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SingTel
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Singtel Bullish???
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kiseki_2818
Master |
13-Mar-2023 16:50
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not sure which funds buying...but one thing for sure, my fund slowly buy.
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vivacious
Supreme |
13-Mar-2023 09:54
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Below 230 can whack | ||||
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halleluyah
Supreme |
13-Mar-2023 09:11
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accumulation fr defensive counter...coming results shld better as all open up n fr div...seems like got funds buying.....dyodd.... | ||||
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soul9110
Member |
12-Mar-2023 13:05
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No sound, no news to this sick counter? | ||||
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slingshotpro
Senior |
28-Feb-2023 18:01
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Closed $2.37 | ||||
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pasttime
Elite |
28-Feb-2023 08:05
Yells: "Buy good stock on sale and collect dividend long long time" |
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Deutsche Telekom boss :BT -the " cheapest telco" - had a lot of potential. BT share price got sold down recently for unknown reason. BT has a lot of technology that is not well valued.  gain access for a quick jump in tech. possible also for ncs to gain their customers? |
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Maxgrow68
Elite |
27-Feb-2023 19:23
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Certainly hope not.!  ..otherwise like they said.... sell everything and buy more....
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newbie19
Supreme |
27-Feb-2023 18:35
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Most probably will.not drop to $2.
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Maxgrow68
Elite |
27-Feb-2023 18:30
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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SinkTel finally fell below 4.00 to close 2.38 today. Will it test its historial low of 2.00 !! Jump off the cliff !!   |
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JustOnce
Member |
27-Feb-2023 17:56
Yells: "Learning to invest" |
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Thanks for sharing. Read this news as well.  To me, SK have no case if you ask me. Netflix didn' t ask SK to increase investment 24x did it? SK did it in order that they don' t lose customers due to poor download speed. If the court award SK any money, it will set a precedent to all sorts of ridiculous claims. 
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vivacious
Supreme |
27-Feb-2023 12:23
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looking interesting | ||||
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halleluyah
Supreme |
27-Feb-2023 11:31
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Sickotel... $2 to come ???? | ||||
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Entropy72
Master |
22-Feb-2023 20:13
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Source: The Ken
SK Broadband, a South Korean internet service provider (ISP), and a subsidiary of the country?s largest telco SK Telecom, is fighting a court case against Netflix. SK wants compensation from Netflix for all the investments the ISP made to accommodate the 24X rise in traffic when Squid Games went viral locally. SK Broadband reportedly invested US$40 million to maintain and stabilise its network. So it first sued Netflix in a local court, seeking compensation. The local court ruled in favour of the ISP. The streaming company has now challenged the order in the country?s High Court. It?s one of the hottest legal cases in the tech and telecom world. And at its root is a raging decade-old tussle between tech companies/OTTs and internet/telecommunications service providers: Should the former pay the latter for burdening the telecom pipes with disproportionate traffic? |
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luke2021
Member |
21-Feb-2023 13:19
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Buy on fear, sell on rumors! | ||||
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Potato
Veteran |
21-Feb-2023 12:32
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Gd afternoon~~ dun be like that leh... just bought some at 2.45... if drop to 2.40... eat grass liao
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vivacious
Supreme |
21-Feb-2023 12:02
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below 2.40 could look like a buy | ||||
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Joelton
Supreme |
21-Feb-2023 09:37
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Analysts retain ' buy' calls on Singtel despite ' challenging quarter'
Analysts are still remaining positive on Singapore Telecommunications&rsquo (Singtel) Z74 0.41%   prospects after the telco reported its results for the 3QFY2023 ended Dec 31, 2022, on Feb 16.
 
Among the analysts, the ones from UOB Kay Hian and RHB Group Research are slightly more buoyant with their &ldquo buy&rdquo calls and unchanged target prices. UOB Kay Hian has kept its target price at $3.15 while RHB Group Research has kept its target price at $3.30. Singtel is also RHB&rsquo s preferred sector pick.
 
&ldquo Singtel&rsquo s 3Q/9MFY2023 results were light against our forecast (consensus miss) on weak regional currencies,&rdquo notes the Singapore research team at RHB. &ldquo Overall results reflect the foreign exchange (forex) weakness for Australian dollar (AUD) and regional currencies, and extended investments in NCS. This was partially offset by stronger associates and the recovery in roaming revenues.&rdquo
 
That said, several factors, including the lifting of China&rsquo s borders, the closure of Optus&rsquo cyber security incident which was contained in the 3QFY2023, the scaling up of NCS as well as the &ldquo continued robust&rdquo growth from Airtel should fuel a core earnings compound annual growth rate (CAGR) of 14% for the FY2023 to FY2025, the RHB team writes.
 
To the team, competition, underperforming earnings and continued foreign exchange (forex) woes are downside risks.
 
UOB Kay Hian&rsquo s Chong Lee Len and Llelleythan Tan are still positive on Singtel as they see the telco&rsquo s fundamentals remaining intact.
 
