RnR Weekly is a recurring series where I cover the past week's major news stories and earnings results in the markets from a SIngaporean perspective. In this week's edition, I discuss a bit about my perceived Identity Crisis at SingTel, some thoughts on Keppel Pacific Oak US REIT's busy week and other interesting news. Opinion - Identity Crisis at SingTel SingTel is the … [Read more...] about RnR Weekly 080919: Identity Crisis at SingTel, Keppel Pacific Oak US REIT and More
SingTel
SingTel FY2019 Results Highlights
SingTel reported their FY2019 full year results yesterday. With it being my largest holding in my portfolio, I obviously have a vested interest in SingTel's performance. Here are some highlights. A Mixed Bag Year on year Operating Revenue is flat-ish year on year. Unfortunately, EBITDA margins have been falling and associates pre-tax earnings continue to be … [Read more...] about SingTel FY2019 Results Highlights
SingTel Q3 FY2019 Results Highlights
Singapore Telecommunications released their latest quarter results recently. Here are some highlights: All information are sourced from SingTel's latest quarter presentation and transcript here. 1. Operating revenue increases 1% year on year, all other P&L metrics continue to face pressure Makes for grim reading but nothing unexpected. 2. Free Cash Flow declines 10% … [Read more...] about SingTel Q3 FY2019 Results Highlights
Market insights from my travels – India
As promised in my last post, I'm finally back! And pretty timely too, as I've started to feel pretty worn out from all the travelling and really needed the rest over the past week. Looking forward to all the rest I can get over the holidays. I've said in the past that by making investing a way of life (where you get investing ideas from your personal experience), you … [Read more...] about Market insights from my travels – India