Reply to @TooKiang : TPG will pose a threat to Singtel, but TPG poses an even bigger threat to the other two. 1. Singtel has large cash reserves for CAPEX as seen from their 100m+ purchase of spectrum 2. Singtel has strong cable & broadband and ability to bundle, differentiating itself from TPG 3. Singtel has highest market share, and enjoys the most significant brand loyalty advantage over newcomers TPG.
Similar to Starhub, Singtel also offers Netflix tie-ups, and most people can simply purchase it together with their traditional Singtel cable subscription. The segment of subscribers who only watch American shows or only watch via Internet have mostly already moved over to Netflix, and the decline of subscribers will taper off soon.
While RAN sharing allows cost savings for both Starhub and M1, as of now, it does not create a very significant effect on their balance sheets. Hence, it only provides a slight relative cost advantage vis-à-vis Singtel.
Will they post a threat to $SingTel(Z74) ??
Reply to @TooKiang : TPG will pose a threat to Singtel, but TPG poses an even bigger threat to the other two. 1. Singtel has large cash reserves for CAPEX as seen from their 100m+ purchase of spectrum 2. Singtel has strong cable & broadband and ability to bundle, differentiating itself from TPG 3. Singtel has highest market share, and enjoys the most significant brand loyalty advantage over newcomers TPG.
Similar to Starhub, Singtel also offers Netflix tie-ups, and most people can simply purchase it together with their traditional Singtel cable subscription. The segment of subscribers who only watch American shows or only watch via Internet have mostly already moved over to Netflix, and the decline of subscribers will taper off soon.
While RAN sharing allows cost savings for both Starhub and M1, as of now, it does not create a very significant effect on their balance sheets. Hence, it only provides a slight relative cost advantage vis-à-vis Singtel.
Q&A!