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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Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning
IDA announced that airYotta, MyRepublic and TPG Telecom have submitted bids for the fourth mobile license.This is just the beginning of a...
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