NetLink NBN Trust

NetLink NBN Trust

Postby behappyalways » Sun Jul 09, 2017 8:21 pm

Singtel's NetLink IPO set to price near low end at 81 cents, raising $2.3 bil: IFR
https://www.theedgesingapore.com/singte ... 23-bil-ifr
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Re: NetLink NBN Trust

Postby behappyalways » Wed Nov 22, 2017 5:23 pm

netlink-nbn-trust-reports-49-higher-forecast-earnings-13-mil-jan-19-end-sept
https://www.theedgesingapore.com/netlin ... 9-end-sept
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Re: NetLink NBN Trust

Postby behappyalways » Fri Feb 09, 2018 11:32 am

NetLink NBN Trust reports 3Q earnings of $21.7 mil; 32.5% higher than IPO forecast
https://www.theedgesingapore.com/netlin ... o-forecast
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Re: NetLink NBN Trust

Postby behappyalways » Sun Jun 17, 2018 3:45 pm

Netlink Trust beats forecast by 5% with FP18 DPU of 3.24 cents
https://www.theedgesingapore.com/netlin ... -324-cents
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Re: NetLink NBN Trust

Postby behappyalways » Sat Aug 04, 2018 1:04 pm

NetLink NBN Trust exceeds projected 1Q19 earnings by 26.9% at $19 mil
https://www.theedgesingapore.com/netlin ... 269-19-mil
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Re: NetLink NBN Trust

Postby winston » Thu Oct 11, 2018 9:16 am

not vested

NetLink NBN Trust: A shelter in times of trouble

It was announced last week that a digital platform named CODEX, would amongst other things, feature a government data architecture for common data standards and formats that would facilitate seamless data sharing between agencies.

In our view, this is a concrete step in the Smart Nation and Digital Government Group fulfilling its mandate to centralise coordination between agencies in order to hasten the implementation of the Smart Nation programme.

This would be beneficial for NLT NBN, as an expedited schedule would present quicker additional opportunities for NLT NBN to leverage its nationwide fibre network.

Separately, in TPG’s FY18 earnings call last month, we note that the group remains on track to achieve the required outdoor service milestone of coverage by end-2018 in Singapore.

TPG’s entry, while a headwind (of varying degrees) for the incumbents, is actually positive for NLT NBN, as we have outlined in our previous report. With macro concerns ratcheting up, defensive names like NLT NBN have proven to be resilient, relative to a number of benchmarks.

We do acknowledge the inherent concerns with NLT NBN’s regulated business structure, but these are relatively unaffected by the ongoing trade tensions. We continue to stay constructive on NLT and retain our fair value estimate of S$0.90.

Source: OCBC
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Re: NetLink NBN Trust

Postby winston » Fri Jan 18, 2019 6:02 pm

not vested

SI RESEARCH: 4 REASONS TO LIKE ABOUT NETLINK NBN TRUST

by Don Low

1. Defensive Nature
Netlink NBN Trust is the largest fibre network operator in Singapore.

As of 2Q19, the Trust has connected 1.24 million residential units and 45,514 non-residential premises, representing a market share of 90 percent and 35 percent respectively.


2. Fibre Of Smart Nation
Non-Building Access Points (NBAP) segment is seeing the fastest growth rates.
4th Mobile Operator is Potential Customer.


3. Evidence Of Strong Execution
Revenue 40% yoy (Sin$90m);


4. Better Yield At A Bargain
Yield 6%


Source: Shares Investments

http://aspire.sharesinv.com/59489/si-re ... nbn-trust/
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Re: NetLink NBN Trust

Postby behappyalways » Thu Feb 14, 2019 7:08 pm

NetLink NBN Trust beats 3Q projection by 18% with earnings of $19.6 mil
https://www.theedgesingapore.com/netlin ... gs-196-mil
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