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 …
Singtel
Singtel rolls out tiered pricing mobile plans. What it means to investors and consumers?
I just been tagged by my friend in Facebook that some change in our Singtel Pricing plan are in order come this July. Tiered pricing …
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 …
Singtel net profit down 10%!
Singtel today released its 3rd quarter results and it looks weak due to a few factors. Overall profit is down 10%. I can’t recall the …
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 …
Buffet Tiered 3G Plan to be abolised
At Investment Moats, I talked about it pretty early that we may eventually follow the US in abolishing all-you-can-eat mobile data plan to one where …