SingTel
Last:4.08
-0.04
Singtel Bullish???
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SINGAPORE : Singapore Telecommunications (SingTel) has secured a
S$21 million contract to be Resorts World Sentosa's (RWS's) official
telco and IPTV partner.
Under the terms of the seven-year contract, SingTel will equip all
1,800 rooms in RWS' six hotels across the integrated resort with
interactive in-room multimedia entertainment system and wireless
Internet access.
Through its intuitive user interface, guests can view the abundant
entertainment, shopping and dining options available at the resort,
SingTel said.
Future enhancements will enable guests to browse snapshots of their visit to Resorts World attractions.
SingTel said it will also provide RWS with location-based mobile
advertising and a fleet management system to enhance its VIP limousine
services.
The limousine management system will allow RWS to streamline its guest
transfer services and enhance customer care. It will be used to handle
all limousine transfer requests, thus reducing paperwork and
administrative tasks.
The system will automatically alert drivers of incoming requests
and allow them to communicate with hotel staff via touchscreen mobile
devices.
Thanks Frosin.
time to buy i am not sure but definitely cannot sell...
look at the large amount of stocks needed by those who short today... they going to have to cover back by a few days times... depending on their mode. dun sell below 2.91 let them die.
hi frosin,
are you mentioned that it's time to buy?
Another million transacted and yet 2.86 volume up by 7000 by 5 trades... avg per trade of 1000... so fake ...
heavy shorting of singtel. all the shorties queue at 2.86 trying to pressure people to sell to them after they bring down the stock... amazing..
The recent acquisition, increase in stake holding, establishment of new investment holdings... are all indication of their forward strategy which will be more M&A based after the coming announcement of results. It also really means that they are cash rich, high liquidity ratio and under leverage, as ever. They are also thinking of rising money through IPO of optus. best part, optus just issue bond to increase its leveraging and fund its growth. this is one of the step by most IPO consultant to beef up the valuation of Optus. I think we can see everything coming in place soon.
Singapore Telecommunications Limited (“SingTel”) wishes to announce that Singapore Telecom International Pte Ltd, a wholly-owned subsidiary of SingTel, has incorporated a wholly-owned subsidiary in Singapore known as Cyan Private Limited (“Cyan”). Cyan has an issued and paid-up capital of S$1. Cyan is an investment holding company. The directors of Cyan are Lim Chuan Poh and Chan Su Shan
true, despite singtel plan to venture into vietnam etc that might be thru a listing of optus... there is a such a fall... making it purely unreasonable..
IPOs: SingTel mulls Optus sale, Maxis sets $3.4b target
Robert Clark |
October 29, 2009
telecomasia.net
Singapore Telecom is considering a public listing of a minority stake in wholly-owned Australian business Optus, the
Wall Street Journal reported Thursday.
The IPO could raise between $4 billion and $5 billion that the
company could use in investments in fresh markets such as Vietnam,
China or Africa.
SingTel’s plan is still at an early stage and no final decision has been made, sources
told the Journal. They also said that a listing was unlikely until after 2010.
Driving SingTel’s thinking is the limited growth in Australia, a
mature telecom market with intense competition in all segments. SingTel
acquired 100% of Optus in 2001 through a bid that valued the no.2
Australian carrier at A$17 billion ($15.28 billion).
Meanwhile, privately-held Maxis Communications, Malaysia’s largest
mobile operator, has priced its stock at RM5.20 per share, valuing the
30% stake at RM11.7 billion ($3.4b), the
Star reported.
The IPO, which is scheduled for November 10, is set to be the largest ever in southeast Asia.
The company was taken private in 2007 by tycoon Ananda Krishnan in
a deal that valued the company at about RM40 billion ($11.8b), a price
that included its fast-growing Indian and Indonesian operations. These
assets have been removed from coming IPO.
When dabbling in stocks, don't waste energy blaming the 'damn' market...
It is our fault if we lose, not the 'damn market beast's fault...
hehehe...
When the market is weak, like in a bear market, all stocks fall together, no matter how good...
also the damn bharti has already rebounded 2 consecutive days to 306 from 280...up by about 10%... isn't that something to be happy about... singtel is so depressing this morning... sad...
ya, totally no idea where the support is.. the drop in us last night because of tightening control in their credit cards has nothing to do with singtel who also join the drop...
Ya nowadays no strength. for the past 1 year
I am also vested and believe in this counter. But the selldown in recent weeks is depressing. 845 lots at 292 closing today, even when STI/Dow futures up. Why are BBs selling down. What is the support level?
thanks
Investsmart ( Date: 04-Nov-2009 13:02) Posted:
| I doubt that it will move up in short term. |
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=DJ TAKING STOCK: Good Asian Telco Deals Getting Harder To Find
04 November 2009 16:18
By Se Young Lee
A DOW JONES NEWSWIRES COLUMN
SINGAPORE (Dow Jones)--Asia may serve as a global economic engine in coming years, but telecom firms who haven't yet carved out a niche in the region may have to pay a high premium to crack the market, or be compelled to look elsewhere.
