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Qanghoo Supreme	20-Oct-2016 10:37        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think for teochews, 4 is not inauspicious.  Say what we like, if they have decided to go ahead, there' s nothing we can do.  Remember Virgin Mobile?  What happened?  But, of course, the competitive landscape is so much more varied now n offers those who dare take the plunge  - see if they have the stamina n the umph to make it.  Even last presidential election, many thought 4 were too many.  But .... So, let' s watch things play out ...... SuperLuckyCorn      ( Date: 20-Oct-2016 10:30) Posted: though without handset lock in, they are using sim plan 12/24 month service contract. Anyway, 4th telco not a good sign. " 4" ...\(+_+)/ Not healthy to have 4 telco. Even big countries also don' t have, more telco will also provide more loop holes, ng for SG. investshare      ( Date: 20-Oct-2016 09:30) Posted: Without handset lock in, the earning quality is not as good. This will be fragile and easily snatched by 4th telco
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SuperLuckyCorn Supreme	20-Oct-2016 10:30        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	though without handset lock in, they are using sim plan 12/24 month service contract. Anyway, 4th telco not a good sign. " 4" ...\(+_+)/ Not healthy to have 4 telco. Even big countries also don' t have, more telco will also provide more loop holes, ng for SG. investshare      ( Date: 20-Oct-2016 09:30) Posted: Without handset lock in, the earning quality is not as good. This will be fragile and easily snatched by 4th telco. Qanghoo      ( Date: 19-Oct-2016 09:39) Posted: Actually, it is true that over the yrs, hsets have been  one main  gimmick to  draw  n lock in new customers, especially given how much people are taken in by techological improvements even if only minor.  But hsets are heavily subsidised (although to some extent offset by tax, I' d think) n may  in fact have a -ve impact on margins.  So, I think there come a pt where operators wld need to think of more creative ways to lock in customers for longer n mitigate erosion of  margins, bearing in mind too that the customer pool itself is finite.  Hset sales may also be exploited at times when a ' wow' set comes into the mkt n there' s a cyclical catch to it too, meaning if a smaller pool of customers are due for contract renewal within a given qtr, say, then the operator might want to tweak hset sales lower, hence lowering the cost of subsidy.  The other thing that came to my mind is operators might also be conserving A& P bullets for hsets to meet  the new  competition coming on stream shortly.
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investshare Supreme	20-Oct-2016 09:41        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another thing I am not comfortable is this, CEO threw out fanciful keyword like data analytic and IOT, but without any details on how they can make money out of it. The data analytic and IOT are growing market, but it is also very competitive and crowded. investshare      ( Date: 20-Oct-2016 09:30) Posted: Without handset lock in, the earning quality is not as good. This will be fragile and easily snatched by 4th telco. Qanghoo      ( Date: 19-Oct-2016 09:39) Posted: Actually, it is true that over the yrs, hsets have been  one main  gimmick to  draw  n lock in new customers, especially given how much people are taken in by techological improvements even if only minor.  But hsets are heavily subsidised (although to some extent offset by tax, I' d think) n may  in fact have a -ve impact on margins.  So, I think there come a pt where operators wld need to think of more creative ways to lock in customers for longer n mitigate erosion of  margins, bearing in mind too that the customer pool itself is finite.  Hset sales may also be exploited at times when a ' wow' set comes into the mkt n there' s a cyclical catch to it too, meaning if a smaller pool of customers are due for contract renewal within a given qtr, say, then the operator might want to tweak hset sales lower, hence lowering the cost of subsidy.  The other thing that came to my mind is operators might also be conserving A& P bullets for hsets to meet  the new  competition coming on stream shortly.
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vivacious Supreme	20-Oct-2016 09:39        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	2.18. New low in a long time Turtle.soup      ( Date: 20-Oct-2016 09:31) Posted: zzz... guess nobody likes this situation much...
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Turtle.soup Member	20-Oct-2016 09:31        Turtle.soup About Contact  Quote this Post!
x 0   x 0  Alert Admin	zzz... guess nobody likes this situation much...
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investshare Supreme	20-Oct-2016 09:30        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Without handset lock in, the earning quality is not as good. This will be fragile and easily snatched by 4th telco. Qanghoo      ( Date: 19-Oct-2016 09:39) Posted: Actually, it is true that over the yrs, hsets have been  one main  gimmick to  draw  n lock in new customers, especially given how much people are taken in by techological improvements even if only minor.  But hsets are heavily subsidised (although to some extent offset by tax, I' d think) n may  in fact have a -ve impact on margins.  So, I think there come a pt where operators wld need to think of more creative ways to lock in customers for longer n mitigate erosion of  margins, bearing in mind too that the customer pool itself is finite.  Hset sales may also be exploited at times when a ' wow' set comes into the mkt n there' s a cyclical catch to it too, meaning if a smaller pool of customers are due for contract renewal within a given qtr, say, then the operator might want to tweak hset sales lower, hence lowering the cost of subsidy.  The other thing that came to my mind is operators might also be conserving A& P bullets for hsets to meet  the new  competition coming on stream shortly. SuperLuckyCorn      ( Date: 19-Oct-2016 09:15) Posted: Er..M1 have plan that allow new subscriptions without having to take new handset. A Green move and allow end-user to choose other options.
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Sporeguy Elite	19-Oct-2016 16:12        Sporeguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price is converging wrt RSI
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john_ric Supreme	19-Oct-2016 11:28        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	m1  MANAGEMENTs creativity is being tested. how to improve the revenue??   .
