*Official* MasterLeong Thread - Part 2

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akwl88

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Chart of the Day: Check out the trend in mobile revenue growth of Singapore telcos

Revenue is stable, but YoY growth is thinning.

Singapore is facing an all-but-certain entry of a new competitor. But Maybank KimEng said it would be M1 who will have to work twice to keep up with other giants.

"As a pure mobile operator, it has no other levers to defend its subscriber base other than pricing, unlike StarHub or Singtel which can bundle other services such as Pay TV, broadband to keep subscribers sticky. Its reliance on the consumer market also makes its earnings particularly vulnerable, unlike the other two that have a bigger corporate business balance," the firm said.

Over the past time periods, industry mobile revenue growth is on the rise, peaking at December 2014. But the latest showing at June 2016 showed declines in overall revenue.

- See more at: http://sbr.com.sg/telecom-internet/...-growth-singapore-telcos#sthash.7sb5l0Nc.dpuf
 
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goh6570

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anyone is looking at this SoilbuildBizReit?

consist of biz park and industrial properties...

ML, what is your take for this reit?
 
MasterLeong

MasterLeong

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goh6570 said:
anyone is looking at this SoilbuildBizReit?

consist of biz park and industrial properties...

ML, what is your take for this reit?
Click to expand...

No track record
Seems like value trap
Previously i got mentioned quite a lot at sb reit thread
 
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vernonpark13

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Retireready said:
I sold it at a minor loss, seem like growth investing not my cup of tea, no patience and no dividends also lol
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Why sell at minor loss? Patience is important when investing in equities. Believe me. I am old already. U can tell that I don't use lingo like u young men. Wwjbh!
 
SeVenn

SeVenn

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Hooooly **** @ the massive CDG selldown.

Really feels like they will go bust tomorrow :(
 
Genosis

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akwl88 said:
perhaps its bugis plus de building structure?

the middle part is too big space lol

maybe can fit some more tenants if restructured

but now still better when it was illuma. totally ghost town that time
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Ya......I think the configuration can be improved....lots of wasted space in the middle of the mall :s22:
 
Genosis

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Awaiting another 'all metrics green' quarter from RMG.....same for SATS :s12:

akwl88 said:
Here's what could boost Raffles Medical Group's profits in 2017

It could deliver a 27% net profit growth this year.

Raffles Medical Group is entering another era of growth this 2017, as its medical centres is seen to manifest improved profitability and higher patient load factor is expected with the Raffles Hospital extension.

According to RHB Research, Raffles Medical is to deliver a solid net profit growth of 27% in 2017, aided by a boost from rental income at Raffles Holland V mall. Around 95% of the space has been committed already by the end of 2016.

"We expect majority of the tenants to move in by 1Q17. Virgin Active gym, which took up more than one floor of space, is set to open in Apr 2017. We believe the opening of the gym would bring more foot traffic to that mall," the research firm noted.

It added, "In addition, operations of its new medical centres are improving. We expect operating profitability of the medical centres at Raffles Orchard and Raffles Holland V to turnaround in 2017 while International SOS is also expected to deliver a higher contribution."

Meanwhile, the ageing population and increased number of medical insurance are also set to drive growth for the group.

"Being one of the largest private medical groups in Singapore, we expect Raffles Medical Group (Raffles Medical) to benefit from Singapore’s ageing population as well as an increased sophistication in medical insurance plans. An ageing population and increased number of medical insurance policyholders would also support the resiliency of private healthcare spending in Singapore," RHB noted.

RHB believes that the long-awaited Raffles Hospital extension would lead to a higher patient load factor by the end of this year.

"We understand that the Group is trying to expand its team of international specialists as well. We believe that progress in its plan to expand (for new hospitals) in Beijing or Shenzhen would be a positive catalyst to the share price," the firm stated.

- See more at: http://sbr.com.sg/commercial-proper...l-groups-profits-in-2017#sthash.X8f5ZcGv.dpuf
Click to expand...
 
Genosis

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Less than 1 hour to MLT and Keppel DC results announcement!!! :s12::D
 
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