There is still growth to be chased in several major markets, like China and India, given relatively low mobile penetration rates. And the likes of SingTel and U.K. mobile giant Vodafone are on the hunt for new assets in Asia. But these markets are already crowded and seeing increasing competitive pressures - circumstances that favor well-entrenched incumbents.
"If you look at some of these countries like Bangladesh, Vietnam or Indonesia, the competition is so intense that average revenue per subscriber can be as low as $2 a month," says Frost & Sullivan's Industry Manager for information and communication technology Marc Einstein.
Take the case of Bharti Airtel, India's largest mobile operator by subscribers. It reported a weaker-than-expected fiscal second quarter net profit last week and warned that stiff competition from existing players and new entrants may hurt revenue and profit growth in the short term. Its average revenue per user for wireless services fell 9.4% to INR252 from the previous quarter.
While it may still be possible to buy into an existing player, any potential investor will likely have to pay a higher premium to do so.
SingTel's case is the latest example of the soaring valuations for a piece of the action in the region. It said Friday it will end up paying up to $654 million to nudge up its effective stake in Bharti to 31.95% from 30.43%, which DBS Vickers says translates to a price-to-earnings ratio of 22.4%. In comparison, Vodafone agreed to sell its 5.6% stake in Bharti to the Indian operator's parent for $1.6 billion in 2007.
Indeed, it may be difficult for any potential investor to remain financially disciplined in a region that's seeing a greater number of players competing for an increasingly dwindling number of new targets.
Vietnam may be the most attractive market that hasn't yet seen major foreign investments. But the government has dragged its feet on the privatization process, and intense competition for a foothold is expected: Major players like Vodafone, France Telecom as well as SingTel, controlled by Singapore state-owned investment company Temasek Holdings, have been said to be in the race for MobiFone, a mobile operator the Vietnamese government has been looking to float for some time.
China is another pie in the sky for many. It may take huge sums of money to build up a meaningful stake in the market given the large market capitalization the operators there have, and China Mobile's dominant position is also a problem.
"The deals are much harder to do (in Asia). The real opportunities are the Africas and the Latin Americas" as penetration is lower in these markets, CLSA analyst Ashwin Sanketh says.
(Se Young Lee is a Singapore-based correspondent for Dow Jones Newswires, covering economic and corporate news. He can be reached at 65 6415 4155 or by e-mail at vincent.lee@dowjones.com)
Looks like Singtel will remain frozen below $3 for some time to come because of so many uncertainties looming in the air.
Investsmart ( Date: 04-Nov-2009 13:02) Posted:
| I doubt that it will move up in short term. |
|
I doubt that it will move up in short term.
just to update my previous prediction of Singtel trading between $2.92 to $3.15. Now that Singtel has went through all the ups and downs, the dust is settling with little doubts left. This last 4 trading days are the only time in a while we can see Singtel below $3.00. In fact, I believe the new norm range will be establish above $3.08. Stock up your shares and wait for xmas early.
frosin ( Date: 08-Oct-2009 21:23) Posted:
Moving from $3.06 down to $3.04, Singtel lost another S$318.536m today adding to a total of S$3,822.432m from before the fall. Bharti last trade is at Rs 334.65. From its previous of Rs 435.5, the share has lost about 23.2% or Rs 383 billion (S$11.5b). At 30%, Singtel lost S$3.46b. Comparing S$3.82b losses of Singtel market capitalization to S$3.46b losses in terms of holding Bharti shares mark to market, it can be said that the losses is efficiently reflected into Singtel's share prices at S$3.04. It is possible that Singtel is under valued by S$0.36b or S$0.02.
Bharti short term outlook is as illustrated by the indian market analysts. It is generally expected that the stock stay afloat above Rs 350 and target of Rs 356.Latest is by Mohindar in an interview on CNBC mentioned that despite the shorts are limited, there will be a long bottom before the share picks up strength to move up.
Oct 08, 2009 Bharti Airtel can slip 4-5%: Mohindar
Oct 08, 2009 Hold Bharti Airtel, target of Rs 390: Sharekhan
Oct 08, 2009 Bharti Airtel has support at Rs 330-350: Gujral
Oct 07, 2009 Reduce Bharti Airtel, target of Rs 356: IIFL
Oct 07, 2009 Hold Bharti Airtel: Gujral
Oct 07, 2009 Buy Bharti Airtel at Rs 350-360: Harihar
Oct 06, 2009 Bharti Airtel has support at 320-350: Gujral
Oct 06, 2009 Bharti Airtel has support at Rs 350-370: H Kapadia
Oct 06, 2009 Buy Bharti Airtel at Rs 365-370: Bhamre
Oct 06, 2009 Bharti Airtel has support at Rs 363-365: Anu Jain
Oct 05, 2009 Buy Bharti Airtel, says Dhawan
Oct 05, 2009 Don't buy Bharti Airtel: Baliga
Oct 05, 2009 Bharti Airtel has target of Rs 485: M Thacker
Oct 05, 2009 Buy Bharti Airtel on dips: RR Financial Consultants
Given the immense downside already, I think this price of $3.04 is fairly reasonable. In fact, it might be slightly ahead of the fall. Bharti vs Singtel market capitalisation is S$38,271,828,230.32 vs S$48,417,472,000.00 as of market close. Breaking into parts, Singtel currently have 30% or S$11,481,548,469.10 in Bharti. The remaining of Singtel market cap worth S$36,935,923,530.90, or $2.32 per share, is elsewhere. Each time Bharti fall(rise) by Rs 1.39, Singtel lose(gain) an amount equivalent to 1 cent per share. 5% downside is Rs 16.73 or 12 cents equivalent. Rs 15.35 minimal upside is 11 cents upside. This will create a trading range between S$2.92 to S$3.15 purely in response to Bharti news. However, Singtel has a large portion of other businesses that is unaffected and still doing well or improving. Earning season is coming again. Singtel's strong earning growth remains intact and is likely to announce some healthy results despite the net asset valuation expected to fall if the mark to market was done for Bharti. Singtel's recent initiatives and iPhone sales are likely to improve operating income. Moreover, the EPL rights are still "valuable".
