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The potential sale of M1
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MarcPh
Senior |
14-May-2017 16:24
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Singtel has two babies in Thailand:
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MarcPh
Senior |
12-May-2017 15:33
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IMDA reviews Netlink Trust' s wholesale prices https://www.telecompaper.com/news/imda-reviews-netlink-trusts-wholesale-prices--1195211 IMDA reviews NetLink Trust&rsquo s ICO every three to five years &ldquo to ensure its reasonableness and cost efficiency&rdquo . The IMDA says most of NetLink Trust&rsquo s wholesale prices to the industry will be reduced from their current levels. Switching a fibre-internet ISP in Singapore can take 4-8 weeks for businesses in Singapore.
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MarcPh
Senior |
12-May-2017 15:30
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NetLink Trust, which announced Monday the government has cut most of its prices, has been discussing a potential annual dividend yield of about 4 percent to 5 percent, the people said, asking not to be identified because the information is private. https://www.bloomberg.com/news/articles/2017-05-09/netlink-said-to-brief-analysts-on-s-2-billion-ipo-as-fees-cut |
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MarcPh
Senior |
11-May-2017 12:50
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It is getting crazy worldwide. India' s Reliance groups' Jio 4G became the world' s fastest growing telco with 100million within 6-months of launch. How did they do it? Free this & Free that. Reliance Jio launched commercial services a month after Singtel expanded shareholdings to > 1/3 in India Bharti Airtel last year. Bharti Airtel Q4 net profit slumps nearly 72% Reliance Jio' s free offers hurt http://telecom.economictimes.indiatimes.com/news/bharti-airtel-q4-net-profit-slumps-nearly-72-jio-free-offers-hurt/58597492 Three years ago, Singtel was still dreaming about making Whatsapp and Whatsapp user pay for their loss in revenue - https://www.techgoondu.com/2014/02/26/commentary-singtel-wants-whatsapp-and-skype-to-pay |
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MarcPh
Senior |
10-May-2017 21:21
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Local school kids are reportingly using third-party vendors such as knowroaming which provide free US or UK tel numbers, with unlimited or 1GB free Whatsapp Call and Messaging services. Industry disruptors in the new economy are commoditizing telco services. https://www.knowroaming.com/press/press_release/KnowRoaming%20free%20WhatsApp%20release.pdf Investment funds are gradually exiting this sunset industry burdened with high management costs inherited from the old good days. http://www.businesstimes.com.sg/companies-markets/a-us130b-manager-sells-singtel-as-competition-intensifies |
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MarcPh
Senior |
05-May-2017 11:28
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Let' s take clue about Starhub' s latest results. Their quarterly profit drops about 21%. They lost about 22,000 prepaid mobile customers (not an issue, they still have almost 900K prepaid mobile customers) and the revenue dollars are not high in this segment. But wait a minute, isn' t starhub the most competitively-priced mobile operator in its earlier days? M1 and Singtel are usually more expensive and Circles.Life did not launch prepaid services. What went wrong? In the post-paid arena, with the upcoming 4th operator, revenue dollar in post-paid is also expected to be narrow. Starhub is now reporting $3 drop in revenue per customer as Circles.Life is also offering $4 per 100min, $6 per GB for voice plans or $28 for 20GB data plans. (Circles.Life taps on M1' s resources) Starhub lost about 40,000 pay TV. On surface, they are blaming it on online-streaming. Technically, they have little competition in this arena (Mio-TV is a lightweight competitor) but in recent years, they split up TV packages/theme to make customers pay more for two packages instead of one in the past. Their refusal to address cable signal frequencies had caused 1 or 2 channels within some TV-package to be distorted for some subscribers. No refunds were given. Lastly, they continued to increase the charges for each additional setup box so that they can maximize the revenue per household. As a result, Starhub was like a cashcow darling two years ago, as they squeeze their existing customers. By now, those who have fulfilled their 2-years Pay TV contract are free to ditch Starhub. Like M1, Starhub can' t achieve organic growth in the years ahead. If there is an industry-wide M& A consolidation:
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seanpent
Supreme |
25-Apr-2017 16:40
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can paint several scenarios / assumptions here ..... supposing if China Mobile interest in M1 is real ..... then a guess is Singtel will then try to grab Starhub, as this will be a chance to ward off the possible threat by China Mobile ......
