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wow - that' s why lah. Aiya, quickly privatise at $2 lah
n3wbie ( Date: 12-Aug-2025 08:34) Posted:
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And Starhub CEO agrees with you:
"As the market shifts, scale, quality, and resilience matter more than ever. Smaller players may find it harder to sustain, especially without robust platforms."
"As the market shifts, scale, quality, and resilience matter more than ever. Smaller players may find it harder to sustain, especially without robust platforms."
MrBear12 ( Date: 11-Aug-2025 10:46) Posted:
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More consolidation within the telco sector, hopefully this doesnt mean higher prices for us all consumers!
StarHub acquires remaining 49.9% stake in MyRepublic Broadband - The Business Times
StarHub acquires remaining 49.9% stake in MyRepublic Broadband - The Business Times
oversold
Better that Starhub do not buy out M1 and end up debt heavy
All telco already have more then 99% coverage, almost all covered!
Price war will probably end soon. Expect prices to inch back to $12-15 instead of sub $10
Most pressing is Starhub management must focus back on higher growth, better profitability and return of capital via Ensign IPO.
All telco already have more then 99% coverage, almost all covered!
Price war will probably end soon. Expect prices to inch back to $12-15 instead of sub $10
Most pressing is Starhub management must focus back on higher growth, better profitability and return of capital via Ensign IPO.
"On Monday, Keppel announced the proposed divestment of its telco business M1 to Simba ? which put forward the strongest bid among interested parties, at an ?attractive valuation?, the asset manager said."
Interested parties included Starhub? If they put in the bid, that means they see the value but lost the opportunity.
Interested parties included Starhub? If they put in the bid, that means they see the value but lost the opportunity.
Tot M1 will merge with Starhub or either makan the other.
depends on results
noslen ( Date: 11-Aug-2025 14:36) Posted:
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bottoms up analysis may not be appropriate already. there will be a fundamental shift in market structure and industry competitive dynamics.
Alignment ( Date: 11-Aug-2025 11:12) Posted:
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market has given its verdict.
Can get lower after Thursday...
vivacious ( Date: 11-Aug-2025 11:09) Posted:
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For big fish only to load and transform this company.
For small fish like us, unless u want to be eaten up.ny these sharks, I counsel don't buy this. We will regret.
If u want to own a good telco, just go for the BIG ones or those who have bigger and more stable owners.
I'll buy when there are solid names who also want to own this. Meanwhile, just wait for it to attract investors while we wait on the sidelines like every one else.
For small fish like us, unless u want to be eaten up.ny these sharks, I counsel don't buy this. We will regret.
If u want to own a good telco, just go for the BIG ones or those who have bigger and more stable owners.
I'll buy when there are solid names who also want to own this. Meanwhile, just wait for it to attract investors while we wait on the sidelines like every one else.
vivacious ( Date: 11-Aug-2025 11:09) Posted:
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My comment &ldquo wrong&rdquo was too simplistic assessing a complex issue. The share price reaction today reflects the change in market expectations between today and yesterday. The price yesterday reflected a market that gave certain probabilities for a merger that involved Starhub at terms that were favourable in Starhub shareholders. Insofar that this outcome has not happened then that is a negative factor for the share price.
On the other hand this outcome also has certain positives. TPG buying M1 does reduce competition in the market and Starhub will be an indirect beneficiary of that, without incurring the M& A and integration costs that come with a merger. I have some professional experience in this matter, having previously been involved in consultancy work war-gaming the impact of different M& A combinations of mobile operators on the broader market (not Singapore). The conclusion we arrived at was that the operator that benefitted most was the one that was not a merger party, exactly because it free rided on the market improvement without paying for the costs. This should obviously be caveated that the situation varies by case to case etc, but one obvious point here is that TPG as a large private equity house is not exactly known as the type of investor that will put more money into the business to fight a price war. Instead, its playbook suggests a more likely route to be cost cutting/finding synergies and facilitate higher prices through an implicit oligopoly. Which would of course benefit Starhub. Meanwhile in terms of endgame I think that is still there for Starhub, although again later than some people at least had hoped for sure.
Meanwhile moving away from a day by day share price reaction standpoint to a fundamental assessment I think under all scenarios the share price undervalues the business. A fall in share price just offers me the chance to buy at a cheaper price. Happy to be paid more than 5% dividend yield to wait.
On the other hand this outcome also has certain positives. TPG buying M1 does reduce competition in the market and Starhub will be an indirect beneficiary of that, without incurring the M& A and integration costs that come with a merger. I have some professional experience in this matter, having previously been involved in consultancy work war-gaming the impact of different M& A combinations of mobile operators on the broader market (not Singapore). The conclusion we arrived at was that the operator that benefitted most was the one that was not a merger party, exactly because it free rided on the market improvement without paying for the costs. This should obviously be caveated that the situation varies by case to case etc, but one obvious point here is that TPG as a large private equity house is not exactly known as the type of investor that will put more money into the business to fight a price war. Instead, its playbook suggests a more likely route to be cost cutting/finding synergies and facilitate higher prices through an implicit oligopoly. Which would of course benefit Starhub. Meanwhile in terms of endgame I think that is still there for Starhub, although again later than some people at least had hoped for sure.
Meanwhile moving away from a day by day share price reaction standpoint to a fundamental assessment I think under all scenarios the share price undervalues the business. A fall in share price just offers me the chance to buy at a cheaper price. Happy to be paid more than 5% dividend yield to wait.
good opp for pple to load
Hard to compete with big boys.
Really need to merge with bigger entity.
Otherwise it will fail in the end.
Or else be eaten by bigger fish
This is reality
Really need to merge with bigger entity.
Otherwise it will fail in the end.
Or else be eaten by bigger fish
This is reality
The difference is now 1 out of the 3 telco does not have a common major shareholder. Oh well, the one making the final decision is probably not the people running the day to day business.
Speediman ( Date: 11-Aug-2025 10:07) Posted:
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Personal opinion is this doesn't look like knee jerk reaction but more in anticipation of greater competition Starhub will face and disappointment with the lack of clear directions where it is heading or focusing. This is a missed opportunity in my opinion.
Alignment ( Date: 11-Aug-2025 09:25) Posted:
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End of price war?
Expect price
s to inch upwards once Simba takes over.
It will be back to 3 telco
Starhub will plot its own chart. Focus on Ensign IPO
The short term market reaction could easily be wrong. After all, the premise that the market can be wrong at least in the short term why people invest. The money I make from investing certainly makes me think that.
This is not the end game. TPG could easily be a future buyer of Starhub. And of course at some point they will be a seller as well.
This is not the end game. TPG could easily be a future buyer of Starhub. And of course at some point they will be a seller as well.
And Thursday results, I am not optimistic, it may show more weakness of the business performance.