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M1 *Official* (SGX: B2F) - Part 2

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Old 13-08-2017, 01:12 PM   #3376
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It may be even worse by that time
this kinda of thing wont know till then, there is tons of other factors. as for short term 1-3 months. anyone care to weight in?
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Old 13-08-2017, 01:17 PM   #3377
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I think a proper timeline would be 4-5 years after My Republic and TPG have settled down. That where everyone realized that things aren't not that bad.
The 4-5 years you could have used the same amount of money you spent in this stock somewhere else and get back more returns, then before the 3rd or 4th year then buy back M1 if the price is still around the same as now. Isn't that a better option
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Old 13-08-2017, 01:54 PM   #3378
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0.88 better. Den hope for Keppel to buy out at $1. 12% upside based on 0.88 Kym?
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Old 13-08-2017, 06:51 PM   #3379
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The 4-5 years you could have used the same amount of money you spent in this stock somewhere else and get back more returns, then before the 3rd or 4th year then buy back M1 if the price is still around the same as now. Isn't that a better option
But then again there is the "what if", what if I can't find a nice stock to invest or what if I missed the price.

I am a "passive" investor. Usually I won't sell the stock as long as the stock didn't change the fundamental.
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Old 13-08-2017, 07:12 PM   #3380
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But then again there is the "what if", what if I can't find a nice stock to invest or what if I missed the price.

I am a "passive" investor. Usually I won't sell the stock as long as the stock didn't change the fundamental.
You must be really blind. Telco business environment has changed. Profits of M1 and Starhub have fallen. Dividends are cut.
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Old 13-08-2017, 07:14 PM   #3381
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But then again there is the "what if", what if I can't find a nice stock to invest or what if I missed the price.

I am a "passive" investor. Usually I won't sell the stock as long as the stock didn't change the fundamental.
are u sure the fundamentals have not changed ? M1 is shifting away from normal telco services and getting into other things.

The only upside currently I can see is that the major shareholders did not want to sell to any of the bidders as they claimed it was too "lowball". But that time the price was around $2.1x, so the major shareholders probably think the value of M1 is still currently around this price or able to go back to this price.
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Old 13-08-2017, 08:06 PM   #3382
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are u sure the fundamentals have not changed ? M1 is shifting away from normal telco services and getting into other things.

The only upside currently I can see is that the major shareholders did not want to sell to any of the bidders as they claimed it was too "lowball". But that time the price was around $2.1x, so the major shareholders probably think the value of M1 is still currently around this price or able to go back to this price.
Hmm does you guys know that I started investing in m1 when TPG is going to be the 4th Telco which means I am already prepare for the "so-called changed fundamentals"? Is M1 going to be affected in short-term, yes but not in long run.

But of course, everyone has their own opinion which I have no intention to "win" anyone over.

Last edited by luxcan; 13-08-2017 at 08:14 PM..
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Old 13-08-2017, 08:38 PM   #3383
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Hmm does you guys know that I started investing in m1 when TPG is going to be the 4th Telco which means I am already prepare for the "so-called changed fundamentals"? Is M1 going to be affected in short-term, yes but not in long run.

But of course, everyone has their own opinion which I have no intention to "win" anyone over.
short term dont seem good but long term is a big question mark. good luck!
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Old 13-08-2017, 08:42 PM   #3384
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You must be really blind. Telco business environment has changed. Profits of M1 and Starhub have fallen. Dividends are cut.
the current thing with north korea isnt helping, just hoping the new tech have high take up rate, otherwise headache
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Old 13-08-2017, 08:43 PM   #3385
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Hmm does you guys know that I started investing in m1 when TPG is going to be the 4th Telco which means I am already prepare for the "so-called changed fundamentals"? Is M1 going to be affected in short-term, yes but not in long run.

But of course, everyone has their own opinion which I have no intention to "win" anyone over.
Just for learning purposes, why r u so certain?
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Old 13-08-2017, 09:16 PM   #3386
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I scare I might sound like uncle, but below are just purely my opinion:
1) I have been M1 subscriber for years and I doesn't feel that the network is inferior to the other telcos.
2) M1 is the only telco that currently doesn't have Pay TV, which is a plus point as I felt this is another industry waiting to be disrupted (tv.youtube.com is the latest tech that offer live channels - currently only to several usa states but definitely is a good start >> if you all want to try, u need to hide other vpn and manually set your gps to Chicago).
3) Starhub intention to discontinued cable in 2020, this definitely will give M1 a boost and force existing cable tv users to think if they really need pay tv at home.
4) I am actually one of the few that are not looking forward to Keppel-SPH selling away their stakes as Keppel/SPH has assets where M1 can conduct and tune their IoT solutions and use it for their future IoT pinch.
5) I suspect that TPG future mobile plans won't be as disruptive compare to Starhub initial entry as our 3 telco are already gearing towards sim-card + data top up plan.
6) I also believe that TPG will take times to achieve full network connectivity especially at train. I guess noone here willing to jump unless they are sure that the reception will be good.
7) Based on different countries trend, most of the telco share price will raise back to its normal level. Especially after the telco decided to play "nice" between themselves.
8) Lastly, I believe that M1 will be the 2nd biggest telco in future. Sound stupid.. I know.
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Old 13-08-2017, 09:31 PM   #3387
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I think m1 will eventually recover. Just that some people rather sell now as they are not willing to wait, while some are buying in now as they see the chance to accumulate on lower prices.

