Singapore Stock Market News
Telecom Sector - Two options
StockFanatic
Publish date: Mon, 27 Jul 2015, 02:38 PM
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Welcome to Stockfanatic Singapore stock market and regional market news. This is a platform to share Singapore stock market and regional news to investors / man in the street. Investors can also look forward to analyst reports and brokers recommendations. Stockfanatic's Singapore stock market and regional news blog, home of investors one stop news station.
â– Data usage is flattening while legacy business is declining; Korea's experience suggests flat data usage once 4G penetration reaches 65%-70% as in Singapore now
â– Two ways to go for telcos- witness ARPU decline due to flattish data usage; or launch bigger or unlimited data plans as in Korea to defend ARPU
â– Downgrade M1 and StarHub to Fully Valued as we cut FY15F/16F earnings significantly
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