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cashiertan Elite	03-Dec-2007 16:55        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	wonder who sell so much last week. see the red vol bar also scared.
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cashiertan Elite	03-Dec-2007 16:49        cashiertan About Contact  Quote this Post!
x 0   x 0  Alert Admin	as long dun drop below 200sma still bullish. if drop below. bearish
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Manikamaniko. Master	03-Dec-2007 16:26        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one may drop to 2.91 ...
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Manikamaniko. Master	29-Nov-2007 17:51        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cashier... :) What do you think of Starhub's chart in both timeframes?...
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Manikamaniko. Master	29-Nov-2007 09:48        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks...
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Pinnacle Master	29-Nov-2007 09:37        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Institutional investor, aka BB, cashing out. Time Last Volume Buy/Sell 09:28:59 3.040 3,000 Buy Up 09:28:02 3.040 3,000 Buy Up 09:27:48 3.040 1,000 Buy Up 09:24:23 3.040 6,000 Buy Up 09:20:32 3.040 6,000 Sell Down 09:18:35 3.040 10,000 Sell Down 09:17:06 3.040 12,000 Buy Up 09:11:30 3.040 1,000 Buy Up 09:06:32 2.910 25,225,000 X 08:59:04 3.040 10,000 Buy Up
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Pinnacle Master	29-Nov-2007 09:34        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	StarHub Ltd ? A shareholder is seeking as much as $81m from selling a stake, according to an e-mail sent to investors. The shareholder, an unidentified institutional investor, is selling 27.6m existing shares priced between $2.90 and $2.94 apiece, according to the e-mail received yesterday. That represents a discount of as much as 4.6% from the closing price of $3.04 yesterday. StarHub has risen 15% on the Singapore exchange this year, compared with a 13% increase on the benchmark Straits Times Index. The stock is also the best performer among the three phone companies in the city-state. StarHub said it was unaware of such a placement. However, it said that its share price has been steadily rising so it wouldn?t be surprising if investors choose to take profit. Citigroup Inc is managing the sale. James Griffiths, a spokesman for Citigroup in Hong Kong, couldn't immediately be reached for comment.
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Manikamaniko. Master	29-Nov-2007 09:19        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry, I mean right click on Starhub...
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Manikamaniko. Master	29-Nov-2007 09:16        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	For POEMS users, if you left click on Starhub and Time &Sales, you will see what I mean. But that price is not shown on the POEMS ask/bid/done prices page...
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Manikamaniko. Master	29-Nov-2007 09:10        Manikamaniko. About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone knows why there was 25 million shares done @2.91 this morning? Married deal or something?
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left_bug Senior	02-Nov-2007 16:56        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	Couple months ago, I called their customer service and waited for so long that I wanted to kick someone's a**. I called again couple days ago and the wait was bearable. I called because my cable modem broke down. In order for me to get a free modem, I need to do a re-contract of 2 years but I get 20% discount off the subscription. My family have digital cable, max-online, and mobile so we get a so call hub discount. The points earn also can offset subscription fees. But it's still expensive compare to Hong Kong and Taiwan. When somebody increase fees, newspaper love to draw comparison tables and show us its still cheap, but I have not come across cable and broadband comparison tables. Maybe I miss it. Have you guys? By the way, taxi in Taiwan have no peak and CBD surcharge and roads have no ERP, and calling charge is negligible.
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Pinnacle Master	02-Nov-2007 11:03        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	CITI - Buy: Slightly Soft 3Q as Expected, Buy on Any Weakness Buy/Low Risk 1L Price (01 Nov 07) S$3.12 Target price S$3.60 Expected share price return 15.4% Expected dividend yield 5.4% Expected total return 20.8% Market Cap S$5,318M US$3,672M  Don?t be misled by 3Q softness ? Sports package tariff rises go effective Oct-07, EPL season began in Aug. 3Q does not reflect higher revenues but has shown higher content costs. Any weakness on potential 3Q margin softness provides enhanced buying opportunities, in our view.  Lower margins in 3Q, revenues higher ? Lower cable and mobile margins saw S$164m in EBITDA (+0.2%qoq, +5%yoy, CIRE: S$174m) flowing through into lower profits (S$81.3m, flat qoq and yoy, CIRE: S$87m). Robust 11%yoy revenue growth supports our view of immigration-driven consumption growth and robust economic activity-led corporate growth benefiting the whole sector.  Higher revenue guidance, margin outlook sees no change ? Revenue growth for 2007 guided up to 11% (from high single digits); margin outlook stays at 34% though ? in line with our fine-tuned estimates. 2007 capex guided down modestly (to 12% of revenues), reflecting capex deferral to 1H08.  Other takeaways ? (1) Strong postpaid mobile ARPU (+5% qoq/+10% yoy) driven by higher value subscriber focus and higher IDD/roaming; (2) S$4 rise in Cable TV tariffs (effective July 11th) sees cable TV revenues up 8.4%yoy.  Two catalysts into 2008 ? (1) Revenue upside bias from cable TV business from tariff hikes and content expansion. Higher subscriber growth and bundling efforts could drive scale and margin upside; (2) 5.5% yield on ?08 earnings ? capital management effort likely and could drive this up to 11-14%.
