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3 Recent Developments You Should Know About StarHub and the Telco Industry

3 Recent Developments You Should Know About StarHub and the Telco Industry

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This article is jointly written by @fayewang, @calvinwee and @gordon_ong.
This is just a summary, please refer to the attachment for the full article.

Executive Summary

In Singapore, with a sky-high mobile penetration rate of 150% and stagnant subscription numbers since 2014, there is literally no room to attract new consumers. With an already saturated market, the Singapore telco industry is fast becoming a zero-sum game. New alternatives such as online services and new entrants will only further fragment the market and capture niche segments at the expense of incumbents’ market share. This applies all of StarHub’s 3 business segments: mobile, broadband and cable TV. We may have to prepare ourselves to enter a new norm of more sluggish top-line growth for incumbents, and valuations that take that into account.

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SG’s 4th Telco…and Fed Raises the Rate!

SG’s 4th Telco…and Fed Raises the Rate!

2 major news happened this week: 1. TPG wins bid to become the 4th Telco and 2. US has increased interest rates!

TPG is 4th Official Telco

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TPG has won the bid to become the 4th telco, ousting out competition such as Circles.life and MyRepublic. A new entrant in the oligopolistic market for telecommunications, might just shake up the market share for the Big 3 telcos of Singapore.

However, the question is now to what extent is TPG going to shake up the market share?

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