M1 (formerly: MobileOne)

https://nextinsight.net/index.php/story-...ke-singtel

Imho, most probably the fail bidder will be interested to takeover at cheaper price than building from scratch and faster.

(22-03-2017, 11:21 AM)YMPL Wrote: Generally, Mr. Market is expecting the "buyer" is the Starhub(?). I am skeptical on the thought. A merger of Starhub and M1, is too high a stake, with their redundancy in fixed assets. The "buyer" is most likely from outside, IMHO

The valuation varies, depending on the scenario. Competition should be the key factor in the valuation, which is only clear after we know the "buyer".

Limited upside for M1, analysts say, amid talk of possible sale
22 Mar 2017 09:00
By Cai Haoxiang

AMID takeover speculation for telco M1, analysts continued to debate how much of a premium a potential buyer would pay. Valuations ranged widely from S$1.58 to S$2.74.

Some pointed out that the stock is unattractive due to stiff competition in Singapore's saturated telco scene. Others wondered if fellow competitor StarHub could merge with it.
Source: Business Times

Funny if it turns out that Starhub is buying. Garmen wants to introduce more competition via 4th Telco only for it to go back to '3' Telcos. Doubt it will happen.

<vested>

What if the buyer is My Republic since they didn't won the 4th telco?

(22-03-2017, 05:17 PM)axt Wrote: What if the buyer is My Republic since they didn't won the 4th telco?

Ha...they cant even get funding for the bandwidth bidding..now can buy M1? 

(22-03-2017, 05:23 PM)desmondxyz Wrote:

(22-03-2017, 05:17 PM)axt Wrote: What if the buyer is My Republic since they didn't won the 4th telco?

Ha...they cant even get funding for the bandwidth bidding..now can buy M1? 

What if it is just Axiata's 29.7% share? US$500m approx?

(22-03-2017, 05:30 PM)axt Wrote:

(22-03-2017, 05:23 PM)desmondxyz Wrote:

(22-03-2017, 05:17 PM)axt Wrote: What if the buyer is My Republic since they didn't won the 4th telco?

Ha...they cant even get funding for the bandwidth bidding..now can buy M1? 

What if it is just Axiata's 29.7% share? US$500m approx?

Still too much for them....

(22-03-2017, 11:57 PM)desmondxyz Wrote:

(22-03-2017, 05:30 PM)axt Wrote:

(22-03-2017, 05:23 PM)desmondxyz Wrote:

(22-03-2017, 05:17 PM)axt Wrote: What if the buyer is My Republic since they didn't won the 4th telco?

Ha...they cant even get funding for the bandwidth bidding..now can buy M1? 

What if it is just Axiata's 29.7% share? US$500m approx?

Still too much for them....

I noticed Blackrock increased it's stake in Starhub few days back, it's now a substantial shareholder of Starhub. Another piece to the puzzle perhaps? 

M1 to roll out Singapore's first cloud-based virtual core network

This will be in partnership with Huawei.

The first cloud-based virtual Enhanced Packet Core (vEPC) network solution will soon be launched in Singapore by the joint initiative of telco M1 and IT solutions provider Huawei.

According to M1, this enhances its core network robustness and resiliency, and enables dynamic and more efficient use of network resources to support wide-ranging Smart Nation use cases.

By harnessing the latest cloud-computing and Network Function Virtualisation (NFV) technologies, M1’s fully distributed and agile packet core network will be able to dynamically deploy core resources wherever they are needed, and provide flexibility to swiftly scale up and down resources based on customer demands. This will significantly improve network performance and enhance customer experience.

According to M1 chief technical officer Denis Seek, with software functions separated from the underlying hardware platforms, the cloud-based virtualised core network allows faster in-service software upgrades, at the same time significantly reducing downtime for maintenance and testing of new services.

“The highly scalable nature of the network will also enable us to meet the dynamic resources demands of new products, shorten the time-to-market innovative products, and enable us to reduce implementation and maintenance costs,” said Seek.

The launch of the cloud core network, Huawei International CEO Lei Hui noted, should be seen as an important milestone in M1's cloud strategy and a significant step in digital transformation.

- See more at: http://sbr.com.sg/telecom-internet/news/...9oXox.dpuf

SDN is the underlying technology for the cloud-based virtual core network. Huawei is aggressive on the field, in direct competition with Cisco. Cisco is lucky to start earlier.

The new architecture enables further agility on M1. Logically, the architecture will reduce CAPEX with more sharing. OPEX will reduce due to more automation, and hopefully more innovation. Huawei's other major SDN deployment is on China Telecom's clouds.

IMHO, Cisco is vendor-specific, while Huawei is more open.

Singtel is using Cisco SDN solution
http://www.cisco.com/c/en/us/solutions/c...el_CS.html

Starhub is using both Cisco and Huawei (still in drawing board, undecisive?).
http://www.telecomasia.net/content/starh...dn-journey

TPG wanted the 700MHz but has gotten none so far. It has 2 lots of 900MHz during NESA. It put pressure on the CAPEX on coverage.

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The General Spectrum Auction result is here, from IMDA site

https://www.imda.gov.sg/regulations-lice...rum-rights