH, they are in a core business of the print media. Their newspapers are so ?fat? with so many advertisers using their print media to advertise, with pages after pages of advertisement, sometime at my ire. The Saturday papers are full of ?full page? advertisements on property launches. Courts and Sheng Siong never misses a 2-page consecutive advertisement on weekend. I feel that now advertisers have realised that ST has no longer has a cloud of readers. STs did not reach the heartlanders anymore. The uncles and aunties are now more savvy- they use apps to find news that they want. SPH has been impacted by a new ecosystem. That ecosystem does not need its communities to pay for news anymore. That ecosystem does not need businesses to advertise in print. They have opted for other platforms to reach their target audience! In conclusion, SPH is in a sunset industry. You can draw this conclusion with their deceasing dividends that they are giving away. I feel that the new ?businesses? that they are venturing are not their strengths. However, I seconded them for thinking through before buying these new business, which I feel are for the long term. I am not tempted to think at buying at lower value, say at $1 even though their net assets are, I think, will be 50% higher at $1. Going forward, the rate of returns of their assets will be lower. Cheers. |
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rocketman
Master |
10-Jul-2020 08:09
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I will wait patiently for it to drop further down perhaps. Waiting is Free.. Share price seem to be weak. Cannot break through crucial technical points as it seem. Even Starhub share price is above it now. | ||||
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Hypedkid
Member |
09-Jul-2020 20:35
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They wanan win GE first
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Newlearner
Veteran |
09-Jul-2020 20:26
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Hmm... Weirdly... SPH haven?t announce quarter updates.... they forgot ah.... | ||||
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rocketman
Master |
09-Jul-2020 19:20
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I project this to go to go much lower.. no fuel to cross above 1.30
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alanllt
Senior |
08-Jul-2020 18:18
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Suddenly so much interest on SPH. I' m still holding my 20 lots brought at $1.32/-   struck for some time already. Hope can dump soon after GE.  |
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tan131
Member |
08-Jul-2020 16:55
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SPH should be releasing their Q3 results these 2 days or so.. would be a good gauge to see the impact of Covid to their business. | ||||
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rocketman
Master |
08-Jul-2020 13:33
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Starhub share price overtaking sph now. Better dividend payout currently as it seem. | ||||
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rocketman
Master |
07-Jul-2020 09:17
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Starhub offer better Dividend payout and is it better to switch over to there? | ||||
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n3wbie
Elite |
06-Jul-2020 21:37
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They did mention previously in their 2Q slides that the priority is to conserve cash so not sure how much capital would be allocated for buyback may be better if it is reserved as liquidity to ensure that the businesses can be sustained. Let' s see what 3Q offers. | ||||
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