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tonylim
    25-Nov-2009 16:09  
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Overpaid for a piece of property at Clementi many times over the 2nd lowest.



Cross_Stitch      ( Date: 25-Nov-2009 15:50) Posted:

Aiyoh this SPH not progressing instead of moving up it's moving down. Can anyone enlighten thanks

ROI25per      ( Date: 23-Nov-2009 15:49) Posted:

let c u cross 4 by year end... cheers.


 
 
Cross_Stitch
    25-Nov-2009 15:50  
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Aiyoh this SPH not progressing instead of moving up it's moving down. Can anyone enlighten thanks

ROI25per      ( Date: 23-Nov-2009 15:49) Posted:

let c u cross 4 by year end... cheers.

 
 
ROI25per
    23-Nov-2009 15:49  
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let c u cross 4 by year end... cheers.
 

 
tonylim
    17-Nov-2009 21:04  
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Whether it is multimedia and text through the web or the traditional newspaper, SPH has a monopoly in conveying of information.  Does not matter which media, there is one and only one SPH.

temp123      ( Date: 17-Nov-2009 18:14) Posted:


 
 
temp123
    17-Nov-2009 18:14  
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singaporegal
    16-Nov-2009 22:53  
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Good insights.

It is true that in Singapore, advertisers and agencies are very old fashioned. They mostly still prefer to stick to traditional media. Only a small fraction of the advertising budget goes to online media.

However, for the rest of the world, even Malaysia, the trend is towards online media. It will only a matter of time before the shift starts to happen in Singapore.

Spending on online media will slowly grow in Singapore but it will not kill traditional media.



leoncyber      ( Date: 16-Nov-2009 11:32) Posted:

It appears that many investors are concerned that SPH is losing to the internet. In the first place they are not only aware of this but are making notable investments in this area. Secondly advertisers still prefer to display their advertisements on print. Thirdly public preference especially amongst the breadwinner the elderly and the vernacular prefer to read their foreign and local news in print. I do not forsee and serious changes in the forseeable future especially as they are the only dominant media group here. More important as the economy is improving I see their profits will continue on the uptrend.

tonylim      ( Date: 16-Nov-2009 09:38) Posted:

It will not catch up in Singapore as it is never fun reading online especially with a greying population.  Just see the electronic books that fail to take off in Schools even with the young.  Not practical. 


 

 
ongkk96
    16-Nov-2009 17:34  
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lot of ppl reach newspaper for the colourful ads, for news, go internet
 
 
ROI25per
    16-Nov-2009 15:53  
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internet and print can still co-exist in singapore, just look around, ppl still read newspapers even though there was 10c increase in price
 
 
leoncyber
    16-Nov-2009 11:32  
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It appears that many investors are concerned that SPH is losing to the internet. In the first place they are not only aware of this but are making notable investments in this area. Secondly advertisers still prefer to display their advertisements on print. Thirdly public preference especially amongst the breadwinner the elderly and the vernacular prefer to read their foreign and local news in print. I do not forsee and serious changes in the forseeable future especially as they are the only dominant media group here. More important as the economy is improving I see their profits will continue on the uptrend.

tonylim      ( Date: 16-Nov-2009 09:38) Posted:

It will not catch up in Singapore as it is never fun reading online especially with a greying population.  Just see the electronic books that fail to take off in Schools even with the young.  Not practical. 

singaporegal      ( Date: 15-Nov-2009 21:53) Posted:

Why do you think SPH current focus is in the Internet?

Didn't you notice the large number of SPH related websites that have sprouted out over the past 3 years?

But I think print media will most likely co-exist with the online media in Singapore. Afterall, there is only one big media player in Singapore. I doubt there will be another that will rival SPH.



 
 
tonylim
    16-Nov-2009 09:38  
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It will not catch up in Singapore as it is never fun reading online especially with a greying population.  Just see the electronic books that fail to take off in Schools even with the young.  Not practical. 

singaporegal      ( Date: 15-Nov-2009 21:53) Posted:

Why do you think SPH current focus is in the Internet?

