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M1 (formerly: MobileOne)
22-03-2017, 12:26 PM,
Post: #561
RE: 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.

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22-03-2017, 01:13 PM,
Post: #562
RE: M1 (formerly: MobileOne)
(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>
Winston Churchill:-
“The inherent vice of capitalism is the unequal sharing of blessings; the inherent virtue of socialism is the equal sharing of miseries.”
"The farther backward you can look, the farther forward you are likely to see."

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22-03-2017, 05:17 PM,
Post: #563
RE: M1 (formerly: MobileOne)
What if the buyer is My Republic since they didn't won the 4th telco?
The toughest thing to do is have to wait for the opportunity patiently.

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22-03-2017, 05:23 PM,
Post: #564
RE: M1 (formerly: MobileOne)
(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?  Big Grin

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22-03-2017, 05:30 PM,
Post: #565
RE: M1 (formerly: MobileOne)
(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?  Big Grin

What if it is just Axiata's 29.7% share? US$500m approx?
The toughest thing to do is have to wait for the opportunity patiently.

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22-03-2017, 11:57 PM,
Post: #566
RE: M1 (formerly: MobileOne)
(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?  Big Grin

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

Still too much for them.... Sleepy

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23-03-2017, 09:46 AM,
Post: #567
RE: M1 (formerly: MobileOne)
(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?  Big Grin

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

Still too much for them.... Sleepy
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?  Shy

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