SIMBA Telecom discussion thread

[neptunesea]

The recent Simba generous upgrade of all its plans package were a tell-tale sign the merger may not go through in the short term.

But the drama may have a twist, Starhub may return and offer Keppel who is very desperate to let go of M1...

As I saw it SIMBA was just matching the rollover benefit of Singtel Hi! Along with imposing a 2gb high speed data limit on roaming.


M1 is owned by Keppel, who's biggest shareholder is our ah gong Temasek. Starhub is owned primarily by ST telemedia, which is also owned by Temasek. An SH-M1 merger would be a left hand to right hand transaction for Temasek. Helping no one as SIMBA would still have the armament to fight a long drawn war in the telco space.

 

[BBCWatcher]

Meaning game over?

All we know at this stage is that the SIMBA-M1 merger is paused.

... Wah! If SIMBA loses the use of radio frequency bands then its coverage will be worse off than current

If they have been using other bands coverage would become worse.
If they have been using more of their alloted bands, coverage would remain the same but congestion would increase.

Frankly speaking, i dont think Simba services will be degraded, it could be the use of non-alloted frequency on some situations, not a vast deployment definitely.

I agree with you @JAYSCS. All we know at this stage is that SIMBA "could have" exceeded its licensed frequency spectrum allocation. It may not have happened; that's the subject of an ongoing investigation. Or, if SIMBA did, it may well have been de minimus.

I even suspect that IMDA is quite reluctant to approve the merger but poilitically (if it could not provide other non-political reasons) it is quite impossible to reject. So with Simba misteps of operation, this is a very good reason for the merger to call off. Let's hope this is the main underlying reason for the saga.

Well, I presume IMDA is holding and will hold all carriers to exactly the same standards.

 

[JAYSCS]

As I saw it SIMBA was just matching the rollover benefit of Singtel Hi! Along with imposing a 2gb high speed data limit on roaming.


M1 is owned by Keppel, who's biggest shareholder is our ah gong Temasek. Starhub is owned primarily by ST telemedia, which is also owned by Temasek. An SH-M1 merger would be a left hand to right hand transaction for Temasek. Helping no one as SIMBA would still have the armament to fight a long drawn war in the telco space.

The roll- over by others are based on lesser data package and lesser months of roll-over accumulation. Simba packages are considered phenomenal, unlimited calls, SMS, >500gb + 6mths rollover data, no players can give such generous package at such a low price.

The best is to remain as what it is, let Simba continues to disrupt the other 3 players. No more nonsense of anymore merger.

 

[neptunesea]

The roll- over by others are based on lesser data package and lesser months of roll-over accumulation. Simba packages are considered phenomenal, unlimited calls, SMS, >500gb + 6mths rollover data, no players can give such generous package at such a low price.

The best is to remain as what it is, let Simba continues to disrupt the other 3 players. No more nonsense of anymore merger.

Hi $13 (15 before promo) is almost identical to SIMBA's $12 plan.

Both have rollover of up to 6 months.

Only difference is SIMBA gives 600gb main data while hi gives 500gb. SIMBA also provides free voice roaming while hi doesn't.

The rest is the same, 600mins IDD, 18gb APAC, 8gb global, unlimited voice and SMS.

 

[BBCWatcher]

Hi $13 (15 before promo) is almost identical to SIMBA's $12 plan....

OK, but I don't see why you'd pick SIMBA's $12 plan when both their $10 and $30/90 day plans exist and also offer rollover allotments. Also, (for the record) Singtel reverts to $15 after 12 billing cycles.

 

[JAYSCS]

Hi $13 (15 before promo) is almost identical to SIMBA's $12 plan.

Both have rollover of up to 6 months.

Only difference is SIMBA gives 600gb main data while hi gives 500gb. SIMBA also provides free voice roaming while hi doesn't.

The rest is the same, 600mins IDD, 18gb APAC, 8gb global, unlimited voice and SMS.

Let's not forget Simba $10 and $5 Senior plans, and most importantly, the periodical 1-4-1 promo.

 

[beng035]

all i can say , if Mr xyz is got getting the $$ enough for their own pocket for the sale, then call off and give the public any excuse will do . typical

 

[twosix]

EOD, most important is us consumers dun suffer because of this decision. haha

 

[hwsstx]

Let's not forget Simba $10 and $5 Senior plans, and most importantly, the periodical 1-4-1 promo.

