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MrBear12
    20-Nov-2025 10:34  
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Starting its move.

Trade with laggards
 
 
noslen
    19-Nov-2025 20:16  
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Hope they list Ensign in both SGX and Nasdaq 🤑 🤑 🤑
https://www.channelnewsasia.com/singapore/sgx-nasdaq-tie-up-dual-listings-equities-stocks-shares-liquidity-capital-5476696?cid=internal_sharetool_androidphone_19112025_cna
 
 
Alignment
    19-Nov-2025 09:54  
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Maybe! What happened with the put/call option?
 

 
noslen
    18-Nov-2025 11:24  
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Issued 200m bonds, redeemed 200m bonds, issued another 300m bonds plus about 139m cash so currently holding approximately 439m cash.... to buy over the rest of Ensign and then list it?
 
 
Joelton
    18-Nov-2025 10:03  
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StarHub prices S$300 million notes due 2035 at 2.55%
The notes are expected to be issued on Nov 26
 
[SINGAPORE] Telco   StarHub   : CC3 -0.87% priced on Monday (Nov 17) its issue of S$300 million worth of notes due in 2035 at 2.55 per cent, under its S$2 billion multi-currency debt issuance programme. 
 
The notes are expected to be issued on Nov 26 this year, and will mature on Nov 26, 2035, it said in a bourse filing. 
 
The net proceeds from this issue will be used to finance the general corporate funding requirements or investments of StarHub and/or the group &ndash including financing new acquisitions and investments, refinancing of existing borrowings, working capital, capital expenditure and other general funding requirements.
 
DBS Bank and UOB were appointed joint global coordinators as well as joint lead managers and bookrunners for the notes, said StarHub. HSBC Singapore and OCBC were appointed joint lead managers and bookrunners for the notes.
 
 
 
freestyle123
    12-Nov-2025 20:03  
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The key factor to pushing up the index or erf, in fact, it is the amount of money printed by US federal, in Sg, it is MAS, all govs including china, printing money non stop and driving the index higher and higher.

The financial instruments are changing and evolving, from commodity, stock even virtual coins can be trading. The principals are the same, parking the pools of unlimited printed money, the printing machine top up the dividends and index gain continually.

freestyle123      ( Date: 12-Nov-2025 19:58) Posted:

Yes. Just look a global index, all only heading to 1 direction, up. Now china and Hong Kong index are heading up as well. Nobody is really interested which stock good and which stock bad. Once market cap of the top 30 or top 100 stock are out from top 30 or 100 of index components, it will be automatically removed and stronger stock will replace it. Among all top 30 and 100, whoever can perform well, will be rocketing.

Alignment      ( Date: 12-Nov-2025 13:52) Posted:

Yes this is true especially for large stocks. I think I saw a stat somewhere that said the ETF market is now bigger than the markets for the underlying shares, and still growing stronger.

And this is not just driven by passive investors. Even active investors are increasing investing top down via ETFs, with a style of top down investment called total factor investing. Basically looking at macro factors and choosing the industry/geographical sectors that suit


 

 
freestyle123
    12-Nov-2025 19:58  
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Yes. Just look a global index, all only heading to 1 direction, up. Now china and Hong Kong index are heading up as well. Nobody is really interested which stock good and which stock bad. Once market cap of the top 30 or top 100 stock are out from top 30 or 100 of index components, it will be automatically removed and stronger stock will replace it. Among all top 30 and 100, whoever can perform well, will be rocketing.

Alignment      ( Date: 12-Nov-2025 13:52) Posted:

Yes this is true especially for large stocks. I think I saw a stat somewhere that said the ETF market is now bigger than the markets for the underlying shares, and still growing stronger.

And this is not just driven by passive investors. Even active investors are increasing investing top down via ETFs, with a style of top down investment called total factor investing. Basically looking at macro factors and choosing the industry/geographical sectors that suit.

freestyle123      ( Date: 12-Nov-2025 13:37) Posted:

As i know, it is not the case since long time ago.

Index ETF is dominating the finance market now, The purchase/transaction is not restricted in SGX exchange but all kind of transactions and investment products by banks and insurance company and etc


 
 
noslen
    12-Nov-2025 17:39  
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Starhub may move after Q3 results release this Friday but share price might head down again rather than up.

Newcomer19707016      ( Date: 12-Nov-2025 12:09) Posted:

Starhub no movement. Luckily I choose Singtel over Starhub for investment

 
 
MrBear12
    12-Nov-2025 14:01  
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https://www.blackrock.com/sg/en/ishares/insights/growth-trends

Above article is a good read to discern current ETF trends.

One thing for sure, ETFs are expanding exponentially and are the key to low cost diversification

Bear highly recommends to every investor
 
 
Alignment
    12-Nov-2025 13:52  
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Yes this is true especially for large stocks. I think I saw a stat somewhere that said the ETF market is now bigger than the markets for the underlying shares, and still growing stronger.

