Singtel AGM - Force prep

Questions to be raised at AGM

1) Is there any actions / engagement from Singtel with companies to grow the iot business, apart from the public sector? Since you are one of the primary providers?

How will you compete with m1?

2) There is a large increase in
Sales and general expenses as well as capex. Is there any measures in place to control them as the businesses grow?

3) What will the future of digital marketing be like (Amoebee)? 

Will it be part of the core business or will you be spinning it off? 

How do you compete with major players facebook / google? 

4) Operating cash flow has been declining. Free cash flow has improved due to netlink iPo. 

Can the company support the dividend in the next 3-5 years? 

Apart from bank lending, will there be a need to issue preference share / debt instruments? Will it be issued to the retail sector? 

5) For the cybersecurity business, will you all be targeting the retail or the corporate sector?

How will you deal with competition?

Comments

  1. Unintelligent Nerd20 July 2018 at 17:52

    Hi INTJ,

    Good points. I remember coming across one of Wallstreetplayboy's posts/comments where they indicated that Digital Marketing will be automated in the future.

    ReplyDelete
    Replies
    1. INTJ24 July 2018 at 06:36

      Hi unN,

      Nice for you to drop by.

      Mind if you share the link for your source? If the source is from an insider / someone working in the business, his insights will be valuable! If not, I will read it with a pinch of salt.

      I have attended the Singtel AGM today and have conducted my own analysis. Probably will do a blog post over the weekend.

      Delete

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