SGX Listed Stock

M1 LIMITED (B2F.SI)


SGD 1.800
+0.020 / +1.12%
Share Price as of: 2018-04-19 17:06
Market / ISIN Code: SGX Mainboard / SG1U89935555
GICS® Sector / Industry Group / Industry: Telecommunication Services / Telecommunication Services / Wireless Telecommunication Services


M1 Blogger ArticlesM1 LIMITED Blogger Articles SGX Listed M1 LIMITED (B2F.SI) Blogger Articles B2F.SI Blogger Articles
The Motley Fool Singapore
Lawrence Nga
2018-04-19 10:56:22
9 Quick Things Investors Should Know About M1 Ltd’s Latest Earnings
On Monday evening, Singapore’s third largest operational telco, M1 Ltd  (SGX: B2F), released its 2018 first quarter earnings update. Here are nine important things to note: 1. Revenue for the quarter was up 0.5% year-on-year to S$254.1 million. Service revenue was up 3% to S$184.7 million. 2. Yet, EBITDA (earnings before interest, taxes, depreciation, and amortisation) declined by 2.3% from a year ago to S$75.4 million. 3. M1’s EBIT (earnings before interest and taxes) was similarly down by 1% year-on-year to S$45.0 million. 4. Net profit attributable to shareholders for the quarter ended up 0.9% higher at S$34.1 million. 5. Free cash flow came in at S$24.4 million, 39.5% higher than a year ago. 6. As of 31 March 2018, M1’s net debt stood at S$377.3 million, up slightly from
The Motley Fool Singapore
Lawrence Nga
2018-04-18 11:46:42
3 Worrisome Trends That Investors Should Know About M1 Ltd’s Business
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. One of the things that I like to do when analysing a company is to study its track record. The past is no guarantee of the future. But historical information is the most reliable thing that we can use as our basis to forecast what lies ahead. And this brings me to five trends that investors should note about M1’s business. Unfortunately, all of them are negative. For the sake of brevity, I’ll share three trends in this article, and discuss the remaining two in the coming days. [Editor’s note: An article on the remaining two trends has been published. It can be found here.] Falling profits To begin with, let’s look at M1’s profits. This
The Motley Fool Singapore
Lawrence Nga
2018-04-18 11:45:55
5 Worrisome Trends That Investors Should Know About M1 Ltd’s Business
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. One of the things that I like to do when analysing a company is to study its track record. The past is no guarantee of the future. But historical information is the most reliable thing that we can use as our basis to forecast what lies ahead. And this brings me to five trends that investors should note about M1’s business. Unfortunately, all of them are negative. In a previous article, I had discussed three of these trends, namely, M1’s falling profits, rising gearing, and ineffective capital expenditures. In this article, I’ll share the remaining two. Falling free cash flow Free cash flow is the leftover cash a company has generated after
The Motley Fool Singapore
Sudhan P.
2018-04-17 10:38:07
3 Companies Paying Dividends This Week
There are a few companies going ex-dividend in the next few days. In other words, you need to own them before a particular date in order to receive their dividends. Let’s take a look at three of them. Wednesday, 18 April 2018 On Wednesday, M1 Ltd (SGX: B2F), one of the three major telcos operating in Singapore, will be going ex-dividend. It is dishing out 6.2 Singapore cents per share for the fourth quarter. For the full year ended 31 December 2017, M1’s revenue rose 1% year-on-year to S$1.07 billion. M1 has four business segments – mobile services, fixed services, international services, and handset sales (the first three segments are together known as service revenue). The firm said in its results announcement that “service revenue continued its quarterly growth trend to close th
T.U.B Investing
The Unique Bunch (T.U.B)
2018-04-16 21:10:37
Review Of M1 Limited Q1 Results
Before I go into the main topic, I will like to clarify some queries on Fundamental Scorecard website.People had asked if Fundamental Scorecard requires users to key in any data? I like to use this opportunity to clarify that THE ANSWER IS NO! Fundamental Scorecard website's data is already pre-loaded. Eventually each counter will have its own report with the scoring from the pre-loaded data. You do not need to key in any information!Ok...back to the main topic.M1 Limited (aka M1) just released its Q1 report this evening.Basically, revenue and net profit remains flat.But I like to bring reader's attention to the following 2 slides:RevenueCost of Goods SoldIf we compare the revenue between Q1FY2017 and Q1FY2018, Mobile Services had increased from $137M to $141M. Fixed Services had also
The Motley Fool Singapore
Lawrence Nga
2018-04-16 10:10:38
What Investors Should Know About M1 Ltd’s Positive Outlook For Its Corporate Business
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. In mid-March, M1 published its annual report for the year ending 31 December 2017. Given that reading an annual report is one of the best ways to keep up with a company’s developments, I decided to go through M1’s latest annual report to understand the company’s prospects, and how it had performed in 2017. Generally, when reading an annual report, I will pay close attention to the letter to shareholders that the company’s chairman and/or CEO writes. In this article, I will look at an area that I found to be interesting while reading the latest shareholders’ letter: Management’s thoughts on the outlook of the company’s Corporate business
(The) Boring Investor
Lee Chin Wai
2018-04-15 23:45:19
Where Art Thou, TPG?
