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Analysts Say and Bloggers Say... Impact to M1, SingTel, Starhub on IDA's move to facilitate the entry of 4th mobile operator

** Updated on 2015-07-09 to include latest reports from CIMB **

What's the point of view of Analysts and Bloggers with regards to impact of the 4th mobile operator to M1, SingTel and Starhub?



Current Price (as of 2015-07-07) 3.224.323.98
Maybank KE Red Carpet Rolled Out for 4th Telco, The Only Telco BUY Being StarHubHold (TP 3.65) Hold (TP 4.50) Buy (TP 5.00)
UOB KH Spectrum Set Aside To Facilitate Entry Of A Fourth Mobile Operator. SingTel Remains Top Pick, M1 Downgraded. Sell (TP 3.20) Buy (TP 4.80) Sell (TP 3.50)
RHB One Up For The Republic. Maintain BUY on M1, Pending Review Post 2Q15 Results.Buy (TP 4.40) Neutral (TP 4.00) Neutral (TP 4.00)
DBS M1 - Negatives are priced in for M1 for IDA’s proposals on 4th telco. Maintain BUY. Buy (TP 3.60) N/AHold (TP 4.10)
CIMB M1 - Most at risk from fourth MNO.
SingTel - Diversification Pays.
Starhub - Not a starry-starry night.
Hold (TP 3.10) Hold (TP 4.30)Hold (TP 3.80)


Refer to » Analysts Say... for more reports.




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Refer to » Bloggers Say... for more articles.




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