刚才抢购了新电信，眼看新加坡大热卖就要过了，大卖场 SGX 5：05 就收工了，还要采购点何股过周末呢，烦恼中。。。。。。

when singtel is about 3.6,3.7, STI will probably correct!

and singtel will go back 3.3,3.4

my favourite short term short target.

买进是为了卖个好价钱，到时候大鲨鱼抢货会很凶狠，可以用来喂大鲨鱼。

现在才3.4

上证跌-140，STI 跌-30，SingTel 涨不上去，情有可原，下周再说吧。

SingTel
June 21 close: S$3.44
CITIGROUP RESEARCH, June 20




RAISING target price to S$3.90: Higher stake value on a higher Bharti target price offsets modestly lower value for the Singapore business to drive a higher target price. We see associate growth driving 13 per cent/12 like-on-like EPS growth in FY08/FY09. It is at 12 per cent discount on PE to the Singapore market now and in the money on DPS of 16 cents, in addition to sustained associate value accretion potential. Recommend 'buy'.

Another growth driving acquisition - an ideal catalyst: Comparatively conservative payout could mean an acquisition comes sooner than later. That said, asset valuation expectations amid bullish markets are high - potential targets may not fit SingTel's strictly disciplined acquisition criteria.

Acquisition potential - Bharti, Pakistan, Vietnam, and Central Asia: Vodafone's 5.6 per cent stake in Bharti is to be sold back to the Bharti group in two tranches - the first before March 2008 and the second by November 2008. We see SingTel as an interested buyer should any opportunity arise. As for the other potential target markets, the issue is that of a willing seller for the right asset at the right price.

Singapore: lower estimates on IPTV content costs. Ebitda estimates trimmed 4 per cent/3 for FY08E/FY09E to reflect higher content aggregation costs. Ebitda cuts and higher capex assumptions drive 8 per cent cut in Singapore business DCF estimate.

Optus: no expectations amid another transition year. Stable Ebitda guidance for FY08 has already set the expectations bar reasonably low - we think this provides the management some wiggle room to experiment. Mobile revenue and margins and fixed line business transition (away from broadband resale, joint venture with Elder) are our two primary watch points.
BUY


- Compiled by MATTHEW PHA

Singtel 尾盘急拉，从3.44拉到3.5，搞得 STI 急升32。7点，传说中的轮炒大盘股开始中？

尾盘急拉，原来是跟进军巴基斯坦的消息有关，不知明天市场反应如何。
http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_6453D868FFD00DBA48257308004AF1A2/$file/MR28Jun07.pdf?openelement

不会吧，借着利好，才涨了一天就要偷懒。SingTel 强阻力位在$3.6-3.7 一线，爆发不起的现象使我想起三国里的诸葛孔明, 六度出征芹山,明知必败,还是一伐再伐,以完成这其中的宿命。

澳洲有OPTUS, 这几个比较大.

其他在泰国, 最近在孟加拉国都有涉猎.因为市场的关系, 新电信不收购不投资海外就没出路, 起码这点看来比Starhub, M1积极, Starhub主要靠垄断了有线视讯电视和商业中心地带强大的光缆设施,虽然STARHUB本地的MOBILE业务抢的不错, 但是只在本地小市场争争枪枪最终也没多大出息.

而且更好玩的是, 在新加坡媒体政府(IDA)鼓吹下,未来5年全岛将投资巨额建设高速光缆网, 到时候信息产业将近一步开放, 垄断电视转播权的情况将不再可能, 新电信鼓吹的IP TV是否能借此东风一博STARHUB也是可以看的好戏...

除了MOBILE 业务, 个人觉得新电信有没有前途还要看它的全球MPLS/IP网络扩张计划能不能成功....目前全球范围上, 该业务主要被欧美大公司主导, 如SPRINT, T-SYSTEM, ORANGE TELECOM, BT, NTT 等这几家...新电信目前算高不成低不就, 究竟是一博冲天跻身于GLOBAL SP 还是投资扩张不成, 就次没落也是值得各位看官押一注的.

最近利好消息似乎不少, 澳洲一直哭哭挣扎了数年的OPTUS, 多少年来受TELSTRA龙头老大的气, 好不容易得到政府支持, 但未必是福. 谁出头就打谁, 何苦澳大利亚不是新加坡, 全国高速网不时那么容易建立的, 而且听说要用xDSL科技, 不知道这夕阳技术还能英雄多久...

股票是抽象的，需要理性思考，想好了再买。女人是感性的，需要抽象思维，看准了再追。和某一股票暂时在一起叫持筹待涱，和某一女孩永远在一起叫长相厮守！炒股票千万不要追涱杀跌，追女人一定要死缠烂打。

从那里来，到那里去，放量跌，跌放量，拉高出货，拉高出货啊。

I have been watching it for about 4 months.

This stock will always have something like

last minute up 6 cents ,(sometimes 8 cents)

or down 10 cents or 8 cents.

while rest of the time is just idle.

With this observation you can timing your buy or sell with a best price you can get intra- day


but due to its complicated history, and its shareholder composition,

I still just watch it and sometimes play it in the short side as an alternative bet to STI.