StarHub    Last:1.02   -

Starhub

as at today is the mobile technology more advanced than sgp?

i am at oz now. the home wifi is still not yet fibre optic.

i dun know abt their 4g technology .

 

If TPG ropes in a powerful & highly experienced Telco partner and backer, expect M1 and Starhub to slide to their lows....

If above happens Starhub may slide to +/- $2.00

KiLrOy      ( Date: 28-Dec-2016 12:34) Posted: i got this hunch that TPG is in for a rude awakening simply by looking at the agressive timeline set out for them being a ' newbie' in the industry.   TPG will be required to use the allocated spectrum to provide nationwide street-level coverage for 4G within 18 months from the start of the new spectrum rights road tunnels and in-building service coverage within 30 months from the start of the new spectrum rights and coverage for MRT underground stations and lines within 54 months from the start of the new spectrum rights.   They gonna take in alot of debts (good debts I hope) for capital investment for the spectrums mobile network with nationwide coverage by September 2018   I dont see any REAL value add to what the hawkish statement from TPG.   Who doesnt want to be a first-class mobile network?   Its expected in SINGAPORE so there is really nothing new to this. Tony Moffatt, general counsel at TPG, told The Business Times that TPG' s top focus is to roll out a first-class mobile network as quickly as it can.   So we shall see. jeremyow      ( Date: 28-Dec-2016 10:31) Posted: No worries Andrey. Our investing methods are different. I am keen to see whether the market sentiments on these few telco stocks are really that bad to justify such a signifcant sell down in the share prices of the three incumbent telcos. If the share price of Starhub like you saw on your charts can really reach $1.57 in future, I will throw in all my fortune to snap up as many shares of Starhub I can get. This is because the share price will then be not only undervalued but signifcantly dirt cheap and this is a once in a lifetime investment opportunity. This is provided on the assumption that Starhub' s magnitude of business and earnings have not decreased back to same as more than one decade ago' s levels which is almost halving its current revenue, operating profit and net profit.  I do not think with the incoming 4th telco, it will justify such a huge drop in future revenue, operating profit and net profit to half of its current levels. It is not that anything is impossible, but just that it is unimaginable and unbelievable if that were to happen. This current selling off of telco shares may still continue but also may likely be overly done. We shall see how the incumbent telcos fare once the 4th telco comes in next year.  In conclusion, I attach below a link to an article by Business Times which gives a good read to introduce the 4th Telco TPG Telecom. Seems TPG Telecom is well capitalised as it also has its Australian telco businesses as support. So it can potentially become a formidable foe and it has out-bidded MyRepublic at higher bidding price to become the 4th Telco. This is possible because of its financial strength being well capitalised with backing of its Australian businesses. Having said that, I also like the final comments in the article that all the incumbent telcos welcome the entry of the 4th Telco and are all well-positioned for a good competition and fight. http://www.businesstimes.com.sg/companies-markets/tpg-telecom-is-singapores-4th-telco

 

2.77 has always been good support. i see it trading aroudn this range for awhile..... 

 

I don't research Starhub, so I don't know if $1.57 will come or not. But sentiment is no good, so bad results will be excuse for sell down.

seanpent      ( Date: 28-Dec-2016 14:31) Posted: that bad ?   ..... 1.57 is very drastic ..... investshare      ( Date: 28-Dec-2016 12:42) Posted: Coming results will tell. If biz continue to drop, panic may set in

 

I think it is about time to study TPG Telecom, this telecommunications company in greater details to see what kind of opponent is coming into the Singapore telco industry that the three incumbents need to face. As the Chinese saying goes, 'Know yourself and know thy opponent. This increases your chances of winning hundred out of hundred battles.'

