M1 - Monsters Splash Out. A Little.
Spring 2017 saw Axiata Group (AXIATA MK), Singapore Press Holdings (SPH SP), and Keppel Corp Ltd (KEP SP) conduct a strategic review of their...
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Channel Checks - Poor Read Across M1, but PayTV Is the Silent Killer for StarHub
Since the launch of Netflix, StarHub's Pay TV business has been suffering from the loss of subscribers. Steven Clontz, the Chairman of StarHub,...
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M1 - What Monsters Lurk Beneath?
M1 Ltd (M1 SP) may be setting up for something interesting. The environment in Singapore telecom is different than it was 10yrs ago, 5yrs ago, 2yrs...
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Singapore: Traditional Firms Must Disrupt Themselves or The Market Will Do It
There were a couple of news items this week that convinced me that the Singapore government will not protect traditional businesses or...
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