SIMBA Telecom discussion thread

Jurong640

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From today's Straits Times news article, for those who are wondering why Simba is always so slow and why they need to acquire M1:

The airwave bottleneck

Simba’s more than one million customers are not any better off.

If Simba’s goal in pursuing M1 is to acquire mobile airwaves for reliable, high-capacity mobile surfing, then failing to secure these airwaves would naturally limit the telco’s ability to deliver network improvements.

Despite having launched its 5G network, Simba’s capacity is nowhere close to those of its rivals – M1, StarHub and Singtel. For instance, on a crowded train during peak hours, Simba users may see the 5G logo and five bars of signal and yet have trouble streaming videos or surfing the internet at higher speeds.

This is because Simba does not have enough mid-band frequencies (between 2.1GHz and 3.5GHz in Singapore’s context) to provide the necessary capacity for delivering reliable 5G services that can support millions of users.

These airwaves are important as they enable signal coverage across all of Singapore with minimal 5G infrastructure. However, these frequencies are limited in supply. A substantial portion of the 3.5GHz band was already allocated in 2020 when IMDA awarded 5G licences, with Singtel receiving part of it and the remainder shared between StarHub and M1.

Simba had none of the premium airwaves from the 2020 contest. But later in 2021, it won a small slice of the 2.1GHz radio frequency band through an airwave auction, allowing it to build a nationwide 5G network at last. Still, the slice is too small to significantly boost its capacity for future growth.

M1’s mobile airwaves are meant to plug the capacity gap. But now that the deal is off, Simba’s options are limited to two:

One, pay more for the rights to convert its existing 4G airwaves to deliver 5G services.

Two, install a lot more equipment to transmit 5G signals using other radio frequencies. This second option is time-consuming, expensive to implement and likely to spark public fear over radiation.

It is difficult to predict what lies ahead. The May 21 contractual deadline was extended once from March 26. Simba has yet to announce its next steps, possibly because it is busy with IMDA’s probe and internal investigations into the allegations.
 

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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