tag:blogger.com,1999:blog-3116247406908143536.post2050231805222317935..comments2024-01-27T16:26:11.380+08:00Comments on ... CoryLogics ...: Cory : SingtelUnknownnoreply@blogger.comBlogger9125tag:blogger.com,1999:blog-3116247406908143536.post-30230907663624593512017-02-09T15:06:54.438+08:002017-02-09T15:06:54.438+08:00With all the results out today. Looks like my esti...With all the results out today. Looks like my estimate is right. Singtel stays much ahead of the game from local M1 and Starhub.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-3841854180260881542016-12-20T23:21:49.315+08:002016-12-20T23:21:49.315+08:00Agreed. TPG is a giant itself with strong FCF. Whi...Agreed. TPG is a giant itself with strong FCF. Which is why I believe Singtel CEO is no longer smiling.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-51809984880393374532016-12-20T10:19:55.858+08:002016-12-20T10:19:55.858+08:00(V): This is what I feel, TPG may be a real force ...(V): This is what I feel, TPG may be a real force to be reckon with. I initially thought the fourth telco was crazy to come in to Singapore too, with such a small market. But after I read a profile on TPG founder, I think he might have thought of it strategically before bidding so high to be the fourth telco. Go read up about the founder of TPG if you haven't. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-15272934684892463882016-12-19T22:49:20.368+08:002016-12-19T22:49:20.368+08:00It will be interesting to see where are they after...It will be interesting to see where are they after 2 years.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-24923529262789405002016-12-19T22:46:45.579+08:002016-12-19T22:46:45.579+08:00Agreed. Unless TPG is prepared to burn alot of cas...Agreed. Unless TPG is prepared to burn alot of cash.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-48008462952165372272016-12-19T20:40:15.425+08:002016-12-19T20:40:15.425+08:00Most of Singtel's profits came from overseas s...Most of Singtel's profits came from overseas so it is also not as dependent as the other two Telcos. Given extra research, its net income has dropped over the last 10 years ,which is not a sign defensive investors would buy on ; it is not even beating inflation. If one is looking for growth stocks, telecommunications is not the answer unless TPG get listed. I think Singtel is more for Frowns88https://www.blogger.com/profile/02284939344444329229noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-84537724531148868572016-12-19T19:58:12.877+08:002016-12-19T19:58:12.877+08:00singtel will fight for 50% of mobile market regard...singtel will fight for 50% of mobile market regardless how many Telcos in Singapore. they will lower prices until the other telcos call for truce. the other 3 telcos will have to fight for 50% market share among themselves. TPG must be nut case by coming to Singapore thinking can make money.Anonymoushttps://www.blogger.com/profile/15599891154027539688noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-22311188097860644102016-12-19T16:16:23.434+08:002016-12-19T16:16:23.434+08:00Thanks B. True, I don't have the Math with me ...Thanks B. True, I don't have the Math with me on how much impact will there be. I suspect there is certain level of critical mass of customers to support the fixed cost.Coryhttps://www.blogger.com/profile/18166646368324976318noreply@blogger.comtag:blogger.com,1999:blog-3116247406908143536.post-82909132040534728282016-12-19T15:23:41.203+08:002016-12-19T15:23:41.203+08:00Hi Cory
I think like you said, after news subside...Hi Cory<br /><br />I think like you said, after news subsided, market is going to return back to equilibrium. I think the impact will be felt by Starhub and M1 but I think they are overblown (share price impact has taken in a lot). Plus, they might also grow in other areas too now with this competitor coming in, which gives them leeway to push into other areas.Bhttps://www.blogger.com/profile/09041255778427742477noreply@blogger.com