M1 (formerly: MobileOne)

the pipe to internatinal is still the same and as long as nothing is done we are screwed. still i wish they came up with less than 30 bucks plan. i really dont need so much bandwidth.

good marketing for m1, but i doube with latest revenue growth it justifies the telcos share prices.

it is more due to potential that we dont see as retail investors or risk free proposition is substantially reduced.

(04-05-2013, 12:16 PM)Drizzt Wrote: the pipe to internatinal is still the same and as long as nothing is done we are screwed. still i wish they came up with less than 30 bucks plan. i really dont need so much bandwidth.

good marketing for m1, but i doube with latest revenue growth it justifies the telcos share prices.

it is more due to potential that we dont see as retail investors or risk free proposition is substantially reduced.

i believed that there is more upside in M1

(04-05-2013, 03:44 PM)xiang38 Wrote:

(04-05-2013, 12:16 PM)Drizzt Wrote: the pipe to internatinal is still the same and as long as nothing is done we are screwed. still i wish they came up with less than 30 bucks plan. i really dont need so much bandwidth.

good marketing for m1, but i doube with latest revenue growth it justifies the telcos share prices.

it is more due to potential that we dont see as retail investors or risk free proposition is substantially reduced.

i believed that there is more upside in M1

in what areas will there be the upside

(04-05-2013, 09:59 PM)Drizzt Wrote: in what areas will there be the upside

Not only for M1 per se.....but for Starhub too.....

This is my simplistic view.....

6.9m population in the future. More users. More revenue. More profits.

But the growth will probably be gradual and slow.

As for Singtel, if it gets the license in Myanmar, that might be the new growth driver.

you seriously wonder if it will make a dent at all with the kind of earnings power there.

(05-05-2013, 07:58 AM)Drizzt Wrote: you seriously wonder if it will make a dent at all with the kind of earnings power there.

Yup. That's why I use the word 'might'........

Looking at the performance of Bharti and Optus, I am not really optimistic about the the Myanmar prospects.....

Furthermore, Singtel will have to pump in lots of money to build up the infrastructure in Myanmar if it gets the license. No profits at the initial years.....

But the potential for future growth is there.......

M1 prices dropped by 3.9%

(05-05-2013, 01:04 AM)Dividend Warrior Wrote: Not only for M1 per se.....but for Starhub too.....

This is my simplistic view.....

6.9m population in the future. More users. More revenue. More profits.

But the growth will probably be gradual and slow.

As for Singtel, if it gets the license in Myanmar, that might be the new growth driver.

DW, nice to see you making your way here.

Just a word of advise. VB is certainly not HWZ. Pls dun post such lazy and simplistic view.

For one, whatever you want to call the 6.9 million figure, it is still not a absolute certainty that that figure will come to pass. For the sake of argument, let's say the 6.9 million is a fact, what the time frame needed to reach that population level? 15 yrs? 20 yrs? 30 yrs?

15 - 30 yrs is a long time. Its impossible to project the technological advance in that time frame. Just as it is also not impossible to imagine that smartphones may eventually become obsolete (just as the pager has gone obsolete)

The way I see it; unless the telcos are able to stay relevant, then its not improbable for any of the current big 3 teleco to go bust in 20-30 yrs time.

(05-05-2013, 01:04 AM)Dividend Warrior Wrote: 6.9m population in the future. More users. More revenue. More profits.

But the growth will probably be gradual and slow.

As for Singtel, if it gets the license in Myanmar, that might be the new growth driver.

More users, more revenues, more profits is rather simplistic indeed. You neglected to mention the other part of the equation - more costs as well?

And we all need to think a bit deeper - if there is a lot of optimism factored into the new Myanmar license, might there be a margin of safety?

(06-05-2013, 05:11 PM)lonewolf Wrote:

(05-05-2013, 01:04 AM)Dividend Warrior Wrote: Not only for M1 per se.....but for Starhub too.....

This is my simplistic view.....

6.9m population in the future. More users. More revenue. More profits.

But the growth will probably be gradual and slow.

As for Singtel, if it gets the license in Myanmar, that might be the new growth driver.

DW, nice to see you making your way here.

Just a word of advise. VB is certainly not HWZ. Pls dun post such lazy and simplistic view.

For one, whatever you want to call the 6.9 million figure, it is still not a absolute certainty that that figure will come to pass. For the sake of argument, let's say the 6.9 million is a fact, what the time frame needed to reach that population level? 15 yrs? 20 yrs? 30 yrs?

15 - 30 yrs is a long time. Its impossible to project the technological advance in that time frame. Just as it is also not impossible to imagine that smartphones may eventually become obsolete (just as the pager has gone obsolete)

The way I see it; unless the telcos are able to stay relevant, then its not improbable for any of the current big 3 teleco to go bust in 20-30 yrs time.

Yup. U are right on all accounts.

My bad. I admit my mistake. I admit giving lazy and simplistic views.

Please forgive my laziness and simplicity.......