Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning

Singapore Telcos - Has the Market Forgotten?

Equity Analyst, TMT & Energy Specialist

HL Tan

Thematic (Sector/Industry)

Singapore Telecom services / Thematic (Sector/Industry)

Change is the only constant, likewise visible in the once deemed 'predictable' and 'boring' telecommunications sector. This is an add-on to Toh Zhen Zhou's <a href="https://www.smartkarma.com/insights/singapore-telcos-three-bids-for-4th-mobile-license-and-this-is-just-the-beginning" target="_blank" data-smartkarma-citation="insights:5611">Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning</a>.May the 4th be with you. Share prices of incumbent telecom operators' (Singtel, StarHub and M1)  have declined ~1-5% in the past week vs. FSSTI +2% wow. This was after IDA announced 3 applicants for the new 4th mobile operator license in Singapore, namely from…

Change is the only constant, likewise visible in the once deemed 'predictable' and 'boring' telecommunications sector. This is an add-on to Toh Zhen Zhou's Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning.May the 4th be with you. Share prices of incumbent telecom operators' (Singtel, StarHub and M1)  have declined ~1-5% in the past week vs. FSSTI +2% wow. This was after IDA announced 3 applicants for the new 4th mobile operator license in Singapore, namely from…

Next Generation Satellite Communctns (BJ SP)

Singapore Telcos - What's Next? Evaluating the 'new' New Entrant Aftermath.