Bharti, too, is expected to grow rapidly and report strong results. It should still be noted that the recent market movement were on the basis of speculation of a highly likely government regulation for more competition. This would affect future earnings of telecoms. However, Bharti is diversifying from India already but not as much as desirable to not be affected by this news. I believe next month's earning will send Singtel back to $3.30 and above. *one other point is that past Bharti surges in stock prices did not affect Singtel by as much or as efficiently. It might be true that Singtel is undervalued.
frosin ( Date: 08-Oct-2009 14:33) Posted:
Bullish people should consider that Singtel Market Cap at $3.06 is S$48,736.008m a.k.a S$48 billion. It has drop from its recent peak of $3.28 to $3.06 which means the market cap fell from S$52,239.904m to S$48,736.008m translating to S$3,503.896m losses. This is more than the losses realized in India. Even if considering the S$400 million invested in EPL, the share price is fair. Singtel would be neutral.
Bearish people should consider that Singtel Market Cap at $3.06 is S$48,736.008m a.k.a S$48 billion. It has drop from its trading normal of $3.20 to $3.06 which means the market cap fell from S$50,965.76m to S$48,736.008m translating to S$2,229.752m losses. This is less than the losses realized in India. Also, if considering the S$400 million invested in EPL, the share price is too high. Singtel would be underweight.
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Nicky, you are so right. With time Singtel adhered to the expectation to hit $2.92 obediently. I loaded some already. Now looking forward to the results.
Things to take into consideration.
Super value buy. SingTel’s effective interest in Bharti Telecom will increase from 32.81 per cent. to 36.16 per cent., and its effective interest in Bharti Airtel from 30.43 per cent. to 31.95 per cent.
Harvesting date again. Singapore Telecommunications Limited will be announcing its results for the second quarter and half year ended 30 September 2009 on 11 November 2009, before the start of trading on the Singapore Exchange and the Australian Stock Exchange.
-Is Singtel making money? Confirmed plus chopped. The matter is how much. Is Singtel gaining customers, a measure for potential profitability of telco? Sure, iPhone plus BPL plus recent success in mio Home. The amount of people who got contracted to Singtel is as many as the number of iPhone in Singapore at minimum. The number of soccer fans who just needs soccer action at home are now contracted or "slave" to Singtel. Singtel services poor/ no good phones on sales less iPhone/ marketing only better plans like iflex etc... it has always been so. Believe me, they do it best when it comes to separating you and your money. Based on mobile broadband alone, when others capped max charges at $36, they have them at $90+ and $180+ etc.
-Is Bharti a going concern? Definitely being the largest and government supported has its benefit. Is Bharti making money? yes, it is growing in consumer base and revenue still, the only thing is at a slower pace.
-Is Optus doing well? Badly fined. lower revenues? not yet but might be coming soon if the Aus government gets their way. Then the service "quality" will commensurate the rates charged as Optus goes cost cutting on staff, infra etc... potential, Aus is a wealthy market and has heavy needs on telecommunication due to its wide and far reaching geographical setting... Profits should be not a problem yet till further telco restructuring firms up. Anyway, it is also semi government company.
Acquisition of Ayala? Singtel is the global big time leader in the highly lucrative marine telecom now. this is a strategic move to involve its value add soffwares etc... then they will start charging for everything like IMonMobile etc when others like starhub or m1 might get some for free.
An extremely good quarter expected from surging iPhone sales and improving in 3G network utilisation from mobile TV and other content providing. Mio TV? just part of the excuse to get content to sell for other parts, increased users expected but profits not sure. fixed broadband? not expected to have much changes. mobile broadband? lots of reasons for people to sign up and also utilise.
nickyng ( Date: 16-Oct-2009 09:30) Posted:
Dont worry...trust me it will...give it some time to react and then CORRECT soon !! BIG time ! :D
frosin ( Date: 16-Oct-2009 09:27) Posted:
Bharti closed at new low of Rs 324.20, which translate to Singtel losses of 7.5 cents from $3.04. Singtel should be hitting $2.96 at this point in time to recognise the lossess in their investment. Somehow Singtel suddenly don't react to Bharti losses, its been 3 consecutive falling days already.
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