04 Jun '12, 11pm

Singtel and Starhub rolls out tiered pricing mobile plans. What it means to investors and consumers?

The consumers on face value will prefer Singtel’s plan. It favors the budget conscious yet offers enough at 2gb. If you have multi device, Starhub has the edge here. But the consumers will not see that. I see more power shift to Singtel M1 has not come up with their plans and they can chose not to play that game. The people will flock to m1. Good thing for them? When everyone flocks to them the network will be crawling probably. They enjoy fast profits but will struggle to keep customers This move forces the consumer to be accustom to choosing plans just like they will choose insurance plans. And the consumers hate to choose. People will be up in arms over this but I wonder how much IDA will intervene The boost to ARPU or AMPU will depend on how addicted we are to this data mobile lifestyle. Singapore has the highest smartphone penetration in the world, and I believe it’s ...

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

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