^^ his face usually got the reddish glow.
http://businesstimes.com.sg/technology/m...rce-tie-up
M1 and Rakuten in e-commerce tie-up
By
Joyce Hooijoyceh@sph.com.sg@JoyceHooiBT
m1.jpg AS online shopping booms, M1 and Rakuten Singapore are pairing up in a deal that is the first of its kind between the Japanese e-commerce firm and a local company. PHOTO: M1
29 Dec2:14 PM
AS online shopping booms, M1 and Rakuten Singapore are pairing up in a deal that is the first of its kind between the Japanese e-commerce firm and a local company.
The TP of $4.4 is the highest so far, IIRC. Generous capital management is one of the pluses of the company, comparing with the other two...
(vested)
M1 is OSK-DMG's top 2015 pick among Singapore telcos
SINGAPORE (Dec 31): M1 is OSK-DMG's top pick for next year among telecommunication stocks in Singapore.
The company is expected to sustain its "above-average" mobile revenue growth as more post-paid customers pay extra for data on its 4G network, according to OSK-DMG, which has a "buy" call and $4.40 price target on the stock.
Having raised prices for its post-paid plans in September following the launch of iPhone 6, M1 will impose from Jan 1 a monthly surcharge of $10.70 for 4G services on subscribers continuing with their existing contracts.
"We believe this will prompt more post-paid subscribers to re-contract to the new 4G plans, which offer bigger data bundles, and do away with the surcharge," said OSK-DMG.
M1 may even declare a special dividend next year as its capital expenditure goes down, the broking house said.
"We believe there is scope for management to dish out a special dividend, given the anticipated decline in M1’s capex intensity in FY15 and its underleveraged balance sheet."
M1 shares were flat at $3.62 at 11:21am (0321 GMT).
http://www.theedgemarkets.com/sg/article...ore-telcos
How long will this party last?
The 4th mobile license will be awarded soon. Will it start next 2 years?
Mobile charges esp data have shot through the roof with the data cap being sliced so much... from 2GB to 100MB...
(31-12-2014, 12:01 PM)CityFarmer Wrote: [ -> ]The TP of $4.4 is the highest so far, IIRC. Generous capital management is one of the pluses of the company, comparing with the other two...
(vested)
M1 is OSK-DMG's top 2015 pick among Singapore telcos
SINGAPORE (Dec 31): M1 is OSK-DMG's top pick for next year among telecommunication stocks in Singapore.
The company is expected to sustain its "above-average" mobile revenue growth as more post-paid customers pay extra for data on its 4G network, according to OSK-DMG, which has a "buy" call and $4.40 price target on the stock.
Having raised prices for its post-paid plans in September following the launch of iPhone 6, M1 will impose from Jan 1 a monthly surcharge of $10.70 for 4G services on subscribers continuing with their existing contracts.
"We believe this will prompt more post-paid subscribers to re-contract to the new 4G plans, which offer bigger data bundles, and do away with the surcharge," said OSK-DMG.
M1 may even declare a special dividend next year as its capital expenditure goes down, the broking house said.
"We believe there is scope for management to dish out a special dividend, given the anticipated decline in M1’s capex intensity in FY15 and its underleveraged balance sheet."
M1 shares were flat at $3.62 at 11:21am (0321 GMT).
http://www.theedgemarkets.com/sg/article...ore-telcos
(08-01-2015, 04:57 PM)Contrarian Wrote: [ -> ]How long will this party last?
The 4th mobile license will be awarded soon. Will it start next 2 years?
Mobile charges esp data have shot through the roof with the data cap being sliced so much... from 2GB to 100MB...
The 4th mobile license will be awarded soon? The sector has a high entry barrier, unless IDA relaxes the requirements for new player(s). Let's see...
How long will the party last? I have been asking the same question upon reach reviews. May be the party will end in short term e.g. 1-2 years?
(08-01-2015, 04:57 PM)Contrarian Wrote: [ -> ]How long will this party last?
The 4th mobile license will be awarded soon. Will it start next 2 years?
Mobile charges esp data have shot through the roof with the data cap being sliced so much... from 2GB to 100MB...
The party will probably still go on even if the 4th mobile license is awarded.
out of news for sometime
fourth licence in a small island? that a bit crazy i think
more harmful radiation coming
cancer rate up up
I chose to post the article here. Will the trend continue?
Big telco stocks on SGX saw twice the return compared to regional peers
SINGAPORE - Major telecommunications stocks listed in Singapore have yielded over double the annual return of their regional peers, the Singapore Exchange said in a report on Wednesday (Jan 14).
The average annualised return of SingTel, Starhub and M1 averaged a 17 per cent annualised return over the three years ending with 2014, compared to the 8.1 per cent return generated by similar stocks across Southeast Asia in the same period, SGX said in its latest My Gateway report.
- See more at:
http://www.straitstimes.com/news/busines...hYRX2.dpuf
M1’s full-year earnings up 9.7% to $176 million; declares 11.9 cents final dividend
SINGAPORE (Jan 19): M1 Limited ( Financial Dashboard) said FY14 earnings rose 9.7% to $175.8 million, or 18.8 cents per share, from $160 million a year ago, on higher revenues and better margins.
On a quarterly basis, 4Q earnings edged up just 0.1% y-o-y to $45 million on a 38.4% increase in revenue to $346 million.
For the full year, operating revenue increased 6.8% to $1.08 billion from $1.01 billion a year Service revenue grew 1.4% to $831 million, driven by growth in postpaid and fixed customer base, as well as higher revenue from mobile data.
Mobile telecommunications revenue grew 4.2% to $671.1 million, due to higher postpaid revenue. Mobile data usage continued to grow, with revenue from non-voice services for FY2014 increasing 5.7 percentage points to 47.3% of service revenue from last year.
As at end 2014, total mobile customers base was 1.85 million. Postpaid customer base increased 19,000 y-o-y to 1.15 million, while prepaid customer base was impacted by the regulatory change.
During the year, fibre customer base grew 18,000 to 103,000.
The board of directors has recommended a final dividend of 11.9 cents per share, taking full-year payout to a total of 18.9 cents per share.
M1 said it expects moderate growth in FY2015 net profit tax and capex to be around $120 million.
The stock closed 1.1% higher at $3.62.
http://www.theedgemarkets.com/sg/article...l-dividend