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Hulumas Supreme	08-Feb-2010 18:42        Hulumas About Contact  Quote this Post! Style: Flexible   Mood: Yells: "INVEST but not TRADE please!"
x 0   x 0  Alert Admin	BUY? HOLD? SELL? humblepie      ( Date: 07-Feb-2010 21:16) Posted: Take the latest quarter: Net cash from operating activites: 139 mil Capex: 56.4 mil Div Paid this quarter 85 mil That works out swee swee. bear in mind that the div coming will be 5 cents each at 85 mil x 4 which is around 340 mil.   On a full year operating cashflow of  692 mil and full year capex of 230 mil they will have 120 mil free cashflow to play with, but if revenue still gets underpinned by competition a more conservative level would be 18 cents dividend. not trying to talk it down but just reasoning facts.
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humblepie Member	07-Feb-2010 21:16        humblepie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Take the latest quarter: Net cash from operating activites: 139 mil Capex: 56.4 mil Div Paid this quarter 85 mil That works out swee swee. bear in mind that the div coming will be 5 cents each at 85 mil x 4 which is around 340 mil.   On a full year operating cashflow of  692 mil and full year capex of 230 mil they will have 120 mil free cashflow to play with, but if revenue still gets underpinned by competition a more conservative level would be 18 cents dividend. not trying to talk it down but just reasoning facts.
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humblepie Member	07-Feb-2010 21:08        humblepie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	i for sure might not know it that well but the decisions by management might not always works out the best interest for the shareholders. looking at their latest report the operating cashflow is struggling to sustain an increasing capex and div payout. the competition between the 3 telcos will ensure that unless NBN really works out, it will mean smaller operating cashflow funding an increasing capex and div payout.
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taychunkiang Member	07-Feb-2010 17:18        taychunkiang About Contact  Quote this Post!
x 0   x 0  Alert Admin	are u take profit after tax only temp123      ( Date: 07-Feb-2010 11:42) Posted: You know better than the management? humblepie      ( Date: 07-Feb-2010 08:54) Posted: probably alot of people will be dissappointed but i believe 20 cent div is pushing it. cashflow can sustain a 17-18 div not a 5 cent a quarter div
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temp123 Senior	07-Feb-2010 11:42        temp123 About Contact  Quote this Post! Style: Combined   Yells: "."
x 0   x 0  Alert Admin	You know better than the management? humblepie      ( Date: 07-Feb-2010 08:54) Posted: probably alot of people will be dissappointed but i believe 20 cent div is pushing it. cashflow can sustain a 17-18 div not a 5 cent a quarter div
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monkey80 Member	07-Feb-2010 11:09        monkey80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Outlook should be better for 2010 onward from the Next-Generation Nationwide Broadband Network.
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humblepie Member	07-Feb-2010 08:54        humblepie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	probably alot of people will be dissappointed but i believe 20 cent div is pushing it. cashflow can sustain a 17-18 div not a 5 cent a quarter div
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victorf Master	05-Feb-2010 17:29        victorf About Contact  Quote this Post!
x 0   x 0  Alert Admin	market too tough to trade now....best is to take some profit off the table for Starhub....good luck :)
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Farmer Master	02-Feb-2010 11:49        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Other then the gearing and P/NAV, read on.... SingTel - DBS Cheapest telco in Singapore • Trading at 11.6x PER, below 12.3x for MSCI Asia-Ex Japan telco services and cheaper than smaller peers StarHub and M1. • Sharp recovery in Indonesia and stronger rupiah prompted 3%/6% upgrade of FY10F/11F earnings. NCS is also making solid progress in Singapore. • Upgrade to BUY with revised TP of S$3.50. Rumors of Optus re-listing, if true, could add 50 Scents to our TP. Telkomsel should offset Bharti’s weakness. Telkomsel’s CEO Mr. Sarwoto Atmosutarno commented recently that Telkomsel’s subscriber base grew 26% y-o-y in 2009, and aims to grow that by another 14-15% in 2010. We raised our FY10F/11F (FYE March) earnings for Telkomsel by 12%/19%. We forecast SGD earnings growth of 30%/13% and 12%/-10% for Telkomsel and Bharti in FY10F/11F. Telkomsel earnings should offset potential S$85m drop to Bharti’s earnings contribution in FY11F, in our view. Optus re-listing could add 50 Scents. The Wall Street Journal reported on 14 Jan that the sale of 25% stake in Optus is likely to raise A$4bn; SingTel declined to comment. If true, this could add 50 Scents to SingTel’s valuation. We estimate Optus’ market value at A$9b-11b, but SingTel might secure premium valuation for Optus, based on a higher dividend yield; similar to Maxis’ IPO. A much stronger AUD/SGD exchange rate of 1.25 is also favorable. In fact, SingTel could consider special dividends from Optus re-listing proceeds if it cannot find right acquisition targets, in our view. Upgrade to BUY. SingTel is trading at 11.7x FY11F PER compared to StarHub’s 12.7x and M1’s 12.2x, despite a diversified business model and better growth prospects. Our earnings revision prompts higher SOTP valuation from Telkomsel (better outlook) and Optus (AUD/SGD) rate). lesliesiaky      ( Date: 02-Feb-2010 00:09) Posted: what valuation are your referring to, can share details ? Farmer      ( Date: 01-Feb-2010 16:10) Posted: This one and M1 cannot fly as its valuation is way above Singtel. Unless the latter fly first......but recently, telco have lots of negative news leh.