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Pinnacle Master	02-Nov-2007 10:40        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Vickers - StarHub (STH SP): Single digit growth ahead Hold S$3.12 Price Target : S$ 3.10 Net profit of S$81.3 was down 0.2% y-o-y and 3% below our expectations of S$84m in the traditionally strongest quarter of the year. Service EBITDA margins at 33.7% were lower 2 ppt. y-o-y mainly due to higher cost of EPL content and equipments sold under promotions. Mobile market share went down to 31.8% from 32.9% a quarter ago, as SingTel went on adding pre-paid mobile subscribers aggressively. The company announced an interim dividend of 4 cents. EBITDA margins in 4Q07 should be lower than 3Q07, due to seasonal promotions despite a higher sports package price. Due to the pressure of meeting 34% EBITDA margin guidance for FY07, StarHub may not be able to grow its customer base much in 4Q07, which could result in market share loss.
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KiLrOy Master	02-Nov-2007 10:19        KiLrOy About Contact  Quote this Post!   Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	It was fortunate of me that I dont not have any contract with them as I recalled prior to wanting to sign, I questioned the sales person on a statement in the ToC that I didnt like. I cannot recall word for word but its something like during the contract, they can still rise the price due to their business nature.  On that fact, I didnt think that sounded like a contract but more like a customer lock-in, competitor lock-out mode.  Infact that has always been their mantelity - Customer have to be a hubber (subscriber for mobile, maxonline AND cable tv) to enjoy blah blah blah... Anyway, I do hope in the near Singtel will give them a run for their money.  They are getting 'complacent' lately.
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Pinnacle Master	02-Nov-2007 10:06        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kilroy. I have the same feeling with you although I still maintaining my subscription. Can't let go of my beloved Liv, although they keep disappointing me. I also have friends who are unhappy with the increase but was locked down by their contact. So no choice have to pay higher subscription.
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Pinnacle Master	02-Nov-2007 09:58        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Phillip Securities 3Q results. StarHub reported 3Q operating revenue of S$513.1m (+11.4% yoy) and net profit of S$81.3m (-0.2% yoy). Moreover, EBITDA increased to S$164.1m (+4.8% yoy). It also declared an interim dividend of S$0.04 per ordinary share, which was significantly higher than the interim dividend of S$0.03 last year. On a half-year basis, operating revenue of S$1,474.9m was 10.8% better yoy while 1H06 net profit of S$232.0m was 6.2% higher. Performances of the various business units. StarHub reported strong growth in its business units: mobile revenue was S$266.2m (+13.9% yoy), cable TV revenue was S$85.8m (+8.5% yoy), broadband revenue was S$62.0m (+11.7% yoy), fixed network service revenue was S$73.4m (+3.9% yoy) and sale of equipment was S$25.7m (+18.7% yoy). As at 30 September 2007, the number of customers for its mobile, cable TV, broadband businesses were 1,683,000, 499,000 and 338,000 respectively. However, total operating expenses increased to S$405.4m (+13.4% yoy). This was due mainly to the amortisation of the costs for the new season of Barclay Premier League programming rights. FY 2007 Outlook. StarHub expects continued growth in its operating revenue and will pay a minimum annual cash dividend of 15.5 cents per ordinary share for 2007. This amounts to a dividend yield of 5.0 percent for 2007 based on its previous close price of S$3.12. HOLD recommendation, target price at S$3.16. StarHub remains attractive as a dividend play although its operations are focused on the Singapore market. In view of the recent rise in share price, we have a HOLD recommendation on the stock due to limited upside. We are maintaining the fair value at S$3.16.
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KiLrOy Master	02-Nov-2007 09:44        KiLrOy About Contact  Quote this Post!   Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	I dun think I am very happy with the pricing of certain sports channels.  Infact friends including myself have terminated the sports channels altogether after their unwarranted rising of prices and some of their marketing style in which how they group certain programmes.  I personnally dont see the cable margin increasing in Q4 if this trend continues and they should not expect it to as well. Its time Starhub trim somemore of their operational expense - thru restructuring or some operational execellence program.  I sold 60% of my Starhub holdings as of yesterday.
