Singtel Up 51% — but what’s next?

Singtel is up +51% in the past year,

but this rally is mostly driven by re-rating.

The holdco discount has narrowed to ~7%,

near historical lows.

The issue is:

core growth remains modest,

and ~50% of valuation comes from Bharti.

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Comments

BernardGilbert
04-07
BernardGilbert
Bharti overhang worries me. Core growth must pick up soon! [疑问]

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