SIMBA Telecom discussion thread

[andyhtc]

At Orchard Central today, there was a long queue of new subscribers. The $10 plan is attracting a lot of customers.

 

[007Mi6]

Of the 4 MNO, only Singtel has business outside of SG as a form of geographical diversification. For MVNO, the ones doing well happened to be the 2 that diversified their geographical reach, namely Circles Life and MyRepublic.

Grid Mobile has deep pockets in ST Telemedia, a portfolio subsidiary of Temasek Holding. In effect, Temasek is indirectly enjoying the profits in the expense of Singtel shareholders. ST Telemedia is also the major shareholder of StarHub, if you get the picture.

StarHub direction seems to be going away from content and into other cloud services under the influence of ST Telemedia. Net asset is like about $400m.

M1 ownership belongs to Keppel Corp and SPH, both trying to diversify their business away from their core businesses. I read somewhere that M1 would be driven to deliver content. But at this market, a better way is to buy into emerging market to drive growth rather than compete solely in SG. Why Keppel Corp and SPH taking the company private is exactly to pump in capital to rebuild the business. It is unlikely for M1 to buy over TPG as it means self competing without real benefits like synergy from different networks when they want to move to 5G. Even if M1 is going to buy over something, it has to generate enough revenue and profits in the long run. Buying into 4G is not quite right for the next 5 years plan. I eventually see M1 pumping more capital to buy into overseas entities. Then they will be burned as they are not natural telco competitors according to their SAF Generals in the senior management.

Will Temasek Holding want to have 100% reach to all telcos in SG? Very unlikely.

It leaves MyRepublic as the only feasible partner to buy over TPG. If TPG is unable to generate any decent revenue in the next 2 years, you can be sure MR will come knocking with capital funding to bail TPG out.

 

[CPTMiller]

TPG is cheaper at $10 for 50GB.
But network connection and speed no good.
So i see no reason to transfer our number from the other better ISP to TPG.
The save in cost not worth it

 

[hereiam7788]

At Orchard Central today, there was a long queue of new subscribers. The $10 plan is attracting a lot of customers.

Good for TPG. They needs subscribers as majority of the trial users are not renewing the trial plan to the $10 50GB plan.

TPG is cheaper at $10 for 50GB.
But network connection and speed no good.
So i see no reason to transfer our number from the other better ISP to TPG.
The save in cost not worth it

If u use as a secondary line for example putting inside an tablet like ipad or mifi to share the data to ur other devices like main phone will be good.

Alternatively, if you have a dual Sim phone and u use it for pure data access to compliment ur main line will be good too.
Like that one can sign a MR lite $10 plan for main line and $10 TPG 50GB to supplement the data access for a total monthly of $20 nett, it is quite perfect.

 

[bladez87]

Haven't see M1 announcing it's Q1 2020 performance yet. Probably in the next few weeks. Singtel will definitely survive giving it's long history and diversification outside of SG.

m1 delisted. no longer necessary to publish their results?

 

[alex22]

m1 delisted. no longer necessary to publish their results?

No lo, regulator requirements are not tied to being public listed or otherwise

 

[chaiscool]

m1 delisted. no longer necessary to publish their results?

Not private company yet so still need publish result

 

[Sidler]

So shiok. Still can use the free TPG trial card.

 

[hereiam7788]

So shiok. Still can use the free TPG trial card.

nice. i think it can be used forever. haha.

 

[Nemesis Alien]

Moi joining the tpg train!

Posted from PCWX using tech disguised as GAGT disguised as HWZ app disguised as PCWX

 

[glstunner]

When will cut off? Self pwn tpg

 

[Channelson]

TPG still haven't knee us, still can breathe

k30 pro zoom into HardwareZone Forums app

 

[Yihaoong]

Yes forever.
Better don't trust tpg now. All email is fake. Haha

nice. i think it can be used forever. haha.

 

[Jurong640]

so many people free trial still usable after it has ended. This shows a lot about the management of the trial and it's process. I think they cannot take the load of 400,000 trial users.

Some say billing also not there too, they must build consumer trusts as a fourth telco.

 

[Sidler]

so many people free trial still usable after it has ended. This shows a lot about the management of the trial and it's process. I think they cannot take the load of 400,000 trial users.

Some say billing also not there too, they must build consumer trusts as a fourth telco.

400k users. Want to turn off also not easy.
Give them some slack. This is probably low priority to them.
It's benefiting me so I'm not exactly complaining.

 

[hereiam7788]

Yes forever.
Better don't trust tpg now. All email is fake. Haha

This is what I recon that it will happen previously, disregards their FAQ or TNC.

 

[hereiam7788]

400k users. Want to turn off also not easy.
Give them some slack. This is probably low priority to them.
It's benefiting me so I'm not exactly complaining.

Maybe it is due to the fact that if they terminate all the trial lines, their user base will drop significantly until the fact that they may fall to meet certain conditions or regulations that are set by IMDA? Or losing any advantages in getting things over the other 3 MNPs so they just simply leave the trial users as status quo so their user base number does not change?

 

[limpingsim98]

Yes forever.
Better don't trust tpg now. All email is fake. Haha

They send email for fun!

 

[limpingsim98]

Maybe it is due to the fact that if they terminate all the trial lines, their user base will drop significantly until the fact that they may fall to meet certain conditions or regulations that are set by IMDA? Or losing any advantages in getting things over the other 3 MNPs so they just simply leave the trial users as status quo so their user base number does not change?

IMDA do not have minimum user base requirement for Telco. Now, those who already start paying $10 how?

 

[hereiam7788]

IMDA do not have minimum user base requirement for Telco. Now, those who already start paying $10 how?

those who are started paying $10 are those who signed a new number with them after the launch of this $10 50GB plan rite? since they are not on trial plan previously, so nothing to complain too.

On the existing trial plans users below are still on following
1) submited plan switching request on website to switch to $10 50GB - still on trial plan now
2) submited termination request after 30 May 2020 on website - still on trial plan now
3) never do anything - still on trial plan now.

only those who have ported out their TPG trial plan number to other telcos - no longer on trial plan now.