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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

copy-of-chase-the-1


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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M1, is it the One?

M1, is it the One?

Brief Background:
M1 Limited (M1) is one of the biggest telecommunication services providers in Singapore, it also engages in international call services and broadband services, retail sales of telecommunication equipment and accessories, customer services and investment holding. The company and its subsidiaries operate in Singapore in one business segment, but there are three components that contribute to the operating revenue:
1)Mobile communication services
2)International call services
3)Fixed services

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