SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia

Roshan Padamadan of Luminance Capital presented his in-depth investment thesis on SingTel (Singapore: ST) at Asian Investing Summit 2021.

Thesis summary:

SingTel provides a haven of stability amidst macroeconomic uncertainty, serving a total of 9% of the world’s population, including through its associates in Asia. Profits, pricing, and usage are likely to improve from COVID-depressed lows in the years to come, and major challenges in markets like India appear to be behind the company. SingTel is a pan-Asia-Pacific play with exposure to Singapore, Australia, Indonesia, the Philippines, Thailand, and India. The recent dividend yield of ~4.2% is defensible and represents an exceptional yield for a “blue chip” company.

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About the instructor:

Roshan Padamadan is Chairman at Luminance Capital. He is a global investor and splits his time between New York, Singapore and India. Previously, he served as COO, Risk and Compliance officer at Sixteenth Street Capital, based in Singapore. His erstwhile Luminance Global Fund had a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan also spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.

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