Investment Moats

  • Home
  • High Yield Dividend Stocks
  • My Current Portfolio
  • About
    • Advertise / Hire Me
  • My Resources
    • Build Wealth Foundation
    • Active Investing
    • REITs Investing
    • Redesigning Your Life
    • Retirement Planning
  • FREE Calculators
    • Dividend Stock Tracker
    • Stock Portfolio Tracker
    • Cost of Car Ownership Online Calculator
    • Wealthy Calculator
    • Property Investment Calculator

Singapore LTE opportunities for Singtel, M1 and Starhub

September 22, 2012 by Kyith Leave a Comment

ShareTweet

Some notes from The Edge article on NFC payments and Mobile Remittance. This will interest Starhub, Singtel and M1 investors.

  1. Currently device maker grabbed the larger share of the revenue pie
  2. The future for telco is to turn smartphone into a conduit for mobile wallet, digital coupons, media, entertainment content
  3. Emerging and developing markets are essentially pre-paid, low on credit cards. Telecom with vast footprint in many countries like Singtel can tie up to create remittance services
  4. The telecoms are also banking on proximity payments such as NFC
  5. NFC will only work if there are adequate NFC enabled device. Currently not many, and primarily iPhone 5 do not come with NFC
  6. NFC need to be habitual and that could happen when people use phones to pay for their train and taxi fares
  7. NFC terminals needs to be installed at merchants as well
  8. Ovum research shows that consumers are less willing to spend on apps
  9. Shopping is not ranked high on smartphone usage. The top ranked smartphone usage are email, internet search, maps, social networks, instant messaging and games. Shopping comes after them
  10. There are other inexpensive and reliable payment options. People don’t have to use phones
  11. The OTT payment vendors such as Google Wallet, Paypal are working against their offering
  12. The OTT messaging vendors are cannibalizing existing messaging
  13. The OTT VOIP vendors are reducing international rates
  14. The OTT media vendors Amazon, Barnes and Noble, Dropbox and iTunes means that local offers are not going to work
  15. Telecom will need to explore business to business solutions
  16. The cost of offering data over LTE networks can be 30% to 50% cheaper per bit compared with older network technologies such as HSPA or 3G
  17. LTE gives telecom the opportunity to price their plans more appropriately for their respective markets
  18. If Starhub manages to get 8% of its subscriber base onto 4G network next year FY2013 earnings could be raised by 4%. If its 20% in FY2014, earnings will be lifted by a further 8%
  19. Local Telecom have not fully explored next generation pricing
  20. AT&T offers “bucket plans”: several gigabytes of data to be shared among up to 10 devices. Voice and text messaging is free and users can just decide how much data they want to pay for every month and how many devices they want to use that data on
  21. SK Telecom has a plan for teens that is heavy on data and another for seniors that bundles more voice minutes
  22. SK Telecom also have a “T Freenium” plan, which gives away free multimedia content such as apps, videos, music and games if customers take up service plans cost at least USD $60 a month

Share this:

  • Twitter
  • Facebook
ShareTweet

Filed Under: Dividend Investing Tagged With: high dividend stocks, m1, singtel, starhub

About Kyith

Founder & Sole Employee of InvestmentMoats.com . Senior Solutions Specialist at Fee-Only Advisory Firm Providend by day. Blogger by night. Active Stock Investor for 15 years. SG & HK Mkts. Pursues Financial Security & Financial Independence. Reached Financial Independence at 38. Facebook , Twitter. More on Kyith ...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

MoneyOwl Invest

Best Articles

  • Singapore High Yield Dividend Stocks for Income
  • Free Online Stock Investment Portfolio Spreadsheet
  • 5 Steps to Compound Wealth via Dividend Income
  • My Insurance Philosophy
  • Get Rich – Pay Yourself First
  • Should you buy Blue Chips at ANY price?
  • I built my Wealth by following this Wealthy Formula
  • How much u need to reach Financial Independence?
  • My advice to those 20 year old starting their Financial Independence journey
  • Beginner’s Guide – How to Buy and Sell Stocks, Bonds, REITs and ETFs in Singapore

Money Management

  • Budget Babe of Singapore
  • Bully The Bear
  • DIY Insurance – Insurance your own way
  • Financial Horse
  • Heartland Boy
  • Invest Moolah
  • [email protected] Talk
  • My Housing Loan.SG
  • Providend – Fee-Only Retirement Adviser
  • SG Wealth Planner
  • Singapore High Yield Income Investing
  • Singaporean Stock Investor

Blogroll

  • Eat Dream Love – SG Premier Travel Food Review Blog
  • Giraffe Value
  • My 15 Hour Work Week
  • SG Invest Bloggers
  • The Finance SG

Value Investing

  • Donmihaihai
  • Investing Nook
  • Kelvin Seetoh
  • Margin of safety
  • Musicwhiz Value Investment
  • Re-ThinkWealth
  • SG Dividends
  • SG ThumbTack Investor
  • Small Cap Asia
  • The Asia Report

Copyright © 2019 · Investment Moats ·

Copyright © 2019 · Log in