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Starhub
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Alignment
Elite |
11-Jun-2026 23:42
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Yes, I agree the pricing for mobile services is cheaper than it should be. But whether someone will buy into the market depends on what the valuation is for the company, and what they believe the future holds in terms of market consolidation. I would argue Starhub' s share price already factors in the market being stupidly competitive and upside is available if it becomes more sensible. |
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Speediman
Veteran |
11-Jun-2026 23:20
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Singtel 5G Hi $15/mth 8 Mobile 5G $14.80/mth Simba 5G $10/mth MAXX 4G $7.80/mth All comes with minimum 300G and free overseas data roam. Overseas telco will skip buying Starhub or M1 with the above pricing...Even Msia do not offer such attractive pricing. Almost everything that is controlled by G, confirm go up, Telco is the exception! I hope that AM Jeffrey Siow will be appointed Communications Minister, Telco pricing will surely go up like COE.
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Alignment
Elite |
09-Jun-2026 13:52
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From a Singapore Inc standpoint STT should not be controlling Starhub. Just a waste of money for Temasek to compete against itself. STT should sell Starhub to one of the other existing players, or alternatively to NTT. | ||||
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freestyle123
Member |
03-Jun-2026 16:14
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Operator / Market EBITDA Margin (%)Net Profit Margin (%)Core Profit Driver / StatusStarHub (Singapore) 🇸 🇬 ~17.8% &ndash 18.9%~3.7% &ndash 4.0%Squeezed by MVNO price wars and DARE+ investment costs. CelcomDigi / Maxis (Malaysia) 🇲 🇾 ~41% &ndash 42%~12.0% &ndash 14.5%Market consolidation and stabilized shared 5G architecture. Telkom Indonesia / Telkomsel 🇮 🇩 ~50.0% &ndash 52.0%~11.0% &ndash 13.0%Strong digital data demand across a massive, scale-driven market. China Mobile (China) 🇨 🇳 ~14.0% &ndash 15.0%~13.0%Scale efficiencies offset by low-margin state computing pivots. Taiwan Mobile / FarEasTone 🇹 🇼 ~30.0% &ndash 36.0%~8.5% &ndash 10.0%Profiting rapidly from post-merger synergy efficiencies. IMDA time to wake up, a non-profitable operators will cause singapore broadband and mobile network collapse. Is it what you looking for? ended up, when all die, wait for foreign companies to take over and jack up the price and lose control completely? Come on, IMDA, what you are doing, your poor efficiency on approval of Simba and M1 deal, and jeorpadise the whole market is causing singapore lacking behind the future technology evolution, without a fast speed network, all LTA free gantry ERP, parking and etc, all won' t be materialise.
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freestyle123
Member |
03-Jun-2026 14:08
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Except Singtel supported by temasek unlimited cash flow and business diversity, all mobile network providers are bleeding including singtel mobile network in Singapore. We are lucky that Autopilot technology was slow down globally except in China. or else, we are lacking behind for high technology. Does 3 telco has fund to build up 6G and 7G net work? Answer is no. Better expedite the consolidation and build up the telco company cash flow to fund next generation mobile network.
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freestyle123
Member |
03-Jun-2026 14:02
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Singapore fixed global broadband speed is world no1. However mobile speed in world no 15. It is very embarassing for a small and high income country. Why? Question to IMDA, you introduced 4th telco and allow MVNO operator, except making it cheaper, you are damaging the global competition. you shall be ashamed on it.
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Alignment
Elite |
25-May-2026 20:06
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Starhub (and Singtel) actually in a strong position here. One competitor about to be cut off at the knees by the regulator, another about to be in a fire sale with no competitive tension and confidence draining away. | ||||
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Speediman
Veteran |
25-May-2026 15:05
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IMDA can consider implementing quality controls that all brands must achieve. They have probably lost oversight on these areas. 1) Based on network bandwidth, determine the number of users each Telco can take in. There must be a fair limit, eg if Simba buys a bandwidth meant for 200K users, they cannot have 300/400K users trying to use it. IMDA must conduct periodic checks. 2) Force " telcos" if necessary to limit or even reduce their subscriber base if there have taken in far more than their network can sustain. Excess users to pay a fine eg $50 per subscriber on a quaterly basis. 3) Set a price floor if necessary to prevent race to the bottom
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Alignment
Elite |
20-May-2026 11:52
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Good points. You have addressed potential financial penalties and operating restrictions imposed by the regulator and also reduced competitiveness from an operating standpoint. But do you think other operators might have a claim for damages against Simba due to their losses or lost profits suffered from unfair competition?
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Speediman
Veteran |
20-May-2026 10:13
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Fines to Simba is almost a certainty, question is how much
Simba might be restricted to take up more customers to ensure a certain network efficiency and make sure no further violations. Simba might even need to cough up more monies to buy extra spectrum to cater for their excess customer base.