And this is not just driven by passive investors. Even active investors are increasing investing top down via ETFs, with a style of top down investment called total factor investing. Basically looking at macro factors and choosing the industry/geographical sectors that suit.

freestyle123      ( Date: 12-Nov-2025 13:37) Posted:

As i know, it is not the case since long time ago.

Index ETF is dominating the finance market now, The purchase/transaction is not restricted in SGX exchange but all kind of transactions and investment products by banks and insurance company and etc.

Cadence88      ( Date: 07-Nov-2025 14:13) Posted:

Shoudln' t it be that when Singtel, Kep etc breaking high, STI is the beneficiary?  You are putting the cart before the horse ..


 

 
freestyle123
    12-Nov-2025 13:37  
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As i know, it is not the case since long time ago.

Index ETF is dominating the finance market now, The purchase/transaction is not restricted in SGX exchange but all kind of transactions and investment products by banks and insurance company and etc.

Cadence88      ( Date: 07-Nov-2025 14:13) Posted:

Shoudln' t it be that when Singtel, Kep etc breaking high, STI is the beneficiary?  You are putting the cart before the horse ...

freestyle123      ( Date: 07-Nov-2025 13:26) Posted:

Global investors or funds are lazy to spend time to buy individual stock, they are buying ETF, especially STI Index ETF.

So when STI is pushing up, STI components stock are rotating to go up so long as the outlook is ok.

Singtel, Keppel and etc are the beneficial when STI breaking record high.

But Starhub is not the STI components stock


 
 
Newcomer19707016
    12-Nov-2025 12:57  
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I always looking for Master. Looking for their guidance and pointers. As I find Starhub is difficult to play
 
 
Alignment
    12-Nov-2025 12:10  
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You should give yourself some credit - some skill not just luck?
 
 
Newcomer19707016
    12-Nov-2025 12:09  
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Starhub no movement. Luckily I choose Singtel over Starhub for investment
 
 
Alignment
    12-Nov-2025 12:05  
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My belief is that Temasek is calling the shots here. I don' t think the CEO has much room for manouver beyond executing the strategic plan which he probably did have some input into but he was not the driving voice. 

noslen      ( Date: 07-Nov-2025 14:24) Posted:

If i am comfortably rewarded for mediocre performance, I don't think I would be motivated to take risk but that's just me 🤣

 

 
noslen
    10-Nov-2025 10:02  
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I wonder if Circle.life managed to break the contract with M1, will they switch to partner Starhub or Singtel and bumped up revenue for their next partnership.

https://www.afr.com/technology/teoh-s-1-7b-singapore-takeover-play-faces-fast-mounting-roadblocks-20251109-p5n8v5

 
 
noslen
    07-Nov-2025 14:24  
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If i am comfortably rewarded for mediocre performance, I don't think I would be motivated to take risk but that's just me 🤣
 
 
noslen
    07-Nov-2025 14:20  
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I kind of agree the leadership team is questionable because I am sure there are many non STI index stock performing really well and creating values for investors. Apart from a lot of PR news on awards and partnership, there's really no notable impact to Starhub business. I see more reactive strategies and maintenance work done so far.
 
 
MrBear12
    07-Nov-2025 14:16  
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Sell this one. Buy Singtel

Cadence88      ( Date: 07-Nov-2025 14:13) Posted:

Shoudln' t it be that when Singtel, Kep etc breaking high, STI is the beneficiary?  You are putting the cart before the horse ...

freestyle123      ( Date: 07-Nov-2025 13:26) Posted:

Global investors or funds are lazy to spend time to buy individual stock, they are buying ETF, especially STI Index ETF.

So when STI is pushing up, STI components stock are rotating to go up so long as the outlook is ok.

Singtel, Keppel and etc are the beneficial when STI breaking record high.

But Starhub is not the STI components stock


 
 
Cadence88
    07-Nov-2025 14:13  
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Shoudln' t it be that when Singtel, Kep etc breaking high, STI is the beneficiary?  You are putting the cart before the horse ...

freestyle123      ( Date: 07-Nov-2025 13:26) Posted:

Global investors or funds are lazy to spend time to buy individual stock, they are buying ETF, especially STI Index ETF.

So when STI is pushing up, STI components stock are rotating to go up so long as the outlook is ok.

Singtel, Keppel and etc are the beneficial when STI breaking record high.

But Starhub is not the STI components stock.

arkan1111      ( Date: 07-Nov-2025 12:58) Posted:

Cannot compare Singtel to Starhub, Singtel hires competent CEO, StarHub hires incompetent CEO. Starhub always Erectile dysfunction need Vigra but only stand for a while the most 1.26 soft down again


 
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