Don't mean to be anal or the spelling police but AIS is SingTel's associated company and not subsidiary...got difference
This dispute will take many many years to resolve i'm certain.
(01-10-2015, 04:35 PM)sgpunter Wrote: [ -> ]Don't mean to be anal or the spelling police but AIS is SingTel's associated company and not subsidiary...got difference
This dispute will take many many years to resolve i'm certain.
No problem. It is better to be corrected, than continue to be wrong unnoticed. Thank you.
Based on the description by SingTel side, the "dispute" seems is tactical. I don't know what is going on, but lot of "disputes" in Thailand are politically driven.
(not vested)
Singtel investment into cyber security, is paying off, IMO...
Singtel partners with cyber security watchdog to boost Singapore's digital defences
SINGAPORE (Oct 6): Local telco Singtel has inked a Memorandum of Understanding (MOU) with the Cyber Security Agency of Singapore to strengthen Singapore’s cyber security posture and stay ahead of a rapidly evolving cyber security landscape.
Under the agreement, CSA will be working with Singtel to build up local capabilities and deliver advanced cyber security services.
CSA and Singtel will also collaborate on developing manpower through training and certification to meet increasing demand and on research and development to develop new cyber security solutions.
Apart from Singtel, CSA has also signed MOUs with foreign industry players Point Software Technologies and FireEye to develop security solutions.
At 1.46pm, Singtel was up 1.4% at $3.71.
http://www.theedgemarkets.com/sg/article...l-defences
Data centers are badly needed for the booming cloud-based services...
Singtel invests in new $400 mil data centre in Jurong
SINGAPORE (Oct 8): Singapore Telecommunications is making its biggest data-centre investment in Singapore to date, with a new $400 million facility in Jurong.
The Tier 3-Plus data centre, which has a gross floor area of about 570,000 square feet, will meet growing demand for co-location and cloud services here, Singtel says. It will be completed in 3Q2016.
Bill Chang, CEO, Group Enterprise, Singtel, says: "This new data centre is designed to meet the critical hosting needs of the financial services industry, government agencies, and cloud and Internet service providers. It enables Singtel to attract and host world-class cloud players in Singapore and position the country as a global hub for cloud computing and innovation."
The new plant will be equipped with a power capacity of up to 36 megawatts, one of the highest power densities in the region.
At 12.22pm, Singtel was up one cent at $3.76.
http://www.theedgemarkets.com/sg/article...tre-jurong
(01-10-2015, 04:41 PM)CityFarmer Wrote: [ -> ] (01-10-2015, 04:35 PM)sgpunter Wrote: [ -> ]Don't mean to be anal or the spelling police but AIS is SingTel's associated company and not subsidiary...got difference
This dispute will take many many years to resolve i'm certain.
No problem. It is better to be corrected, than continue to be wrong unnoticed. Thank you.
Based on the description by SingTel side, the "dispute" seems is tactical. I don't know what is going on, but lot of "disputes" in Thailand are politically driven.
(not vested)
I am sure Singtel has an army of corporate lawyers at their disposal to deal with such 'disputes'.
(08-10-2015, 02:55 PM)CityFarmer Wrote: [ -> ]Data centers are badly needed for the booming cloud-based services...
Singtel invests in new $400 mil data centre in Jurong
SINGAPORE (Oct 8): Singapore Telecommunications is making its biggest data-centre investment in Singapore to date, with a new $400 million facility in Jurong.
The Tier 3-Plus data centre, which has a gross floor area of about 570,000 square feet, will meet growing demand for co-location and cloud services here, Singtel says. It will be completed in 3Q2016.
Bill Chang, CEO, Group Enterprise, Singtel, says: "This new data centre is designed to meet the critical hosting needs of the financial services industry, government agencies, and cloud and Internet service providers. It enables Singtel to attract and host world-class cloud players in Singapore and position the country as a global hub for cloud computing and innovation."
The new plant will be equipped with a power capacity of up to 36 megawatts, one of the highest power densities in the region.
At 12.22pm, Singtel was up one cent at $3.76.
http://www.theedgemarkets.com/sg/article...tre-jurong
Judging from SingTel's venture into new sectors such as cyber-security and cloud-based services, I think it is a better combination of dividend + growth stock compared to Starhub and M1. Furthermore, cyber-security and cloud services have a synergistic relationship with the traditional core Telco services.
In contrast, some of the recent actions of Starhub lack synergy to its core business.
(Vested in all 3 telcos)
(09-10-2015, 11:26 AM)Dividend Knight Wrote: [ -> ] (08-10-2015, 02:55 PM)CityFarmer Wrote: [ -> ]Data centers are badly needed for the booming cloud-based services...
Singtel invests in new $400 mil data centre in Jurong
SINGAPORE (Oct 8): Singapore Telecommunications is making its biggest data-centre investment in Singapore to date, with a new $400 million facility in Jurong.
The Tier 3-Plus data centre, which has a gross floor area of about 570,000 square feet, will meet growing demand for co-location and cloud services here, Singtel says. It will be completed in 3Q2016.
Bill Chang, CEO, Group Enterprise, Singtel, says: "This new data centre is designed to meet the critical hosting needs of the financial services industry, government agencies, and cloud and Internet service providers. It enables Singtel to attract and host world-class cloud players in Singapore and position the country as a global hub for cloud computing and innovation."
The new plant will be equipped with a power capacity of up to 36 megawatts, one of the highest power densities in the region.
At 12.22pm, Singtel was up one cent at $3.76.
http://www.theedgemarkets.com/sg/article...tre-jurong
Judging from SingTel's venture into new sectors such as cyber-security and cloud-based services, I think it is a better combination of dividend + growth stock compared to Starhub and M1. Furthermore, cyber-security and cloud services have a synergistic relationship with the traditional core Telco services.
In contrast, some of the recent actions of Starhub lack synergy to its core business.
(Vested in all 3 telcos)
Let me chip in:
Both m1 and starhub have their own datacentre as well, and I believe they will be on track to fill up their dc.
From a supply demand perspective, demand for cloud services currently outstrip supply. However, that may change in the future.. Most mnc have already settled their infrastructure requirements, and the global economy is facing headwinds in general. More likely companies will face eroding margins in this field with lots of competition from multiple areas.
(vested in starhub and working in a foreign telco company)
Sent from my D5503 using Tapatalk
Data center, similarly dump pipes, are hardware. The hardware are commodity products. The differentiator is the software e.g. the cloud-based apps and managed services by local telcos.
Cloud-based apps, are either simple one e.g. mobile POS (mPOS) from M1, or sophisticated one e.g. Software-as-a-Service apps from SingTel, or not-so-sure Big Data technology from StarHub.
Managed services, are those value-added services from the telcos e.g. VPN, security, traffic management etc.
The battle-field is on the manged services packaged with partnered Cloud-based apps/data center and fiber plans. IMO, Singtel is logically targeting on mid to large SMEs due to its size, Starhub is also targeting mid to large SMEs with the focused Big Data initiative. M1, based from observation, has targeted small to mid SMEs.
(sharing a view)