SingTel *Official* (SGX: Z74)

Alphidius

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Financial Results FY2010/2011 Q4

Financial Report: Here
Press Release: Here
Presentation Slides: Here

YoY Net Profit: (2.1%)
Dividends: $0.19 (Proposed, to be voted on AGM)

Comments?
Windboi (Drizzt) I've read your blog on investment in telcos, any comments or updates?
 

Paul Lee

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[
Windboi (Drizzt) I've read your blog on investment in telcos, any comments or updates?

He's been saying for quite a while now that Singtel has the headroom to give out more dividends and looks like he is correct again! I'm sure he will be doing an update to factor in the latest result. Wait for it.

Finally they are willing to match Starhub in terms of dividends!

If you include the interim dividend 6.8c, its actually exceed Starhub's total of 20c dividend for the full year.
 
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Chua Zhiming

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I am glad i held on to my shares even after they dropped below $2.90 a few mths back ! 8.2% div yield for me...never expected to see this from Singtel :s22:

Hopefully we can see $3.50 soon :D
 

iCuteCube

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Woah, Singtel ftw.

Ipad2 is launching for Singtel, with Samsung Galaxy S2 and Iphone 5 coming up soon. Guess good profits :)
 

ngeo12

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wah! that's 6%! i regret i didnt buy.. :(
can foreigner buy singtel share?
last time i was told that share is distributed to the citizens..
 

WindBoi

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Thanks for waiting patiently for my analysis lol!

It is up here >> http://www.investmentmoats.com/mone...l-declares-dividend-yield-of-8-2-sustainable/

My take is that this is a special dividend and although they can safely pay this amount, Singtel still wants to invest in growth, so they will not pay out 8% every year.

A safe estimate is that if you want a stock that can prudently pay out 5% yield now, but can possibly grow that yield to 6.7% then this is the stock for you.
 

MikeL09

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I'll try to squeeze some kopi money from my wife for recommending her to buy Singtel early this year, which would rake in for her over 1K in dividend.:s13:
 

WindBoi

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I'll try to squeeze some kopi money from my wife for recommending her to buy Singtel early this year, which would rake in for her over 1K in dividend.:s13:

shoots thats nearly 20k in invesments?
 

Alphidius

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Thanks for waiting patiently for my analysis lol!

It is up here >> http://www.investmentmoats.com/mone...l-declares-dividend-yield-of-8-2-sustainable/

My take is that this is a special dividend and although they can safely pay this amount, Singtel still wants to invest in growth, so they will not pay out 8% every year.

A safe estimate is that if you want a stock that can prudently pay out 5% yield now, but can possibly grow that yield to 6.7% then this is the stock for you.

Thanks! Will peruse your analysis.
Smart move by Singtel on their part, wondering what took them so long to raise their dividend...
 

Chua Zhiming

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Thanks! Will peruse your analysis.
Smart move by Singtel on their part, wondering what took them so long to raise their dividend...

According to the directors, they cant find a use for it for other acquisitions so decided to give the surplus out as special div. However they also said this will not affect future acquisitions ! so its all good =:p
 

MikeL09

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sorry 10k my mistake

About 13K.

Do you guys expect Singtel's profit to rise next quarter in tandem with their 37% increase in customer base. And if they could plug the gap in their India Bharti's loss, I think the prospects are quite good. Wish I had Singtel's shares. Wish I had some Singtel shares.:o

Sigh, wish I can say what belongs to my wife's also belongs to me.:s13:
Why would I even care?:D
 

Garlic & Butter

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singtel has a very high forex risk exposure
every quarter they never fail to highlight revenue or profit reduction due to forex conversion esp from A$ (Optus unit) and Bharti has been disappointing for quite some time

otherwise, its doing fine! its normal dividends alone is already attractive
quite a stable stock also.. price dont move too drastically

+not vested anymore+
 
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