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SingTel *Official* (SGX: Z74)

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Old 13-05-2011, 10:48 AM   #16
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shoots thats nearly 20k in invesments?
sorry 10k my mistake
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Old 13-05-2011, 10:59 AM   #17
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Thanks for waiting patiently for my analysis lol!

It is up here >> http://www.investmentmoats.com/money...2-sustainable/

My take is that this is a special dividend and although they can safely pay this amount, Singtel still wants to invest in growth, so they will not pay out 8% every year.

A safe estimate is that if you want a stock that can prudently pay out 5% yield now, but can possibly grow that yield to 6.7% then this is the stock for you.
Thanks! Will peruse your analysis.
Smart move by Singtel on their part, wondering what took them so long to raise their dividend...
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Old 13-05-2011, 12:32 PM   #18
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Thanks! Will peruse your analysis.
Smart move by Singtel on their part, wondering what took them so long to raise their dividend...
According to the directors, they cant find a use for it for other acquisitions so decided to give the surplus out as special div. However they also said this will not affect future acquisitions ! so its all good
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Old 13-05-2011, 01:01 PM   #19
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sorry 10k my mistake
About 13K.

Do you guys expect Singtel's profit to rise next quarter in tandem with their 37% increase in customer base. And if they could plug the gap in their India Bharti's loss, I think the prospects are quite good. Wish I had Singtel's shares. Wish I had some Singtel shares.

Sigh, wish I can say what belongs to my wife's also belongs to me.
Why would I even care?
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Old 13-05-2011, 01:12 PM   #20
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singtel has a very high forex risk exposure
every quarter they never fail to highlight revenue or profit reduction due to forex conversion esp from A$ (Optus unit) and Bharti has been disappointing for quite some time

otherwise, its doing fine! its normal dividends alone is already attractive
quite a stable stock also.. price dont move too drastically

+not vested anymore+
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Old 13-05-2011, 01:15 PM   #21
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About 13K.

Do you guys expect Singtel's profit to rise next quarter in tandem with their 37% increase in customer base. And if they could plug the gap in their India Bharti's loss, I think the prospects are quite good. Wish I had Singtel's shares. Wish I had some Singtel shares.

Sigh, wish I can say what belongs to my wife's also belongs to me.
Why would I even care?
i suspect the increase in customer base is due to MIO TV having the rights to air EPL, i think duno which year both starhub n singtel will be allowed to air EPL together right. During the quake i was deciding btw genting n singtel, bought singtel at the end and today's genting is really sell on news
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Old 13-05-2011, 03:39 PM   #22
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About 13K.

Do you guys expect Singtel's profit to rise next quarter in tandem with their 37% increase in customer base. And if they could plug the gap in their India Bharti's loss, I think the prospects are quite good. Wish I had Singtel's shares. Wish I had some Singtel shares.

Sigh, wish I can say what belongs to my wife's also belongs to me.
Why would I even care?
Bharti and Telkomsel is big man. they are not doing well but if they are they could potentially add 700 mil per year to their net profit. that adds 30% to current dividend.

FCF currently is at 6.7% so if its boosted by 30% it could reached 8.7%. being very conservative already.
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Old 13-05-2011, 06:28 PM   #23
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Not to forget Iphone 5 later this year !
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Old 14-05-2011, 03:41 PM   #24
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how much is it during that time?
About $2.90
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Old 14-05-2011, 03:41 PM   #25
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huat ah!!!! vested too
Yes bro Davis.

Huat indeed.
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Old 14-05-2011, 03:45 PM   #26
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i suspect the increase in customer base is due to MIO TV having the rights to air EPL, i think duno which year both starhub n singtel will be allowed to air EPL together right. During the quake i was deciding btw genting n singtel, bought singtel at the end and today's genting is really sell on news
Dun forget M1 can air EPL together with Singtel and Starhub too. Hehehehehee

Vested in All 3 telcos.
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Old 14-05-2011, 08:35 PM   #27
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Yes bro Davis.

Huat indeed.
i only got 2 lots
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Old 15-05-2011, 01:59 PM   #28
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i only got 2 lots
Can accumulate more on dips.
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Old 15-05-2011, 02:01 PM   #29
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Not to forget Iphone 5 later this year !
And also iPad 3 next year!
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Old 15-05-2011, 03:46 PM   #30
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Still dunno the excitement over these devices. It's not going to make Singtel vastly richer
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