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M1
infoshare
Senior
19-Dec-2016 22:29     
 
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money spent in spectrum license payment can be easily recovered by raising fund from singapore capital markets , as following the style adopted by the casino

Net Net local market participants may not win.

5G network is not mature yet, so new telco unlikely to excite the domestic consumers with new services.

Likely compete based on pricing.

M1, Singtel, Starhub already have market share in SG, they just need to counter with cool marketing strategies as there is no need to compete based on new CAPEX investment

New Telco has no issue spending freely first 2 to 3 years if they can raise billions from the capital market.

Cost of license is paid by the investors.

http://www.pwc.com/gx/en/industries/communications/capex.html
 


 
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investshare
Supreme
19-Dec-2016 11:11     
 
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Know your competitor:

http://business.asiaone.com/news/founder-singapores-4th-telco-reclusive-billionaire

But partners in the industry have praised him as a self-made and successful businessman.

Mr Kevin Russell, a former chief executive at Singtel' s Australian unit Optus, told The Australian Financial Review in a report last year: " David Teoh deserves more respect than anyone in the telco sector because he built the business.

" He hasn' t been appointed into a CEO role of a well-established company. He has built an organisation and created massive value for his shareholders in the process through smart business dealings."

TPG was founded in 1986 as Total Peripherals Group, a company that sold computers.

Following a reverse takeover by SP Telemedia in 2008, the combined entity was renamed TPG Telecom. The company is listed in Australia.

The firm has since embarked on a series of aggressive acquisitions, with the latest being the A$1.56 billion (S$1.66 billion) takeover of iiNet, an Australian Internet service provider.

TPG had 1.87 million broadband subscribers in Australia as at July 31 - ahead of Optus' 1.11 million broadband subscribers as at the end of September.

The firm' s market capitalisation stands at A$6.02 billion, going by Bloomberg data.

Mr Russell, who resigned from his role at Optus in 2014, went on in the report to describe Mr Teoh as " very hands-on and very strategic" .

" I personally don' t think there' s another executive in the sector who can claim to have done what he has built and delivered as (an) individual."

TPG has more than 6,000 staff across its operations globally, including Australia, South Africa, New Zealand and the Philippines.

- See more at: http://business.asiaone.com/news/founder-singapores-4th-telco-reclusive-billionaire#sthash.uiFDSY6R.dpuf

investshare      ( Date: 18-Dec-2016 14:17) Posted:

'Can compete' is a very general statement.

If you mean M1 will not close shop, I think most if not all will agree.

If you mean M1 will not lose any biz to TPG, then I doubt so.

ah_sam      ( Date: 18-Dec-2016 00:15) Posted:

I still think M1 can compete with the other 3 telcos...can start load up gradually...
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investshare
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19-Dec-2016 10:03     
 
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 Alert Admin 		M1 today share price performance best among 3 so far .

spore1      ( Date: 18-Dec-2016 18:49) Posted:

More intense competition think further price reduction for mobile pkg . Revenue might b further squeeze. Heading lower to 1.90 -1.80

investshare      ( Date: 15-Dec-2016 08:43) Posted:

CEO sold shares.
TPG 4th telco.
Interest rate hike.

Let's see if market has priced in these.

Upcoming is the bidding of spectrum
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spore1
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18-Dec-2016 18:49     
 
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 Alert Admin 		More intense competition think further price reduction for mobile pkg . Revenue might b further squeeze. Heading lower to 1.90 -1.80

investshare      ( Date: 15-Dec-2016 08:43) Posted:

CEO sold shares.
TPG 4th telco.
Interest rate hike.

Let's see if market has priced in these.

Upcoming is the bidding of spectrum.

spore1      ( Date: 14-Dec-2016 22:24) Posted:

Opposite . Chances may b slim. Plus many home broadband Operators profit margin will b further squeeze
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investshare
Supreme
18-Dec-2016 14:17     
 
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 Alert Admin 		'Can compete' is a very general statement.

If you mean M1 will not close shop, I think most if not all will agree.

If you mean M1 will not lose any biz to TPG, then I doubt so.

ah_sam      ( Date: 18-Dec-2016 00:15) Posted:

I still think M1 can compete with the other 3 telcos...can start load up gradually...
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ah_sam
Member
18-Dec-2016 00:15     
 
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Yells: "Never Say Die!"
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 Alert Admin 		I still think M1 can compete with the other 3 telcos...can start load up gradually...
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investshare
Supreme
16-Dec-2016 13:31     
 
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DBS TP for M1 is close to my TP... 

 

SINGAPORE (Dec 16): DBS Group Research is keeping its &ldquo fully valued&rdquo calls on M1 and StarHub, with earnings for the two telcos forecast to decline by 38% and 25% respectively by 2020, compared to 2015 levels.

DBS lowered its target price for M1 to $1.78, from $1.97 previously. Meanwhile, the target price for StarHub was lowered to $2.65, from $2.80 previously.

investshare      ( Date: 28-Nov-2016 11:42) Posted:

I see. Based on my own calculations, around $1.6 would be a very safe price to enter. But I do not know if it will drop to that level or not.

destinykraze      ( Date: 28-Nov-2016 10:24) Posted:



Easy, you also weigh in the 4th telco factor. Which means the worse is yet to come.

If no signs of collections = more room to fall further.

M1 market share is dropping, revision of dividends might be possible too. Better to look out for signs of bottoming out before entry.


