【SingTel Z74 交流专区】新电信 SINGTEL

mhlexpress

以目前海指2700的水平来看，任何蓝筹股都是值得投资的。

电讯股的抗跌性强，风险也相对的较低了！

slimerlth

2.97 便宜吗?

duncanchung

买来收好过把＄放进Bank .  

PaPerSoldier

只要不是买在高点

summerworld85

原帖由 slimerlth 于 29-10-2009 07:05 PM 发表
2.97 便宜吗?

蛮便宜的...值得购入...

guangguang

还在下跌中。。。相信多不久将会止跌回升

roberto

SingTel: HOLD  S$2.94; Bloomberg: ST SP

Price Target : 12-month S$3.15


  SingTel would raise its interest in Bharti AirTel from 30.43% to 31.95%,
  by paying INR 18-30 bn to Bharti’s parent company.

  This translates to INR 311-519 per Bharti share in our view, compared to
  the current price of INR 293, implying 7.6x-12.4x FY10 EV/EBITDA

  We expect SingTel to report 2Q10F underlying earnings of S$937m (+17%
  yoy, -1% qoq) broadly inline with consensus on 11 Nov.

  We would be buyers below S$2.85. Maintain HOLD with revised STP based
  target price of S$3.15 as we lower our fair value of Bharti.

Implications of Bharti deal. SingTel would pay between INR 18 bn-30 bn for
an additional 1.52% stake in Bharti. Given, 3.8 bn Bharti shares, it
translates to INR 311-519 per Bharti share. This implies FY10F EV/EBITDA of
7.6x-12.4x and PER of 13.5x-22.4x on our EBITDA and profit of INR 162 bn
and INR 88 bn respectively. Given prospects of Bharti’s earnings decline
next year, we think, market may not appreciate the price being paid by
SingTel.

Bharti’s results were slightly below consensus, but outlook could be worse
than consensus. Bharti’s 2QFY10F net profit of INR 23.2 bn (-8% qoq, +13%
yoy) was inline with ours and c.5% below consensus. ARPU decline of 9% qoq
was worse than street expectations of 6-7%. We expect significant decline
in tariffs as new players (Etilsalat, Telenor, Sistema) deploy lower
pricing while smaller players (Aircel, Tata-Docomo, Idea) adopt per second
billing to attract subscribers. We are 7%/15% below FY10F/11F consensus
earnings for Bharti. We lower our fair value of Bharti to INR306 at 13.5x
FY10F PER (prev 345), given our regional PER average of 14.4x/13.3x  for
2009/10 respectively

Telkomsel results and outlook slightly better than consensus. Based on PT
Telkom’s 3Q09 results, we estimate that Telkomsel had a net profit of IDR
3.6 tr (flat qoq, +34% yoy), attributable to increased market share and
forex gains. We expect 20% y-o-y earnings growth in 2009, and our FY09/10
forecasts are 3%/3% higher than consensus.  Another positive for SingTel is
that IDR and AUD have strengthened against SGD by 2% and 9.8% qoq.

[ 本帖最后由 roberto 于 5-11-2009 02:12 PM 编辑 ]

guangguang

SingTel secures S$21m contract with Resorts World Sentosa

Posted: 05 November 2009 1948 hrs

SINGAPORE : Singapore Telecommunications (SingTel) has secured a S$21 million contract with Resorts World Sentosa.

The seven-year contract will see SingTel providing interactive in-room multimedia entertainment systems and high-speed wireless Internet access to all 1,800 rooms in Resort Worlds' six hotels.

Through its intuitive user interface, guests can view the abundant entertainment, shopping and dining options available at the resort, SingTel said.

Future enhancements will enable guests to browse snapshots of their visit to Resorts World attractions.

SingTel said it will also provide Resorts World with location-based mobile advertising and a fleet management system to enhance its VIP limousine services.

It will automatically alert drivers of incoming requests and allow them to communicate with hotel staff via touchscreen mobile devices.


