*Official* MasterLeong Thread - Part 2

[Takodoro]

Busy week...anyone knows what's up with Thaibev? Didn't track much.

 

[MasterLeong]

i wan go this AGM also. Anyone know if i hold M1 in SCB, how can i request to go for the AGM ah?

Please include me in the KFC gang. i wan see ppl throw chair

if in SCB can forget about going to AGM

if in CDP then go ba...

 

[MasterLeong]

BTS is their sky train..

Bkk is nearby sg lah..so i think many of us will frequent there often de.. I am one of them too

u also often go thailand to happy happy ah

u single too?

 

[goh6570]

used to have a blog for like 2-3 years then have since shut it down

nowadays I only post in this official thread and on investing note

if official thread here, i will hang around here...
seldom go to investing note.

 

[MasterLeong]

Busy week...anyone knows what's up with Thaibev? Didn't track much.

no idea man

but if got drop to 70 cents maybe i will consider

 

[lewissac]

BTS? bian tai shu shu? lol

kidding


ok will go take a look at BTS



wow u often chiong BKK de ah, there is paradise for single man sia hahahaha
many stocks for u to rent/fifo hahahahhaaha

BTS stock is I look at is sturdy as steel wall. They also invest on property.

 

[MasterLeong]

if official thread here, i will hang around here...
seldom go to investing note.

investing notes can earn points

300 points = $30 ntuc voucher


I use the account like 1-2 week only, now 280 points le... getting free voucher soon, easy money lol

better than blogging for sure

 

[goh6570]

u also often go thailand to happy happy ah

u single too?

aiya... thailand is nearby nia leh.. just 2.5hrs.. food there cheap and good sia

 

[goh6570]

investing notes can earn points

300 points = $30 ntuc voucher


I use the account like 1-2 week only, now 280 points le... getting free voucher soon, easy money lol

better than blogging for sure

wa how to go about it man.. u mean u hv to blog there? to get points?

 

[MasterLeong]

BTS i see YOY their net income down 75% wor..... doesnt seem that solid sia

 

[Perisher]

Busy week...anyone knows what's up with Thaibev? Didn't track much.

Nothing.. Still waiting for it to break resistance before I enter. Or maybe should enter now...

 

[Perisher]

investing notes can earn points

300 points = $30 ntuc voucher


I use the account like 1-2 week only, now 280 points le... getting free voucher soon, easy money lol

better than blogging for sure

wah, JSK. no wonder got others telling me about this investingnote.

 

[MasterLeong]

BTS i see YOY their net income down 75% wor..... doesnt seem that solid sia

the mass transit and media business looks good

but the property and service biz feels like a drag

honestly would avoid this counter ba

 

[MasterLeong]

M1 looks likely to join forces with StarHub. What will it mean?
By The Editor / TheEdge | January 25, 2017 : 11:17 AM MYT
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SINGAPORE (Jan 25): UOB Kay Hian says the probability of M1 and StarHub sharing a common 5G radio access and backhaul transmission network to save cost is high, as both companies use Huawei and Nokia equipment.

In its results briefing, management says it is committed to work together with its rival although it is too early to estimate the potential costs savings. They also indicated that it takes 18-24 months to roll out a new mobile network.

“With the mobile landscape getting more competitive, M1 and StarHub are forced to collaborate,” says analyst Jonathan Koh in a Wednesday report. “Reiterate buy with target price at $2.48.”

M1 reported net profit of $31.8 million for 4Q16, which came in line with UOB’s forecast of $31.1 million.

(See also: M1 posts 16.1% fall in FY16 net profit to $149.9 mil)

M1’s mobile business saw a soft sequential bounce. The telco added 15,000 post-paid and 10,000 pre-paid subscribers. Post-paid ARPU was still under pressure at $57.10 due to lower contribution from roaming. Prepaid ARPU receded 4.2% q-o-q due to lower usage for voice. Data traffic increased by 9.1% y-o-y to 3.6GB/user. Data contributed to 54.8% of mobile service revenue.

Meanwhile, fixed network services saw a steady expansion. M1 added 8,000 fibre broadband subscribers. ARPU softened by 5.7% q-o-q to $43.10 due to promotions during IT shows.
M1 has also a balanced mix of residential and corporate customers, each accounting for about half of revenue. Fixed network services accounted for 13.5% of service revenue.

M1 has declared final dividend of 5.9 cents, which is lower than its interim dividend of 7.0 cents. Koh says this reflects the poorer performance in 2H16. Dividend payout ratio was 80.7% for 2016, in line with its usual policy.

Looking ahead, M1 would be investing in new technologies and capabilities to build a portfolio of IT solutions for SMEs and enterprise customers.

“These efforts incur expenditure upfront and would have a dilutive impact on EBITDA margin,” says Koh, adding that it would take a couple of years before M1 achieves scale in service adoption and the new business makes meaningful contribution to revenue.

M1 has also entered into a strategic partnership with Nokia to roll out a nationwide narrowband Internet-of-Things network by 1H17. The IoT network is designed to deliver enhanced performance for machine-to-machine (M2M) communications.

Applications include smart metering for electricity and water and sensors for Smart Nation initiatives.

Shares of M1 are down 10 cents at $2.07.

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[goh6570]

ML what is your ID in the investingnote? I follow you..

 

[Takodoro]

Also what happened to REITs ar? My 2 piece meal CCT-CMT cause me to LS. Need to buy medicine soon sia.

 

[MasterLeong]

ML what is your ID in the investingnote? I follow you..

felixleong......................

 

[MasterLeong]

Also what happened to REITs ar? My 2 piece meal CCT-CMT cause me to LS. Need to buy medicine soon sia.

CCT xd liao

CMT kanna sell down as analyst say dpu will remain stagnant for 3 years due to loss of income from funan.. need 2020 then new funan up

FCT chiong on positive AGM experience and confidence in north point 2018 onwards

MCT will post results tonight..... so we shall see ^_^

 

[goh6570]

felixleong......................

ok gum sia

 

[lewissac]

the mass transit and media business looks good

but the property and service biz feels like a drag

honestly would avoid this counter ba

Ok la, the way I see it BTS is trying to expand. For a 48-year-old company to survive till now, it's a big plus sign for me.