Posted on 30 Jul 2020
If in the name of competition and anti-monopolisation, these tech giants may get dismantled. Are investors reacting to this?
To be honest, I feel sometimes such setbacks if it really happen are just temporary. the companies you mentioned are still great growth companies. And dont forget, in the US, lobbying in very common and might have an impact on these hearings. In fact, i think that if their stocks fall, it would be a good time to chope some up uh, it is still gonna increase in the long term provided their business model is good, no change in fundamentals etc. Personally I am just keeping a portion of my cash to put into these stocks when these stocks are at a discount should another crash comes.
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Nicholas Tan Yi Da
30 Jul 2020
Singtel took a hit because their business model is very weak, they only profit off like mobile plans and over charging data($10/gb :( , yea the red one is the one that started overcharging, then the green and orange one goes along back then) When all these new MVNOs come in, Singtel is shaken as they can no longer profit from data as these new competitors offering cheaper plans. even singtel has to come up with GOMO. so for the telco industry, u can no longer simply make profit from mobile data or mobile phone plans. I mean they recently have a venture with Grab on digital banking(have to see how it goes). Their fundamentals arent really gd to be honest. So at the end day, whether or not these tech giants get broken up, the business model (qualitative part) and the fundamentals(quantitative part) must remain gd
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