*Official* MasterLeong Thread

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Dividends Warrior

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onlybuyneversell said:
How come MR so powerful and ambitious to expand their operation to New Zealand, Indonesia, and most recently Australia?

M1 and starhub leh? If our two telco also go into other countries as a form of income diversification, I will definitely support them.
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If Starhub and M1 aim to expand overseas, their dividend payout sure cut deep deep. The capex will be huge. They will have to change to new business models which shareholders might not like. If they already struggle with competition in their homeground, how are they gonna survive in foreign battlegrounds? TPG is different as they are doing well in their home market, Australia.
 
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Minx99

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MasterLeong said:
someone go ki siao already, have 25 stocks in portfolio... a lot in red LOL LOL LOL
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Don't laugh at other's misfortunes. later your own shares tanked, you cannot take it, go into another temper tantrum, then get banned again :s22:
 
Mancunian2

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Dividends Warrior said:
If Starhub and M1 aim to expand overseas, their dividend payout sure cut deep deep. The capex will be huge. They will have to change to new business models which shareholders might not like. If they already struggle with competition in their homeground, how are they gonna survive in foreign battlegrounds?
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will need rights issue or even new IPO to raise sufficient funds

having said that, both are simply not big enough to expand overseas, as of now
 
Dividends Warrior

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Mancunian2 said:
will need rights issue or even new IPO to raise sufficient funds

having said that, both are simply not big enough to expand overseas, as of now
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Yup, they already find it a chore to bid for expensive spectrum in Singapore. Imagine them bidding for exorbitant spectrum rights in other countries. Definitely need to raise funds through equity and debts. So, Starhub and M1 have very little choice but to squeeze as much they can out of the local market. Won't go bankrupt, but future earnings will not be rosy.
 
MasterLeong

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onlybuyneversell said:
How come MR so powerful and ambitious to expand their operation to New Zealand, Indonesia, and most recently Australia?

M1 and starhub leh? If our two telco also go into other countries as a form of income diversification, I will definitely support them.
Click to expand...

MR making losses all the way... burning investors money to expand like a tech startup
 
SeVenn

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Looks like 2nd tranche of CMT might come faster than MCT despite me buying MCT higher :s22:
 
MasterLeong

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dolph001 said:
http://foreverfinancialfreedom.blogspot.sg/2016/12/dec-16-sg-transactions-portfolio-update.html

+31.8%
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I also took the chance to accumulate more M1 by adding 5,000 shares at a price of $1.97 and another 5,000 shares at $1.925 which I blogged over here. I believe a lot has been priced into the share price and valuation is cheap, relative to their historical valuation. I believe the trough for M1 is not far away and if it does go lower, I'd be happy to add more to my position.
 
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