Starhub

[CY09]

My writeup on Starhub: http://investmoolah.blogspot.sg/2018/02/...d-for.html

Too lazy and long to write it out here again. Basically the presence of new virtual mobile networks such as Zero1 is a threat to Starhub's mobile revenue and cash flow. Zero1 is going to roll out unlimited data mobile plan at $30/month which comes with talktime and SMS. A similar Starhub plan costs $119.

While on the PayTV segment, Starhub is competing against OTT providers such as VIU (a subsidiary of Pacific Century), Netflix and Disney.

This is affecting starhub's ability to generate sufficient free cash flow to even support a 16 cents annual dividend payout.

Thumbs up for the analysis. It seems to be a matter of time before StarHub has to cut dividends. Btw, it might not be apples to apples comparison between both plans as StarHub focuses on handset subsidies. Its SIM only plans might be more comparable:

http://www.starhub.com/personal/store/mo...-only.html

Hi,

Yes thanks for pointing that out. The $119 data plan I mentioned is Starhub's SIM only plan. Starhub's largest data postpaid plan with phone subsidy costs $238 per month