tag:blogger.com,1999:blog-7944902213075756335.post5709725883540012528..comments2024-03-29T10:22:24.187+08:00Comments on A Singaporean Stocks Investor (ASSI): Another special dividend from SPH in future.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-7944902213075756335.post-32399684167588406402017-10-13T09:41:22.291+08:002017-10-13T09:41:22.291+08:00Hi everydaypengs,
It would be interesting to see ...Hi everydaypengs,<br /><br />It would be interesting to see if SPH could stop its slide downwards or at least slow down the speed of decline. The accelerated slide downwards last year caught me by surprise as I was expecting a slow drift downwards for its media business.<br /><br />See:<br /><a href="http://singaporeanstocksinvestor.blogspot.sg/2017/01/the-fate-of-my-investment-in-sph.html" rel="AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-61399832911653311032017-10-12T17:28:30.043+08:002017-10-12T17:28:30.043+08:00Thanks AK. Was uninitiated until today. Nibbled to...Thanks AK. Was uninitiated until today. Nibbled to keep my interest pricked. Anonymoushttps://www.blogger.com/profile/01503069716996054974noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-23799120089525235192017-10-11T12:58:35.440+08:002017-10-11T12:58:35.440+08:00Hi everydaypengs,
I doubt that this has any signi...Hi everydaypengs,<br /><br />I doubt that this has any significant impact on SPH.<br /><br />SPH, like many old economy businesses, has been disrupted and remains challenged.<br /><br />I am holding on to my investment from donkey years ago but for me to accumulate, things will have to improve significantly for SPH or the share price has to decline a lot more.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-49322587133268069252017-10-11T12:43:33.719+08:002017-10-11T12:43:33.719+08:00"MediaCorp Pte Ltd. entered into a conditiona..."MediaCorp Pte Ltd. entered into a conditional sale and purchase agreement to acquire remaining 20% stake in Mediacorp TV Holdings Pte. Ltd. from Singapore Press Holdings Limited (SGX:T39) for SGD 8.6 million on August 25, 2017. ... MediaCorp Pte Ltd. completed the acquisition of remaining 20% stake in Mediacorp TV Holdings Pte. Ltd. from Singapore Press Holdings Limited (SGX:T39) on Anonymoushttps://www.blogger.com/profile/01503069716996054974noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21693143805514107972016-07-19T11:08:07.736+08:002016-07-19T11:08:07.736+08:00Hi Kevin,
Symbiosis! I like the sound of that! ;p...Hi Kevin,<br /><br />Symbiosis! I like the sound of that! ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-38782464758044837052016-07-18T23:52:35.485+08:002016-07-18T23:52:35.485+08:00The Paragon has commercial units besides retail li...The Paragon has commercial units besides retail like law firms and citigold and also a medical wing. The tais tais will be able to do their aesthetic treatments and do their retail shopping and dining in an all in one environment. :PKevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-4972534174735331662016-07-18T20:03:57.515+08:002016-07-18T20:03:57.515+08:00Hi tong,
The Paragon always attracts a good quali...Hi tong,<br /><br />The Paragon always attracts a good quality crowd. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-49129024014713203262016-07-18T19:20:26.809+08:002016-07-18T19:20:26.809+08:00any pretty good crowd at paragon?any pretty good crowd at paragon?tonghttps://www.blogger.com/profile/14654599952888823699noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76063479496623725282016-07-16T20:58:24.906+08:002016-07-16T20:58:24.906+08:00Hi Kevin,
Historically, there were certain quarte...Hi Kevin,<br /><br />Historically, there were certain quarters when SPH generated negative free cash flow. So, I see this as something normal and not something we should worry about.<br /><br />However, it is a good idea to see how the full year turns out. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17982681247827344962016-07-16T19:57:55.815+08:002016-07-16T19:57:55.815+08:00Hi AK,
If I did not remember wrongly, SPH is gene...Hi AK,<br /><br />If I did not remember wrongly, SPH is generating negative free cash flow for Q3 and also Q2.<br /><br />I am currently vested but watching closely too. ;-)Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-13831797671758272112016-07-16T10:15:54.800+08:002016-07-16T10:15:54.800+08:00Hi Kevin,
I don't think it is anything new. T...Hi Kevin,<br /><br />I don't think it is anything new. Their print business is in decline.<br /><br />Much of the disappointing numbers has to do with impairment charges. At the operating level, it is not so bad.<br /><br />It is still a profitable business and I will stay invested.<br /><br /><i>Singapore Press Holdings Limited (SPH) today reported its results for the third quarter ended 31 AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-77581906735939269352016-07-16T04:48:16.053+08:002016-07-16T04:48:16.053+08:00Hi AK,
SPH just announced its third quarter earni...Hi AK,<br /><br />SPH just announced its third quarter earnings and what're your views on its disappointing earnings? <br /><br />Are you going to stay vested or any plans for divestment going forward? <br /><br />I feel they will be more eager to divest seletar mall to sph reit to prop up their financials for Q4 and full year.Kevinhttps://www.blogger.com/profile/16280702711941276740noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-31397988603879656042016-07-15T12:27:51.068+08:002016-07-15T12:27:51.068+08:00I stay near Sengkang, & I am awaiting the reop...I stay near Sengkang, & I am awaiting the reopening of compass one.<br />I would put nex & waterway point on the top of the list.(reviews for compass one reserved ATM)<br />only selling point of seletar mall is Shaw Cinema but there is a good competition from Shaw @ nex & waterway point.GP Bloggerhttps://www.blogger.com/profile/11901951527081217321noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-18670638640041294122016-07-14T12:21:24.939+08:002016-07-14T12:21:24.939+08:00Hi Dennis,
Wow! I hope SPH chop chop sell Seletar...Hi Dennis,<br /><br />Wow! I hope SPH chop chop sell Seletar Mall to SPH REIT, then. ;pAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-27121466041316374952016-07-14T11:36:34.621+08:002016-07-14T11:36:34.621+08:00Hi Ak,
I have been a Sengkang's resident for 1...Hi Ak,<br />I have been a Sengkang's resident for 18 years.<br />My ranking for the malls:<br />1) Compass One (Reopening soon).<br />2) Waterway Point.<br />3) Hougang Mall.<br />4) Seletar Mall.<br />5) Rivervale Mall (Too small-scale)<br />Just my 2 cents ;-)Dennis Nghttps://www.blogger.com/profile/06589586425484872587noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36883906975051522682016-07-14T10:59:58.480+08:002016-07-14T10:59:58.480+08:00Hi GP,
Do you stay in Sengkang? Nothing beats ins...Hi GP,<br /><br />Do you stay in Sengkang? Nothing beats insights from residents there, of course.<br /><br />Kamsiah you plenty plenty. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-59371253884769375192016-07-14T10:23:50.924+08:002016-07-14T10:23:50.924+08:00Seletar mall is crowded as the Sengkang compass po...Seletar mall is crowded as the Sengkang compass point is closed since late last year & no other good malls nearby. Nex & waterway point are quite some distance away.<br />it may be better to test waters again when Sengkang 1/compass point opens again. <br />GP Bloggerhttps://www.blogger.com/profile/11901951527081217321noreply@blogger.com