SIMBA Telecom discussion thread

Deathzz

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I asked at this Sundry Shop (Sembawang Mart) where I normally do SIMBA's 1for1, & he says no have...

Will check again tomorrow if I'm free
Posted the remote top up in the post earlier. Can try if all lazy to head down
 

Habrosus

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Habrosus

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I no top-up...I'm looking out for friends who are not so welcoming to such
Oh, some people everything must see and feel physically. 👌

Anyway, I did it (otherwise not bothered to travel there) and total already in when I checked a couple of hours later. (y)
 

whoooo

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At the top up area, very crowed but Q less than 5min but many staffs and counters. Like another former say before I even paynow scan finished the message of successful top-up came in liao
 

JAYSCS

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The article is available here. IMHO it's a strange article.
Indeed, given the urgency for a consolidation stated in the article, Keppel said it will hold off M1 1-2 yrs for being taking over. To increase its bargaining power? The network sustainability of Simba limited bandwidth with vast subscribers are at risk too. So it seems that Simba only way out is to buy over M1 (or sell itself to others instead?). Wonder will Starhub outbids Simba in the coming round.
 
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neptunesea

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Indeed, given the urgency for a consolidation stated in the article, Keppel said it will hold off M1 1-2 yrs for being taking over. To increase its bargaining power? The network sustainability of Simba limited bandwidth with vast subscribers are at risk too. So it seems that Simba only way out is to buy over M1 (or sell itself to others instead?). Wonder will Starhub outbids Simba in the coming round.
M1's subscriber numbers are on a downward trend, they also don't release ARPU and other metrics, but it could be speculated that it's lower than ST and SH, but higher than SIMBA's $9.60.

Possibly their holdout is so that SIMBA can conclude their spectrum issues which could take a year. Which would allow Keppel to get a fairer offer since all of the players in the space can place a bid.
 

JAYSCS

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M1's subscriber numbers are on a downward trend, they also don't release ARPU and other metrics, but it could be speculated that it's lower than ST and SH, but higher than SIMBA's $9.60.

Possibley their holdout is so that SIMBA can conclude their spectrum issues which could take a year. Which would allow Keppel to get a fairer offer since all of the players in the space can place a bid.
The holdout by Keppel still doesnt make sense though, it can straight away accept any possible offer, esp the whole saga is not M1 issue. It need not have to wait for Simba to get its problem settled, the only explanation is to increase its stake with best offer with more buyers then. What if Simba decided to exit and sell itself given its unsustainable limited spectrum with vast subscribers (a perfect storm for a buy over with buyer looking for more subscribers, to make matter worse, IMDA may restrict its customers base to resolve its congestion issue), this is something M1 has to risk upon.
 
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acidcrash

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Topped up via gadgetbox without going down to MS👍

0u3Qsva.jpeg
 

neptunesea

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Indeed, given the urgency for a consolidation stated in the article

If you examine the issue in detail, there is actually no real urgency for any form of merger.

It is purely a tale to restore investor confidence, that low ARPU is temporary. It choses to conveniently ignore the elephant in the room, SIMBA's normalisation of $10 plans.

In fact ST and SH have no good idea on how to improve their ARPU while simultaneously growing subscriber base.

The straits times article makes it seem as though the telecoms sector is going through its own price war akin to Uber vs Grab. However SIMBA has shown that it is indeed possible to turn a profit while offering mainstream $10 plans.

Regardless of what happens to M1, be it merger with ST, SH, SIMBA, sold to someone else, or retained by Keppel. SIMBA will continue to be a challenger for the big 3.

Despite both ST and SH matching SIMBA with Hi and eight. SIMBA has achieved consistent growth in subscriber numbers.
 
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JAYSCS

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If you examine the issue in detail, there is actually no real urgency for any form of merger.

It is purely a tale to restore investor confidence, that low ARPU is temporary. It choses to conveniently ignore the elephant in the room, SIMBA's normalisation of $10 plans.

In fact ST and SH have no good idea on how to improve their ARPU while simultaneously growing subscriber base

Regardless of what happens to M1, be it merger with ST, SH, SIMBA, sold to someone else, or retained by Keppel. SIMBA will continue to be a challenger for the big 3.

Despite both ST and SH matching SIMBA with Hi and eight. SIMBA has achieved consistent growth in subscriber numbers.
We'll see how it turns out. Simba's hijacking spectrum, deliberately or unintentionally, is actually spelling it is having a sustainability issue. The increasing subscribers base is actually its meat as well as poison. See how IMDA responds to it. And giving another 1-2 years down the road, the congestion problem will only increase and not improved.

As a customer, of cos, best is status quo, any form of merger can wait, let them fight till the cow comes home. 😂
 
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