Warren Buffett on not buying Verizon and AT&T for dividends $VZ $T
Warren Buffett was talking to CNBC this morning and was asked why in this environment he wouldn’t buy AT&T and Verizon which have a toll …
M1
M1 Q3 2012 Results–Subsidies on the Rise
M1 announced their Q3 2012 results today. Presentation slides here and financial report here. The results look bad from a profit point of view, mostly …
Singapore LTE opportunities for Singtel, M1 and Starhub
Some notes from The Edge article on NFC payments and Mobile Remittance. This will interest Starhub, Singtel and M1 investors. Currently device maker grabbed the …
Investment Moats Portfolio Update July 2012
Market have been choppy for the past two months but merciful to the portfolio. One keynote is that many yield stocks have moved up much …
What we can expect from LTE for Starhub, Singtel and M1
The next generation of telecom wireless delivery after 3G will be LTE but how would that impact the telecoms? Starhub and Singtel will be rolling …
Are we really at Peak Telecom?
We just wrote an article talking about the defensiveness of telecoms as a service utility that people cannot live without. But I have talked much …
Defensiveness of Telecom stocks $T $VZ $VOD
In a new study conducted, it shows that even if your income is low, it is difficult to live without your smartphone Smartphone ownership is …
For Starhub, M1 and Singtel Investors–Telecoms likely to lose 50% of ARPU
For the telecom investors, GigaOM provided another good read that re-enforces how 3G, LTE and smartphones are bad business generally Do read the full article …
A peak into the future of telecom profitability 2012-Singtel, Starhub and M1
Telecom stock’s profitability is affected by technology substitutes, size of capital expenditures and the ability to monetize and fight for market share. We talk a …
Next Telecom Frontier:Maximize the data pipe
Not going to talk about much but 1 week ago I read this article talking about Vodacom, South African Telco have secure license from the …