Telecom sector - OVERWEIGHT

Show me the statistic!

The special administrative region has 0.9 million subscribers in total, or a 180% penetration rate

and still GROWING(http://www.dsrt.gov.mo/eng/Facts/stats/MainService2009b.html)

Show me the money!

SingTel
FY09 : Mar
12.5
S$3.05
4.098%
14.07


M1
FY08 : Dec
13.4
S$1.86
7.204%
11.07


StarHub
FY08 : Dec
18.0
S$2.07
8.696%
11.32

What is your opinion?

I searched everywhere but cant find any brokerage report on telecommunication sector growth forecast for Singapore that is close to my wild guess. Although Singapore mobile subscriber does not start from a low base compared to this specific SAR, but never ever underestimate the total effects brought about thru the concentrated effort of various government agencies and private sectors in Singapore, namely STB, LTA, RWS, MBS, etc etc

 

S-REIT yield compression continues...

why?

else how to list VivoCity, more Indiabulls，more Syarish compliant REITs

how?

thru concentrated effort of various agencies with rights issues(mostly),asset injection below curreny yield and etc etc

What is your opinion?

Stay tuned!

For those who cant get enough of Good to Great, here’s the “expansion pack”

http://ocw.mit.edu/OcwWeb/Sloan-School-of-Management/15-963Spring-2008/LectureNotes/index.htm

delvingintofemalepsyche.blog.com OR ongtan.blog.com

theaccidentalsomething.blog.com VS name.surname.blog.com
which one evokes your emotion?
which one catches your eyeball?

Pills for the recessionary era

From events at the Colosseum during ancient Roman Empire to packed cinemas during the current difficult times to surprisingly increasing new subscribers of Netflix and those who upgrade to more costly plan

Backpack with fashionable security tag

Imagine one day some thief try to snatch your handbag
but luckily you do have a security tag masqueraded as handle
as such the attempt was foiled

changeable skin of spectacles

Imagine one day you will be able to change the skin on your spectacles
just like what you are doing with your mobile phones