KiLrOy      ( Date: 28-Dec-2016 12:34) Posted: i got this hunch that TPG is in for a rude awakening simply by looking at the agressive timeline set out for them being a ' newbie' in the industry.   TPG will be required to use the allocated spectrum to provide nationwide street-level coverage for 4G within 18 months from the start of the new spectrum rights road tunnels and in-building service coverage within 30 months from the start of the new spectrum rights and coverage for MRT underground stations and lines within 54 months from the start of the new spectrum rights.   They gonna take in alot of debts (good debts I hope) for capital investment for the spectrums mobile network with nationwide coverage by September 2018   I dont see any REAL value add to what the hawkish statement from TPG.   Who doesnt want to be a first-class mobile network?   Its expected in SINGAPORE so there is really nothing new to this. Tony Moffatt, general counsel at TPG, told The Business Times that TPG' s top focus is to roll out a first-class mobile network as quickly as it can.   So we shall see. jeremyow      ( Date: 28-Dec-2016 10:31) Posted: No worries Andrey. Our investing methods are different. I am keen to see whether the market sentiments on these few telco stocks are really that bad to justify such a signifcant sell down in the share prices of the three incumbent telcos. If the share price of Starhub like you saw on your charts can really reach $1.57 in future, I will throw in all my fortune to snap up as many shares of Starhub I can get. This is because the share price will then be not only undervalued but signifcantly dirt cheap and this is a once in a lifetime investment opportunity. This is provided on the assumption that Starhub' s magnitude of business and earnings have not decreased back to same as more than one decade ago' s levels which is almost halving its current revenue, operating profit and net profit.  I do not think with the incoming 4th telco, it will justify such a huge drop in future revenue, operating profit and net profit to half of its current levels. It is not that anything is impossible, but just that it is unimaginable and unbelievable if that were to happen. This current selling off of telco shares may still continue but also may likely be overly done. We shall see how the incumbent telcos fare once the 4th telco comes in next year.  In conclusion, I attach below a link to an article by Business Times which gives a good read to introduce the 4th Telco TPG Telecom. Seems TPG Telecom is well capitalised as it also has its Australian telco businesses as support. So it can potentially become a formidable foe and it has out-bidded MyRepublic at higher bidding price to become the 4th Telco. This is possible because of its financial strength being well capitalised with backing of its Australian businesses. Having said that, I also like the final comments in the article that all the incumbent telcos welcome the entry of the 4th Telco and are all well-positioned for a good competition and fight. http://www.businesstimes.com.sg/companies-markets/tpg-telecom-is-singapores-4th-telco

 

If retreat to 1.57 probably mean weaker performance ?   so unsure if dividend will double ...

BetterStill      ( Date: 28-Dec-2016 14:34) Posted: If really got $1.57 I will load as much as I can. Dividend will up double isn't it ? seanpent      ( Date: 28-Dec-2016 14:31) Posted: that bad ?   ..... 1.57 is very drastic .....

 

If really got $1.57 I will load as much as I can. Dividend will up double isn't it ?

seanpent      ( Date: 28-Dec-2016 14:31) Posted: that bad ?   ..... 1.57 is very drastic ..... investshare      ( Date: 28-Dec-2016 12:42) Posted: Coming results will tell. If biz continue to drop, panic may set in

 

that bad ?   ..... 1.57 is very drastic .....

investshare      ( Date: 28-Dec-2016 12:42) Posted: Coming results will tell. If biz continue to drop, panic may set in. temp123      ( Date: 28-Dec-2016 12:02) Posted: If drop to $1.57 is due to some serious fundamental reason, then I don' t think we should throw in everything to snap up Starhub shares. If it is due to over pessimism, which I don' t think it will go down to that extend, then perhaps can go in big (but even that takes balls of steel). Problem is if and when it happens, we retail investors won' t know what is the real reason.

 

Coming results will tell. If biz continue to drop, panic may set in.

temp123      ( Date: 28-Dec-2016 12:02) Posted: If drop to $1.57 is due to some serious fundamental reason, then I don' t think we should throw in everything to snap up Starhub shares. If it is due to over pessimism, which I don' t think it will go down to that extend, then perhaps can go in big (but even that takes balls of steel). Problem is if and when it happens, we retail investors won' t know what is the real reason.

 

If drop to $1.57 is due to some serious fundamental reason, then I don' t think we should throw in everything to snap up Starhub shares. If it is due to over pessimism, which I don' t think it will go down to that extend, then perhaps can go in big (but even that takes balls of steel). Problem is if and when it happens, we retail investors won' t know what is the real reason.

 

M1 now 2+ % ..... Starhub just starting to creep up .....

seanpent      ( Date: 28-Dec-2016 09:57) Posted: M1 taking off ..... next may see Starhub launching its rocket ..... seanpent      ( Date: 28-Dec-2016 08:56) Posted: finding its way back to $3 .....

 

M1 taking off ..... next may see Starhub launching its rocket .....

seanpent      ( Date: 28-Dec-2016 08:56) Posted: finding its way back to $3 .....

 

finding its way back to $3 .....

 

Not optimistic on growth...with entrance of fourth telco...it is also not diversified enough...
 

 

technically, a gap at 2.90  awaiting to be covered ?

GreatHarvest      ( Date: 17-Dec-2016 12:43) Posted: 7% yield is attractive

 

I believe we should all share our opinions and views on a company in a responsible manner and I think everyone is also entitled to their views and opinions if they share responsibly with supported facts and evidences. I believe with more responsible sharings, we can all benefit from having more information about a company' s investment worthiness. And everyone is also entitled to their independent views and opinions and need not share my views and opinions if you have differing views and opinions. 

