M1 (formerly: MobileOne)

(22-06-2015, 08:50 PM)CityFarmer Wrote:

(09-06-2015, 08:32 PM)CityFarmer Wrote: M1 newly on-board chairman, Mr. Choo Chiau Beng, has bought 50,000 M1 shares @3.33 per share.

http://infopub.sgx.com/FileOpen/_FORM1_9...eID=355275

(vested)

More acquisition from the chairman, another 50,000 shares

http://infopub.sgx.com/FileOpen/_FORM1_1...eID=356864

100k to CCB is peanuts but certainly a vote of confidence for m1 and at current levels, its definitely better than fixed income...

In a recent Straits Times's article, "IDA tunes in to calls for 4G benchmarks" by Irene Tham, there are interesting findings. I quoted few para of the article below.

It might not be conclusive, but it is consistent with my observation. SingTel and M1 have aggressively invested on 4G, especially the A-LTE deployment, but StarHub seems lacking, at least from an outsider.

(vested in M1, but not in SingTel and StarHub)

------
Mr Aaron Tan, 36, a freelance writer and M1 customer, said that until recently, he found it difficult to make calls on his mobile phone from his flat in Sengkang.

"Calls were often cut off. I had to stand next to the window to get voice and WhatsApp connections," he said. But all that suddenly ended last month.

Mr Tan has since been able to make and receive calls and connect to WhatsApp at home.

When The Straits Times conducted a 4G speed test in his home, we found that StarHub's download speeds were about 1Mbps or so. M1's hovered at around 13Mbps, and Singtel's at 80Mbps.

At night, when most users would be at home and online, a 150MB file from Dropbox could not be downloaded over StarHub's network; nor could a 140MB Terraria app from the Google Play store.

In comparison, it took just under two minutes to download the 150MB Dropbox file over M1's and Singtel's networks at night.
-------

(22-06-2015, 10:04 PM)greengiraffe Wrote:

(22-06-2015, 08:50 PM)CityFarmer Wrote:

(09-06-2015, 08:32 PM)CityFarmer Wrote: M1 newly on-board chairman, Mr. Choo Chiau Beng, has bought 50,000 M1 shares @3.33 per share.

http://infopub.sgx.com/FileOpen/_FORM1_9...eID=355275

(vested)

More acquisition from the chairman, another 50,000 shares

http://infopub.sgx.com/FileOpen/_FORM1_1...eID=356864

100k to CCB is peanuts but certainly a vote of confidence for m1 and at current levels, its definitely better than fixed income...

He is newly on board. It will makes more credible business sense if he is there for some period of time to understand the business strength and value rather than conducting a show charade. Having said that i bought some yesterday but not due to him of course

IDA only allocates room for one more operator. It means MyRepublic and OMG might need to bid for it, albeit from a lower reserve price. No further concessions provided, e.g. national roaming and infra sharing (RAN sharing). I reckon the reasons, why Mr. Market responded favorably with the announcement.

(vested in M1)

IDA to release more spectrum, facilitate entry of 4th mobile operator

SINGAPORE (July 7): The Infocomm Development Authority of Singapore (IDA) is proposing to release more spectrum for mobile broadband services and facilitate the entry of the nation’s fourth mobile operator.

Early next year, IDA plans to make available a total of 225 MHz of spectrum for mobile services, after taking into account industry responses from the consultation and international developments in spectrum use.

To make it easier for a new mobile network operator to enter the market, IDA is setting aside 60 MHz out of the 225 MHz of spectrum at a lower indicative reserve package price of $40 million, for a spectrum auction that is opened only to potential new entrants.

“This is in recognition of the fact that a new entrant will face entry barriers in a mature market, given the significant upfront capital investments required to deploy nationwide services for consumers,” said IDA in a media release tonight.

The new entrant who successfully bids for this set-aside spectrum package is required to deploy its own network and achieve nationwide rollout by end September 2018.
...
http://www.theedgemarkets.com/sg/article...e-operator

http://www.channelnewsasia.com/mobile/si...69230.html

Big win for M1. Imo, more upsides than downsides. Congrats to all vested.

Sent from my D5503 using Tapatalk

(08-07-2015, 08:47 PM)thor666 Wrote: http://www.channelnewsasia.com/mobile/si...69230.html

Big win for M1. Imo, more upsides than downsides. Congrats to all vested.

Sent from my D5503 using Tapatalk

This reminds me, somehow, and at a tangent, of how Singapore tried to be everything to everybody. Then find that usage behaviour here might be quite different from elsewhere if you take the entire population instead of more targeted market segments (or even some of the individuals). So I think there is really kind of a push-back inevitably and now I do hope this is still relevant to the discussion on the telcos.

M1 and StarHub are refining their service plans, to prepare for the possible new competition...

(vested in M1)

M1 and StarHub introduces new plans ahead of possible new competition
...
"On July 10, M1 announced a new value-added service that will give its mobile subscribers the right to use their existing mobile data bundle when they roam to six markets: Indonesia, Japan, Malaysia, United States, Saudi Arabia and Sri Lanka.

This new Data Passport service is a big contrast to existing data plans, where mobile users have to pay extra for overseas data roaming. This new service comes with a one-time activation fee of $2 and a monthly subscription of $10.

If customers exceed their data bundles, there are of course extra charges to be paid, at $10.70 per GB, capped at S$188.32 per month, said M1."
...

"In a separate announcement today, StarHub which offers a wider range of infocommunication services, is introducing a package of multi-service plans which is an enhancement of the company’s core “hubbing” strategy.

The HomeHub Go, as the new package is called, combines 4G mobile plans, fibre internet access, fibre TV, and home fixed lines. There will be three price plans: $128.80, $138.80 and $148.80, for fibre internet access speeds of 200Mbps, 500Mbps and 1Gbps respectively.

Next, customers can pick from a variety of options: ranging from up to 7GB local mobile data, or up to 700 minute worth of voice calls.

The plan also includes up to 62 Fibre TV channels, up to 1GB worth of bundled local data at 21Mbps for mobile broadband service, as well as home fixed line. The package also includes other fringe perks like free Disney Movies-on-Demand, 10% off additional StarHub TV services, other discount vouchers and so on."
http://www.theedgemarkets.com/sg/article...ompetition

As boring as it could. Interim DPS maintain at 7 cents

http://infopub.sgx.com/Apps?A=COW_CorpAn...Slides.pdf

Yield Trading Vested
GG

(20-07-2015, 07:59 PM)greengiraffe Wrote: As boring as it could. Interim DPS maintain at 7 cents

http://infopub.sgx.com/Apps?A=COW_CorpAn...Slides.pdf

Yield Trading Vested
GG

Boring profits are good. Also, prepaid, postpaid subscribers seem to be stablizing from downtrend, and fixed services on a good uptake.

(not vested, keen observer)

Sent from my D5503 using Tapatalk

(20-07-2015, 07:59 PM)greengiraffe Wrote: As boring as it could. Interim DPS maintain at 7 cents

http://infopub.sgx.com/Apps?A=COW_CorpAn...Slides.pdf

Yield Trading Vested
GG

Yes, a boring and a highly predictable biz, and the cash flow.

(vested)