Just when I thought TPG was very quiet in its plans to roll out its 4G network, it suddenly announced on 19 Mar that it would provide the elderly with a free mobile plan for 2 years that includes unlimited calls and 3GB of data. That sounds really good on paper, but is TPG's 4G network ready?According to the terms of the spectrum auction, TPG has to achieve the following network coverage by certain dates following the commencement of its spectrum rights on 1 Jul 2017: Coverage Quality of Service Duration Date Street Level 95% coverage 18 months 01 Jan 2019 In-Building 85% coverage 30 months 01 Jan 2020 MRT Underground Stations & Lines 99% coverage 54 months 01 Jan 2022   Thus, if TPG's roll-out schedule follows the above milestones, its network coverage is g
The Motley Fool Singapore
Lawrence Nga
2018-04-11 10:32:35
What Investors Should Know About M1 Ltd’s Attitude Towards Disruption
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. In mid-March, M1 published its annual report for the year ending 31 December 2017. Given that reading an annual report is one of the best ways to keep up with a company’s developments, I decided to go through M1’s latest annual report to understand the company’s prospects, and how it had performed in 2017. Generally, when reading an annual report, I will pay close attention to the letter to shareholders that the company’s chairman and/or CEO writes. In this article, I will look at an area that I found interesting while reading the latest shareholders’ letter: Management’s thoughts on how to handle disruptive changes in its business enviro
The Motley Fool Singapore
Lawrence Nga
2018-04-10 11:07:06
What Investors Should Know About M1 Ltd’s Outlook For Its Business
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. In mid-March, M1 published its annual report for the year ending 31 December 2017. Given that reading an annual report is one of the best ways to keep up with a company’s developments, I decided to go through M1’s latest annual report to understand the company’s prospects, and how it had performed in 2017. Generally, when reading an annual report, I will pay close attention to the letter to shareholders that the company’s chairman and/or CEO writes. In this article, I will look at an area that I found to be interesting while reading the latest shareholders’ letter: Management’s thoughts on the outlook of the company’s business. To begin
The Motley Fool Singapore
Lawrence Nga
2018-04-09 11:18:07
3 Concerns That I Have With M1 Ltd’s High Dividend Yield Of 6.7%
M1 Ltd  (SGX: B2F) is an easily recognisable company in Singapore, given that it’s our island nation’s third largest operational telco. Over the last 12 months, M1 has seen its stock price fall by 19.0% to S$1.71 currently. At S$1.71, the telco has a trailing dividend yield of 6.7%, which is more than twice the SPDR STI ETF’s (SGX: ES3) yield of 2.9%. The SPDR STI ETF is an exchange-traded fund that tracks the fundamentals of our local stock market benchmark, the Straits Times Index (SGX: ^STI). The high dividend yield of 6.7% may look sweet to dividend investors. But, there are risks that investors should be aware of. In this article, I will share three of them. The first risk: Lower profits One important criteria that dividend investors should focus on in assessing a stock is
A Path to Forever Financial Freedom (3Fs)
B
2018-04-06 20:19:41
"Apr 18" - SG Transactions & Portfolio Update"
No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 85,000 2.08 176,800.00 27.0% 2. M1 75,000 1.73 129,750.00 20.0% 3. Fraser Logistic Trust 100,000 1.10 110,000.00 17.0% 4. Ho Bee Land 30,000 2.51 75,300.00 12.0% 5. Starhill Reit 100,000 0.73 73,000.00 11.0% 6. Vicom 8,000 6.04 48,320.00 7.0% 7. Singtel 7,000 3.42 23,940.00 4.0% 8. Tuan Sing 40,000 0.42 16,800.00 3.0% 9. Warchest - -          0.00 0.0% Total 653,910.00 100% It it time for another month of reporting whic
(The) Boring Investor
Lee Chin Wai
2018-04-01 22:17:19
Will MVNOs Cannibalise Telcos' Business?
