Search Results for: m1 stock

Goodbye M1

I have been holding M1 for the longest time since 2008 for its good dividend payouts over the years. On 18th October 2016, M1 announced its 3Q2016 financial results. We can see how much the financials have deteriorated. Thus, I made the decision to divest M1 in my stock portfolio. A telco operator’s revenue is very much predictable based on its prepaid and postpaid revenue. Operating revenue, profit after tax and prepaid, postpaid revenue all fell for M1 over the quarters. Given the higher risks than benefits, below are few of the reasons I decided to divest M1. 1. Decreasing...

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M1’s 3Q results: A stumble before the fall?

Maybank Kim Eng and UOB Kay Hian are keeping their “sell” calls on M1 Limited, further lowering their target prices from $2.04 to $1.90 and from $2 to $1.76 respectively – while CIMB maintains its “hold” recommendation on the stock with a lower price target of $2.55 from $2.80 previously. This comes after the mobile operator yesterday posted a hefty 23.4% decline in 3Q earnings, which came in below the expectations of all three research houses. Maybank analyst Gregory Yap says the biggest concern regarding M1’s 3Q financial results was its much sharper y-o-y fall of postpaid revenue of...

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Singtel – What really matters in a Stock

The more familiar the brand is… the more safe it would be?? Diversified Telecommunication Services | M1 & Starhub are industrialised as Wireless Telecom Services – HUH?!?!? | 6 Subsidiaries (Optus, NCS, InSing, Innov8, Amobee, TrustWave) | 1 Partner – Bridge Alliance 1)  IDENTIFICATION OF COMPANIES THAT ARE UNDERVALUED. Price to book ratio : 2.542 ( 1.5 times overvalued) Price to earning ratio :  16.687 ( Over performing – Due to it’s niche industry) 2)  LEARN ABOUT THEIR NUMBERS Debt To Equity : 36.289 % ( Low reliance on debt for growth) Growth Performance : 0.2332% (Low growth rate) Current Ratio :...

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Portfolio of 8 Singapore Stocks – Oct 2016

It’s been over a year since I started a Portfolio of 8 Singapore Stocks on 28 Aug 2015 for fun. How has that theoretical $100,000 portfolio fared after all the gyrations of 2016? Stock No. of  Shares 28 Aug 15 3 Oct 16 Value OCBC 1,300 $9.280 $8.650 $11,245 Keppel 1,700 $7.200 $5.300 $9,010 M1 4,200 $2.920 $2.440 $10,248 Boustead 14,600 $0.855 $0.815 $11,899 Kingsmen 15,200 $0.820 $0.650 $9,880 VICOM 2,100 $6.000 $5.720 $12,012 HourGlass 17,000 $0.735 $0.650 $11,050 GKGoh 14,900 $0.840 $0.810 $12,740 The portfolio is now $88,084 (dividends not considered) and completely red. It’s been a complete wash-out. I...

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Will you Sell these three Singapore stocks now?

Ever since it was reported of the possibility of potential new entrants bidding to become Singapore’s fourth mobile operator, the three “Big Brother” telecom stocks have come under the scrutiny of investors. In fact, the news of the fourth mobile operator was reported on 2 Sep 2016 before the Singapore stocks markets opened and the three local telecom stocks responded accordingly on that trading day. The below were the performance of the three stocks on 2 Sep 2016: 1) Singtel stock: -2.5% 2) M1 stock: -5.6% 3) Starhub stock: -4.4% Singtel and M1 regained some “lost ground” yesterday (5...

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Is it time to sell off these stocks?

Investors’ favorite stocks have all along been defensive stocks which pay steady dividends. These are also stocks which provide everyday services. So what are these favorite stocks? Well, it has to be the three telco stocks: Singtel, StarHub and M1 stock. Looking at the stock chart of these three stocks, we can note that these three stocks have been recording highs such that a top has been formed for them. And we can also note that the three stocks have started to head south from their tops. Going forward, I think there is limited room for the three stocks...

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Is there still time to Buy these rallying stocks?

While there have been questions after the Brexit on the state of the global economy and some investors are staying away from the Singapore stocks markets to assess the financial situation of the stocks markets and the world, without a doubt, Singapore stocks are still moving up though it might not be apparent from the STI. The point is that it depends on which Singapore stocks we are taking about. Take for instance the three local telecoms stocks: Singtel, Starhub and M1. Their stocks have been rallying. Singtel traded at a low of $3.39, Starhub traded at a low...

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My Stock Report Card for Apr – May 2016

My Stock Report Card for Apr-May 2016 Total Dividend Collected from Jan – May 2016 : SGD $ 31,528.11 Income distribution in Apr and May came from Apple, Citibank, IBM, Bank Of America, Keppel Corp, SGX, Starhub, UOB, SPH, Suntec Reit, Capitamall trust, Keppel Reit, Sabana Reit and M1. OMG ! Microsoft bought Linkedin. I wished I bought Linkedin ;-). Someone please buy Twitter...

