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wah say! trying to TALK UP this burger har?? :P i still contemplating to SHORT leh ! :D
Integrity ( Date: 06-Oct-2009 09:36) Posted:
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Keep a lookout for this counter after last week dip, strong feeling that the management may announce some news soon.
They'll buy the rights to telecast S-league-sure money spinner.
Integrity ( Date: 05-Oct-2009 10:11) Posted:
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Hopefully by this week, the management will voice out their business strategy after giving up the BPL rights.
Who knows, the plan will be in for a surprise for everyone.
well....with 2 telco head(former M1 CEO) and current Starhub CEO in the mgt team Vs Singtel CEO...hmm..wonder how will the battle outcome turn out ?
it seems to me...a merger or Starhub and M1 could be on the card given the National broadband project developments and garment's IT blueprint for 2015 layout like...wat do u folks think ??? :D
Integrity ( Date: 05-Oct-2009 09:42) Posted:
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I feel that StarHub will come out stronger with the money saved from BPL rights, will definitely keep a lookout on their next plan.
They are indeed smart people, otherwise the management will go all out to bid and waste the shareholders money.
haha.....1.76 ?!?! sure or not? i also wana jump in on that price !! :P
ROI25per ( Date: 05-Oct-2009 09:34) Posted:
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pls short some more, hopefully i can get some @ 176
nickyng ( Date: 05-Oct-2009 09:24) Posted:
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agreed, gov will step in bcos gov owns singtel and starhub
Integrity ( Date: 05-Oct-2009 09:29) Posted:
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Relax guys, no doubt this counter will be volatile for this 1 or 2 weeks, after which it will be back above the $2 mark when the management voice out their business strategy in due date.
wow...1.95 ?!?! wat happ ?? my comrades SHORTING again !?! :P
keep dropping man...
I believe the dividend will maintain or increase due to the substantial money saved from BPL rights.
StarHub will have better free cash flow in future.
tis wk break all time low 176 ???
next year no more enjoying 4.5c per q dividend
With CL, EPL and ESPN in their stable, they've only got WC 2010 to make it a complete sports channel. Its a numbers game and if they get their pricing and marketing strategy right, it could just do the trick to the bottom line.
Published October 2, 2009 (Business Times Online)
SINGTEL-STARHUB TUSSLE
What's next, StarHub, after EPL blow?
By WINSTON CHAI
LAST weekend saw the 6-1 drubbing of English Premiership minnow Hull City by soccer giant Liverpool. In a cruel coincidence played out yesterday in the local telco scene, the Reds landed an equally crushing blow on its archrival in a match that could tilt the balance of power in Singapore's pay-television landscape.
No-money game: StarHub has never made money from screening the Premier League, neither has PCCW, and SingTel is unlikely to break the jinx
Singapore Telecommunications (SingTel) yesterday outbid StarHub to score the coveted rights to broadcast the next three seasons of the English Premier League (EPL).
The victory breaks StarHub's stranglehold on the event for nearly a decade. To add salt to injury, SingTel also prised away ESPN Star Sports, and with it StarHub's claim to a bonanza of other sporting events including Formula One, Wimbledon and the US Open Golf Championship.
Bruised egos aside, the more worrying concern for StarHub is that the double-whammy could spark a mass defection among its 530,000-strong cable television TV subscribers. Investors appear equally unsettled and StarHub shares paid the price by sliding 6.5 per cent to $2.03 yesterday.
For local sports fans, the EPL is often the swing vote when deciding on a pay-TV bundle. To make it a complete no-brainer, SingTel went all out to wrestle other major sporting events away from StarHub so sports fanatics will naturally choose to see red and not green. This was the case in Hong Kong when iCable parted with a large portion of its customer base after ceding EPL broadcast rights to PCCW in the last auction.
In Singapore, the outcome could be a 20 to 30 per cent migration of StarHub's sports group customers, according to DBS Vickers analyst Sachin Mittal.
This estimate (a conservative one) would spell a sizeable reduction in StarHub's pay-TV sales, a segment which accounts for 19 per cent of its total revenue. StarHub's average revenue per pay-TV user of $56 will also be thinned significantly as a result. To add to the blow, some mobile and broadband customers could also be enticed to switch if SingTel comes up with attractive pricing bundles.
StarHub is well aware of the allure of the EPL and sports in general, which was why it was willing to consistently price this genre of content below their actual costs. SingTel was equally cognisant of the fact, which was why it was willing to pay a heavy price this time around after failing to do so in 2007.
The blow, as crushing as it is, will not be a fatal one on StarHub's pay-TV business. The company still has a strong arsenal of other content including news channels, lifestyle and entertainment programmes. These include BBC, Discovery, AXN, and popular Hong Kong TVB drama series.
The immediate priority now is to delineate from its sports heritage and come up with compelling packages for its remaining channels. After all, Singaporeans are fickle and price-sensitive, so a good bargain should keep them tuned in. The only hassle for the consumer is to have two separate set-up boxes, but this should be an acceptable compromise if the price is right.