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MarcPh
Senior |
25-Apr-2017 16:34
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hahah, then we will see Singtel crashing like Telstra
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seanpent
Supreme |
25-Apr-2017 16:10
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big corporate actions (if any) is always exciting ..... :) |
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seanpent
Supreme |
25-Apr-2017 16:02
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however, assuming if Starhub becomes an acquisition target of China Mobile ..... then it' s another story all together .....
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MarcPh
Senior |
25-Apr-2017 14:59
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Once upon a time, Singtel attempted to buy HK Telecom from Cable & Wireless. If we had suceeded, it would be the biggest Asian telco, ex Japan. We lost to Li Ka Shing' s son' s Pacific Century. Pacific Century was smarter and inflated her share prices to offer the British a stock & cash offer, and thereafter PCCW share value dropped over 90% within 3 years. http://money.cnn.com/2000/02/29/asia/hk_telecom |
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seanpent
Supreme |
25-Apr-2017 10:01
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but if Starhub show interest in M1 ..... it' s also possible that Starhub price may probably turn weaker ..... sometimes the fate of acquirer and acquiree can be very different .....
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MarcPh
Senior |
25-Apr-2017 09:44
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A month ago, Starhub claims that they are not interested in M1. Temasek owns ST which controls ST Telemedia which owns > 50 of Starhub. Starhub and M1 have been sharing some network resources to reduce costs. Temasek also controls Singtel. If competition from China Mobile leadership in M1 significantly threatens Singtel, will Starhub change her mind and swallow M1 as national service?
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seanpent
Supreme |
24-Apr-2017 17:10
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https://www.msn.com/en-sg/news/other/keppel-tandt-to-benefit-the-most-from-m1-stake-review/ar-BBytWpN
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MarcPh
Senior |
24-Apr-2017 17:10
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SPH has about 13-14% of M1 and < 1% of Starhub Keppel controls about 19% of M1. |
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seanpent
Supreme |
24-Apr-2017 17:06
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any sale of M1 likely to benefit KepT& T more than SPH ?
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MarcPh
Senior |
24-Apr-2017 16:59
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Just my personal thoughts, if I am Singtel, I will either join TPG or swallow M1, not likely Starhub (due to pay-tv monopoly) or get myself dual-listed in NYSE to fetch better valuations. Otherwise, global investors will just buy recent sold-down Telstra (8% yield based on 2016 dividends) for Asia-Pacific Telco exposure. |
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seanpent
Supreme |
24-Apr-2017 16:45
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Looks like M1 or Starhub can be utilised as good chess pieces for the big players' strategic move ..... |
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MarcPh
Senior |
24-Apr-2017 16:43
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M1 to deploy small networks as mobile revenues continue to sliphttp://sbr.com.sg/telecom-internet/news/m1-deploy-small-networks-mobile-revenues-continue-slip
Small cell and WiFi HetNet are alternatives to costly spectrum. Singapore telco M1 is focussing on new areas and eyeing alternatives to keep up with its peers in the competitive sector. For starters, although it did not secure the 2.5GHz spectrum in the recently concluded General Spectrum Auction, M1 sees small cell and WiFi HetNet deployment as an alternative to costly spectrum in delivering data experience. To recall, M1' s net profit were down 14.6% YoY for the first quarter of the year. Its mobile revenues continued its downhill slide, with postpaid and prepaid average revenue per user dipping 2.3% and 4.5%, respectively. |
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MarcPh
Senior |
24-Apr-2017 16:42
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TPG rocks mobile phone markethttp://www.theaustralian.com.au/business/technology/tpg-rocks-mobile-phone-market/news-story/c988a150acb2a8cda5dba61a1cceb804 Australia - TPG Telecom has declared its intention to disrupt the nation&rsquo s telco market after it lobbed a record-breaking bid for 4G spectrum to pave the way for its A$2 billion mobile network. At A$1.3bn, TPG&rsquo s winning bid at the 700MHz spectrum auction is by far the most expensive spectrum acquisition in recent history and has provided an unexpected windfall for Canberra.
Singapore - TPG is also committed to spending close to A$300m to get its mobile network off the ground in Singapore, recently picking up two lots of 5MHz spectrum in the 2.5GHz band for A$22.5m at the general spectrum auction in Singapore. The purchase followed TPG&rsquo s unexpected move into the Singapore market last December, fending off local competition to win the &ldquo new entrant spectrum auction&rdquo launched by Singapore&rsquo s Media Development Authority (IMDA).
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