Singtel&rsquo s overall group revenue and underlying patmi for the 9MFY2023 stood within their expectations at 78% and 74% of the analysts&rsquo full year estimates.
 
Excluding the absence of migration revenue from NBN and contributions from Amobee, Singtel&rsquo s underlying operating revenue would have grown +1.9% y-o-y for the 9MFY2023 while its ebitda would have dropped by 2.3% y-o-y, due to post-acquisition costs from NCS, they point out.
 
&ldquo With a decent yield of 5.9% for FY2023, Singtel remains an attractive play against elevated market volatility, underpinned by improving near- to medium-term fundamentals,&rdquo the analysts write.
 
To them, a successful monetisation of 5G, data centres and, or NCS, as well as market repair in Singapore and the resumption of regional roaming revenue are all key re-rating catalysts.
 
Meanwhile, Maybank Securities and PhillipCapital have also kept their &ldquo buy&rdquo and &ldquo accumulate&rdquo calls but with lower target prices. Maybank Securities has lowered its target price to $3.10 from $3.15 previously while PhillipCapital&rsquo s target price is now at $2.84, down from $3.05.
 
Maybank Securities&rsquo Kelvin Tan has also cut his core earnings forecast for the FY2023 to FY2025 by 3% to 8% after factoring in slower growth momentum at Optus, near-term challenges at NCS and regional currency headwinds.
 
Calling the 3QFY2023 a &ldquo challenging quarter&rdquo , Singtel&rsquo s 9MFY2023 patmi missed Tan&rsquo s expectations at 74% of his full-year estimates.
 
In his report, the analyst says he expects operating profits from NCS and Optus to see further challenges as they continue to scale up in digital capabilities, impacting future core ebitda growth. &ldquo This prompts us to cut the group&rsquo s core ebitda by 8%-9% in our FY2023-FY2025 estimates.&rdquo
 
That said, Singtel remains his sector pick especially during the post-Covid-19 recovery period as he sees China&rsquo s reopening continuing to support the rebound in mobile roaming. The uplift in average revenue per user (ARPU) Singtel&rsquo s from 5G services while rewarding investors with special dividends on top of regular dividends is also another factor in the telco&rsquo s favour, says Tan.
 
&ldquo With China easing its Covid control policy, we expect roaming and prepaid revenue to contribute [around] 6% y-o-y growth on Singtel&rsquo s mobile business in FY2024,&rdquo Tan writes.
 
&ldquo We believe that there is still room for further mobile service recovery, led by a doubling of 5G take-up rate and growing tourist arrivals as the number of tourists is still below pre-pandemic levels. This momentum, coupled with the 5G-led ARPU uplift, will contribute [around] 4% of revenue growth, offsetting cost inflation,&rdquo he adds. &ldquo Further catalysts would be a sharp rise in tariff hikes for Bharti in India, non-core asset divestments and mobile repricing in Australia.&rdquo
 
PhillipCapital&rsquo s Paul Chew sees currency headwinds &ldquo everywhere&rdquo as Singtel&rsquo s revenue for the 9MFY2023 stood within his expectations at 73% of his full-year estimates. 9MFY2023 ebitda was below at 67% of his full-year estimates.
 
In addition to his lower target price, Chew has reduced his FY2023 revenue and ebitda estimates by 5% and 7% respectively as he lowers his AUD assumptions by 10%.
 
&ldquo Earnings growth continues to build up in India and Singapore. Weaker segments are sluggish earnings in Optus and NCS,&rdquo Chew writes.
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Potato
Veteran |
17-Feb-2023 11:59
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Gd aftrenoon~~ buy buy buy.. haa haa..  | ||||
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FrancisLim
Master |
16-Feb-2023 13:36
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Key highlights for the third quarter &bull Underlying net profit was up 18% to S$559 million, driven mainly by Airtel&rsquo s strong growth momentum &bull Net profit was down 28% to S$532 million due to a net exceptional gain in the corresponding quarter last year. The higher base of S$734 million in the comparable quarter was due mainly to the partial divestment of Indara1 &bull Operating revenue and EBITDA declined 5.1% and 8.0% respectively with the absence of contributions from Amobee2 and steep 8% decline in the Australian Dollar &bull On an underlying basis3, operating revenue would have been up 6.0% led by higher NCS&rsquo revenue and a rebound in roaming across Singapore and Australia while EBITDA would have been down 3.2% due to Optus and NCS  |
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FATABA
Supreme |
16-Feb-2023 09:22
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Net profit was down 28% to S$532 million THIS IS THE IMPORTANT FACT ....all the noise of digital banking lah!! Wonder what would be the dividend next ?  Blue moon can continue to sell asset ....how long more ....continue killing the goose for the eggs will not help . AGAIN N AGAIN .....SINGTEL need a major REstructuring ...reduce its heavy cost ( manpower ) ....list out successful operation ....and NOT keep the can down the road to KEEP their jobs Telco industry changes fast.....NO TIME FOR this  Seriously NEED A great ceo w experience and agressive act .....look at DBS . DYODD
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