Dividend Investing
Yield Watch: Asia Telco Stocks Information
My dividend stock tracker have been updated for the night. Tonight we got a special Research Report from DBS Vickers analyzing the impact of iPad on the 3 Telcos.
Here is a screenshot of a comparison of Asia’s Telco Performance. Good Information here. (Click to see larger image)
Here is the report:
2010-Jul-30 – DBS Vickers – iPad [...]
Cache Logistics Trust 2Q 2010 Results:Not bad
Cache released their maiden results today and it didn’t surprise analyst as it was inline with forecasted figures.
Cache Logistics Trust says it achieved a DPU of 1.71 cents for the 2nd quarter from 12 April 2010 to 30 June 2010 (2Q2010).
On an annualized basis, the DPU is 7.81 cents, 1.4% higher than the annualized forecast [...]
Yield Watch:Bought K-Green Trust @1.14
In the end, a lot of stocks that I wanted to get into are pretty high.
Today, for no apparent reason, Cache Log, Plife Reit and First REIT all shot up.
The current yield for a projected DPU of 7.83 cents is 6.86%. Current Debt levels is 0 debt and it’s a utility business that can change [...]
$TEF:Telefonica finally agrees to buy Brazil’s Vivo for $9.8 Billion
Disclosure: Drizzt is vested in this stock.
Drizzt:
With this deal, Telefonica paid a premium, but the value of this deal could be higher than the price paid for Vivo. The synergy of Vivo’s mobile communication with Telefonica’s fixed line business to structure a comprehensive product could increase the switch over and increase revenue.
Telefonica SA agreed to [...]
DBS Expects Starhub to disappoint
DBS Vickers lifts Starhub (CC3.SG) target price to $2.20 from $2.06 after changing valuation basis to discounted cashflow model from P/E “as investors increasingly focus on free cash flow”, says Dow Jones. Still, keeps Fully Valued call as stock trading about revised target.
DBS Vickers says market’s focus in 2H10 will be telco’s non-mobile telephony business, [...]
Telecoms:The Argument for charging Peak Hour Mobile Data Rates rather than Tiered Data Caps
Drizzt:
After reading this article, the point driven across to me is that perhaps on a local context, the data bottle neck that was expected to be faced by telecoms like Singtel,Starhub and M1 will not happen.
The article argues that the bottle neck faced is in the 3G wireless spectrum rather than the backend network infrastructure. [...]
UBS Downgrades M1 Limited
After a string of favorable Analyst reports on M1 Limited we finally see UBS downgrading it, in line with my analysis here:
UBS downgrades M1 (B2F.SG) to Neutral from Buy, citing weak free cash flow, reduced likelihood of special dividend, limited broadband revenue upside when Singapore’s high-speed national broadband network rolls out in coming months, says [...]
High Yield Investing:M1 Limited Just kept rising
Here are today’s updated figures. The highlight for today have been the good performance of Parkway Life REIT. No doubt people believe that the acquisition of Parkway by Khazanah will be beneficial to Parkway Life REIT for more acquisition in Malaysia.
The key thing I notice today is the good performance of M1 Limited. Now I [...]
A Glimpse on how well SPH can monetize digital content
Drizzt:
To follow up to my interesting tidbit on the press industry here, this is a case study of how well the Times have taken to monetize their digital news.
Imagine SPH asking people to pay for reading Straits Times Online. Likely case, it will scare off a lot of people.
Will they replace their current revenue with [...]
Kindle Sales point to a world where SPH will have lower sales
I know there are a lot of fans of Singapore Press Holdings as a dividend stocks. I for one have not read a newspaper from them for some time.
I read mostly information from the web, which is less bias compare to what they put out.
I do know that most of my friends still subscribe to [...]
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