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Old 13-08-2017, 09:39 PM   #3388
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1) I have been M1 subscriber for years and I doesn't feel that the network is inferior to the other telcos.

actually all 3 the same got down time for all of them. all can depend on to order mcdelivery when one is hungry.

2) M1 is the only telco that currently doesn't have Pay TV, which is a plus point as I felt this is another industry waiting to be disrupted (tv.youtube.com is the latest tech that offer live channels - currently only to several usa states but definitely is a good start >> if you all want to try, u need to hide other vpn and manually set your gps to Chicago).

most ppl not so tech. plug and play. the recent tv boxes however box the cable tv folks like rocky kena punch, very jialat. starhub and singtel lose customer like mad yet the box selling in sg not against the law. as long as they dont sell with the streaming app. but most go download it and buy the box for that purpose only leh. go all computer show u see all sell this box. but this is more downfall for starhub and singtel cable side isnt it


3) Starhub intention to discontinued cable in 2020, this definitely will give M1 a boost and force existing cable tv users to think if they really need pay tv at home.

i think many dont watch tv dont read newspaper these days liao, but ppl dont care how they go online as long cheap and no lag spike. once a while down okay then give some discount on next bill then happy liao.


4) I am actually one of the few that are not looking forward to Keppel-SPH selling away their stakes as Keppel/SPH has assets where M1 can conduct and tune their IoT solutions and use it for their future IoT pinch.

they sell or not wont affect they can use the tech no not. end of the day the tech has to make sense. monitor dustbin really a bit wasted if u ask me. better use to collect erp money. point to singtel here.

5) I suspect that TPG future mobile plans won't be as disruptive compare to Starhub initial entry as our 3 telco are already gearing towards sim-card + data top up plan.


new guy come in sure make some wave, new officer report must have 3 torch of fire ( chinese saying) problem is can last that long or not, they not doing great in their home ground also. but these days its easier to make money from asking for funding then actually making the money from market by old school service.

6) I also believe that TPG will take times to achieve full network connectivity especially at train. I guess noone here willing to jump unless they are sure that the reception will be good.

unless they hoot the price really low to compensate for the lesser coverage and use it as a way to eat into the current market share... then must see whos customer got more low end tier liao.


7) Based on different countries trend, most of the telco share price will raise back to its normal level. Especially after the telco decided to play "nice" between themselves.

based on history you r right, i just hope they follow that way, its also possible that telco business getting hurt one way another thats why to produce growth they are pushing into other sector as well. now all get 1/3 if all play nice again will get only 1/4 being the smallest i think maybe lower.



8) Lastly, I believe that M1 will be the 2nd biggest telco in future. Sound stupid.. I know.[/QUOTE]

to dream no wrong. problem is how long. for the near future how.


i buy some before the iot hoping it will up, the sample they show gave me a shock. the photo is on my avatar and honestly heng i didnt buy a lot. i just hope drop to fair value then slowly up again.

Last edited by Noobtrader18; 13-08-2017 at 09:42 PM.. Reason: miss out some stuff
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Old 13-08-2017, 09:52 PM   #3389
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Haha I also think the IoT bin is a joke, but the smart meter and inventory is promising. Other than deploying it at Keppel Electric, they can also push to CitySpring for gas metering.

SP Group is moving to open up electric industry, naturally it's a matter of time SP Group will move to adopt smart meter in resident estate but then again M1 might not necessary get it.
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Old 13-08-2017, 10:05 PM   #3390
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Haha I also think the IoT bin is a joke, but the smart meter and inventory is promising. Other than deploying it at Keppel Electric, they can also push to CitySpring for gas metering.

SP Group is moving to open up electric industry, naturally it's a matter of time SP Group will move to adopt smart meter in resident estate but then again M1 might not necessary get it.
Sidenote: IoT is quite "黑暗" in SG...there are free & open spectrum standards, but Singapore being Singapore, we are more or less "forced" to use paid spectrum standards for IoT...

Anyway, I do see potential in IoT la. But whether the telcos will make a killing out of it (due to IMDA regulations, or simply market monopoly) remains to be seen.

And yes, your analysis of overseas telco services is spot on. Seems like those that are doing well are those which provide unbundled services, particularly smaller MVNOs.
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