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Half yearly. Q2 and Q4.

The OpenNet poor performance, has slowed the migration to Fiber network, for both residential and non-residential users. The impact is greatest on M1.

IDA fines NetLink Trust S$450,000 for failing to meet service standards

SINGAPORE — The company rolling out the Republic’s nationwide fibre network has been fined S$450,000 by the Infocomm Development Authority of Singapore (IDA) for failing to meet Quality of Service (QoS) standards.

NetLink Trust, which acquired OpenNet in 2013, was fined S$50,000 for not meeting residential QoS standards. It was also fined S$400,000 for not meeting non-residential QoS standards.

Between July to December last year, NetLink Trust failed to meet at least 98 per cent of residential service orders within three business days or by the Request for Activation (RFA) Date, It only met 88.46 per cent to 92.21 per cent of the orders.

NetLink Trust also did not meet all residential service orders within seven business days or by RFA + four business days. It only fulfilled 90.28 per cent to 94.52 per cent of the orders.

In determining the financial penalty for not meeting residential QoS standards, IDA said it considered the measures NetLink Trust committed to take to manage delays due to end-users switching from one retail service provider to another. These delays constituted the main bulk of its failed orders, said the IDA.

Between April to December last year, NetLink also did not meet at least 80 per cent of non-residential service orders within four calendar weeks of the date of the service order, or by the RFA date. It met 38.27 per cent to 73.75 per cent of the orders.

NetLink Trust failed to meet all the non-residential service orders within eight calendar weeks of the date of the service order, or within four calendar weeks of the RFA date. It met 62.66 per cent to 88.28 per cent of the orders.

IDA noted that the company failed to meet non-residential QoS standards even after being given a six-month period from October 2013 to March 2014 to rectify its processes and improve its performance.

NetLink Trust had earlier been penalised S$240,000 for not meeting the non-residential QoS standards from Q2 to Q3 2013.
...
http://www.todayonline.com/singapore/ida...-standards

The trial has started. So far, MyRepublic is the front-runner of the 4th telco race...

MyRepublic starts 4G trials as it makes play for 4th telco licence

SINGAPORE (Oct 23): Fibre broadband service provider MyRepublic has started its 4G mobile service trials, as it makes a bid for the fourth telco licence here.

The trial is limited to 1,000 trial users and confined to certain areas, such as JCube, some public housing blocks and Jurong East bus interchange and MRT train station.

The Infocomm Development Authority has yet to award the fourth telco licence.
...
http://www.theedgemarkets.com/sg/article...co-licence

With the SDN technology on board, M1 offerings will become more flexible...

M1 to create next-generation data centre with partners
03 Nov 2015 10:10
By Nisha Ramchandani

TELCO M1 is tying up with VMware, Palo Alto Networks and Huawei to implement a next-generation software-defined networking (SDN) technology proof of concept in its cloud-based data centre.

Through it, M1 will be able to develop and launch new services more swiftly and with greater flexibility for its corporate customers.
...
Source: Business Times Breaking News

I notice many holding M1. 

M1 is paying dividends ( past 2 years) exceeding its fcf and also taking on debt to pay dividends. Is this sustainable ...the price should correct once they reduce it to a more sustainable level , I'm guessing 12-13 cents a year..

Impending new entry.

Price war.

What's the catalyst for it or rather the whole industry?
Noted about the increase in mobile services and synergies with mpos and SINGTEL with hooq.

I'm interested in their recent tie up with Hua wei , Palo Alto etc on the SDN. But I'm not an expert on how this is gonna be big ...

About their mpos , neratel is a competitor..

Seems every turn they make is hard

I have moved the post to M1 thread.

You observation is right, but we need to view it from a longer term perspective. The Capex isn't distribution evenly over years. There are years with high capex, due to renewal of spectrum, and investment into new technologies for growth e.g. A-4G, and fixed services. We should take the average (5 years or longer) to estimate the current capex, and focus only on replacement capex.

mPOS is pretty different from NeraTel. If NeraTel is able to do so, I reckon M1 has no problem at all to work together with the company. M1 only interested on the Cloud-based and data services.

(vested)

The trend is to offer free data usage, but tight with a OTT service. Mobile service provider will share the profit with the OTT service. I reckon soon, we may see the same in Singapore...

T-Mobile offers free data usage for video streaming

NEW YORK — T-Mobile US said yesterday (Nov 10) it will give customers a new option to stream video from services including Netflix on their mobile devices without having it count against their data plans.

Hoping to attract more users to its network, Chief Executive John Legere announced the wireless provider’s new video streaming plan “Binge On” at an event in Los Angeles. The plan will be rolled out later this month, executives said.
...
http://www.todayonline.com/business/t-mo...-streaming

An update on Singapore telecom sectors from SGX gateway. A good review of the sector performance in the last few years.

http://f.edm.sgx.com/i/32/2095833887/V3M...7Dec15.pdf

Singapore mobile service, isn't too "expansive" after-all...

Mobile surfing here 9th most affordable globally
08 Dec 2015 09:00
By Irene Tham Tech Editor

Mobile broadband prices are more affordable in Singapore than most countries in Asia, even though they have been rising over the last three years, a new study claims.

The Republic is also the world's ninth most affordable economy for the service.

The information, based on last year's prices, was revealed in a study by the International Telecommunication Union (ITU), the United Nations agency for information and communication technologies. The rankings were based on entry-level subscription plans with a monthly data allowance starting from 500MB.

Affordability was calculated by taking mobile broadband price as a percentage of an economy's monthly gross national income per capita. The lower the value, the more affordable the plan.

European nations dominated the top 10 list, with Finland in pole position, followed by Iceland and Austria. Mr Nikhil Batra, research manager at market research firm IDC, said: "The European Union has tight regulations on the pricing of telco services and is very high on consumer rights.

"This has resulted in the high affordability of mobile broadband services."
...
Source: Straits Times

The road ahead for M1 seems gloomy