HKT Trust Interim result is lukewarm
There are many fans of Singapore Telecom plays M1, Singtel and Starhub and are pretty obsessed watching their share prices and their yields. Perhaps they …
Telecom
Economic Moat–Cable TV, Broadband, Pay TV talk by Liberty Global’s John Malone
In the book The Outsiders, one of the profiled leader that is being said as a great capital allocator was John Malone of TCI. The …
WIFI Enabled Power Meter – A great telecom disruptor?
Smart Power Meters that are WIFI enabled may be able to bring budget cheap or free internet covering all of Singapore. This telecom disrupting is …
The HetNet: how will it change telcos
Gigaom have an article out talking about Google submitting to FCC for some of their upcoming wireless test plans. You can read it here [Giagom …
Vodafone 6% yielder $VOD
There are many investors looking for a good yielding stock that beats the regular 5 year fixed deposit rates. And what better company then a …
Starhub Q2 2012 Results–Mobile Payment the next growth area?
Starhub announces their Q2 2012 results. The presentation slides is [here] The full results release is [here] Overall, the result are status quo. Current Investors …
The telecom operator’s fourth wave
Telecom operators have been having a good time earning from voice and sms in the last 10 years. Profits and Revenues are great. The current …
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 …