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Octavia Elite	17-Jul-2013 09:23        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	M1 2QFY13 results came in at the higher end of estimates, which saw net profit at $39.2m (+11% y/y, -4% q/q) while revenue at $244.5m (+5% y/y, +1% q/q). EBITDA margins dipped slightly at 37% versus 38.1% y/y. The result brings 1H13 revenue to $487.5m, -2% y/y and net profit to $80.2m, +6% y/y. Performance was buoyed by strong contributions from group’s service revenue, on back of an 8% y/y growth in mobile revenue and a 35% growth in fixed network sales. The quarter saw M1 adding 55,000 customers to bring its total mobile customer base to 2.1m, of which 307,000 were 4G customers, while the group also added 7,000 fiber broadband customers bringing its base to 67,000. About 11% of the 4G users on tiered plans have upgraded to higher value plans, and the impact on ARPU is immediate. Average data usage also rose steeply to 3.2GB from 2GB in just a quarter, suggesting that users are breaking free of the bundled cap. Going forward, M1 guides that broadband data traffic is shifting from data cards to smartphones and faster networks and devices will continue to drive growth in data usage, and the group is well positioned to capture this growth. M1 has declared an interim div of 6.8c per share. Maybank-KE believe that M1 is shaping up to be a big beneficiary of data monetisation due to its pure mobile earnings base. With national fiber-optic network’s real coverage only at 30-40% of all households, house believe that as more customers exit contracts, the net-add pace should pick up beyond the current 7,000-8,000 per quarter. As such, fiber is another potential for the group. At current price of $3.12, M1 trades at 9x forward EV/EBITD backed with a forward dividend yield of 4.7%. Latest broker ratings as follow Maybank KE maintains Buy but lifts TP to $3.69 from $3.55 CIMB maintains O/p with $3.60 TP Credit Suisse maintains O/p with $3.60 TP Deutsche maintains Buy with $3.72 TP OCBC maintains Hold with $3.10 TP UOB Kay Hian maintains Buy but lowers TP to $3.58 from $3.72
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scage11 Member	17-Jul-2013 09:06        scage11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	M1 Q2 net profit UP 11.2% with MORE subscribers.... Interim dividend 6.8 cents...
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Dividend_Warrior Senior	16-Jul-2013 18:44        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	Power of CD!!!
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Dividend_Warrior Senior	01-Jul-2013 23:35        Dividend_Warrior About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "I am getting $1100 per month in dividends :)"
x 0   x 0  Alert Admin	M1 releasing result on 16 July, after trading hours.
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john_ric Senior	13-Jun-2013 10:32        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	.bro. stock market is full of surprises and highly unpredictable. that 's why people call it a croc pond.  at this rate m1 plunge to 2.50 is not impossible. if the BB wants to short sell it. it can be achieved soon. if that is a case, i would like to thank the BB coz i will def buy many many.  coz during crisis or recession people still needs to communicate.  telco's are recession proof. same applies to starhub and singtel.      starhub is now below $4.   FearValueGreed      ( Date: 12-Jun-2013 11:35) Posted: Mai xiao la 2.50 That goes back to 2year ago price. I m still holding tightly to my shares. 250 that is 7% yield. Cool john_ric      ( Date: 11-Jun-2013 20:25) Posted: done below $3. how man??  will drop further right. $2.5 TP?
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FearValueGreed Master	12-Jun-2013 11:39        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Ask not what M1 can do for u. Ask what u can do for M1. Rebound imminent. Everyone calling for sti to plunge 3000. That may happen in sep not now. 200MA still uptrend mode. john_ric      ( Date: 11-Jun-2013 20:26) Posted: now you can get $3 as many as you like. dare you? FearValueGreed      ( Date: 30-May-2013 23:03) Posted: It will go higher. This week drop following wall street plunge. 300 is difficult to get. Try to q some more but didn't get. But must hold . Worse still got 5% dividend. Once the fed ease worry is over, this Will draw back like zhen zhi
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FearValueGreed Master	12-Jun-2013 11:35        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Mai xiao la 2.50 That goes back to 2year ago price. I m still holding tightly to my shares. 250 that is 7% yield. Cool john_ric      ( Date: 11-Jun-2013 20:25) Posted: done below $3. how man??  will drop further right. $2.5 TP?
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john_ric Senior	12-Jun-2013 11:21        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	. UOB KH: SingTel, StarHub and M1 have corrected 8.6%, 14.1% and 15.1% respectively from their recent peaks. The correction for yield plays offers us an opportunity to accumulate telcos given stable yields and defensive qualities. They generate strong free cash flow and have low gearing. We recommend accumulating M1 (M1 SP/BUY/TP: S$3.72) and StarHub (STH SP/BUY/TP: S$4.70) due to their more attractive dividend yields.
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john_ric Senior	11-Jun-2013 20:26        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	now you can get $3 as many as you like. dare you? FearValueGreed      ( Date: 30-May-2013 23:03) Posted: It will go higher. This week drop following wall street plunge. 300 is difficult to get. Try to q some more but didn't get. But must hold . Worse still got 5% dividend. Once the fed ease worry is over, this Will draw back like zhen zhi
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john_ric Senior	11-Jun-2013 20:25        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	done below $3. how man??  will drop further right. $2.5 TP?
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FearValueGreed Master	04-Jun-2013 20:47        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 1  Alert Admin	Anything 3dollars is a good catch. M1 is the only telcos with the highest growth potential . 4dollars is the target if the correction is over
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sk6666 Veteran	04-Jun-2013 14:36        sk6666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good to grab now?
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FearValueGreed Master	30-May-2013 23:03        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	It will go higher. This week drop following wall street plunge. 300 is difficult to get. Try to q some more but didn't get. But must hold . Worse still got 5% dividend. Once the fed ease worry is over, this Will draw back like zhen zhi
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ranadeepb Member	30-May-2013 22:34        ranadeepb About Contact  Quote this Post! Style: Flexible
x 0   x 0  Alert Admin	So it will go higher than what it did this month? What's the timeframe? FearValueGreed      ( Date: 23-May-2013 15:25) Posted: Good chance to grab M1. 310-318 are good rAnge to enter. 20% upside if u hold. Loading up a bit for this. Major ammunition for mr N
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pocketmoney Member	30-May-2013 22:20        pocketmoney About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is your target price for M1?
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FearValueGreed Master	23-May-2013 15:25        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	Good chance to grab M1. 310-318 are good rAnge to enter. 20% upside if u hold. Loading up a bit for this. Major ammunition for mr N
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ShareWithMe Veteran	20-May-2013 20:47        ShareWithMe About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter is always giving me surprises
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ShareWithMe Veteran	18-May-2013 16:52        ShareWithMe About Contact  Quote this Post!
x 0   x 0  Alert Admin	OMG .. more correction.
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ShareWithMe Veteran	16-May-2013 21:57        ShareWithMe About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter is so volatile these days. Still consider defensive counter ?
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iluvboost Master	16-May-2013 16:56        iluvboost About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	last chance to pick up m1 at a bargain price pocketmoney      ( Date: 15-May-2013 21:17) Posted: Aiming $4 to sell!
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