- With a 15% earnings CAGR, 5–6% capital returns, and a 24% holdco discount, Singtel Special Discounted Shares (SDS) scheme-driven volatility looks like an accumulation opportunity.
Singtel’s story looks delayed, not derailed
- - Read this at SGinvestors.io -
- Outside India, Optus price hikes, fast-growing data centres, and broadly resilient associates provide support, while Singapore consolidation appears postponed rather than canceled.
- Even if Bharti stake sales pause, Singtel could tap its S$2.8b Gulf Development stake.
Airtel - tariff hike delay, but re-rating potential
- - Read this at SGinvestors.io -
- For Bharti Airtel, the upcoming Reliance Jio IPO could also be a re-rating catalyst, with Jio’s targeted listing multiple of 13x EV/EBITDA implying a 34% premium to Airtel’s current trading multiple.
Other Singtel businesses – resilience abound
- Read more at SGinvestors.io.