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18 billion market-cap Singapore stocks: will they rebound next?

There are just two criteria I have entered into the Google Finance stock screener. First, look for Singapore stocks with a market cap of $1.05 B to $55.16B. Second, set the 52-week price change to minus 30% and less. There we have the following 18 Singapore stocks meeting the above two criteria. Eleven of the eighteen stocks are now trading minus 30% to minus 40% off their 52-week prices and they are: 1) Dairy Farm International Holdings Ltd 2) Fraser and Neave Limited 3) City Developments Limited 4) Bumitama Agri Ltd 5) Sinarmas Land Ltd 6) Genting Singapore PLC...

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My "VALUE?" stocks keep plunging. What should I do?

Offshore, bank or telco stocks, which were glitter with success in the last few years, are seeing signs of precipice decline in one of the most difficult times since the last GFC. Since the start of the year, blue chips such as Keppel, Sembcorp Industries, Sembcorp Marine, Singtel, Starhub, M1, DBS, OCBC and UOB are all having their stock prices battered down. Sembcorp Industries during the peak in Apr 15 was priced at $5.25, but is now lingering less than halve at $2.23. Keppel suffers the same fate with high of $10.42 in Sep 14 and now sensing bottom at...

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M1 – The First Trial On A Blue-Chip

I will be using M1 as the first company to test my Triple S Scorecard. Profile In Short If you do not know what M1 does or is, you do not know Singapore enough. In simple terms, M1 is still one of the only 3 telecommunication companies in Singapore.  Based On Triple S Scorecard: Why So Good? Defensive Stock – Telecom Companies are deem as defensive stocks, due to their business model. It will always have business and its customer are locked up with them for at least 2 years (due to signing up a 2 year mobile plan...

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What stocks to look for and 2015 report card.

Name Portfolio % Average price ($) Div Yield on cost 1 Singtel 14.42% 3.70 4.73% 2 M1 14.18% 3.63 5.20% 3 Raffles Medical 9.11% 4.13 1.09% 4 SATS 8.57% 3.11 4.50% 5 Parkway Life 6.45% 2.34 4.83% 6 Sembcorp Industries 6.28% 4.56 3.51% 7 Colex 5.83% 0.321 1.56% 8 StarHub 5.58% 4.05 4.94% 9 Design Studio 5.44% 0.54 12.01% 10 CapitaMall Trust 5.36% 1.95 5.59% 11 Vicom 4.16% 6.04 4.35% 12 Sheng Siong 3.56% 0.68 4.48% 13 UOB 3.18% 23.05 3.90% 14 Perennial Bond 2.68 $1.00 4.65% 15 DBS 2.38% 23.06 3.38% 16 Old Chang Kee 2.32% 0.87 1.73%...

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Portfolio of 8 Singapore Stocks – 31 Dec 2015

On 28 Aug 2015, I started exploring a portfolio of 8 Singapore stocks with a value of ~$100,000 (Portfolio of 8 Singapore Stocks). Although the actual value would have been $99,126, I am assuming for simplicity it would be $100,000 after accounting for transaction costs. How has it fared? It’s been four months and here’s how it looked like on 31 Dec 2015: Stock No. of  Shares 28 Aug 2015 31 Dec 2015 Value OCBC 1,300 $9.280 $8.800 $11,440 Keppel 1,700 $7.200 $6.510 $11,067 M1 4,200 $2.92 $2.720 $11,424 Boustead 14,600 $0.855 $0.835 $12,191 Kingsmen 15,200 $0.820 $0.670 $10,184 VICOM 2,100...

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Portfolio of 8 Singapore Stocks – 28 Oct 2015

On 28 Aug 2015, I started exploring a portfolio of 8 Singapore stocks with a value of ~$100,000 (Portfolio of 8 Singapore Stocks). Although the actual value would have been $99,357 (without considering transaction costs), I am assuming $100,000 for simplicity. You could think of the difference as the transaction costs. How has it fared since? In truth, two months is way too short a time to be meaningful. Nonetheless, here’s how it looks: Stock No. of  Shares 28 Aug 2015 28 Oct 2015 Value OCBC 1,300 $9.280 $9.200 $11,960 Keppel 1,700 $7.200 $7.160 $12,172 M1 5,100 $2.450 $2.870...

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M1 Third Quarter Results – Net Profits Up 2.8%

M1 posted a set of decent Q3 results as profits were up 2.8%, I think this is probably in line with market expectations. M1’s stock price however has been beaten down badly this year due to the fear of the coming 4th telco, which is likely to be awarded/announced in 2Q16 after which the 4th telco may start operations as early as 2Q17. As such I think M1 should still be able to hold up its earnings this year through 2016 and 2017, however 2018 onward we might see net profits coming off due to the increased competition. 9...

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