In addition, the EPL deadweight has now been passed on to its biggest rival. StarHub has never made money from screening the premier league, neither has PCCW, and SingTel is unlikely to break the jinx.
While StarHub's cable TV sales may drop, its content acquisition costs should be correspondingly reduced. It can now focus on exploiting more profitable channels instead of using them to cross-subsidise loss-making ones.
Vengeance can also be exacted if StarHub reclaims the EPL rights the next time round as SingTel's investments may not be recouped within a three-year time frame. If nothing else, it could exact vengeance by bidding aggressively to drive up the costs for SingTel.
A good company can build on its success but, more importantly, it should be able to swiftly recover from setbacks. With the arrival of former M1 chief executive Neil Montefiore next year, coupled with the continued guidance of CEO Terry Clontz as company director, StarHub should be able to prove its mettle.
SINGTEL-STARHUB TUSSLE
What's next, StarHub, after EPL blow?
By WINSTON CHAI
LAST weekend saw the 6-1 drubbing of English Premiership minnow Hull City by soccer giant Liverpool. In a cruel coincidence played out yesterday in the local telco scene, the Reds landed an equally crushing blow on its archrival in a match that could tilt the balance of power in Singapore's pay-television landscape.
No-money game: StarHub has never made money from screening the Premier League, neither has PCCW, and SingTel is unlikely to break the jinx
Singapore Telecommunications (SingTel) yesterday outbid StarHub to score the coveted rights to broadcast the next three seasons of the English Premier League (EPL).
The victory breaks StarHub's stranglehold on the event for nearly a decade. To add salt to injury, SingTel also prised away ESPN Star Sports, and with it StarHub's claim to a bonanza of other sporting events including Formula One, Wimbledon and the US Open Golf Championship.
Bruised egos aside, the more worrying concern for StarHub is that the double-whammy could spark a mass defection among its 530,000-strong cable television TV subscribers. Investors appear equally unsettled and StarHub shares paid the price by sliding 6.5 per cent to $2.03 yesterday.
For local sports fans, the EPL is often the swing vote when deciding on a pay-TV bundle. To make it a complete no-brainer, SingTel went all out to wrestle other major sporting events away from StarHub so sports fanatics will naturally choose to see red and not green. This was the case in Hong Kong when iCable parted with a large portion of its customer base after ceding EPL broadcast rights to PCCW in the last auction.
In Singapore, the outcome could be a 20 to 30 per cent migration of StarHub's sports group customers, according to DBS Vickers analyst Sachin Mittal.
This estimate (a conservative one) would spell a sizeable reduction in StarHub's pay-TV sales, a segment which accounts for 19 per cent of its total revenue. StarHub's average revenue per pay-TV user of $56 will also be thinned significantly as a result. To add to the blow, some mobile and broadband customers could also be enticed to switch if SingTel comes up with attractive pricing bundles.
StarHub is well aware of the allure of the EPL and sports in general, which was why it was willing to consistently price this genre of content below their actual costs. SingTel was equally cognisant of the fact, which was why it was willing to pay a heavy price this time around after failing to do so in 2007.
The blow, as crushing as it is, will not be a fatal one on StarHub's pay-TV business. The company still has a strong arsenal of other content including news channels, lifestyle and entertainment programmes. These include BBC, Discovery, AXN, and popular Hong Kong TVB drama series.
The immediate priority now is to delineate from its sports heritage and come up with compelling packages for its remaining channels. After all, Singaporeans are fickle and price-sensitive, so a good bargain should keep them tuned in. The only hassle for the consumer is to have two separate set-up boxes, but this should be an acceptable compromise if the price is right.
In addition, the EPL deadweight has now been passed on to its biggest rival. StarHub has never made money from screening the premier league, neither has PCCW, and SingTel is unlikely to break the jinx.
While StarHub's cable TV sales may drop, its content acquisition costs should be correspondingly reduced. It can now focus on exploiting more profitable channels instead of using them to cross-subsidise loss-making ones.
Vengeance can also be exacted if StarHub reclaims the EPL rights the next time round as SingTel's investments may not be recouped within a three-year time frame. If nothing else, it could exact vengeance by bidding aggressively to drive up the costs for SingTel.
A good company can build on its success but, more importantly, it should be able to swiftly recover from setbacks. With the arrival of former M1 chief executive Neil Montefiore next year, coupled with the continued guidance of CEO Terry Clontz as company director, StarHub should be able to prove its mettle.
Sing and tell is a much bigger company than the star wannabe. It wouldn't surprise me if they lower rather than raise the fees ie. after bundling with other content.
That would be the best way to 'delight' your customers and get a bang for your buck.
nickyng ( Date: 02-Oct-2009 10:15) Posted:
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10G also no point..next year Fiber optics will be out in singapore.. the speed is higher than normal cable modem...
ongkk96 ( Date: 02-Oct-2009 11:43) Posted:
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one analyst already issue SELL