How many telcos are there in Singapore currently? If you answered 3, that is incorrect. There are currently 6 telcos -- 3 traditional telcos that operate their own telco networks, namely, Singtel, Starhub and M1, and 3 Mobile Virtual Network Operators (MVNOs) that buy network capacity from the traditional telcos and resell to retail customers. Ever since the first MVNO, Circles.Life, set up shop in May 2016, things have accelerated in the MVNO space. In a short span of 3 months, we have had another 2 MVNOs springing up, namely, Zero Mobile and Zero1. You probably have heard of their promotions, like Circles.Life's 20GB of data for $20, Zero Mobile's Unlimited calls, SMS and data plan, or Zero1's unlimited data plan for $29.99. Since MVNOs compete for the same group of retail customers as t
(The) Boring Investor
Lee Chin Wai
2018-04-01 22:16:55
Is Starhub's Dividend of 16 Cents Sustainable?
A few bloggers have written about whether Starhub's dividend of 16 cents per year is sustainable when Starhub released its results in Feb. This time last year, I reviewed the prospects of its various business segments and concluded that challenging times were ahead for Starhub's dividends. See Challenging Times Ahead for Starhub's Dividends for more info. In today's blog post, I will update the review and discuss whether Starhub's dividend of 16 cents is sustainable. Although mobile services is the largest business segment, I will discuss it last, for reasons explained later.Pay TVIf you read Is Pay TV Still A Reliable Cash Cow?, you would know that the traditional advantage of Starhub over the other telcos is its cable TV network infrastructure, which is used to provide not only
T.U.B Investing
The Unique Bunch (T.U.B)
2018-03-31 14:48:14
My 15% Portfolio - Changes After 1 Quarter
It is the time of the year again.As always, I will reveal my portfolio every quarter and make some notes about it.This time round, it will be called "My 15% Portfolio". This is because I am looking at a stretch target of 15% gain by end of the year (Read up on My 10% Portfolio here).Do note that this portfolio was inherited from the portfolio at end of 2017 and their respective share price was restarted on 26 Dec 2017.Thus, any gain or losses was just based on the price changes over the last 3 months.Prior to taking a look at the changes in my portfolio, let me emphasize on the following:1. This portfolio review is calculated from 26 Dec 2017 and the aim is to review the total portfolio gain after 1 year.2. The counter's initial share prices are their respective share prices on 26 Dec 2017
Aspire
Raymond Leung
2018-03-27 16:08:00
3 Dividend Stocks You Must Buy In March
The volatile start of 2018 has reminded investors to keep long-term investment decisions on fundamentals. In addition, well-positioned companies deliver foreseeable dividends that are a form of safe haven for investors. Considering the rising interest rate environment, investors should pick dividend stocks based on both yield and fundamentals. Here are 3 top dividend plays according to analysts from DBS Research. Frasers Commercial Trust Despite having made steady gains in the past 18 months, share price growth for Frasers Commercial Trust (FCOT) remains trailing behind the other office REITs. The main attribute to the lag in share price performance was due to the uncertainty in regards to its anchor tenant, HP, which is vacating FCOT’s Alexandra Technopark. However, this should have alr
DollarsAndSense.sg
Timothy Ho
2018-03-22 16:01:55
5 Types Of Co-Branded Credit Cards In Singapore
Credit cards have become increasingly popular in Singapore. In our push to transform our nation into a cashless society, credit card companies are finding ways to grow their market share, and to retain a place in our wallets. One way to get new customers to sign up and use their credit cards is to launch co-branded cards. What Are Co-Branded Credit Cards? Think of popular credit cards that you see in Singapore that include not just the name of the credit card companies which issued them, but also a popular retailer that you would frequently buy a product or service from. For example, one the most popular co-branded credit card in Singapore would be the American Express Singapore Airline KrisFlyer Card. As you can observe from the name of the card itself, the credit card is issued by Americ
Aspire
Lim Si Jie
2018-03-21 11:17:14
How Did SG Stocks Fare For 4Q17?
