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Singtel
Financially Savvy
Parsing goodwill when valuing intangible assets
Intangible assets have grown in value and importance over the past few decades and this trend is expected to rise.
October 12, 2023
Investing ideas
Consolidation may inspire StarHub to move on Simba: DBS
'It is about time that the Singapore market goes through consolidation'
October 11, 2023
Investing ideas
As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters
'Either the share prices go up, or earnings will come down. Of course, we hope valuations will go up'
October 09, 2023
Broker's Calls
Citi ups TP while DBS keeps 'buy' call on Singtel following long-awaited divestment of loss-making Trustwave
With the sale Singtel's earnings can improve by around $120 million, estimates DBS
October 02, 2023
Digital Economy
Growth capital for SingTel's RDCs may leave data centre REIT valuations unaffected
KKR acquires 20% of SingTel's RDC segment of 62MW for $1.1b as it banks on growth of a further 138MW
September 18, 2023
Broker's Calls
Singtel’s earnings have troughed, analysts keeps 'buy'
Singtel is aiming to build-up its Regional Data Centre platform capacity by four fold in the next three years.
August 31, 2023
Telecommunications
Singtel reaffirms constant review of assets to be monetised; deems SingPost's earnings contribution "not significant"
For the year ended March 31, SingPost reported earnings of $24.7 million; Singtel, meanwhile reported earnings of $2.23 billion
July 23, 2023
Banking & finance
Grab, Sea push Singapore to lift digital banks' deposit cap
Time is also ticking for these digibanks owned by non-financial firms to boost scale
July 13, 2023
Telecommunications
Ambani bets on 999 rupees phone to disrupt India's old internet network
Analysts at Jeffries India estimate that Bharti Airtel, Singtel's associate, will lose 11 million subscribers a year
July 04, 2023
Broker's Calls
CGS-CIMB maintains 'add' call on Sembcorp following Singtel power supply deal
The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings
May 26, 2023