Latest Forum Topics /
SingTel
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Ausgroup - the train is moving soon
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slingshotpro
Senior |
11-Feb-2022 15:16
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Singtel will release its 3QFY3/22 business performance update on 15 Feb | ||||||||||||
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Ling9345
Master |
11-Feb-2022 13:08
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Thanks, Today's volume a bit low | ||||||||||||
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FATABA
Supreme |
11-Feb-2022 12:49
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Singtel FULL year is end SEPT ..  half year is end Mar.  So since they are half yearly reporting ....this qtr end Dec is only first Q update if any . ( lol looking at this sleepy management , I doubt they even provide any update .....not like KEP or DBS )  Dyodd
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ckmpd1
Supreme |
11-Feb-2022 12:47
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Singtel' s Optus appoints ex-New South Wales premier Gladys Berejiklian to executive team |
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Potato
Master |
11-Feb-2022 10:59
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Good morning~~ Next Tues/Wed...
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Luckygal
Member |
11-Feb-2022 10:57
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Didn' t see any announcement date for this year. But Q3 results normally out around this time.  | ||||||||||||
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Ling9345
Master |
11-Feb-2022 10:36
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Please go and check the history, results out May 2022
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Ling9345
Master |
11-Feb-2022 10:30
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Expected is the false news | ||||||||||||
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Ling9345
Master |
11-Feb-2022 09:45
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False information?
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halleluyah
Supreme |
11-Feb-2022 09:06
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sold some as ah tel bery high in debt.....US most likely gonna hike 0.5% next mth.... | ||||||||||||
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FATABA
Supreme |
11-Feb-2022 09:05
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Kindly cfm this > sgx website dont hv this information  Thanks
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Ling9345
Master |
11-Feb-2022 08:44
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Where u get the news results on 15 February?
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ckmpd1
Supreme |
11-Feb-2022 08:24
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Agree,,,
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PhillipTan
Supreme |
11-Feb-2022 01:12
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Earnings recovery expected from Singtel in 3QFY2022CGS-CIMB Research is keeping its " add" recommendation on local telco giant Singapore Telecommunications (Singtel) with a target price of $2.90. Analysts Foong Choong Chen and Sherman Lam believe that Singtel' s upcoming 3QFY2022 may see a rise in net profit, led by higher earnings from associated and the Singapore consumer segment.The analysts estimate a 26-28% y-o-y increase in core net profit to $540-550 million for the third quarter, which results are expected to be announced on Feb 15. Furthermore, the core net profit for this period will also include an approximately $400 million net gain from the sale of its 70% stake in Australia Tower Network, which transaction was completed in November 2021. " We think 3QFY2022 Singapore consumer EBIT jumped 28-35% y-o-y (up 20-27% q-o-q), despite lower Job Support Scheme (JSS) credits, driven by increased uptake of higher average revenue per user (ARPU) 5G plans, some recovery in roaming and higher device sales," says Foong and Low in a Feb 9 report. On the flip side, the analysts reckon the group enterprise EBIT (including NCS and Trustwave) will ease about 5-11% y-o-y, mainly due to lower JSS credits and NCS' s big recruitment drive. Meanwhile, they see Amobee' s LBIT at $10-15 million, up y-o-y from 3QFY2021' s $4 million (boosted by US elections) but steady q-o-q. As for Optus, the analysts think that 3QFY2022 consumer EBIT will drop by 25-30% y-o-y, as lower NBN migration revenue, plus higher staff cost and depreciation, more than offset higher mobile revenue (stabilising competition) nonetheless, the figure could be 25-33% higher q-o-q due to continued good traction for Optus' s Choice plans, more stable competition plus seasonally stronger device sales. Additionally, the analysts are upbeat on Singtel' s ex-Singapore regional associates, as they foresee profits from this segment climbing 31-34% y-o-y,  led by a turnaround in Bharti' s contribution to $45-50 million, due to higher subscriptions, ARPU and EBITDA margin, as well as better Telkomsel and Globe earnings. Separately, Singtel has recently executed a joint development agreement (JDA) with Gulf Energy Development and Advanced Info Service (AIS) to jointly develop and operate data centres (DCs) in Thailand. This JDA follows a previously inked memorandum of understanding (MOU).  RHB Group Research is positive on this deal as it has kept its " buy" recommendation and target price of $3.37, while maintaining the stock as its preferred pick for exposure to Singapore telcos. This deal forms part of its strategic business reset announced in May 2021 to unlock the value of infrastructure assets and to focus on the Asean business-to-business (B2B) segment. The research house notes that the prospects of the regional DC business are bright with a projected 2020-2025 CAGR of 18% (DC market size of US$5.7 billion in 2025), according to Frost & Sullivan. Here, the Thai and Indonesia markets present the largest growth opportunities with a CAGR of 28%, says RHB. Meanwhile, RHB is keeping an eye on Singtel as the group has announced that it is also looking to ink a similar partnership in Indonesia with Telekomunikasi Indonesia. Domestically, the group is adding 30-40MW DC capacity to be ready in three to four years. Overall, the expansion of the DC footprint and capacity are expected to more than double existing DC capacity of 70MW to about 170MW in the next three to five years.   |
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john_ric
Supreme |
11-Feb-2022 00:31
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1q result? | ||||||||||||
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bamboo300306
Veteran |
10-Feb-2022 18:23
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The management of SingTel can follow Keppel lead to allocate 1b for share buyback.. this will move the needle to above $3. Let wait for the next result announcement. | ||||||||||||
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Starship
Supreme |
10-Feb-2022 17:28
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Wishletoe
Member |
10-Feb-2022 17:26
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hoping for a long white candle to push past 2.70 and on to $3.00.      Shortists have become bolder over time forgeting that just one stroke can wipe out all their gains and make them go red.  | ||||||||||||
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go_long
Senior |
10-Feb-2022 15:14
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Short Position 21/1/2022
Short Position 28/1/2022
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Starship
Supreme |
10-Feb-2022 13:38
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