- CNA/ls/al

財神

我手上有3 lot S$3.22的。

roberto

别担心, 好股 。。

PaPerSoldier

没关系。。。收着。。。。

roberto

SingTel reports strong 19% growth in underlying net profit

Robust performance in Singapore and Australia businesses
Sharp improvement by Telkomsel Higher interim dividend at 6.2 cents per share

Singapore, 11 November 2009 - Singapore Telecommunications Limited (SingTel) today announced that its underlying net profit rose 19 per cent to S$952 million in the second quarter from a year ago, led by robust performance in its Singapore and Australia businesses and strong earnings recovery by Telkomsel.

Highlights
	Quarter Ended		YOY	Half Year Ended		YOY
	30Sep 2009 (S$m)	30Sep 2008 (S$m)	Change	30Sep 2009 (S$m)	30Sep 2008 (S$m)	Chang
Group revenue	4,103	3,891	5.4%	7,951	7,668	3.7%
SingTel revenue	1,442	1,332	8.2%	2,825	2,587	9.2%
Optus revenue (A$) (S$)	2,218 2,661	2,064 2,559	7.4% 4.0%	4,415 5,125	4,021 5,081	9.8% 0.9%
Operational EBITDA	1,149	1,079	6.5%	2,278	2,225	2.4%
Share of  associates' ordinary earnings Net profit attributable to shareholders Underlying net profit1	606    956 952	461    868 801	31.5%    10.1% 18.8%	1,253   1,901 1,897	1,031   1,746 1,658	21.5%    8.9% 14.4%
Underlying earnings per share  (S  cents)	5.98	5.03	18.9%	11.92	10.42	14.4%

roberto

业绩不错，给你定一定惊。。

財神

嗯。我也是觉得singtel很稳。
但是放着钱在他那就觉得浪费了。

roberto

往好的方面想咯。当放FD咯。

財神

原帖由 roberto 于 11-11-2009 22:31 发表
往好的方面想咯。当放FD咯。

嗯，现在也没办法卖。

guangguang

SingTel – Results (Alfred Low)
Recommendation: Buy (Maintain)
Previous close: S$2.98
Fair value: S$3.32
• 2Q10 Results. SingTel reported 2Q10 operating revenue of S$4,103m (+5.4% yoy) and net profit of
S$956m (+10.1% yoy). Its Singapore and Australian operations posted revenue growth of 8.2% and 7.4% in
Singapore dollar and Australian dollar terms respectively. Moreover, the share of earnings from its regional
associates increased by 31.5% in Singapore dollar terms. This was led by strong performance from its
Indonesian associate, Telkomsel.
• Maintain BUY recommendation and reduce fair value from S$3.80 to S$3.32. We maintain our buy
recommendation, as we believe in the growth potential of SingTel. SingTel is expected to see an increase in
market share in Pay TV after securing the rights to Barclays Premier League (BPL) matches. Moreover, its
regional mobile associates are anticipated to grow in terms of acquiring more customers as the global
economy picks up. However, we reduce the fair value from S$3.80 to S$3.32 as we lower the expected profit
contribution from Bharti due to greater competition in the Indian market.

Source: Phillip Securities Research Pte Ltd

guangguang

DJ MARKET TALK: UBS Cuts SingTel Target To S$3.42; Keeps Buy
12 November 2009 12:04   
0404 GMT [Dow Jones] STOCK CALL: UBS lowers SingTel (Z74.SG) target price to S$3.42 from S$3.66 following fiscal 2Q10 results. Target price cut due to lower valuation for Indian associate Bharti in SingTel sum-of-the parts. Also trims FY10-FY12 earnings forecasts by 0.4%-2.4%, to factor in lower earning expectations for Bharti. "Competitive concerns for Bharti in India could weigh on the SingTel stock in the near term." But maintains Buy rating as has positive 12-month view on associates Telkomsel in Indonesia and Bharti and recent strength of AUD and INR versus the SGD positive for SingTel. Adds SingTel's 2Q10 results largely in line with expectations as good performance in Singapore offset by weaker than expected showing from Optus in Australia. Shares down 1.0% at S$2.95; STI off 0.3%. (KIG)

roberto

破3.00了。。。 应该是时候回弹了

財神

原帖由 roberto 于 2-12-2009 17:36 发表
破3.00了。。。 应该是时候回弹了

希望如此吧。在18号之前尽量冲吧