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AVOID.
bigmice ( Date: 30-Aug-2010 18:52) Posted:
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recommend to short this counter.
any update
M1 upside limited unless break the resistance.
http://mystocksinvesting.com/singapore-stocks/mobile-one-m1/m1-having-difficulty-to-break-resistance/
Here is my assessment of M1 Q1 report >> http://www.investmentmoats.com/money-management/dividend-investing/m1-first-quarter-2010i-am-not-seeing-what-analysts-is-seeing/
Summary
If you really buy now for a big dividend, you are really buying that NBN potentially can increase their operating cashflow by 30%
You will also need to monitor a situation where the telcos get too competitive that their capex will increase , operating cashflow will fall due to higher mobile data usage and the need to provide adequate service versus the inability to charge a good price to earn good profits. That is to say profit margin is shrinking (might not be only M1) for the whole industry, free cashflow is shrinking.
In that scenario, as an income investor the whole industry might not provide a good long term yield you are looking for.
such a huge leap today! :)
anyone going to tomorrow's m1 agm?
do provide updates please!
do provide updates please!
as in what kind of updates? more updates you get when you go to the agm
any more updates on m1???
no worries here. they always maintain a 250 mil debt a level they can clear in 1 year of cashflow if they dun pay out dividend.
not much market interest in Telcos?
Some ago, someone told me M1 is the BEST of the Three Telcos?
des_khor ( Date: 25-Jan-2010 15:47) Posted:
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M1 secures S$250 million refinancing facilities
By ANGELA TAN
MobileOne Ltd (M1) has entered into two agreements for credit facilities of up to S$250 million.
The 3-year term loan facility was entered with CIMB Bank Berhad, Singapore Branch, for S$125 million.
A 3-year term loan facility was entered with Oversea-Chinese Banking Corporation Limited for up to S$125 million.
M1 plans to use the money to refinance its existing credit facility of S$250 million which matures in May 2010.
Last Friday bought M1 now kenal P&D... M1 will never over take Starhub ....
This one could be a takeover/privatization target as its largest shareholder already hold close to 30% of the coy. Moreover, its 3rd biggest holder SPH is looking to divest it at a reasonable price. What has happened in HK for Hutchison Tel?
It means all the M1 shares he bought will be priced at 2.17.
Yeah lo first time in history M1 share price exceed Starhub. Think the BBs are betting heavily on M1 to perform very well this year with NGNBN. All the analysts reports have a BUY call.. TP of $2.28-$2.30
belgeran ( Date: 22-Jan-2010 18:51) Posted:
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eh... so how does that trade work?
does that mean the buyer bought all the selling stocks from 2.11 to 2.17 @ 2.17 ?
first time in history , M1 share is higher than Starhub . A BB bought 237 lot at 2.17 after trading hour (after 5pm ) .
SINGAPORE, 19 January 2010 - MobileOne Ltd (M1) today announced the unaudited
group financial results for the year ended 31 December 2009. Amidst a challenging
economic and operating environment, M1’s operating revenue declined 2.4% year on
year to S$781.6 million. However, EBITDA margin on service revenue improved by
1.3% points to 44.2% as a result of ongoing cost management initiatives. Net profit
after tax was stable at S$150.3m.
The total customer base grew by 40,000 - helped by an increase of 19,000 postpaid
customers - in the fourth quarter to 1.758 million as at 31 December 2009. The iPhone,
launched in December 2009, received an overwhelming response from existing and new
customers.
The broadband customer base continued to grow and revenue from non-voice services
contributed 26.0% of service revenue, up from 23.4% a year ago.
“The Next Generation
group financial results for the year ended 31 December 2009. Amidst a challenging
economic and operating environment, M1’s operating revenue declined 2.4% year on
year to S$781.6 million. However, EBITDA margin on service revenue improved by
1.3% points to 44.2% as a result of ongoing cost management initiatives. Net profit
after tax was stable at S$150.3m.
The total customer base grew by 40,000 - helped by an increase of 19,000 postpaid
customers - in the fourth quarter to 1.758 million as at 31 December 2009. The iPhone,
launched in December 2009, received an overwhelming response from existing and new
customers.
The broadband customer base continued to grow and revenue from non-voice services
contributed 26.0% of service revenue, up from 23.4% a year ago.
“The Next Generation
what happen? such a major retreat yesterday...