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Alignment
Elite |
20-May-2026 09:48
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The Simba investigation sounds serious. If the investigation does uncover what the IMDA is looking for, what is the remedy? Fines to the regulator and damages to the other operators, or worse? | ||||
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HLW666
Member |
20-May-2026 08:45
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starhub should delist itself | ||||
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shk363
Elite |
20-May-2026 08:29
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what benefits are there for starhub to buy m1? lousy business that keppel don't want | ||||
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Speediman
Veteran |
19-May-2026 19:28
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Starhub can buy M1 on the cheap now... M1 is now left hanging in the air. Keppel dont want, Simba cannot buy, Singtel doesnt need M1. Alternatively keppel buy Starhub mobile and repackage as new a Telco and do a new IPO. | ||||
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Joelton
Supreme |
19-May-2026 10:43
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Analysts tip StarHub as &lsquo obvious&rsquo front runner for M1 after Simba merger stalls The setback is expected to weigh on Keppel, which had planned to monetise M1 through the deal [SINGAPORE] The pause on the proposed merger between telcos M1 and Simba announced on Monday (May 18) has revived speculation that rival StarHub could re-enter the picture as a buyer. Analysts are assessing alternative pathways for consolidation in Singapore&rsquo s telecommunications market, after the Infocomm Media Development Authority said that it had halted its assessment of the proposed M1-Simba consolidation until further notice. The authority said that Simba could have been using radio frequency bands that it had not been assigned to provide mobile services, with possible enforcement action to follow. The setback is expected to weigh on Keppel, which had planned to monetise M1 through the deal. Citi analyst Brandon Lee expects about S$1.3 billion worth of announced monetisation to be removed from the asset manager&rsquo s 2025 financial year. Shares of Keppel : BN4 -2.08% fell as much as 5 per cent on Monday to their lowest level since December 2025, though the counter later pared some losses, closing 2.1 per cent lower at S$10.38. CGS International (CGSI) downgraded Keppel&rsquo s shares to a &ldquo hold&rdquo from its previous &ldquo add&rdquo call, lowering its target price to S$11.50 from S$13.52. Analyst Lim Siew Khee forecast a drop in dividends, to S$0.45 per share from S$0.48 per share. &ldquo We expect share price to be range-bound as Keppel refocuses on optimising M1 as monetisation momentum could stall slightly,&rdquo she said on Monday, noting that M1 is a non-core asset. Shares of Simba&rsquo s Australia-listed parent Tuas Ltd took a hit on Monday after the news. The counter closed 63 per cent down at A$2.27. UOB Kay Hian (UOBKH) analyst Adrian Loh said that the &ldquo outsized negative reaction&rdquo suggests that the market has concluded there &ldquo may be major operational, compliance and legal failures&rdquo in Tuas Ltd. StarHub back in the picture &ldquo There is obviously only StarHub left to bid for M1,&rdquo said Paul Chew, head of research at Phillip Securities Research. &ldquo It is an opportunity for StarHub to achieve its goal to be a clear No 2 operator by revenue market share,&rdquo he added. UOBKH&rsquo s Loh said that while the proposed merger between M1 and Simba could still materialise in a year or two, StarHub could &ldquo rekindle its interest in M1&rdquo . Speculation about a merger between the two telcos has been going on for years, with StarHub having lost out to Simba in the now-suspended deal. Responding to queries from The Business Times, StarHub said that it &ldquo would not want to speculate beyond the information publicly available at this stage&rdquo . Outlook on Keppel&rsquo s &ldquo Plan B&rdquo Keppel announced on Monday that it would execute its &ldquo Plan B&rdquo for M1. The 90-day restructuring will involve improving M1&rsquo s efficiency to boost its run rate earnings before interest, taxes, depreciation and amortisation) by rightsizing the company and reducing costs. Analysts welcomed the plan. Noting that the telco industry&rsquo s &ldquo profit pool has plunged&rdquo , Phillip&rsquo s Chew noted that &ldquo Plan B&rdquo is aimed at enhancing M1&rsquo s intrinsic value before its sale. UOBKH&rsquo s Loh expects the plan to yield improvements, as M1&rsquo s team will be able to implement strategies to strengthen the business once it is free of the sale and purchase agreement from May 21. The analyst believes that M1&rsquo s future sales prospects will not be impacted by the breakdown of the deal, given that it fell through due to Simba&rsquo s potential breaches &ldquo and not because M1 is unsellable or has any major issues&rdquo . &ldquo This aspect is worth investigating and highlighting because it is unfair to surmise that M1 is a troubled business when it was the actions of the acquiring party that toppled the deal.&rdquo |
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PiRPiR
Master |
19-May-2026 07:34
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https://bt.sg/fueZ
Analysts tip StarHub as 'obvious' front runner for M1 after Simba merger stalls The setback is expected to weigh on Keppel, which had planned to monetise M1 through the deal |
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moneynoenough
Senior |
19-May-2026 03:28
Yells: "ikan bilis " |
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if ceo & board stil gong gong abt tiz openning. still contrationary not expansionary something is very wrong..
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Speediman
Veteran |
18-May-2026 15:49
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IDA needs to do something to revive Telco fortunes... Starhub and M1 are both struggling. |
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noslen
Veteran |
18-May-2026 13:31
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They failed once in their bid for M1, here's a second chance, don't screw it up.
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Speediman
Veteran |
18-May-2026 08:48
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Simba takeover of M1 is off the table. Simba might get a big fine for breach of airwave Is this good news for Starhub? Will Teledata launch a counter bid? |
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