With the 4Q17 earnings season just ending two weeks ago, how did each of the sectors fare in compared to consensus expectations? Overall, 31 percent of companies missed earnings expectations against a higher number of companies that did. There were also some positive surprises as DBS, City Development, CapitaLand, Memtech, Sunningdale and Raffles Medical raised their dividends more-than-expected. Investors Takeaway: 4Q17 Results Review Banks: Surpassed Expectations With More Positive Upside To Come     The banking sector surpassed expectations as DBS and OCBC grew more than expected. Furthermore, both banks have also guided for loan growth in the high single digits in FY18. UOBKH also foresees net interest margin expansion for the banks to continue into 2018. Right now, DBS and OCBC a
Sharing is Caring
Alan Luo
2018-03-20 09:29:22
SG Market (20 Mar 18)
MARKET OVERVIEW- Brace for a risk-off sentiment from the overnight selloff in US equities after new Fed Chair, Jerome Powell signalled that he was open to four rate hikes in 2018 as opposed to three previously forecasted. - The Fed is widely expected to raise the benchmark rate by 25bps on Thu morning and investors are eager to hear on the interest rate outlook for the year.- Tech names likely to bear the brunt of the increased regulatory scrutiny following Facebook's data breach scandal, potential EU taxes on global digital companies and Apple's in-sourcing plans. Yield plays are also expected to come under pressure.- Technically, the STI has dipped below its 50-dma at 3,505 and approaching bottomside of its converging "symmetrical triangle" pattern with near term supports at 3,490/3,470
(The) Boring Investor
Lee Chin Wai
2018-03-18 20:42:48
Will SIM-Only Plans Cannibalise Regular Telco Plans?
It has been a year since I last wrote about telcos. Looking back at what I wrote, it has been gratifying to see that I was right about M1's revenue/ profits bottoming out sometime in 2H2017 and Starhub facing challenges in its Pay TV and broadband businesses. See Challenging Times Ahead for Starhub's Dividends for more info.Even so, there have been hits and misses in my analysis. One of the misses is the Impact of SIM-Only Plans on Telcos. There, I wrote that "for each subscriber who chooses to switch (from regular telco plans), SIM-only plans will result in a significant drop in revenue. The impact to profit is also negative but smaller than the decline in revenue. However, the no. of subscribers who choose to switch to SIM-only plans is likely to be small." A year later, I have a bet
Investing Wolf
investing wolf
2018-03-09 02:00:29
The time of the Sim Only Contracts is here!
I have wanted to switch phones for a while now as I realised the benefits of using a Sim only contract. However, I did not like Apple’s iPhone (never liked it due to lack of customization) or the Samsung’s S8 (weird sensor placement). When the S9 was introduced, I was sold… this is a phone which is a step up from my current S7 Edge. Also, primarily because the screen protector was failing, and I didn’t want to buy another one to replace it due to its age. Buying an S9+ was tempting, but it was just too much money to spend for an additional camera (which I would not use regularly), a slightly bigger battery, bigger RAM, and a bigger screen. Also, I didn’t like how far the power button was from my thumb as I held it in my hands. When the SG retail price came out, I did a bit of com





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