Singapore Telcos: And Then There Were Two (Bidders for the 4th License).
After some delay, the Singapore regulator (IMDA) announced yesterday there were two qualified candidates for the 4th cellular license: MyRepublic...
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M1 3Q2016 : Depressing ARPU Trend To Spillover Into Comps ?
The M1 3Q 2016 results demonstrate how headwinds for the telecom industry in Singapore are getting stronger. For those of you who have not looked...
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Singapore Telcos: A (Nasty) TPG Surprise.
The surprising emergence of TPG (TPM AU) has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has...
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Singapore Telcos - What's Next? Evaluating the 'new' New Entrant Aftermath.
Change is the only constant, likewise visible in the once deemed 'predictable' and 'boring' telecommunications sector. This is an add-on to Toh...
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Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
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