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Pinnacle Master	02-Nov-2007 09:41        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	StarHub (S$3.12) - 3QFY07 results - Mobile power Within expectations; high-quality revenue growth. 3Q07 earnings of S$81m (-0.1% yoy) is about 4% above our estimate and 9% above consensus. As expected, earnings were driven by solid revenue growth (+11.4% yoy). EBITDA margins, which declined to 32% from 34% due to a timing lag between the repricing of sports packages (starting October) and the booking of BPL costs (started in August), are within our expectations. Overall, this was a strong quarter for StarHub. Accordingly, management raised its FY07 revenue guidance to 11% growth from ?high single digits?. Mobile powered the 11.4% topline growth. While prepaid led growth (+21% yoy) on strong subscriber growth (+29% yoy), postpaid was the star. Postpaid ARPU rose 10% yoy to S$78 as StarHub enjoyed a successful MaxMobile (wireless broadband) launch, captured higher-ARPU subscribers as well as increased IDD and roaming fees during the quarter. Our EBITDA margin assumption remains intact. EBITDA margins hit a low this quarter on account of the timing lag in the repricing of higher BPL content cost and as StarHub spent more on acquiring higher-ARPU postpaid subscribers. Our EBITDA margins have accounted for higher customer acquisition costs in 4Q07. Key revenue growth catalysts remain: 1) increased roaming from robust regional economies and MaxMobile driving postpaid ARPU; 2) a foreign-worker influx driving prepaid mobile; and 3) strengthened product offering and sports-channel repricing driving cable TV growth. We believe cable TV has the greatest scope to surprise. Maintain Outperform; target price nudged up to S$3.66 from S$3.64. Our target, still based on DCF valuation (6.9% WACC; 1% terminal growth rate), has been nudged up after we upgraded our FY07-09 earnings estimates by 1-3% to reflect stronger mobile growth. We continue to believe StarHub offers the best exposure to Singapore?s telco service consumption boom as the leading quadruple-offering operator. It remains our top Singapore telco pick over a 12 month horizon.
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Pinnacle Master	02-Nov-2007 09:32        Pinnacle About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC - StarHub Ltd: Downgrade on valuation Flat growth as expected. StarHub Ltd reported an unexciting set of 3Q07 results. Revenue grew by about 11% YoY and 5% QoQ to S$489m. Net profit was flat YoY and QoQ at S$81.3m and EBITDA came in at S$164.1m, flat QoQ but +4.8% YoY. The poor performance was due to higher operating expenses and interest expense. The net effect was margin compression to 33.7% from 35.3% in 2Q07. StarHub has revised its guidance on revenue and now expects 11% YoY growth. It continues to expect EBITDA margin for the year to be about 34%. In light of the new guidance, we have revised up our FY07 and FY08 revenue forecast to S$2,099m and S$2,134m (from S$1,906m and S$2,081m) respectively. Our PATMI for the 2 respective years is now S$314m and S$321m. Margin erosion due to higher program costs. 2 main items had resulted in margin erosion - higher interest expense and higher TV content costs. StarHub?s debt rose sequentially by about S$300m and was attributed to the financing of the capital reduction worth about S$442m paid out in July. As for the higher content costs, it came from the amortisation of Barclays Premier League broadcast rights and higher general program costs. The higher content costs were mismatched with StarHub?s price increase of Sports Channel which is expected only from October. As such, even though cable margins were weak at 23.4% in 3Q07, this should turnaround in 4Q07. Strong post-paid ARPU but expect margin compression. Sequentially, Mobile division saw an increase in subscribers by about 41,000. Margins were stable at about 40.8%. More important was the sequential spike up of post-paid ARPU to S$78 from S$74. StarHub attributed this to increase in IDD calls, higher roaming usage as well as higher end users. All other metrics were fairly stable QoQ. Going into 4Q07, StarHub has guided that aggressive promotion is likely to take place to capture the festive dollar and this is likely to lead to margin compression. Moving into 2008 with the introduction of mobile number portability (MNP), competition is likely to continue. This in turn is likely to raise acquisition and retention costs, eroding margins even more. Downgrade on valuation. Since our last report in Aug, StarHub has appreciated by about 12% to the last traded price of S$3.12. At current trading range the upside to our fair value of S$3.24 is only 3.8%. We thus downgrade our rating from BUY to HOLD.
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