facebookWhat do you think of the latest Telco Earnings Report? - Seedly

Anonymous

07 Jun 2019

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Saving Hacks

What do you think of the latest Telco Earnings Report?

I just saw the recent reports and both singtel and starhub seem to be taking a beating. Anyone has any ideas why?

AMA The Fifth Person

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Gabriel Tham

07 Jun 2019

Tag Team Member at Kenichi Tag Team

They are all doing not so well.

Singtel being bogged down by its huge investment in Bharti Airtel India.

Starhub undergoing massive business transformation. Profits down, dividends cut.

M1 losing ARPU and the price war is hurting it.

Plus, the incoming TPG, the current circles.life promos will all add up into more competition in an already super saturated market. Sooner or later there will be a consolidation. A small population in Singapore will have limited people on data plans, any price war will hurt revenues.

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Victor Chng

21 Feb 2019

Co-Founder at Fifth Person Pte Ltd

Hi,

Telco are facing structural change in the industry. Moving forward you can expect stronger headwind. It may take some time before everything settle down.

My personal opinion is to sit on the sideline at the moment.

Looking macro level at the big 3(Singtel, Starhub, M1) earnings report, I think it really goes to sh...

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