[Official] Singapore Blue Chips CD tracking thread

[simon_84]

waiting for starhub at >$4. Next week will be crucial..

let see on mon whether i could average down my m1 lots...

 

[chopra]

don't see the urgency to enter so quickly. not worth the risk.

 

[musicwhiz55]

They need to allocate funds for:
- 4G spectrum auction
- Capex for islandwide 4G network (Singtel & M1 are ahead on this)
- BPL bidding

So, they decide to be more prudent and maintain dividends.

Valuation is still rich, but not as rich as 4.80 a few months back.......

Yield is 5% at $4.

Risk-free Fixed deposit rate (12 months) at 0.5%

Hi again,

Thanks, but I was more asking for specific numbers - did Management give guidance on how much they need to spend specifically on each of the items above? Can they be quantified in terms of % of OCF and how does it compare to current capex requirements?

Would there be a potential situation where dividends were dropped, rather than maintained or increased? What would this situation be and how does one attain comfort on it?

What is current valuation for Starhub, and also for other telcos? When you say "rich", are you referring to comparative valuations versus competitors, or Starhub's historical valuations over a period of time?

Also, I think your stated yield of 5% is historical yield (LTM), is the projected forward yield the same as well?

There are FD out there which yield about 1%, in the form of step-up FD. Of course, the vesting period is also longer than say 1-2 months (usually at least a year).

 

[Bull&Bear]

Are those figures not sensitive to competitors out there?

Hi again,

Thanks, but I was more asking for specific numbers - did Management give guidance on how much they need to spend specifically on each of the items above? Can they be quantified in terms of % of OCF and how does it compare to current capex requirements?

Would there be a potential situation where dividends were dropped, rather than maintained or increased? What would this situation be and how does one attain comfort on it?

What is current valuation for Starhub, and also for other telcos? When you say "rich", are you referring to comparative valuations versus competitors, or Starhub's historical valuations over a period of time?

Also, I think your stated yield of 5% is historical yield (LTM), is the projected forward yield the same as well?

There are FD out there which yield about 1%, in the form of step-up FD. Of course, the vesting period is also longer than say 1-2 months (usually at least a year).

 

[Sinkie]

Hi again,

Thanks, but I was more asking for specific numbers - did Management give guidance on how much they need to spend specifically on each of the items above? Can they be quantified in terms of % of OCF and how does it compare to current capex requirements?

Would there be a potential situation where dividends were dropped, rather than maintained or increased? What would this situation be and how does one attain comfort on it?

What is current valuation for Starhub, and also for other telcos? When you say "rich", are you referring to comparative valuations versus competitors, or Starhub's historical valuations over a period of time?

Also, I think your stated yield of 5% is historical yield (LTM), is the projected forward yield the same as well?

There are FD out there which yield about 1%, in the form of step-up FD. Of course, the vesting period is also longer than say 1-2 months (usually at least a year).

lets compare the debt/equity of these 3 telco?

Lets see will muddy water actually target Starhub one day or not lol

 

[domokuncookie]

expecting monday red seas.. time to average down again..

then again this is the market.. wat if monday is green lol

 

[Bull&Bear]

Good for all if green lah! LOL!!!!

expecting monday red seas.. time to average down again..

then again this is the market.. wat if monday is green lol

 

[nauhchop]

let see on mon whether i could average down my m1 lots...

Average down?

If you want play the stock market, never think of average down. You should think of average up as an avenue of making money.

Play 10 x average down and make money is not enough to cover 1 x average down which goes down down down down.........

 

[domokuncookie]

Average down?

If you want play the stock market, never think of average down. You should think of average up as an avenue of making money.

Play 10 x average down and make money is not enough to cover 1 x average down which goes down down down down.........

if i am not wrong, DW way of playing the stock is different from your POV

 

[Nakedtoes]

this few days hugh selling i heard is from fund houses taking profit and pump into bonds... lets see how first

 

[santacalus]

don't see the urgency to enter so quickly. not worth the risk.

Discipline, patience and control are the most important traits of a successful investor. You are doing well my friend

 

[Dividends Warrior]

if i am not wrong, DW way of playing the stock is different from your POV

Yes. Very different indeed.

And I dun 'play' stocks. I prefer to invest.

 

[Bull&Bear]

Wah! Not simpur! Choice of words into play nao.

Yes. Very different indeed.

And I dun 'play' stocks. I prefer to invest.

 

[Darkzi0n]

went to ssrr the telcos... Singtel and Starhub chart just formed 3 black crow... more downside to come?

 

[Nakedtoes]

Didn't expect telco to drop so much already prepare ammo for the war liaoz

 

[Dividends Warrior]

went to ssrr the telcos... Singtel and Starhub chart just formed 3 black crow... more downside to come?

Yes. Very possible.

More downtrend next week. Especially Starhub. Looks like investors want a 5% yield on Singtel and 6% yield on Starhub and M1.

For that to happen,

Singtel should be around $3.30
Starhub should be around $3.30
M1 should be around $2.40

 

[domokuncookie]

Yes. Very possible.

More downtrend next week. Especially Starhub. Looks like investors want a 5% yield on Singtel and 6% yield on Starhub and M1.

For that to happen,

Singtel should be around $3.30
Starhub should be around $3.30
M1 should be around $2.40

but at these prices.. for ppl like me tt bought starhub at 4.4 2lots.. is ermmm.. i need to average dwn alot..

 

[Sinkie]

Yes. Very possible.

More downtrend next week. Especially Starhub. Looks like investors want a 5% yield on Singtel and 6% yield on Starhub and M1.

For that to happen,

Singtel should be around $3.30
Starhub should be around $3.30
M1 should be around $2.40

still so high

i will buy if they hit these prices

singtel 2.85
starhub 2.60

i am prepared to wait long long, but i know one day it will come to me

 

[Nakedtoes]

still so high

i will buy if they hit these prices

singtel 2.85
starhub 2.60

i am prepared to wait long long, but i know one day it will come to me

Sure boh dun scare me

 

[santacalus]

but at these prices.. for ppl like me tt bought starhub at 4.4 2lots.. is ermmm.. i need to average dwn alot..

Because people like you spoil market mah, bid up the price so high for what.