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NetLink NBN Tr
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NetLink NBN Trust
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Jamesbond007
Veteran |
31-Dec-2018 17:03
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Singtel' s meat is investors' poison. I had sold my shares received from its its ipo at no gain or loss. In fact, Singtel had had cheek to price the ipo at an even higher its price. Singtel knew its fortune when the authority granted it a time extension to sell down its stake. Oyherwise, the ipo would have been lower.
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laksaman57
Supreme |
31-Dec-2018 16:08
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Because institutions should be well aware of impending threat from 5G lah
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laksaman57
Supreme |
31-Dec-2018 16:05
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https://sbr.com.sg/telecom-internet/news/singtel-receives-11b-in-cash-netlink-trust-ipo
"Singtel pops the champagne after it received $1.1b in cash after it sold its 75.01% stake in NetLink Trust. According to UOB Kay Hian, the shareholder loan of $1.1b has also been repaid. Singtel's book cost for 100% of NetLink is only S$265m."
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laksaman57
Supreme |
31-Dec-2018 14:54
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"Similar to Netlink Trust Singapore, Australia also have their own Company operating National Broadband Network (NBN). It is interesting to note that the Australian NBN CEO thinks that there will be damaging and intense competition from the up and coming 5G network technology."
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laksaman57
Supreme |
31-Dec-2018 13:47
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https://www.straitstimes.com/tech/5g-well-on-its-way-towards-reality-here
"The Republic is well on the road towards 5G, as regulators, telcos and and companies here are already conducting trials and live tests of the technology, almost three years before the network is expected to be rolled out in 2020." |
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laksaman57
Supreme |
31-Dec-2018 13:43
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http://techblog.comsoc.org/2018/11/29/5g-trials-in-singapore-and-guam/
?This successful pilot with Nokia showcases the readiness and possibilities of 5G to enhance consumer services and boost efficiencies for enterprises. It aligns with StarHub?s goal to support and accelerate Smart Nation initiatives in Singapore.? |
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laksaman57
Supreme |
31-Dec-2018 13:29
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Singtel's good foresight to ipo NetLink | ||||
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laksaman57
Supreme |
31-Dec-2018 13:25
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http://thefinance.sg/2018/08/08/upcoming-5g-network-technology-and-imminent-threat-to-netlink-trust-business/ | ||||
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laksaman57
Supreme |
31-Dec-2018 13:11
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https://www.mobilenewscwp.co.uk/2018/12/04/three-says-5g-will-supercede-fibre-for-home-broadband-use/ | ||||
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cobrajr
Senior |
07-Nov-2018 15:35
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$0.81 I think
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yehyeh
Senior |
07-Nov-2018 10:12
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What is this ipo price and how much dpu? nearly forgot this I have |
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chengwh1
Elite |
06-Nov-2018 16:30
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This counter is something like Cityspring, now Keppel Infrastructure Trust. Price can never move up, but dpu payout remains stable qtr after qtr,... | ||||
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angmohlin
Veteran |
06-Nov-2018 15:15
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I am wondeering how come institutions have no interest in this nationwide monopoly fibre network provider. Is it due to their earning is regulatd and no much room to grow. So far there are about 13 houses have had calls to long & target price around 93-95, but judging from their performance since IPO and the current price, investors should have to rethink whether the NetLink&rsquo s future ready good and DPU shall always stable and marginal improvement. Don&rsquo t forget that the market psychology always right. |
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chengwh1
Elite |
06-Nov-2018 14:35
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Singtel' s price is not stable, after we buy-in, it may drop further, hence, is not a good candidate for parking our funds. Netlink seems to be a good candidate,... till now,.... Any other counters ??
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Ramdonwalk
Member |
06-Nov-2018 14:14
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If you want to sleep well at night, yes go for 7%. More daring others can make 7% in a day (or lose the same). It is a personal choice.
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mikey888
Senior |
06-Nov-2018 13:47
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Netlink trust worth for its high div yield...stable somemore ssh is singtel... | ||||
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chengwh1
Elite |
06-Nov-2018 11:59
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Where can one get a return of more than 7% for our cash holdings ?? | ||||
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chengwh1
Elite |
06-Nov-2018 11:56
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The price of this counter may hold till the day before XD. Then from XD onwards, the price will retract again and stay down till the next ann' t day,.... BUT ,..... if we think again,... if the price does not fall too much later-on, it is still worth it to buy-in now, earn the annualised dpu of 7%, and average down further from XD onwards, RIGHT ? |
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chengwh1
Elite |
03-Nov-2018 09:34
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Another matter :- 1) For the previous dividend payout period, the amount paid out was 3.24c, for the period from listing date, 19 July 2017 till 31 March 2018. There was a shortage of 20 days of dpu-payout period here. 2) For the dpu announced yesterday, the payout was 2.44c for a FULL PAYOUT PERIOD of two-quarters from 1 April 2018 till 30 September 2018. Is the dpu-payout trend amount beginning to drop ? A full two-quarter payout is LESS THAN a two-quarter payout which was short of 20 days. One reason that I could think of for the above event is because the revenue mix is now shifting from installation-related activities to diversion- and maintenance-related activities... but whatever the reason, a drop in dpu payout is indeed a red flag, till the dpu payout stabilizes ! Dropping dpu amount causes unit price to drop too, generally... |
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chengwh1
Elite |
03-Nov-2018 06:21
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Something just triggered me this morning as I review the performance here. You said the projected EPU for FY19 is 1.90c. The dpu given to us for 1H19 = 2.44c. And the CEO, in the press release was estimating the dpu for 2H19 to be also at 2.44c. 2.44c x 2 = 4.88c !!! Isn' t there a very BIG mismatch here bet the projected epu and the projected dpu for FY9/20 ????????? |
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