26 Feb '12, 2am

Are we really at Peak Telecom?

Are we really at Peak Telecom?

You are starting to see it. The ARPU is not jumping. There isn’t much drivers for the 3 telecoms. They are fighting for each other’s customers. At most they are upselling mobile data plans. Will this change with LTE? More deployment cost, but still little switching cost. Local content is non existent. The telecoms have a problem because in this part of the world piracy is rampant. Content piracy that is. You have China set top box and bit torrent of your favorite shows. But another problem is that, unlike other countries where there are local language content, there isn’t much for Singapore! People still like their Hong Kong shows, American shows and English Premier League more. The telecoms are not competing well on the cloud computing, value added service front as well. The people would prefer their Hotmail. Gmail and Yahoo Mail. To get cloud storage they would rather go...

Full article: http://www.investmentmoats.com/money-management/dividend-...

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