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Singtel Bullish???
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moneyspinner
Veteran |
18-Apr-2017 06:01
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By The Australian dated April 12, 2017 TPG Telecom plans new mobile network, pays $1.3 billion in spectrum auction TPG Telecom has unveiled plans to build a $2 billion mobile network, with the telco raising $400 million from the market to become the fourth mobile operator in Australia. TPG, which operates fibre-optic networks offering broadband and communications services, plans to spend about $600 million to roll out a network over three years and expects to achieve 80 per cent population coverage. The long-awaited mobile play from TPG (TPM) comes after it splashed out $1.3 billion to pick up two lots of crucial spectrums at the latest 700 MHz spectrum auction, which has delivered a total windfall of nearly $1.6 billion to the federal government. The final auction figure blows the reserve price of around $857 million out of the water and it&rsquo s an outcome delivered entirely by TPG breaking the bank to buy the spectrum. Industry sources told The Australian the purchase is the most expensive spectrum buy in recent history.
TPG has secured 2 x 10 MHz for $1.3 billion, while Vodafone Hutchison Australia has picked up 2 x 5 MHz for $286m. The telco&rsquo s boss David Teoh hailed the buy as a landmark moment for the company&rsquo s future in Australia. &ldquo We are uniquely positioned to leverage our success in the Australian fixed-line broadband market to drive the next phase of growth for TPG&rsquo s shareholders and bring new competition to the Australian mobile market,&rdquo he said in a statement. &ldquo We believe that our mobile strategy will be complementary to our ongoing fixed line business, with the ability to bundle mobile and fixed services expected to have a beneficial effect on our already low fixed services.&rdquo Mr Teoh flagged TPG&rsquo s potential entry in the mobile race last year, citing the need for more competition in the market. However its move to pay $1.26 billion has caught the industry by surprise. It has also spooked Telstra&rsquo s shareholders, with the incumbent telco&rsquo s shares down 6 per cent at the open. With its mobile margins thinning the entry of a cost-competitive mobile player like TPG is widely expected to put the squeeze on Telstra. The telco picked up 2× 20 MHz of the 700 MHz spectrum band across Australia, as well as 2× 40 MHz pairs of spectrum in the 2.5GHz spectrum band for $1.3bn in the 2013 auction. However, it was prevented from participating in the latest auction. TPG picked spectrum in the 700 MHz and 2.5 GHz bands in the 2013 auction but was not expected to have the ammunition to compete against Vodafone and Optus this time around. Goldman Sachs analyst Kane Hannan said last week that a combination of time constraints and an immediate focus on building a metro-focused mobile network was likely to see TPG pass on the opportunity. TPG, which is already building a mobile business in Singapore, also indicated last month that it wasn&rsquo t keen on raising fresh capital to fund its bid. TPG has now changed its tune, with the telco saying that it will now spend $600m to roll out a network over the next three years to cover 80 per cent of the population. The $1.3bn bill for the spectrum will be paid in three annual instalments. The spectrum licence commences from April 1 2018 and expires on December 31 2029. The network will be funded by a combination of existing and new debt facilities and operating cash flow as well as the $400 million raising at a fixed price of $5.25 per new share. TPG&rsquo s major shareholders David Teoh and Washington H Soul Pattinson have pre-committed to take up their full pro-rata entitlements of $138m and $101m respectively. Meanwhile Vodafone, which was widely seen as the frontrunner in the spectrum race, has bought 2 x 5 MHz of spectrum at $1.25 per MHz, per head of population. The acquisition is on the same terms VHA proposed to government in 2015 and the telco has also renewed its s2100 MHz spectrum holding for $544 million, including 2 x 25 MHz in Sydney and Melbourne. &ldquo Certainty over the 2100 MHz spectrum further reduces the need for incremental spectrum in the next few years,&rdquo the telco said. &ldquo In metropolitan areas, we now have the second largest metropolitan low-band spectrum holding, and the largest holdings in the key 1800 MHz and 2100 MHz bands.&rdquo Optus which was also competing, failed to pick up any spectrum, with a company spokeswoman saying the telco was unwilling to secure it any cost. &ldquo We need the spectrum but not at that price.&rdquo The successful auction finally puts to rest the 700 MHz spectrum, crucial for 4G mobile services, left over from the original &ldquo digital dividend&rdquo auction, which failed to deliver the desired results. The Australian Communications and Media Authority, which conducted the auction, said the entire process had run without fault. &ldquo The sale of the remaining unallocated portion of the 700 MHz &lsquo digital dividend&rsquo spectrum brings an important chapter in Australian economic reform to a successful close,&rdquo acting ACMA chairman Richard Bean said. &ldquo It completes the digital dividend process begun in the 1990s, with the progressive conversion of free-to-air television from analog to digital technology enabling much better TV and a massive boost to high-speed wireless broadband in Australia.&rdquo |
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Dinodx
Member |
17-Apr-2017 22:30
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TPG's debt is scary... over 1 billion. Later same fate as starhub
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BetterStill
Veteran |
17-Apr-2017 22:04
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I squat at $3.65 :) see how low it can go this time T_T
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destinykraze
Elite |
17-Apr-2017 21:49
Yells: "Reality is only a matter of perception" |
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Shorts for SGX these past few trading days dropped from $212m to today' s $93m. Singtel' s short selling of 21 million shares fell to today' s 1million share. See how SGX handles better than expected data for multiple countries tmr. |
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leongyan
Master |
17-Apr-2017 12:25
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everything is jittery seeing past few days of north korea event. Market is down. Suggest sideline until geo poitical factors are clearer
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MekMiRic
Member |
17-Apr-2017 12:24
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hi.
any views on this morning's volume? seems low compared to last week. |
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seanpent
Supreme |
17-Apr-2017 09:08
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anyone waiting for the sub 3.70 level ? not sure if the 3.75 queues genuine ?
