Starhub

[CY09]

Starhub might have been reading valuebuddies. They have released a new deal today where if you sign up for their sim only plan on a 12 month basis, you will pay $24 per month for a 9gb plan with unlimited weekend datafor the first 6 months, subsequently it's 6 gb for the rest of the period. The competition is heating up

[Bibi]

I think both M1 and StarHub is trying to "kill" off Circles.Life which is offering $28/mth 6GB free incoming/100mins outgoing talktime plan. I remember before this, M1 was offering $29/mth for a mere 2 or 3GB 200mins outgoing plan. My wife had that plan and recently I encouraged her to downgrade to M1 mySim20 plan.

[BRT]

[SINGAPORE] Internet service provider MyRepublic has moved into the telco space, offering three mobile plans for all users from Thursday (June 21).

The move comes a month after the company offered mobile services for its existing broadband customers.

The mobile plans start from S$35 for 7GB of monthly high speed data, followed by a 12GB high-speed data plan for S$55 and S$85 for 25GB.

MyRepublic's mobile network will ride on telco StarHub's existing infrastructure as a mobile virtual network operator, following a partnership signed last month.

https://www.businesstimes.com.sg/technol...-all-users

[weijian]

Putting this under the Starhub's thread since there are parallels. And probably what has happened to date, could be what will eventually happen for Starhub as well? - Cable TVs merging (but probably CCS may have something to say?) or skinny buddles?

Who Killed the Great American Cable-TV Bundle?

The reason American consumers are abandoning their cable subscriptions is not a mystery: It’s expensive, and cheaper online alternatives are everywhere. But who exactly is responsible for the slow demise of the original way Americans paid for television? That’s a far trickier question. The answer can be traced to a few decisions in recent years that have set the stage for this extraordinarily lucrative and long-lived business model to unravel: licensing reruns to Netflix Inc., shelling out billions for sports rights, introducing slimmer bundles, and failing to promote a Netflix killer called TV Everywhere.

https://www.bloomberg.com/news/features/...-tv-bundle

[theasiareport]

I remember writing a post a long time ago when the prices of Starhub were around $2.80 that the dividend was ultimately unsustainable. Prices proceeded to go up to nearly $4.50+ before collapsing. Right on thesis but completely wrong on timing (no short position was taken).

I've revisited Starhub multiple times since the price has fallen after watching its descent from $3 onwards.

Its quite amazing that a "defensive business" can decline almost 60% in price.

[cyclone]

StarHub and Temasek Wholly-owned Subsidiary to Form One of Asia’s Largest Cyber Security Companies

StarHub Ltd today announced an agreement with Leone Investments Pte. Ltd. to form a joint venture company. Leone is an indirect wholly-owned subsidiary of Temasek Holdings (Private) Limited. Branded Ensign InfoSecurity Pte. Ltd. (Ensign), the new entity will merge StarHub’s Cyber Security Centre of Excellence, its subsidiary Accel Systems & Technologies Pte. Ltd. (ASTL) and Temasek-owned Quann, to form one of the largest cyber security companies in Asia.

ASTL is a cyber security systems integrator specialising in the provision of security solutions, consulting and managed security services. Quann is a leading regional cyber security services provider with an extensive Asian footprint. Harnessing their capabilities to deliver end-to-end cyber security solutions to organisations in Singapore and overseas markets, Ensign will become the only Singapore-based pure play cyber security company with end-to-end capabilities comprising Professional Services, Systems Integration and Managed Security Services. In addition, its unique telco-centric and network-based security monitoring capabilities will be critical to providing enhanced security for enterprises and critical infrastructure.

In addition to transferring 100% of ASTL, and its other cyber security assets, StarHub will pay $36 million in cash for its stake in the joint venture company. This amount will be funded using internal cash resources.

The newly formed Ensign team will have a talent pool of approximately 500 analysts, consultants and researchers. They will be based out of Ensign’s corporate headquarters in Singapore, where enhanced Security Operations Centres are also located. Ensign will initially support Government and Enterprise customers and generate revenues in excess of $100 million annually in cyber security solutions, systems integration and managed services.

More details in :
1. http://infopub.sgx.com/FileOpen/Announce...eID=524093
2. http://infopub.sgx.com/FileOpen/PR.ashx?...eID=524094
3. http://infopub.sgx.com/FileOpen/Slides.a...eID=524095

[CY09]

https://www.businesstimes.com.sg/compani...dairy-farm

Starhub will be dropped from the STI index with effect from 24th Sept 2018.

I think we can expect a selloff of Starhub as ETF funds will need to alter their portfolio to mirror the STI

[Bibi]

Circle Life is now offering $0/month 1GB Sim-only plans which comes with Caller ID/Free Incoming/30 min outgoing talktime. However there are add ons such as paying $10 per month for every 2 GB of data.

What you mention above is different from what Circles.Life customer service told me. The $0/mth plan comes with 1GB free caller ID.
NO free incoming calls. Total incoming + outgoing is 30mins. Free incoming SMS. Outgoing SMS is 10 i think. Every 1GB additional costs $5 which the person need to top it up via Circles.Life hp app. There is NO way to top up for free incoming calls for this plan. Corporate plan does not apply for $0/mth plan. This plan only suits pp who dont talk a lot via traditional voice calls.

Comparing M1 mySim20 (I think) plan to StarHub plan, M1 charges $20/mth for 5GB for a one year contract. no unlimited weekend data usage though.

The competition has intensified. Circle Life now allows top up $10 for additional 200mins outgoing calls and unlimited incoming calls.

[kelvesy]

Data services are commoditised, it comes down to lower operating costs and there's also pressure from the margins erosion. No longer protected. Does that mean that the spectrum auction prices may also go up? Higher capex, lower free cash flow -- potentially?

[specuvestor]

I know there's some IT expert VBs here... Price aside, is it correct to say that GSM and SMS is more secure than VoIP and 3G/4G/5G data? Or these data packets are not easily intercepted?

Thanks