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SingTel
23-08-2018, 05:29 PM.
Post: #591
RE: SingTel
Potential union of Australian telecom rivals a boost for Singtel

By: Bloomberg
23/08/18, 02:57 pm

SINGAPORE (Aug 23): A potential marriage between two rivals in Australia could bring joy to Southeast Asia’s largest telco, Singapore Telecommunications.

A merger between Vodafone Hutchison Australia and TPG Telecom would see Singtel facing less competition in Australia, where it generates over half of its revenues.

“If a deal does proceed, we believe it would be positive for Singtel’s Australian business, Optus," Citigroup Global Markets Inc.’s analyst Arthur Pineda writes in a note.

Singtel shares surged as much as 7.5% on Thursday, the most since May 2009 after Vodafone Hutchison and TPG Telecom said they were in “exploratory” discussions for a potential merger.

A deal would also have implications for Singtel’s domestic market of Singapore as a TPG Telecom unit won the bid to become the city-state’s fourth mobile-phone operator.

More details in https://www.theedgesingapore.com/potenti...st-singtel
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23-08-2018, 08:02 PM. (This post was last modified: 23-08-2018, 08:02 PM by BlueKelah.)
Post: #592
RE: SingTel
(23-08-2018, 05:29 PM)cyclone Wrote: Potential union of Australian telecom rivals a boost for Singtel

By: Bloomberg
23/08/18, 02:57 pm

SINGAPORE (Aug 23): A potential marriage between two rivals in Australia could bring joy to Southeast Asia’s largest telco, Singapore Telecommunications.

A merger between Vodafone Hutchison Australia and TPG Telecom would see Singtel facing less competition in Australia, where it generates over half of its revenues.

“If a deal does proceed, we believe it would be positive for Singtel’s Australian business, Optus," Citigroup Global Markets Inc.’s analyst Arthur Pineda writes in a note.

Singtel shares surged as much as 7.5% on Thursday, the most since May 2009 after Vodafone Hutchison and TPG Telecom said they were in “exploratory” discussions for a potential merger.

A deal would also have implications for Singtel’s domestic market of Singapore as a TPG Telecom unit won the bid to become the city-state’s fourth mobile-phone operator.

More details in https://www.theedgesingapore.com/potenti...st-singtel

I am not so sure that will be a boost for Optus. If anything, the Aussie economy is on a straight line down in the near term, that could impact consumer spending. Seems they are changing Prime Minister again, very unstable political environment.

However i did read that Singtel is in talks to acquire 1million+ subscribers Amaysim which is a reseller of Optus mobile service. Amaysim has quite good prepaid plans and service.

The singtel shorts must be getting squeezed, what a big jump in price.
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23-08-2018, 10:14 PM.
Post: #593
RE: SingTel
Ya... I am wondering about the local implications. A stronger post merger TPG - Vonda means more money to buy or better to withstand low margin ?? In order to gain market share.

If Australia market with 25 Mio population in the end has 3, why is singapore having 4, will we go down the same route where after cut throat competition, one get buyout or merged ?
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance

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20-02-2019, 12:07 AM.
Post: #594
RE: SingTel
For those who are interested - Sign up free SIM cards here : https://www.tpgmobile.sg/. My personal experience is registration is only opened in the morning(abt 9am), and closes off a few hours later. Cards are applicable to both Apple & Android.   Smile

I am using them as supplementary lines on Android to save a little bit of money(voice + data), so far quite reliable.

On the impact of these free TPG SIM to Singtel & other interesting questions, scroll to "8. Interesting soundbites from the analyst call"  on     https://risknreturns.com/2019/02/16/sing...highlights

PS : I am not related to the website.
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12-03-2019, 08:08 PM.
Post: #595
RE: SingTel
Guess this is an advantage of a govt linked co. - GIC can step in and help to fill up the "shortfall" to maintain significant ownership stake.

----------------------------------------------------------------------------------------------------------------------------

GIC picks up Singtel’s tab sinking S$1b into “junk-rated” Indian telecom company
2019-03-11

..... About a week ago, Bharti Airtel decided to announce plans to raise nearly Rs32,000 crore (S$6.2 billion) through a combination of rights issue and perpetual bonds. Bharti Airtel was planning to raise Rs25,000 crore (S$4.9 billion) through rights issue and the remaining via perpetual bonds.

The fundraising is to help reduce Bharti Airtel’s current massive net debt estimated to be Rs 1.06 lakh crore (S$21 billion) as at the end of last year. It’s current market capitalization is about Rs 1.3T (S$25 billion).

Currently, the single biggest shareholder of Bharti Airtel is Singtel, holding 39.5%. It has decided to renounce part of its rights to be picked up by GIC. As a result, Singtel’s stake in the Bharti Airtel will fall to 35.2% after the rights issue, while GIC will own about 4.4% for the first time. .....

More details at https://www.theonlinecitizen.com/2019/03...m-company/
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