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gopguppy
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16-Dec-2016 11:25     
 
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I would not be surprised if M1 and Starhub merge or M1 and TPG merge to provide more competition to the other 2 players. Back to a 3 telcos again. I think Singapore is simply too small for 4 players to co-exist.
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investshare
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15-Dec-2016 16:54     
 
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 Alert Admin 		That's the minimum requirement, does not mean they cannot achieve earlier.

genting^2      ( Date: 15-Dec-2016 16:20) Posted:



2019 then u can receive calls in MRT (underground) and indoors.

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genting^2
Master
15-Dec-2016 16:20     
 
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2019 then u can receive calls in MRT (underground) and indoors.
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investshare
Supreme
15-Dec-2016 10:17     
 
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 Alert Admin 		CAnnot blame her as long as all material info is disclosed. She acts on the same information we all see.

kuanyew      ( Date: 14-Dec-2016 22:48) Posted:



Clearly her interests are not aligned with shareholders. She should be removed from management and replaced by a more competent CEO.

mariners      ( Date: 14-Dec-2016 18:25) Posted:



How timely Karen sold her shares  indecision


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notarobot
Senior
15-Dec-2016 09:30     
 
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even CEO got no confident, sell sell sell!

investshare      ( Date: 15-Dec-2016 08:43) Posted:

CEO sold shares.
TPG 4th telco.
Interest rate hike.

Let's see if market has priced in these.

Upcoming is the bidding of spectrum.

spore1      ( Date: 14-Dec-2016 22:24) Posted:

Opposite . Chances may b slim. Plus many home broadband Operators profit margin will b further squeeze
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investshare
Supreme
15-Dec-2016 08:43     
 
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 Alert Admin 		CEO sold shares.
TPG 4th telco.
Interest rate hike.

Let's see if market has priced in these.

Upcoming is the bidding of spectrum.

spore1      ( Date: 14-Dec-2016 22:24) Posted:

Opposite . Chances may b slim. Plus many home broadband Operators profit margin will b further squeeze

pinkowl      ( Date: 14-Dec-2016 22:09) Posted:



Hoping this is " Sell on rumours. Buy on News" . Hehe.


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kuanyew
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14-Dec-2016 22:48     
 
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Clearly her interests are not aligned with shareholders. She should be removed from management and replaced by a more competent CEO.

mariners      ( Date: 14-Dec-2016 18:25) Posted:



How timely Karen sold her shares  indecision

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spore1
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14-Dec-2016 22:24     
 
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 Alert Admin 		Opposite . Chances may b slim. Plus many home broadband Operators profit margin will b further squeeze

pinkowl      ( Date: 14-Dec-2016 22:09) Posted:



Hoping this is " Sell on rumours. Buy on News" . Hehe.

spore1      ( Date: 14-Dec-2016 22:07) Posted:

4th telco . Be prepare for another price slashing .. Gd fit consumer. Lesser meat for operator . Tmr Up or Dw
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pinkowl
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14-Dec-2016 22:09     
 
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Hoping this is " Sell on rumours. Buy on News" . Hehe.

spore1      ( Date: 14-Dec-2016 22:07) Posted:

4th telco . Be prepare for another price slashing .. Gd fit consumer. Lesser meat for operator . Tmr Up or Dw
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spore1
Supreme
14-Dec-2016 22:07     
 
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 Alert Admin 		4th telco . Be prepare for another price slashing .. Gd fit consumer. Lesser meat for operator . Tmr Up or Dw
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destinykraze
Elite
14-Dec-2016 18:50     
 
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They need to have a certain amount of   island wide coverage before they are operational. not so soon.

pinkowl      ( Date: 14-Dec-2016 18:43) Posted:

Same thought. Based on the timeline or deadline given to TPG to provide coverage, it is clear it would take some time before TPG pose a threat (if any) to incumbents.

People may also have brand loyalty or inertia to switch. Will happily stay with m1 as customer and investor as of now till something more solid is presented.

Qanghoo      ( Date: 14-Dec-2016 18:23) Posted:



Thx for the post.  Seems like the new Telco is given a timeline of up to 4.5 yrs to provide compreshnsive nationwide coverage.  Qn  - will we have the patience to wait that long for satisfactory coverage?  Sporeans (n maybe by now people resident in spore),  who are often perceived to be impatient, complaining type, have the patience to bear with them for so long?  Of course the new entrant is likely in its best interests to roll out full comprehensive coverage  much faster.  Still, my preliminary thought, based on the guided timeline, is that the threat posed  to incumbents  might be over-exaggerated, at least for the initial 1-2 yrs.


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pinkowl
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14-Dec-2016 18:43     
 
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 Alert Admin 		Same thought. Based on the timeline or deadline given to TPG to provide coverage, it is clear it would take some time before TPG pose a threat (if any) to incumbents.

People may also have brand loyalty or inertia to switch. Will happily stay with m1 as customer and investor as of now till something more solid is presented.

Qanghoo      ( Date: 14-Dec-2016 18:23) Posted:



Thx for the post.  Seems like the new Telco is given a timeline of up to 4.5 yrs to provide compreshnsive nationwide coverage.  Qn  - will we have the patience to wait that long for satisfactory coverage?  Sporeans (n maybe by now people resident in spore),  who are often perceived to be impatient, complaining type, have the patience to bear with them for so long?  Of course the new entrant is likely in its best interests to roll out full comprehensive coverage  much faster.  Still, my preliminary thought, based on the guided timeline, is that the threat posed  to incumbents  might be over-exaggerated, at least for the initial 1-2 yrs.

pinkowl      ( Date: 14-Dec-2016 18:02) Posted:



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mariners
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14-Dec-2016 18:25     
 
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Yells: "FA tells me what to buy, TA tells me when to buy"
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How timely Karen sold her shares  indecision
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