Starhub *Official* (SGX: CC3)

[lzydata]

Starhub will increase all cable TV subscription plan prices by $2 with effect from 1 Aug.

http://www.starhub.com/corporate/ne..._cabletvsubscriptionratesfrom1august2011.html

Should have a negligible impact. Assuming everyone's plans stay the same, around 0.5m subscribers x $2 = $1m/month or $12m/year. Starhub's total revenue for FY2010 was about $2238m. If the $12m goes directly to net profits ($263m), that's about 4.5%.

 

[Darkzi0n]

i thnk dey mentioned tht the main reason of the rise is to cover the increasing cost of capex. with the fierce competition among the telcos and the increasing cost of capex, i wonder if starhub's high dividend is sustainable.

 

[WindBoi]

i thnk dey mentioned tht the main reason of the rise is to cover the increasing cost of capex. with the fierce competition among the telcos and the increasing cost of capex, i wonder if starhub's high dividend is sustainable.

Check some of my past write ups. Capes in other area will fall sometimes. The price of network equipment replacements improve efficiency so if u depreciate more ur replacement cost might be lower.

That said they also have the possibility of bundling more and improving arpu

Capex from cable tv think is much less than infra

 

[Steyr69]

IF SH drops to $2.50, sure collect a few lots. Regret selling mine so early

You should buy SH to collect dividends....you shouldn't sell.

Something drastic must happen for it to drop to $2.50

After the Japanese tsunami, the price dropped significantly to around $2.60

That was the lowest this year so far.

Hoping it will drop back to $2.60+ zone.....but i know it is quite impossible.

 

[WindBoi]

Steyr it's very possible now really on hype

 

[Alphidius]

Financial Results FY2011 Q2

Financial Report: Here
Press Release: Here
Presentation Slides: Here

Net Profit YoY: 16%
Dividends YoY: 0%

Dividend Payout: $0.05

Nice... 16%... Comments?

 

[Dividends Warrior]

Yummy dividends! I must say a big "Thank You" to all Starhub subscribers.

 

[WindBoi]

I think the cash flow is really good and the CEO delivered on his promise that long term they have better operating cash flow.

No doubt i still think Singtel weather competition better. Starhub is not really a truly innovative company.

My analysis on Starhub 2nd quarter results.

They could jolly payout a 30 cent dividend and its safe.

 

[tortoise18]

is it too late to vest 5 lots nw?

 

[lionelow]

I oso thinking but $2.82 abit exp.

 

[tortoise18]

i hope will drop to 2.5 . :+(

 

[lionelow]

i hope will drop to 2.5 . :+(

$2.50 dun think so $2.60 or $2.70 i damn happy liao.

 

[buaians]

if now we buy starhub can we still get the dividend?

 

[Dividends Warrior]

is it too late to vest 5 lots nw?

Wait for XD. Maybe can get a lower price.

 

[Dividends Warrior]

if now we buy starhub can we still get the dividend?

Yes. But u must hold until XD lor.

 

[tortoise18]

$2.50 dun think so $2.60 or $2.70 i damn happy liao.

i tink got chance to drop even below $2.50

 

[Dividends Warrior]

i tink got chance to drop even below $2.50

I think the CD will provide some support. $2.60+ maybe.

 

[tortoise18]

when cd????

 

[lionelow]

I think aug 19

 

[tortoise18]

can buy @ 2.5?