*Official* MasterLeong Thread - Part 2

[Retireready]

SATs is a really strong counter man, like pa Beh Toh 1.

 

[starfish.starfish]

Congrats congrats. Can consider re-balance a bit after break-even

Not sure whether I will do that. My current average price is not that high already.

The 4th operator already confirmed and is factored into price liao, and there are some positive feels coming out of the M1 and SH collabs.

Will give it some time. Also difficult to find things to buy now...

I noob lah, still learning.

 

[Retireready]

Hi starfish, fellow newbie/noob here too

 

[goh6570]

got ML and DK around to guide

not sure just ask them, they are beri helpful one...

Not sure whether I will do that. My current average price is not that high already.

The 4th operator already confirmed and is factored into price liao, and there are some positive feels coming out of the M1 and SH collabs.

Will give it some time. Also difficult to find things to buy now...

I noob lah, still learning.

 

[MasterLeong]

Not sure whether I will do that. My current average price is not that high already.

The 4th operator already confirmed and is factored into price liao, and there are some positive feels coming out of the M1 and SH collabs.

Will give it some time. Also difficult to find things to buy now...

I noob lah, still learning.

Cdg and fct still ok ah
Will have things to buy de
But more importantly is read up and do your due dilligence

 

[starfish.starfish]

Hi starfish, fellow newbie/noob here too

How can it be? You are already "Retire ready"....
Must have amassed lots of $$$ to do so mah...

 

[Retireready]

LOL, path to retireready but not there

How can it be? You are already "Retire ready"....
Must have amassed lots of $$$ to do so mah...

 

[Divvy_newbie]

Manage to vest abit in CDG at 2.44

Cdg and fct still ok ah
Will have things to buy de
But more importantly is read up and do your due dilligence

 

[L'oreal Paris]

How can it be? You are already "Retire ready"....
Must have amassed lots of $$$ to do so mah...

 

[Asphodeli]

**** Sia Master, I got sentimental values toward my starhill . Bu se de sell to board CDG LOL

Why not DCA ConfortDelgro?

 

[MasterLeong]

Manage to vest abit in CDG at 2.44

welcome on board mate ^^

 

[L'oreal Paris]

Sti drop but telco Bo drop

 

[MasterLeong]

Sti drop but telco Bo drop

KH on telcos

SECTOR UPDATE
Telecommunications – Singapore
To Share Or Not To Share?
M1 and StarHub will be commencing studies on the sharing of network
infrastructure, such as base stations and backhaul transmission. We believe the
likelihood of the two companies collaborating is high, given that they share common
equipment vendors, namely Huawei and Nokia. We have upgraded M1 (Target:
S$2.50) and StarHub (Target: S$3.55) to BUYs, assuming network sharing reduces
mobile-related capex and 5G-related opex by 25%. Upgrade to OVERWEIGHT.
WHAT’S NEW
• Agreed to talk. M1 and StarHub have signed a MOU to study mobile infrastructure
sharing focused on radio access network and backhaul transmission. Both companies
will benefit from the expanded coverage and capacity of the shared infrastructure.
However, they will retain independent management of network traffic (runs their separate
core networks and billing systems). We understand that the potential deal does not
involve the sharing of spectrum and does not require regulatory approval from the Infocommunications
Media Development Authority of Singapore (IMDA).
• Plotting the technology roadmap for migration to 5G. The benefit of sharing 4.5G is
marginal as there are significant overlaps in network infrastructure. However, IMDA has
mandated more stringent quality of service requirements for outdoor coverage from 95%
to 99% for 2H17. Thus, the two companies could generate some small savings in capex
at locations where either/both companies’ coverage are below par.
• 5G is crucial. The economics of network sharing become more compelling when sharing
to build a new 5G network, which could be rolled out in 2019. According to Ericsson,
network sharing could reduce site requirements by 30-40%. For network sharing that
encompasses new coverage, additional capacity and network modernisation, the
combined savings in capex could be as high as 20-30%. Network sharing also reduces
network-related opex by 25-30% due to savings from backhaul transmission, site rentals,
utilities and maintenance.
ACTION
• Early days. The MOU to study network sharing was inked only last Thursday, 12 Jan 17.
We understand that chief technology officers (CTO) of M1 and StarHub have yet to
commence their studies. The study could take up to six months before the managements
of both companies could decide on whether to proceed with network sharing.
• Both companies use the same equipment vendors. Coincidentally, both M1 and
StarHub use the same equipment vendors, namely Huawei and Nokia. This would
facilitate integration and sharing, assuming both companies could iron out the
implementation details. M1 would be the bigger beneficiary of network sharing as mobile
accounted for 78.7% of service revenue in 3Q16 compared with 54.8% for StarHub

 

[Maeda_Toshiie]

Market red red
If deep pull back
Reits and telcos ok to board

Would anyone load up more M1? UOB's TP is $2.50 (me feels overly bullish).

 

[Retireready]

Sorry Sir, what is DCA lol.

Why not DCA ConfortDelgro?

 

[Genosis]

SATs is a really strong counter man, like pa Beh Toh 1.

This is the first year that my relatives are not getting together during CNY.....both grandparents are already gone and many of my cousins, uncles and aunties have booked air tickets to jalan jalan overseas during the long weekend

Brave new world...

 

[Perisher]

This is the first year that my relatives are not getting together during CNY.....both grandparents are already gone and many of my cousins, uncles and aunties have booked air tickets to jalan jalan overseas during the long weekend

Brave new world...

Think can start to get use to this.
Not sure if it's good or bad, I like some silence for holidays sometimes.

 

[Genosis]

Would anyone load up more M1? UOB's TP is $2.50 (me feels overly bullish).

Will look at the results coming out soon.....M1 performance has been on a downtrend for consecutive quarters even without 4th telco

My style is to have cold hard figures before making an investment decision...

 

[L'oreal Paris]

Sorry Sir, what is DCA lol.

Dollar cost averaging

 

[goh6570]

This is the first year that my relatives are not getting together during CNY.....both grandparents are already gone and many of my cousins, uncles and aunties have booked air tickets to jalan jalan overseas during the long weekend

Brave new world...

nowadays many going away during CNY, even my friend and families...

except my laobu, she still feels that it is tradition to stay in sg where all the children come back for reunion meal