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M1 (formerly: MobileOne)
22-12-2016, 09:42 AM,
Post: #521
RE: M1 (formerly: MobileOne)
yes, extensive research in this company is not helpful when one does not consider the simple things like a lower ARPU due to the impending price war. With a 4th telco, the price power is severely eroded. Fixed expenses on the other hand are hard to cut. I would consider entering only if m1 drops substantially but i think it is very hard when they have a big shareholder

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12-01-2017, 05:39 PM,
Post: #522
RE: M1 (formerly: MobileOne)
Star1

M1 and StarHub Express Interest in Deeper Mobile Network Cooperation

M1 Limited (M1) and StarHub Mobile Pte Ltd (StarHub) signed a Memorandum of Understanding (MOU) today, to study potential further collaboration in mobile infrastructure sharing, with a focus on sharing radio access network, backhaul and access assets.

The MOU was signed by Chief Executive Officer of M1, Ms Karen Kooi and Chief Executive Officer of StarHub, Mr Tan Tong Hai.

For many years, M1 and StarHub have been sharing mobile infrastructure through mutual cooperation, including the combined antenna systems, in-building fibre and tunnel cables.

The aim of deeper mobile network cooperation is to enable both companies to optimise use of certain network elements through sharing, and improve network coverage and capacity for the benefit of their respective customers. Network traffic will continue to be managed independently by the companies.

More details in http://infopub.sgx.com/FileOpen/Media%20...eID=435598
Specuvestor: Asset - Business - Structure.

http://www.valuebuddies.com
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14-01-2017, 12:38 PM, (This post was last modified: 14-01-2017, 12:40 PM by frus.)
Post: #523
RE: M1 (formerly: MobileOne)
Good piece on why M1 and Starhub are likely to cut dividends - share prices do reflect that to a large extent:

http://riskon.net/singapores-fourth-mobi...re-sector/

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14-01-2017, 03:04 PM, (This post was last modified: 14-01-2017, 03:04 PM by CY09. Edit Reason: edits )
Post: #524
RE: M1 (formerly: MobileOne)
Thanks frus for the link.

The whole article content seems similar to the discussion here on M1 and Starhub's thread - Dividends is more than FCF generated and debt of these 2 telecos have been growing these past few years.

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