$Singtel(Z74.SI)$-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Investordude1301
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$Singtel(Z74.SI)$

PhillipCapital replaces Stoneweg with Singtel in Absolute 10 portfolio for 4Q

Singtel is seen to benefit from earnings growth from mobile price repair that is already taking place in Australia, India, the Philippines, Thailand 'and eventually Singapore'

PhillipCapital replaces Stoneweg with Singtel in Absolute 10 portfolio for 4Q

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Philippines, Thailand 'and eventually Singapore'PhillipCapital has ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/investing-strategies/phillipcapital-replaces-stoneweg-singtel-absolute-10-portfolio-4q?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Source Link</a>\n\n</div>\n","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PhillipCapital replaces Stoneweg with Singtel in Absolute 10 portfolio for 4Q</title>\n<style 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growth from mobile price repair that is already taking place in Australia, India, the Philippines, Thailand 'and eventually Singapore'PhillipCapital has ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/investing-strategies/phillipcapital-replaces-stoneweg-singtel-absolute-10-portfolio-4q?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SEB.SI":"Stoneweg EUTrust SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A 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ACC"},"source_url":"https://www.theedgesingapore.com/capital/investing-strategies/phillipcapital-replaces-stoneweg-singtel-absolute-10-portfolio-4q?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2673001557","content_text":"Singtel is seen to benefit from earnings growth from mobile price repair that is already taking place in Australia, India, the Philippines, Thailand 'and eventually Singapore'PhillipCapital has replaced Stoneweg Europe Stapled Trust with Singapore Telecommunications back into its ten-stock absolute portfolio for the final quarter of the year - two quarters after the telco was removed.\nAccording to the team of analysts led by Paul Chew, Stoneweg was removed as they believe that all REITs will face an \"uphill battle\" from a hawkish Federal Reserve and inflation uncertainty no thanks to the fighting in the Middle East.\n\"Expectations are for at least one more rate hike this year and even two next year,\" says Chew.\nIn contrast, Singtel is seen to benefit from earnings growth from mobile price repair that is already taking place in Australia, India, the Philippines, Thailand \"and eventually Singapore,\" explains Chew, without directly alluding to the much-anticipated sale of M1 to StarHub. \nAlso, Singtel is providing greater visibility of asset monetisation and earnings drivers,\" says Chew.\nSuch examples include the sale of a minority stake in Optus, listing of Nxera, the digital infraco business, or even listing India data centres.\nOrganic growth could come from Singtel's RE:AI, a newly-formed business which leases GPU capacity with a likely annual ebitda of $200 million per year when the entire allocated capacity is fully deployed, he adds.\nBesides Singtel, the other nine counters in PhillipCapital's 4Q portfolio are DBS Group Holdings, Oversea-Banking Chinese Corp, Frencken Group, Geo Energy Resources, Singapore Technologies Engineering, Wee Hur Holdings, City Developments, Sembcorp Industries and Keppel.\n\"We build our portfolio with a balance of sustainable dividend yield, growth, and valuation re-rating opportunities. The re-rating category refers to stocks undergoing asset monetisation or acquisitions that can trigger valuation re-pricing.\n\"Organic growth is typically softer for these companies,\" says Chew.","news_type":1,"symbols_score_info":{"Z74.SI":1.97,"SEB.SI":1.87}},"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}