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The potential sale of M1 Post Reply Rate topic
MarcPh Senior	24-Apr-2017 16:30        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Taking clue from recent meltdown in Telstra share prices because of new telco operator in Australia, Singtel also controls Optus-Virgin Mobile in Australia and also faces a new operator in Singapore and potentially China Mobile. The margins in Australia and Singapore might not be sustainable.
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seanpent Supreme	24-Apr-2017 15:44        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	i get the picture ..... MarcPh      ( Date: 24-Apr-2017 15:25) Posted: The first article mentioned " Japanese tech companies" , so maybe not telco. China Mobile will be the one that Singtel dreads.
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MarcPh Senior	24-Apr-2017 15:25        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	The first article mentioned " Japanese tech companies" , so maybe not telco. China Mobile will be the one that Singtel dreads.
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seanpent Supreme	24-Apr-2017 15:08        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Japanese firm jumping into the foray ? MarcPh      ( Date: 24-Apr-2017 14:40) Posted: According to the first article in this thread, Japanese companies are also interested in M1. Taking clue from Telstra' s recent shares meltdown because of a new telco operator in Australia, Singtel will be very concerned if China Mobile controls over 61% of M1 - a rival in mobile and internet business. Unlike PEs, China Mobile will be a business owner who will bring synergies and strengthen M1' s business. China Mobile is also a prefered network partner of both M1 and Singtel in roaming services. If Competition Commission of Singapore approves, Singtel should consider joining the bid.
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MarcPh Senior	24-Apr-2017 14:58        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good point. M1 will be enjoying better valuations due to the potential sale and indirectly Starhub, which is > 50% owned by Singapore Technologies Telemedia, NTT Docomo (about 10%), Blackrock (a few %). Singtel will not likely be sold so they can' t benefit from the M& A valuation upgrades.
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seanpent Supreme	24-Apr-2017 14:45        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just an  assumption, if  China Mobile  were to  lose out on M1, there' s till Starhub to think about and consider ..... Hopefully, Starhub will benefit from any acquisition competition (if any) .....
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MarcPh Senior	24-Apr-2017 14:40        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to the first article in this thread, Japanese companies are also interested in M1. Taking clue from Telstra' s recent shares meltdown because of a new telco operator in Australia, Singtel will be very concerned if China Mobile controls over 61% of M1 - a rival in mobile and internet business. Unlike PEs, China Mobile will be a business owner who will bring synergies and strengthen M1' s business. China Mobile is also a prefered network partner of both M1 and Singtel in roaming services. If Competition Commission of Singapore approves, Singtel should consider joining the bid.
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MarcPh Senior	24-Apr-2017 14:30        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	China Mobile shares fall amid talk of Singapore acquisition http://asia.nikkei.com/Markets/Equities/China-Mobile-shares-fall-amid-talk-of-Singapore-acquisition
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MarcPh Senior	24-Apr-2017 14:28        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	China Mobile is among a number of potential buyers seeking to acquire a combines 61% stake of Singapore based mobile services provider M1 Ltd, which is worth US$1.36 billion, from the company' s three largest shareholders. If completed, it will be China Mobile' s largest overseas acquisition deal to date. M1' s three largest shareholders, Axiata Group Berhad, Keppel Telecommunications & Transportation Ltd. and Singapore Press Holdings Ltd, which holds 28%, 19% and 13% stake respectively, announced last month that they were undertaking a strategic review in terms of their respective shareholdings in M1.   https://www.chinamoneynetwork.com/2017/04/24/china-mobile-seeks-to-acquire-61-stake-of-singaporean-telecom-firm-m1
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