【SingTel Z74 交流专区】新电信 SINGTEL

icy97

淡马锡控股减少其在新电信持有的股份
http://www.sharesinv.com/zh/articles/34320/

文： 道琼斯通讯社 （译：杨佳文） 2012年09月26日 道琼斯通讯社
新加坡国有投资公司淡马锡控股(Temasek Holdings)将脱售其在新电信(SingTel)的部分股权，以取得13亿4,000万美元的收益，从而投资于新兴市场。

在主权财富基金研究所(Sovereign Wealth Fund Institute)的排名中，淡马锡控股是世界第九大的国有投资公司，它近来减少了在新加坡和成熟市场金融服务业的投资额，转为投资于中国及能源和矿业，同时也从之前的投资项目中取得回报。

新电信是东南亚最大的电讯企业(以用户人数计算)。条款书上的资料显示，淡马锡控股将以每股介于3.20至3.25元(2.61至2.65美元)的价格出售新电信的4亿股，为新电信在星期二的3.33元闭市价的2.4-3.9%折扣。若买家有大量需求，淡马锡可选择出售多1亿股，使这宗交易的总额达到13亿4,000万美元，相等于淡马锡在新电信3.1%的股份。

截至2012年3月31日，淡马锡控股持有新电信54.4%的股份。

淡马锡控股只宣布了脱售股权的计划，但并没有透露任何详情，而它表示售股是为了调整其投资组合。其发言人说：“我们仍将是新电信的大股东，它仍是我们组合中最大型的企业。”

知情人士透露，淡马锡考虑售股是因为其他投资者有意收购新电信的股票。

为了分散投资，新电信在截至2012年3月31日的财政年内出售了总额达150亿元(约122亿美元)的资产，包括其在多家公司的股份，如印尼石化企业PT Chandra Asri Petrochemical、新加坡的和记港口控股信托(Hutchison Port Holdings Trust)、印度的工业信贷投资银行(ICICI Bank)及中国房地产企业佳兆业集团控股。

另外，淡马锡也将把其在印尼Danamon银行68%的股份出售给星展集团(DBS Group Holdings)，所得收益将为32亿美元。这宗交易仍有待印尼监管当局批准。

截至3月31日，淡马锡投资组合的总额为1,980亿元，它近来逐步增加了其在中国多家银行及能源与矿务领域的投资额，包括买入中国工商银行(5.3%)、中国建设银行(7.4%)和中国银行(3.7%)的股份。

淡马锡在上个财政年的投资额为220亿元，其中的34亿元是用来收购三家北美企业的股份，即页岩天然气企业福特诗国际(FTS International)、肥料生产商美盛公司(Mosaic Company)和替代能源企业Clean Energy Fuels Corp。

虽然淡马锡增加了其在北美和欧洲的投资额，但其在新加坡和亚洲其他地区的投资仍占了其投资组合的近75%。在上个财政年度中，北美和欧洲企业在其投资组合中所占的比例从8%提高至11%，而新加坡的比例从32%下跌至30%，亚洲其他地区则从45%下跌至42%。

淡马锡的售股计划是在星期二闭市后公布，这宗交易可能会在亚洲股市于星期三开市前完成。新电信的股价在星期二上涨了0.3%至3.33元。条款书上列明，在这宗交易完成后的120天之内，淡马锡将不能再出售新电信的股票。

花旗集团(Citigroup)和摩根士丹利(Morgan Stanley)是负责处理这宗交易的机构。

fbb05

今天本来想以3.18买
但是没有人卖给我。。

icy97

Don't read too much into SingTel share sale: OCBC
http://www.theedgesingapore.com/the-daily-edge/business/40184-dont-read-too-much-into-singtel-share-sale-ocbc.html

Thu, 27 Sep 14:52   
Investors shouldn’t read too much into Temasek’s sale of 400 million SingTel (Z74.SG) shares despite the stock price’s negative knee-jerk reaction, OCBC says, adding it likely isn’t indicative of the telco’s business prospects. It notes Temasek will be barred from selling more shares for 120 days after completing the sale.

“We continue to like its defensive business and relatively decent dividend yield of around 5%.” OCBC notes iPhone 5 demand was very positive over the weekend, with long queues at outlets. “While the higher subsidies for the iPhone 5 may initially weigh on margins, the new contracts with less generous data bundles and the faster LTE access speed should eventually bump up ARPU and margins. SingTel has also made several acquisitions in the mobile service space - the latest being a $3 million stake in a mobile game firm -- and this should allow it to add value to its mobile business.”