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vivacious Supreme	19-Oct-2016 10:49        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	no topster      ( Date: 19-Oct-2016 10:38) Posted: You jeep already? vivacious      ( Date: 11-Oct-2016 11:53) Posted: below 2.30 i jeep
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topster Member	19-Oct-2016 10:38        topster About Contact  Quote this Post!
x 0   x 0  Alert Admin	You jeep already? vivacious      ( Date: 11-Oct-2016 11:53) Posted: below 2.30 i jeep
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Qanghoo Supreme	19-Oct-2016 09:39        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually, it is true that over the yrs, hsets have been  one main  gimmick to  draw  n lock in new customers, especially given how much people are taken in by techological improvements even if only minor.  But hsets are heavily subsidised (although to some extent offset by tax, I' d think) n may  in fact have a -ve impact on margins.  So, I think there come a pt where operators wld need to think of more creative ways to lock in customers for longer n mitigate erosion of  margins, bearing in mind too that the customer pool itself is finite.  Hset sales may also be exploited at times when a ' wow' set comes into the mkt n there' s a cyclical catch to it too, meaning if a smaller pool of customers are due for contract renewal within a given qtr, say, then the operator might want to tweak hset sales lower, hence lowering the cost of subsidy.  The other thing that came to my mind is operators might also be conserving A& P bullets for hsets to meet  the new  competition coming on stream shortly. SuperLuckyCorn      ( Date: 19-Oct-2016 09:15) Posted: Er..M1 have plan that allow new subscriptions without having to take new handset. A Green move and allow end-user to choose other options. investshare      ( Date: 19-Oct-2016 08:57) Posted: Guys, my opinion is handset sale fall is alarming. This is because it is the most sensitive revenue to competition. It is also the enabler for other revenue. It is a proxy of new revenue. If M1 not able to get new customers, first impact will be handset sale. This is because subscription will not be affected too much since it has a larger base. As long as old customer still stay, subscription revenue is okay.
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mrwise Supreme	19-Oct-2016 09:37        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Think may go lower...$2. SuperLuckyCorn      ( Date: 19-Oct-2016 09:26) Posted: Hmm...still thinking which is a better position. Thinking of parachute at a location where we can give the " shortists" a big shock. vivacious      ( Date: 19-Oct-2016 09:21) Posted: below $2 i will jeep LOL
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SuperLuckyCorn Supreme	19-Oct-2016 09:26        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Hmm...still thinking which is a better position. Thinking of parachute at a location where we can give the " shortists" a big shock. vivacious      ( Date: 19-Oct-2016 09:21) Posted: below $2 i will jeep LOL SuperLuckyCorn      ( Date: 19-Oct-2016 09:20) Posted: Feeling excited. waiting to jeep. ^_^
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vivacious Supreme	19-Oct-2016 09:21        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	below $2 i will jeep LOL SuperLuckyCorn      ( Date: 19-Oct-2016 09:20) Posted: Feeling excited. waiting to jeep. ^_^ vivacious      ( Date: 19-Oct-2016 09:17) Posted: free falling OMG
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SuperLuckyCorn Supreme	19-Oct-2016 09:20        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Feeling excited. waiting to jeep. ^_^ vivacious      ( Date: 19-Oct-2016 09:17) Posted: free falling OMG
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Turtle.soup Member	19-Oct-2016 09:19        Turtle.soup About Contact  Quote this Post!
x 0   x 0  Alert Admin	jeep some...
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vivacious Supreme	19-Oct-2016 09:17        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	free falling OMG
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SuperLuckyCorn Supreme	19-Oct-2016 09:15        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Er..M1 have plan that allow new subscriptions without having to take new handset. A Green move and allow end-user to choose other options. investshare      ( Date: 19-Oct-2016 08:57) Posted: Guys, my opinion is handset sale fall is alarming. This is because it is the most sensitive revenue to competition. It is also the enabler for other revenue. It is a proxy of new revenue. If M1 not able to get new customers, first impact will be handset sale. This is because subscription will not be affected too much since it has a larger base. As long as old customer still stay, subscription revenue is okay.
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investshare Supreme	19-Oct-2016 08:57        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guys, my opinion is handset sale fall is alarming. This is because it is the most sensitive revenue to competition. It is also the enabler for other revenue. It is a proxy of new revenue. If M1 not able to get new customers, first impact will be handset sale. This is because subscription will not be affected too much since it has a larger base. As long as old customer still stay, subscription revenue is okay.
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Qanghoo Supreme	19-Oct-2016 06:59        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx a lot brother for helping with this post.  I was gonna check the SGX website cos I was sure the CEO wldn' t be selling so indiscreetly in indiscriminately.  But  u' ve  saved me the trouble.  I just hope we all post  responsibly n not exaggerate either way ..... Everything gonna drop to " all-time low" .  Let' s see .... Talk is  always free ....   Sporeguy      ( Date: 19-Oct-2016 00:19) Posted: Karen has 700,000 M1 shares on 20 July , she sold 100,000 and got $270,000. She was given 60,000 share under MSP (M1 Share Plan) on1st August ! Don' t anyhow scare people! What is your motive? Know-Your-Stuff      ( Date: 18-Oct-2016 23:28) Posted: The cycle has peaked. Revenue, profit and dividend will continue to drop to all time low. CEO Karen sold all her shares about 2 months ago. You still want to buy ? Brave guy. Shortists was waiting to short it down to $2 from tomorrow. Then.... $1.80 till all time low when 4th telco announce. Go jeep if you have too much $.
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