Category: M1

Posted on

M1 @ $2.55

Sell @ $2.55

My last profitable ones…

The recent rise to $2.6x before it dropped back quickly to $2.4x is a good reminder not to be too greedy… Reasons for not selling were 1H (Jun) Div = 7ct last year, Yield = 6%+, PE = 13+, Good FCF = 6.89ct for Q1… But, we're seeing Analyst's Downgrade report again, due to the coming 4th TELCO license tender… 😀

Posted on

M1 @ $2.44

Sell @ $2.44

Got greedy when it was hitting $2.45-6 as it appeared to be following Starhub, which'd earlier been creeping up after it went xd the 2nd time… But, Starhub had recently announced a $200m investment in Cyber Security biz and successfully raised $300m from Notes… Looks like the insiders knew and liked what Starhub is doing…

So… decided to better take profit first as May had ended… Sell in May, Go Away had been the best thing to do for the past two years… Still, Yield is ~6.5% and I'll likely buy back quickly… before the mid-yr results in Jul… 😀

Posted on

M1 @ $2.408

Sell @ $2.40, $2.41, $2.42

Contra off 1 batch and sold 3 earlier ones… Good +6ct @ $2.41 Close… Glad to be able to pare down my stake as it'd grown substantially… STI only +6.65…  TELCOs seems to be back in favour for now as Starhub had also been creeping up slowly for a few days now… 😀

Posted on

M1 @ $2.38

Buy @ $2.38

Getting cheaper… my "shorts" were too successful… have bought more than I "shorted" previously… 😀

Posted on

M1 @ $2.39

Buy @ $2.39

Try out a "switch" from Starhub… Yield = 6.4% vs 5.92% (Starhub @ $3.38)… 😀

Posted on

M1 @ $2.42

Buy @ $2.42

STI -38.13 @ 2773.07…. 😀

From the table below, we are seeing Debts Increasing and Cash Reducing due to Div > FCF…. even tho’ the Div Payout had been reduced for FY14 & FY15. Q116 saw a good FCF figure, let’s see Q216…

   

EPS

Div

FCF

Cash

Debts

Q116

4.5

0.0

6.89

1.25

33.50

FY15

19.1

15.3

11.27

1.07

37.75

Q415

4.7

8.3

-1.13

1.07

37.75

Q315

4.8

0.0

5.51

2.79

37.47

Q215

4.7

7.0

3.32

3.52

36.74

Q115

4.9

0.0

3.59

1.90

27.15

FY14

18.9

18.9

14.31

2.45

32.43

Q414

4.8

11.9

-0.25

2.45

32.43

Q314

4.8

0.0

7.22

1.97

27.53

Q214

4.7

7.0

2.90

1.76

28.06

Q114

4.6

0.0

4.46

11.21

26.98

FY13

17.4

21.0

19.14

5.90

27.07

Q413

4.4

14.2

0.53

5.90

27.07

Q313

4.3

0.0

6.19

5.28

27.08

Q213

4.3

6.8

6.46

5.69

27.11

Q113

4.5

0.0

6.02

5.87

27.24

FY12

16.1

14.6

16.69

1.27

29.79

NOTE : Above Figures are for Cents Per Share

  

Posted on

M1 @ $2.44

Buy @ $2.44

David sent a link on news of their Leasing agreement with a new TELCO which'll launch this week! A 4th TELCO to compete with all 3… even before the Bandwidth auction… I guess this could possibly provide some deterrent to the original potential 4th TELCOs, especially if this one launches cheap data plans… This is potentially the lesser evil for M1 as they'll gain some $$ from this Leasing Agreement… 😀