There are indeed some points for consideration raised from the article from the Motley Fool as to the sustainability of Starhub' s dividends payout going forward. I also did my own digging into the company and does see certain stress signs challenging the company' s sustainability of its current dividends payout. The total debts carried on Starhub' s balance sheet has gone up significantly this year. Based on their previous two year' s (2014 and 2015) cashflows, they are indeed experiencing pressure to keep up their dividends payout of 20 cents. This year (2016) they managed to keep up their dividends payout due to a timely increase in borrowing resulting in cash inflows to keep up their this year' s dividends payout. 

In fact, if one digs deeper into their past 4 years (2012 to 2015) of financial performance, one would notice an interesting trend. The revenues, operating incomes and net incomes have stagnated. As such, their EPS have also stagnated over the past 4 years around $0.21 to $0.22 per share. Their dividends of $0.20 per share is almost close to a 100% dividend payout. Over the past 4 years, their operating cashflows have also stagnated while capital expenditures have increased. This resulted in lower free cash flows over the past 4 years. The free cash flows per share has dropped below $0.20 for the past three years especially, so this is currently putting stress on their keeping up with the dividends payout of $0.20 per share. 

Going forward with all the signs taken together, I am not saying there will be definitely a reduction in dividends payout. But even if dividends payout does not reduce, it will be putting even more stress on Starhub which it may need to raise cash by further increasing borrowings which it has already recently done this year if it wants to keep up its dividends payout. Unless their financial performance improves next year, then their dividends payout will be comfortably sustainable. As always, pls do one' s due diligence and form own independent views and opinions. Just to clarify that I am not trying to talk down this counter and I have no short positions in this counter. I believe my sharing will trigger more due diligence work towards finding out more about Starhub currently. Thank you!      

dc16888      ( Date: 25-Dec-2016 19:52) Posted: Those who worry if 20 cents unsustainable better don' t hold your starhub shares, that' s it.   what is this worth to post, post some thing constructive don' t waste so much time to talk thing you are unable / imposible to handle or make decision   Starhub management' s decision won' t be affected even you kept shouting,barking . Is this very constructive by posting this kind of negative view? jeremyow      ( Date: 23-Dec-2016 14:47) Posted: http://www.fool.sg/2016/02/18/can-starhub-ltd-sustain-its-current-dividend/ Yes. Agree that the 20 cents dividends may not be sustainable going into next year. See the article by the Motley Fool for a discussion on the factors which could affect the sustainability of Starhub' s dividends. Pls note that this discussion provides us some important factors to think about concerning the sustainability of amount of dividends payout by Starhub and is not conclusive that Starhub' s dividends payout will decline next year. We will only know by next year whether the dividends payout will decline or not.

 

Did i say that ? If i did, that would be because i expected myrepublic to win the telco license.

Myrepublic is a better opponent than tpg. Remember myrepublic founders were ex starhub staff and know starhub strength and weakness well.

destinykraze      ( Date: 24-Dec-2016 00:06) Posted: you have cognitive dissonance or what? You just said you would not be surprised to see StarHub drop to $1.5-$1.7 in 2017. Then how can starhub be a safe buy in price at $2.30~$2.50. You are contradicting yourself. Are you trolling?   amandayoung      ( Date: 23-Dec-2016 15:36) Posted: If TPG ropes in Telstra for Singapore market , expect M1 Starhub to drop by - 15% at least. (Singtel go Australia for Optus...) Now is ....: )

 

2.30 ~ 2.50 : can consider jeep 1st batch. Anything below 2.30 jeep more.

 

Those who worry if 20 cents unsustainable better don' t hold your starhub shares, that' s it.   what is this worth to post, post some thing constructive don' t waste so much time to talk thing you are unable / imposible to handle or make decision   Starhub management' s decision won' t be affected even you kept shouting,barking .

Is this very constructive by posting this kind of negative view?

jeremyow      ( Date: 23-Dec-2016 14:47) Posted: http://www.fool.sg/2016/02/18/can-starhub-ltd-sustain-its-current-dividend/ Yes. Agree that the 20 cents dividends may not be sustainable going into next year. See the article by the Motley Fool for a discussion on the factors which could affect the sustainability of Starhub' s dividends. Pls note that this discussion provides us some important factors to think about concerning the sustainability of amount of dividends payout by Starhub and is not conclusive that Starhub' s dividends payout will decline next year. We will only know by next year whether the dividends payout will decline or not.   elea88      ( Date: 23-Dec-2016 12:04) Posted: the 20 cent div might not be sustainable...

 

What price he bought?

waters      ( Date: 25-Dec-2016 17:03) Posted: My ex-boss bought alot of StarHub but I advised better not as things doesn' t looks well on chart but he rebutted me & said he have decades of investments experience and his profits which runs in millions already can buy condo with cash.