Bug1, yes, with Biden’s victory, there is no way out that I can see for SingTel outside of its captive market in Singapore. Optus is IMHO history as of Biden’s victory.
TLS is now enormously stronger under a Biden Administration. SingTel is now IMHO far the worse off, especially against Beijing and its Optus arm, well away from the market of its captive Singapore market.
Optus is finished IMHO. News Corp is IMHO finished as well due to its support of the loser. The consumer issues facing TPG will be insurmountable IMHO.
Those factors should give TLS a bunch of tremendous years in the market and its SP now looks like a FOMO SP IMHO.
TLS Price at posting:
$2.80 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)