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Recent network outage on 4 Feb marks the fourth one over the past 12 months. While the causes of these incidents vary, this is clearly negative to the reputation of its brand relative to peers. CS believe the near-term financial impact is limited given that the compensation (free local voice, SMS and MMS for 1 day) would not materially affect its revenues, and IDA's penalty is unlikely to be higher than $1.5m (Jan-13 incident) given shorter outage. While medium-term impact (e.g. reputational damage) is more difficult to assess, a similar case in Thailand (DTAC) suggests that there could be headwinds for a few quarters due to the churn of quality sensitive customers, but the damage is still recoverable when network quality improves. CS note that network quality is key to improvement in data monetisation and thus the failure to improve this could derail M1's (and the industry's) effort to further improve monetisation from here on. House maintains its Outperform rating with $3.72 TP.
I bought in, hope to ride the wave........ pray not too late.
Brokage houses called for BUY.
TP: 3.7+. Good luck.
Any idea which mth can caught below $3 price ?
Wa, what was your buy price?
FearValueGreed ( Date: 21-Jan-2014 00:10) Posted:
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FY13 results broadly in line, sweetened by dividend surprise Although its top line showed a decline, M1?s overall operating performance for both 4Q13 and FY13 came in broadly in line. The key surprise was the generous dividend declared, comprising a final dividend of 7.1¢ and a special dividend of 7.1¢. This brings FY13 DPS to $0.21/share, which translates to 6.5% yield ? the highest among the S?pore telcos.
Latest broker ratings as follows: Deutsche maintains Buy with TP $3.72 Nomura maintains Buy with TP $3.75 (from $3.70) Credit Suisse maintains Outperform with TP $3.72 (from $3.60) Daiwa rates at Hold with TP $3.11
Wa not bad, nearly want to dump when it hit 3.50
Based on my buying price , effective yield is 9% ie 21 cenrs for full year. Better than reits.
Based on my buying price , effective yield is 9% ie 21 cenrs for full year. Better than reits.
Ang bao for LNY. Not bad.
edchai ( Date: 20-Jan-2014 22:16) Posted:
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Good good !!
ShareWithMe ( Date: 20-Jan-2014 20:50) Posted:
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All investors of M1 huat liao !!
| Dividend Value | Payment Type | Dividend Type | Financial Year End | Dividend Number | Tax Exemption Clause |
| SGD 0.071 Per 1 Ordinary share | Tax Exempted (1-tier) | Final | 31/12/2013 | NA | The dividend is paid under the one-tier corporate tax system and is exempted from tax in Singapore. |
| SGD 0.071 Per 1 Ordinary share | Tax Exempted (1-tier) | Special | 31/12/2013 | NA | The dividend is paid under the one-tier corporate tax system and is exempted from tax in Singapore. |
what do you mean?
Shirleyfong88888 ( Date: 18-Dec-2013 16:15) Posted:
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I miss those gd reports & financial analysis by those veterans & seniors. So sad! 😞
Starhub also recovered today. Haha.
Shirleyfong88888 ( Date: 18-Dec-2013 12:16) Posted:
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Going up! Haha!
Seems bullish
bishan22 ( Date: 18-Dec-2013 09:57) Posted:
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Forming a double bottom???
Maybank-KE believes the S?pore telco market will likely remain subdued in 2014. Data will be hot but fixed broadband and Pay TV will stay competitive. But winners can be found in two areas: i) data monetization, and ii) capital management. Top Buy is M1, followed by Starhub. SingTel remains a Hold due to a lack of either growth or dividend catalysts. M1 (Buy, TP $3.98): stands to gain the most from the surge in data traffic. Maybank-KE pencils 15% growth in 2013 followed by 8% in 2014, the fastest of the three telcos under its coverage. Considering its low gearing, M1 may well increase its dividend payout to 100% from 80% currently. Starhub (Buy, TP $5.13): aside from data monetization, the firm may benefit from revenue recovery for data roaming and Pay TV now that BPL is back. It may also raise ordinary dividends.
Flushed to the toilet bowl. Haz........
Rebounded last Friday. Watch first. Good luck.