Didn't you notice the large number of SPH related websites that have sprouted out over the past 3 years?

But I think print media will most likely co-exist with the online media in Singapore. Afterall, there is only one big media player in Singapore. I doubt there will be another that will rival SPH.



Calculation      ( Date: 14-Nov-2009 22:31) Posted:

Any one sees the internet posing a serious threat to this counter?  Last heard, a number of American news publishers were badly affected.  If the same happened to SPH, its fat dividends may need to be cut significantly - never mind whether its Board consists of former ministers, members of parliament or civil servants.


 

 
singaporegal
    15-Nov-2009 21:53  
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Why do you think SPH current focus is in the Internet?

Didn't you notice the large number of SPH related websites that have sprouted out over the past 3 years?

But I think print media will most likely co-exist with the online media in Singapore. Afterall, there is only one big media player in Singapore. I doubt there will be another that will rival SPH.



Calculation      ( Date: 14-Nov-2009 22:31) Posted:

Any one sees the internet posing a serious threat to this counter?  Last heard, a number of American news publishers were badly affected.  If the same happened to SPH, its fat dividends may need to be cut significantly - never mind whether its Board consists of former ministers, members of parliament or civil servants.

 
 
joshlai86
    14-Nov-2009 22:46  
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not in the near term. Singaporeans enjoy reading their news from newspapers in the toilet. haha. Stable readership and rising advertising expenditures as the S'pore economy improves will drive the reveneu and earning of SPH.
 
 
Calculation
    14-Nov-2009 22:31  
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Any one sees the internet posing a serious threat to this counter?  Last heard, a number of American news publishers were badly affected.  If the same happened to SPH, its fat dividends may need to be cut significantly - never mind whether its Board consists of former ministers, members of parliament or civil servants.
 
 
wongmx6
    13-Nov-2009 21:58  
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Agree with that. i keep for long with expectation of about 5% return (Price + Div).




smartrader      ( Date: 13-Nov-2009 21:33) Posted:



as long as it is spare cash, do not worry too much about price after XD. Have been getting good dividends for many years - higher than putting it in fixed deposits. Got in at $3.71 today...

 
 
smartrader
    13-Nov-2009 21:33  
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as long as it is spare cash, do not worry too much about price after XD. Have been getting good dividends for many years - higher than putting it in fixed deposits. Got in at $3.71 today...
 

 
KIMPEK
    13-Nov-2009 17:52  
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As usual  the share price will drop after XD, and it apply to all counters, for eg SIA Engrg(Today XD it drop 7 cents).

So not to worry, the share price will goes up before the XD date..(SIA Eng shareprice went up last Thurday from 2.85 to 2.97 on this Wed), the only thing that might need to pay attention is DOW ..

Just my view only

 

 



mario1      ( Date: 13-Nov-2009 14:56) Posted:

i m just afraid it might drop alot after XD.. now still got dividend to support.. 

 
 
Cross_Stitch
    13-Nov-2009 17:19  
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Just my 2 cents worth. I'm sure SPH has already done their homework by bidding such a hugh sum for the property.  I also agree that the market has over reacted.  Even if after XD the price drops, u would already have the dividend to buffer your loss.  In my own opinion it's a good buy now after the sharp drop in price. CHEERS!!!



PrivateInvestor      ( Date: 13-Nov-2009 17:12) Posted:



still can't understand why SPH paid such a high price for Clementi Mall. Is it really such a good potential

With the price they paid, the rental will has to be around $16 ~ $18 psf. Almost like the rental price paid for shops in Orchard

 
 
PrivateInvestor
    13-Nov-2009 17:12  
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still can't understand why SPH paid such a high price for Clementi Mall. Is it really such a good potential

With the price they paid, the rental will has to be around $16 ~ $18 psf. Almost like the rental price paid for shops in Orchard
 
 
mario1
    13-Nov-2009 14:56  
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i m just afraid it might drop alot after XD.. now still got dividend to support.. 
 
 
ROI25per
    13-Nov-2009 14:37  
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bottom already???

2 brokerage hses said in future sph may list the malls just like capitaland recently
 
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