It keeps a Buy call with $3.61 fair value. The stock is up 0.6% at $3.22.

icy97

SingTel likely to bid aggressively for Barclay's Premier League: CIMB
http://www.theedgesingapore.com/the-daily-edge/business/40215-singtel-likely-to-bid-aggressively-for-barclays-premier-league-cimb.html

Fri, 28 Sep 15:53
SingTel will likely bid aggressively for BPL rights, CIMB says. “Armed with deep pockets, we think SingTel is aiming to bag the BPL broadcast rights but on non-exclusive terms. SingTel needs iconic content such as the BPL to grow its subscriber base and to complete its football line-up that it has been aggressively building up.”

Non-exclusivity won’t trigger a cross-carriage ruling, which will force non-SingTel viewers to sign up with SingTel to view the matches, it notes; it adds, the Premier League likely won’t price exclusive and non-exclusive rights differently. The risk StarHub will overpay is low, as its spending appetite hasn’t changed much over the years, CIMB says.

“StarHub appears to be content with beefing up non-football offerings and, as the last bidding shows, has no inclination to spend exorbitantly. StarHub’s profitability was little affected by the absence of BPL from its line-up.”

CIMB expects SingTel’s content portfolio to broaden significantly, eroding StarHub’s dominance in the long term, but it still recommends switching from SingTel to StarHub on a potential dividend surprise.

“Avoid SingTel as its pay TV ambition will crimp medium-term margins while its exposure to Bharti is a drag on its bottomline.”

It rates the sector Neutral, with StarHub at Outperform with $3.90 target and SingTel at Underperform with $3.19 target. SingTel is trading flat at $3.20.

fbb05

今天想买
但是还是没人卖给我。。

草根一名

fbb05 发表于 27-9-2012 10:39 PM
今天本来想以3.18买
但是没有人卖给我。。

我 3.16 买到 ３lot，在开市的一杀那而已，之后 3.19 买 １lot。

fbb05

草根一名 发表于 29-9-2012 03:55 PM
我 3.16 买到 ３lot，在开市的一杀那而已，之后 3.19 买 １lot。

两天都同一个价位收市
星期一再试一试

icy97

SingTel mio TV secures rights to broadcast Barclays Premier League for another three seasons
http://www.theedgesingapore.com/the-daily-edge/business/40489-singtel-mio-tv-secures-rights-to-broadcast-barclays-premier-league-for-another-three-seasons.html

Wed, 10 Oct 22:18  
Singapore Telecommunications (SingTel) today announced that it has secured the broadcast rights to all 380 Barclays Premier League (BPL) matches for the next three seasons commencing August 2013. These rights were acquired on a non-exclusive basis.

Allen Lew, Country Chief Officer Singapore and CEO Group Digital L!fe, SingTel said, “We are delighted to bring all the BPL matches LIVE to Singapore for another three seasons. Along with our recent acquisition of the rights to the UEFA Champions League, UEFA Europa League, FA Cup, Serie A, Ligue 1 and other prominent football tournaments, fans can be assured of SingTel’s strong commitment to deliver the most comprehensive football experience on mio TV, the home of football.”

The matches will continue to be available online on miostadium.com and on mobile via SingTel’s BPL application.

Premier League Chief Executive, Richard Scudamore, said: “mio Stadium has provided Singapore fans with great local programming and coverage of the Barclays Premier Leagueaction in a comprehensive and innovative manner. We are pleased to be continuing our partnership with SingTel for another three seasons.”

草根一名

fbb05 发表于 27-9-2012 10:39 PM
今天本来想以3.18买
但是没有人卖给我。。

上星期有跌到 3.14，有买到吗？

fbb05

草根一名 发表于 19-10-2012 01:22 PM
上星期有跌到 3.14，有买到吗？

我不敢买啊。。
而且资金都被牢套了
没有银弹如何进攻？

草根一名

fbb05 发表于 19-10-2012 09:57 PM
我不敢买啊。。
而且资金都被牢套了
没有银弹如何进攻？

被套在什么股，可以说来看看吗？

fbb05

草根一名 发表于 29-10-2012 01:59 PM
被套在什么股，可以说来看看吗？

Wilmar 和 Golden Agri

icy97

SingTel Q2 profit below forecast; flags challenges in Australia
http://www.theedgesingapore.com/the-daily-edge/business/41107-singtel-q2-profit-below-forecast-flags-challenges-in-australia.html

Wed, 14 Nov 09:12  
Singapore Telecommunications reported a 1.6% fall in second-quarter net profit on Wednesday, dragged down by higher costs and weaker regional currencies, and flagged a drop in group revenue this fiscal year due to its Australian unit Optus.

SingTel, Southeast Asia’s largest telecommunications firm, said it now expects operating revenue in Australia to fall by mid single-digit levels in the financial year ending March 2013, due to price competition and reduced mobile termination rates. Previously, revenue in Australia was expected to grow by low single-digit levels.

With the revised revenue outlook for Australia, SingTel said its group revenue is seen falling by low single-digit levels. But it said group earnings before interest, taxes, depreciation and amortisation (EBITDA) are expected to be stable.

