M1   

M1

when i meant artificial, i meant its not gradually price going up by retailers.

yeah big fund buying in. (artificial boost)

FearValueGreed      ( Date: 18-Apr-2013 23:19) Posted: Where got artificial? Its a dijo not black candle. 355 is the goal. But doesn't matter as this is my retirement dividend atm. Look at high volume. Seem some fund is buying

 

Where got artificial?

Its a dijo not black candle.

355 is the goal.
But doesn't matter as this is my retirement dividend atm.

Look at high volume.

Seem some fund is buying

 

yeah..the boost up is damn artificial. trapping retailers who bought at 315-322.

  it was 292 a few days ago.

steadylar      ( Date: 18-Apr-2013 11:59) Posted: M1 rev and profit  for the last few quarters have been flat actually.  All the 3 telcos suffer the common ailment:  rent and staff cost keep  going up, squeezing their margins.

 

M1 rev and profit  for the last few quarters have been flat actually. 

All the 3 telcos suffer the common ailment:  rent and staff cost keep  going up, squeezing their margins.

 

 

 

 

 

those that dare to buy at 318-322 got ballz.

 

HSI start dropping already. last night DOW JONES triple digit fall.

john_ric      ( Date: 18-Apr-2013 11:32) Posted: . analysis are like weather forecast. sometimes accurate sometimes miss.  . in the case of M1, the fact is M1 has surged up about 20 cents after its result announcement. . very obviously it is on the up trend. . so kim eng is accurate and cimb, osk are not !!! steadylar      ( Date: 18-Apr-2013 11:23) Posted: While kim eng is super bullish on M1, the other research houses issued either HOLD or NEUTRAL ratings. M1: 1Q13 results in line downgrade to HOLD M1 Ltd reported its 1Q13 revenue of S$243.0m (-7.4% YoY, -25.8% QoQ) which met just 21.3% of our full-year forecast, mainly due to lower handset sales and also the mix of handsets (Android now makes up > 50% of its postpaid subscriber base). Nevertheless, net profit grew 1.7% YoY and 8.2% QoQ to S$41.0m, meeting 26.5% of our FY13 forecast. It may have also gotten a one-off boost from recognizing the unused credit in expired pre-paid cards that were periodically terminated. While we are not making any chances to our FY13 estimates as 1Q13 results were largely in line, our DCF-based fair value improves to S$3.10 (from S$2.89) as we tweak our interest rate expectations slightly lower in view of the still sluggish global economic performance. But as there is now< 10% total return from here, we downgrade the stock to HOLD. (Carey Wong)

 

. may be BB accumulating ??

. like starhub, after BB buy, it is one way traffic to north.

 

. analysis are like weather forecast. sometimes accurate sometimes miss. 

. in the case of M1, the fact is M1 has surged up about 20 cents after its result announcement.


. very obviously it is on the up trend.

. so kim eng is accurate and cimb, osk are not !!!

steadylar      ( Date: 18-Apr-2013 11:23) Posted: While kim eng is super bullish on M1, the other research houses issued either HOLD or NEUTRAL ratings. M1: 1Q13 results in line downgrade to HOLD M1 Ltd reported its 1Q13 revenue of S$243.0m (-7.4% YoY, -25.8% QoQ) which met just 21.3% of our full-year forecast, mainly due to lower handset sales and also the mix of handsets (Android now makes up > 50% of its postpaid subscriber base). Nevertheless, net profit grew 1.7% YoY and 8.2% QoQ to S$41.0m, meeting 26.5% of our FY13 forecast. It may have also gotten a one-off boost from recognizing the unused credit in expired pre-paid cards that were periodically terminated. While we are not making any chances to our FY13 estimates as 1Q13 results were largely in line, our DCF-based fair value improves to S$3.10 (from S$2.89) as we tweak our interest rate expectations slightly lower in view of the still sluggish global economic performance. But as there is now< 10% total return from here, we downgrade the stock to HOLD. (Carey Wong)

 

this mrg chiong up suddenly to 322, start at 306. very big jump. m1 , singtel and starhub are pushing the sti so its not in the red. but i believe afternoon will be a reversal. i think m1 will close at 308-311 my 2cents nia. knn last few days 2.92 after dividend ex.

steadylar      ( Date: 18-Apr-2013 11:23) Posted: While kim eng is super bullish on M1, the other research houses issued either HOLD or NEUTRAL ratings. M1: 1Q13 results in line downgrade to HOLD M1 Ltd reported its 1Q13 revenue of S$243.0m (-7.4% YoY, -25.8% QoQ) which met just 21.3% of our full-year forecast, mainly due to lower handset sales and also the mix of handsets (Android now makes up > 50% of its postpaid subscriber base). Nevertheless, net profit grew 1.7% YoY and 8.2% QoQ to S$41.0m, meeting 26.5% of our FY13 forecast. It may have also gotten a one-off boost from recognizing the unused credit in expired pre-paid cards that were periodically terminated. While we are not making any chances to our FY13 estimates as 1Q13 results were largely in line, our DCF-based fair value improves to S$3.10 (from S$2.89) as we tweak our interest rate expectations slightly lower in view of the still sluggish global economic performance. But as there is now< 10% total return from here, we downgrade the stock to HOLD. (Carey Wong)

 

The OCBC report was issued the same day as the others  yesterday 17 April.

Hmm........ this  Kim  Eng ah, was bearish on M1 last qtr, and suddenly U turn to super bullish now, how can like that one?