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jeremyow
Master |
13-Apr-2017 15:08
Yells: "Passionate business investor" |
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Haha! If one goes under the same Australian product review website and look up Optus broadband and mobile reviews, the ratings is about equally bad around 1.5 out of 5 stars for both Optus broadband and mobile reviews by customers. A small sample size of customer reviews from one particular review website may not represent the overall review for an entire company' s products and services offerings. In this case, from this same review website, there is no difference in the product and service ratings for both Optus and TPG which are equally bad if you consider 1.5 to 1.6 out 5 stars as not impressive at all. But again, this is only a small sample size review stats.
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ranger109
Member |
13-Apr-2017 14:54
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Aus national telco Telstar' s share price down by 9%. SingTel has to deal with TPG in both Singapore and Aus.
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BetterStill
Veteran |
13-Apr-2017 14:33
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Heard both parties ready for the show, Donald Trump and KIM Jong Un. | ||||
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moneyspinner
Veteran |
13-Apr-2017 14:31
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Theré was a massive short sell of 21 million shares done at an average price of $3.81 yesterday. Traders are now shorting this stock big time!😳 |
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ranger109
Member |
13-Apr-2017 11:40
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TPG And Vodafone Just Bought The Last Of The 700MHz Spectrum For $1.5 Billion. Can Singtel improve Optus revenue without 700MHz spectrum ? |
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ranger109
Member |
13-Apr-2017 11:31
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TPG Telecom has unveiled plans to build a $2 billion mobile network, with the telco raising $400 million from the market to become the fourth mobile operator in Australia.. |
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leongyan
Master |
13-Apr-2017 11:25
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Cust care and satisfation is key. On boarding and porting over process got to be good also. Lastly network reliability is another key. Pricing wise is all commercials so that is easy to orchestrate. If the have deep pockets, all the above can be achieved if they hire the right people and put in the right team.
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destinykraze
Elite |
13-Apr-2017 11:21
Yells: "Reality is only a matter of perception" |
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Mobile review for TPG. http://www.productreview.com.au/p/tpg-mobile.html So, I seriously don' t get where is all this hype coming from. Especially, when things like these do not have any immediate impact for Singtel. I only see geopolitical tensions as the only reason and this may soon change...
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destinykraze
Elite |
13-Apr-2017 11:11
Yells: "Reality is only a matter of perception" |
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Sorry, I only look at fundamentals and customer satisfaction. TPG is going for 薄 利 多 销 , low-cost, low-profit margin strategy. That is good and all, only if you have some sort of quality assurance. In this age, being cheap is not good enough, if the service you are giving is sloppy and inadequate you would be squeezed out quick enough. I simply don' t see TPG coming on top in Singapore FOR SURE. With limited spectrum and budget, how good will their island coverage be, it remains to be seen. How they manage their existing business can be seen below. http://www.productreview.com.au/p/tpg-broadband.html
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jeremyow
Master |
13-Apr-2017 10:29
Yells: "Passionate business investor" |
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We will not know the extent of this competition who will have a better edge. I read before an article on the founder of TPG who is a self-made billionaire David Teoh. A Malaysia born Chinese who founded TPG from scratch and built up this business almost single-handedly all the way until now that TPG is one of the known names in the telcom industry in Australia. Many other big names telecom businesses are not founded and built up by a single man. But David Teoh has done that for TPG. So, the man behind this telecom company is not a simple man. For most of us, even slowly achieving a million dollars of networth in our entire lifetime is already an uphill challenge. Starting a business and making it great to this level that TPG is now single-handedly is even more no mean and easy feat. His peers and associates, and even an ex-Singtel director describes David Teoh as a clever business man who have made several big deals in his career so far. I am not trying to upsell this founder and his telecom company. But, to be able to come into Singapore to compete as the 4th telco and also outbid Singtel Optus and other telecos in securing the spectrum in the Australian telecom market, these do make a statement that this founder and his telecom company may not be as simple as they seem. Watch the good show unfold in time to come! The telecom markets in Singapore and Australia are indeed getting more interesting.
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leongyan
Master |
13-Apr-2017 10:24
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got some at 3.77 at opening.. intend to do 3 more rounds of buying.. the dust should settle in another 1-2 rounds of throwing
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destinykraze
Elite |
13-Apr-2017 09:54
Yells: "Reality is only a matter of perception" |
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Just look at fundamentals, filter the noises. If you buy blue chips like this, you are sure to earn if you have the holding power, same goes for Bank counters. Singtel' s geographical diversification makes it a strong counter. TPG(ASX) opens next Tuesday, the hype will start to die down from there. BBs will probably push it a little, then unload at peak + shorts when the media release their analyst' s report. TPG paid a very high price for Australia spectrum bid and they only start their service in 2018 2nd quarter, construction and stuff will take up to 3 years to complete. How profitable is TPG business going to be? It remains to be seen, but a lot of people already counting the chicks before they hatch. Netlink IPO also coming up. Just buy at your price and hold it for profits.
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BetterStill
Veteran |
13-Apr-2017 09:13
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Sales not end yet....think I can wait at $3.70 $_$ | ||||
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