SingTel had net profit of $868 million for the three months ended in September, down from $882 million a year earlier.

Excluding exceptional items, underlying net profit was $886 million. That was below the $896 million average forecast based on a Reuters poll of six analysts.

SingTel maintained an interim dividend of 6.8 cents per share.

Pretax earnings from SingTel’s regional mobile associates grew 17% to $549 million, with strong operating performance from Indonesia’s Telkomsel and Thailand’s Advanced Info Service PCL helping to offset weaker results from India’s Bharti Airtel.

Bharti Airtel reported its 11th consecutive quarter of profit declines last week, with margins under pressure from intense competition.

SingTel shares have risen about 3% this year, underperforming a 14% gain in the broader Straits Times Index.

Of 24 analysts tracking SingTel, 14 have “hold” ratings, six have “buy” or “strong buy” and four have “strong sell”.

新电信第二季净利跌1.6%；澳洲业务增长放缓
http://www.sharesinv.com/zh/articles/35571/

文： 道琼斯通讯社 （译：杨佳文） 2012年11月14日 道琼斯通讯社
新电信(SingTel)于11月13日报其第二季净利下跌1.6%，原因是成本上涨及澳洲子公司澳都斯(Optus)的销售额下跌。澳都斯正极力保持其毛利率。

新电信是东南亚最大的电讯企业(以收入计算)，它在发布于新交所的文告中表示，其截至9月30日的第二季净利为8亿6,800万元(7亿1,000万美元)，低于去年同期的8亿8,200万元。折旧与摊销费用从4亿9,400万元增加8%至5亿3,500万元。

公司的营运收入年比跌0.9%至45亿7,000万元，因澳都斯的收入减少4.2%至22亿4,000万澳元(23亿美元)。其新加坡业务的收入则增加4.4%至16亿7,000万元。

澳都斯是澳洲第二大电讯企业。由于澳洲为成熟市场，其政府在一月份调低流动网络接入费(mobile termination rates)，澳都斯的手机销量因而减少，导致其收入增长减低。

澳都斯表示，它正在设法“改善成本效益及调整吸纳与保留客户成本”。但新电信表示，澳都斯今年的收入跌幅料将为“中个位数”，并影响集团整体的销售额。

新电信的总裁蔡淑君(Chua Sock Koong)说：“澳都斯相当注重客户的需要及收益管理，因此能在充满挑战的市场中令盈利保持稳定。”

另外，新元兑印度卢比及印尼盾上涨也影响了其盈利。

新电信从区域联号取得的税前盈利增加17%至5亿4,900万元。若汇率保持在去年同期的水平，其从区域联号取得的收益将增加26%。

新电信拥有国外六家电讯企业的大部分股权，它们分别为印度的巴帝电信(Bharti Airtel)、印尼的Telkomsel、泰国的Advanced Info Service PCL、巴基斯坦的Warid Telecom、菲律宾的(Globe Telecom)和孟加拉太平洋电信(Pacific Bangladesh Telecom)。

Telkomsel、Advanced Info和Globe Telecom的营运表现都进步，但巴帝电信的盈利减低及区域货币下跌抵消了部分增幅。

其中印度卢比及印尼盾与去年同期相比下跌了19%和8%。

巴帝电信为新电信6家联号中表现最差的企业，其带来的盈利年比下跌17%至1亿零900万元。

相比之下，Telkomsel带来的盈利增加16%至2亿7,100万元，Advanced Info Service带来的盈利增加36%至1亿零600万元，而Globe Telecom带来的盈利增加31%至6,300万元。

新电信表示它将派发每股6.8分的中期股息，数额与去年相同。

beebee_3068

我今天一開事就買到

3。16

草根一名

beebee_3068 发表于 15-11-2012 12:04 PM
我今天一開事就買到

3。16

3.16，，，我一个多月前买到的价格，到现在，中套了，，，！！！

PvIce

排队两粒3.11

天然夜行者

草根一名 发表于 15-11-2012 07:04 PM
3.16，，，我一个多月前买到的价格，到现在，中套了，，，！！！

下次熊市买股，要小心

Xilef

天然夜行者 发表于 19-11-2012 09:21 AM
下次熊市买股，要小心

那么现在是熊市吗？请指教，谢谢！

PvIce

好像有大户在推股票..

Last           Trades        Volume       BuyVol         Mid           SellVol
3.120         27            55,000        55,000         0              0
3.130         428          3,047,000    2,169,000    0               878,000
3.140         287          3,360,000    769,000       0               2,591,000
3.150         4             24,000         0                 0               24,000
TOTAL 746 6,486,000 2,993,000 0 3,493,000

天然夜行者

Xilef 发表于 19-11-2012 11:44 AM
那么现在是熊市吗？请指教，谢谢！

熊市啊，chart一目了然