 

 

enghou      ( Date: 27-Nov-2012 09:03) Posted: From MayBank-Kim Eng M1: More Misses Than Hits Where It Matters Maintain HOLD, TP $2.65 M1 SP | Mkt Cap USD2.0b | ADTV USD2.3m Ø M1 disappointed in 3Q12 due to elevated subscriber acquisition costs that kept margins in cooling-down mode. Margins have fallen for three consecutive quarters now and are at their lowest level yet. Ø Even though we expect 4Q12 to recover on the back of greater 4G tiered plan takeup, we do not see any positive catalysts for FY13. Rising capex is the main problem, and will cap dividend upside. Ø Nevertheless, M1 is likely to continue paying a good dividend in FY13, albeit flat vs FY11. Although M1 is no longer our top telco pick (gone in favour of StarHub), it is still a decent stock to hold on to for the dividend. It currently yields a supportive 5.5%. You have a nice day.

 

All these brokers hv group mindset, has all along push down M1
But dun know why it keep moving up.

So the actual price is what matters.

To me the smallest telcos has the highest growth base.

Starhub n singtel already very clumsy in their movement.ie too fat to make big wave.

 

While kim eng is super bullish on M1, the other research houses issued either HOLD or NEUTRAL ratings.

M1: 1Q13 results in line downgrade to HOLD
M1 Ltd reported its 1Q13 revenue of S$243.0m (-7.4% YoY, -25.8% QoQ) which met just 21.3% of our full-year forecast, mainly due to lower handset sales and also the mix of handsets (Android now makes up > 50% of its postpaid subscriber base). Nevertheless, net profit grew 1.7% YoY and 8.2% QoQ to S$41.0m, meeting 26.5% of our FY13 forecast. It may have also gotten a one-off boost from recognizing the unused credit in expired pre-paid cards that were periodically terminated. While we are not making any chances to our FY13 estimates as 1Q13 results were largely in line, our DCF-based fair value improves to S$3.10 (from S$2.89) as we tweak our interest rate expectations slightly lower in view of the still sluggish global economic performance. But as there is now< 10% total return from here, we downgrade the stock to HOLD. (Carey Wong)

 

Wa nearly forgot I hold one section plus plus of M1.

Cheong until it is so hot.

Got dividends n capital gain.

Will keep till reach 3.55 since TA suggest a bull formation with solid base at 2.4-2.60.

Think their revenue will keep growing . Saw their fiber broadband selling much cheaper than singtel. This singtel package which I subscribe is like shit as the embedded mio tv really kns.

If reach 3.55 means almost double up when include dividends.

Maybe should replace penny stock with this mr M

FearValueGreed      ( Date: 25-Jan-2012 21:50) Posted: I like M1, steady steady with its dividends , has tbe best potential growth base. With IPTV coming in, more data plan will be the future reveune.   This is the future. But this stock is good for pple who prefers dividend vs fixed deposit. Total dividend given is 7% for whole year.. victortan      ( Date: 25-Jan-2012 15:14) Posted: I think telco will do badly in such environment. It is defensive. ppl want to sell and put to riskier stock for capital gain. so telco will be down likely.

 

 

17/4/13

Phillip Securities:  M1 Ltd - Neutral

M1 Ltd - Positive on continued Data monetizing 

Rating 3 Neutral

- Previous Rating 3 Neutral

Target Price (SGD) 2.58

- Previous Target Price (SGD) 2.41

Closing Price (SGD) 3.00 

 

http://www.remisiers.org/cms_images/research/Apr15-Apr19_2013/m120130417.pdf 

 

 

17/4/13

Maybank Kim Eng Securities:  M1 Ltd - Buy

Maximum Warp, Mr Data. Up to BUY

Upgrade to BUY. We recommend a switch to M1 from SingTel and StarHub. 

Buy(from Hold)


Share price: SGD3.00  Target price: SGD3.55 (from SGD2.65) 

http://www.remisiers.org/cms_images/research/Apr15-Apr19_2013/M1_note_1704131.pdf

 

 

 

 

 

 

 

M1: A Seasonally Weaker Quarter, Roaming Revenues Stay Under Pressure 

(NEUTRAL, S$3.00, TP: S$2.70) 

17/4/13

OSK DMG  Securities  :  Morning Matters - SGX, M1

http://www.remisiers.org/cms_images/research/Apr15-Apr19_2013/17Apr13_SG_Morning_Matters.pdf

 

major share holders are :

kep t& t 20%, kep corp 20%, sph 20% temersek 20% , others  20%.

  M1 is basically a' subsidiary ' of keppel.

 

ya........... breaking $3 .

 

...and SHE sold off 400lots of M1 the following day on 22 Jan 13

everknight      ( Date: 21-Jan-2013 12:37) Posted: Quoting the previous results announcement from the CEO:   " Based on current economic outlook and barring unforeseen circumstances, the fourth quarter performance is likely to improve over the previous quarter," added Ms Kooi. everknight      ( Date: 21-Jan-2013 12:34) Posted: I'm optimistic on the results!!! HUAT AHHHHH!!! :D

 

Quoting the previous results announcement from the CEO:

 

" Based on current economic outlook and barring unforeseen circumstances, the fourth quarter performance is likely to improve over the previous quarter," added Ms Kooi.

everknight      ( Date: 21-Jan-2013 12:34) Posted: I'm optimistic on the results!!! HUAT AHHHHH!!! :D