Another 1for1 soon I think...29-31 May, CEE

 

[JAYSCS]

With the turn of event, Starhub share price may increase... especially when Keppel announcing letting the deal lapse, it is opening its windows to others, of cos refering to Starhub.

 

[BBCWatcher]

With the turn of event, Starhub share price may increase...

Or not. CC3 (StarHub) stock fell 0.50% today.

 

[JAYSCS]

Or not. CC3 (StarHub) stock fell 0.50% today.

We shall see, the market takes time to digest the situation. Even if it remains flat, once an official proposal announcement made, Starhub's share price will sky-rocket.

 

[BBCWatcher]

We shall see, the market takes time to digest the situation. Even if it remains flat, once an official proposal announcement made, Starhub's share price will sky-rocket.

If you feel confident in your prediction, StarHub stock is available for purchase as soon as tomorrow's SGX trading day.

I don't predict stock prices, although I would point out that it's common for the stock price of an acquiring firm to fall. Also, a hypothetical StarHub-M1 combination would presumably raise even greater competition concerns than a SIMBA-M1 combination would.

 

[JAYSCS]

If you feel confident in your prediction, StarHub stock is available for purchase as soon as tomorrow's SGX trading day.

I don't predict stock prices, although I would point out that it's common for the stock price of an acquiring firm to fall. Also, a hypothetical StarHub-M1 combination would presumably raise even greater competition concerns than a SIMBA-M1 combination would.

I am not a risk taker but still bought a bit of Starhub share, may be to earn some coffee $. You are right about the general scenario but in this case it is quite an exceptional case.

According to google AI for exceptional case, if the acquisition is highly strategic (e.g., buying a key competitor or expanding into a highly lucrative market) and investors believe the combination will create massive long-term profitability, the acquirer's stock can go up immediately.

Indeed, whether the Starhub-M1 merger will be approved is another story due to its market share advantage, that is another issue. I for 1 will prefer the present 4 players scenario. But the stock market has different perspective esp when it affects the share price movement. The financial advisors may not even foresee that proposal may be rejected.

 

[klavier]

This latest news makes me think twice about porting over to Simba next month..
I am a light user so was just trying to find the most economical plan..

 

[Jurong640]

This latest news makes me think twice about porting over to Simba next month..
I am a light user so was just trying to find the most economical plan..

most economical plan, there are so many choices now that matches Simba price point. $10 or $12 plan, there is lots of choices.

 

[JAYSCS]

This latest news makes me think twice about porting over to Simba next month..
I am a light user so was just trying to find the most economical plan..

The investigation is ongoing so no one knows the seriousness or what penalty will be imposed. The likelihood is warning and fine, revoking its license is quite unlikely i think. Simba will only remain more aggressive in providing best value packages after this incident, being the smallest and hungriest in grapping market share.

 

[BBCWatcher]

This latest news makes me think twice about porting over to Simba next month..
I am a light user so was just trying to find the most economical plan..

I'm as confused as @JAYSCS apparently is. If SIMBA offers the best value for you, great, go for it. If SIMBA doesn't, OK, don't pick SIMBA. If a better deal comes along in the future, switch to that. Don't keep an over-large wallet balance perhaps, but that's good advice with any/every carrier.

Your mobile experience is so far removed from the operator's corporate structure that it's immaterial.

As an analogy, HSBC wants to sell HSBC Life to another insurance company, probably one of Allianz, Daiichi Life, and Sumitomo Life. But if HSBC Life offers the best insurance deal for you, you shouldn't hesitate to buy that policy. If there's a transfer of corporate ownership (or not), no problem. That corporate parentage really has nothing to do with the product you're buying as an insurance consumer.

You're not marrying your mobile carrier. Or your insurance company.

 

[twosix]

I'm as confused as @JAYSCS apparently is. If SIMBA offers the best value for you, great, go for it. If SIMBA doesn't, OK, don't pick SIMBA. If a better deal comes along in the future, switch to that. Don't keep an over-large wallet balance perhaps, but that's good advice with any/every carrier.

Yah lor.. Just dun top up like some who commit to multi years. Haha.

 

[klavier]

Thank you. Will just stick with switching to Simba then.