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ROI25per Master	02-Feb-2010 09:18        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	very bullish as seen from the dns chart; forming 4 tops @ 218 and today it hit 219   218 Jan 28, 10 220/212   2.34 + 2.32 X + 2.30 X O X + 2.28 X O X O X + 2.26 X O X O X O + 2.24 X O O X O + + 2.22 X O X O + + + 2.20 X O X O + + + 2.18 X O X O + + X + X X X 2.16 X X O X O + + 1 O X O X O X 2.14 X O X O X O + + X O X O X O X 2.12 O X O X O + X O O O X 2.10 + O O + O + X + O + 2.08 + + O + X + + + 2.06 + O + X X X + + + + 2.04 + O + X O X O X + + + 2.02 + O X + X O X O X + + + 2.00 + O X O X O + O X + + + 1.98 + O X O X + O X + + 1.96 O X O X + O X + 1.94 + O + O X O X + 1.92 + O X + O + 1.90 + O X + + 1.88 O + 1.86 +
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lesliesiaky Member	02-Feb-2010 00:09        lesliesiaky About Contact  Quote this Post!
x 0   x 0  Alert Admin	what valuation are your referring to, can share details ? Farmer      ( Date: 01-Feb-2010 16:10) Posted: This one and M1 cannot fly as its valuation is way above Singtel. Unless the latter fly first......but recently, telco have lots of negative news leh.
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Farmer Master	01-Feb-2010 17:21        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin
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EQ_Trader Member	01-Feb-2010 16:57        EQ_Trader About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Trade with EQ not IQ! :)"
x 0   x 0  Alert Admin	true. my fly is within 20cts range. but gd enuf. i will cash out then buy back later.
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Farmer Master	01-Feb-2010 16:10        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	This one and M1 cannot fly as its valuation is way above Singtel. Unless the latter fly first......but recently, telco have lots of negative news leh.
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EQ_Trader Member	01-Feb-2010 15:57        EQ_Trader About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Trade with EQ not IQ! :)"
x 0   x 0  Alert Admin	this date 4/02/2010 . is confident dividend announcement maintain at 5 cts.  4 quarters total at 20cts. so Grab it b4 it flys..
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marubozu1688 Veteran	31-Jan-2010 01:10        marubozu1688 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Looks like Starhub is moving sideway. http://mystocksinvesting.com/singapore-stocks/starhub/starhub-%e2%80%93-trading-within-a-range/
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temp123 Senior	30-Jan-2010 17:47        temp123 About Contact  Quote this Post! Style: Combined   Yells: "."
x 0   x 0  Alert Admin	Up with High Volume
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monkey80 Member	30-Jan-2010 09:29        monkey80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup, i agree.
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EQ_Trader Member	30-Jan-2010 00:51        EQ_Trader About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Trade with EQ not IQ! :)"
x 0   x 0  Alert Admin	Great Move today! this monday trade expected up again.  prob 4-6cts gain.  its telco time. buy! to me this is like a bank stock. every yr w/o fail give dividend. so look out guys! Greed is no harm as long u don contra.
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soyabean Member	29-Jan-2010 17:00        soyabean About Contact  Quote this Post!
x 0   x 0  Alert Admin	telcos green green today
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