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Singapore Press Holdings (SPH)
17-08-2017, 11:15 PM, (This post was last modified: 17-08-2017, 11:17 PM by CY09.)
Post: #891
RE: Singapore Press Holdings (SPH)
Will it happen for sph orange valley acquisition? Only time will tell.

As for sph no doubt it's profits are decreasing, however given the moat it has in media, my view is that sph will always be profitable. Hotel will always buy the newspaper as a service to it's guest and in my workplace, newspaper are bought at retail price for us to be kept abreast. * Working for the largest employer in the country but not vested in sph

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18-08-2017, 01:25 PM,
Post: #892
RE: Singapore Press Holdings (SPH)
i think the comments given are all along the same line of thought.
No doubt SPH will see its print media pie shrinking, it still holds a (less attractive)monopoly and that is unlikely to change.
Like the inertia of a large ship, it takes a long long time before it stops even if the engine is cut off.
And if public institutions add a bit of fuel to the ship, the ship may never stop but would be going at a crawling pace.

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18-08-2017, 05:07 PM, (This post was last modified: 18-08-2017, 05:09 PM by karlmarx.)
Post: #893
RE: Singapore Press Holdings (SPH)
(17-08-2017, 09:20 PM)weijian Wrote: hi folks,
Apologize for not clarifying what i meant by the comparison. I wasn't really specifically referring to the new business lines they were getting themselves into, but what i was really comparing was their common "need to use their ample cash to seek out new business lines, while their existing moat gets eroded". When an urgent (uninformed) buyer meets an experienced seller, the buyer ends up with the experience and the seller ends up with the cash - That's what happened for Singpost with TradeGlobal's acquisition.

https://www.valuebuddies.com/thread-276-...#pid141224

That's true.

But so far, SPH has been careful in allocating only small amounts of capital to 'new' businesses.

The only other area it has gone big is in real estate. And maybe M1.

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