Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Singapore Telcos Spectrum Auction - It Just Got a Whole Lot More Expensive

Singapore Telcos. New MVNOs May Be a Solution, Not a Problem Ahead of TPG Entry.

SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia

Starhub Q3 2016: Disappointing but Could Get a Whole Lot Worse

M1 3Q2016 : Depressing ARPU Trend To Spillover Into Comps ?

Kelusa Asia Focus Funds

Equity Bottom-Up

Starhub delivered a bad set of numbers for Q4 2016.  Revenue was up 0.2% ( Revenue on services was up 0.7%) but profit declined -32.9% YoY ( largely led by a decline in EBITDA and other income). Here is a brief snapshot of the numbers.<div class="content-highlight">Starhub Quarterly Numbers</div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/020/257/original/Starhub.png?1486357686" class="editor-image img-responsive" data-smartkarma-image-id="20257"></figure>source: company The major negatives though from these Q4 2016 results are as follows : 1. Dividend cut of 20% ( from 20 cents a share a guidance of 16 cents a share, to paid as 4 cents a quarter).2. A guidance indicating EBITDA down…

Starhub delivered a bad set of numbers for Q4 2016.  Revenue was up 0.2% ( Revenue on services was up 0.7%) but profit declined -32.9% YoY ( largely led by a decline in EBITDA and other income). Here is a brief snapshot of the numbers.Starhub Quarterly Numberssource: company The major negatives though from these Q4 2016 results are as follows : 1. Dividend cut of 20% ( from 20 cents a share a guidance of 16 cents a share, to paid as 4 cents a quarter).2. A guidance indicating EBITDA down…

Starhub Q4 2016: As Expected Bad, Dividend Cut and Balancesheet Worsening the Highlights

StarHub Ltd

Starhub Q4 2016: As Expected Bad, Dividend Cut and Balancesheet Worsening the Highlights