【SingTel Z74 交流专区】新电信 SINGTEL

icy97

新电信新科电信媒体 拟竞标缅电信经营执照

财经 天下  2013-01-27 11:44
（新加坡26日讯）新加坡电信（Sing Tel）和新加坡科技电信媒体公司（ST Telemedia）证实，有兴趣参与竞标缅甸发放的电讯服务经营执照，并已经向缅甸当局提交文件表达它们的兴趣。

缅甸将发放两张电讯执照，以改善其电讯设施和服务覆盖情况，希望到2016年时覆盖缅甸80%地区。

该国也在本月15日邀请外国公司申请参与竞标，至今已收到至少四份申请，包括我国亚通集团（Axiata）和挪威电信公司（TelenorASA）。

新电信集团发言人证实，已联合当地伙伴提交申请，向缅甸政府表达取得电讯服务经营执照的兴趣。该集团是东南亚最大的电信集团。

电讯渗透率亚洲最低

“新电信继续对投资幅员广大、渗透率不高的市场有兴趣，并将在评估这类机会时谨守财务纪律。”

同时，新科电信媒体公司亦证实已参与竞标，该公司在新加坡、大马和越南的电讯公司持有显著股权，包括星和公司（Star Hub），并持有菲律宾最大电缆电视业者的显著股权。

缅甸的电讯市场是亚洲渗透率最低的市场之一，目前有544万个流动电讯服务订户，渗透率为9%；柬埔寨、老挝以及泰国的市场渗透率都已经分别达到70%、87%以及超过100%。缅甸的固网电讯服务渗透率则只有1%。[南洋商报财经]

icy97

SingPost posts 5.1% fall in Q3 net to $39.5m
http://www.theedgesingapore.com/the-daily-edge/business/42453-singpost-posts-51-fall-in-q3-net-to-395m.html

Fri, 25 Jan 23:09
Singapore Post reported net profit for the third-quarter fell 5.1% to $39.5 million, or 1.889 cents per share, from $41.6 million, or 2.2 cents per share, a year earlier.

The company said the weaker performance was due to higher costs for the transformation and development of businesses, lower other income and higher property-related expenses.

Revenue rose 14.5% to $171 million on the back of e-commerce activities and contributions from its newly acquired printing and transactional mail business, Novation Solutions.

icy97

SingTel +0.6% despite taking loss on Warid sale
http://www.theedgesingapore.com/the-daily-edge/business/42525-singtel-06-despite-taking-loss-on-warid-sale.html

Wed, 30 Jan 11:22
SingTel (Z74.SG) is up 0.6% at $3.49, in line with the STI's 0.5% rise, despite the telco saying it would take an estimated loss of about $230 million to sell its entire 30% stake in Pakistan's money-losing Warid Telecom.

The investment hasn't generated returns for SingTel since it was acquired in 2007 for US$758 million ($935 million); SingTel will receive US$150 million in cash and 7.5% of proceeds from any future sale or public offering of Warid.

"We view this divestment positively, as it reduces further losses and commitments," says Ken Ang, an analyst at Phillip Securities, in a note. "Warid has performed poorly, registering negative post tax contributions every quarter since its acquisition, due to a depreciating Pakistani rupee and poor performance. The number of mobile subscribers have also been declining in recent quarters."

Orderbook quotes suggest the stock may struggle to retest its $3.50 high for January, also its highest since August.


SingTel's Warid sale rationalises portfolio: Morgan Stanley
http://www.theedgesingapore.com/the-daily-edge/business/42545-singtels-warid-sale-rationalises-portfolio-morgan-stanley.html

Wed, 30 Jan 16:19
While SingTel's (Z74.SG) sale of its 30% stake in Pakistan's Warid Telecom for US$150 million ($185 million) will lead to a book loss, the transaction continues to rationalise the group's asset portfolio as it sells non-core assets and likely won't adversely affect dividends as the payout policy applies to recurring net income, Morgan Stanley says.

It keeps an Overweight call. "At 14x 2014e P/E and with a dividend yield of around 5%, we believe the stock is attractively valued, especially with its operational outlook in its four key markets improving."

The stock is up 0.9% at $3.50.

icy97

SingTel flat despite Bharti 3Q13 net profit falling 72%
http://www.theedgesingapore.com/the-daily-edge/business/42587-singtel-flat-despite-bharti-3q13-net-profit-falling-72.html

Fri, 1 Feb 16:31
SingTel (Z74.SG) is flat at $3.50, barely budging despite its 32%-owned associate Bharti (532454.BY) reporting its fiscal-3Q13 net profit dropped 72% on-year to INR2.84 billion ($66 million), sharply below the INR7.96 billion average forecast from a Dow Jones poll.

"We have been paring down our expectations for Bharti," says Carey Wong, an analyst at OCBC. "The Singapore market is also still quite filled with liquidity and I think most people are of the view that with Chinese New Year coming, we could still have more upside. It's unlikely to fall drastically."

He says he's been paring back expectations for SingTel's associates, noting the Indonesian associate's earnings have also eroded, with competition coming in. Wholly-owned Australian unit Optus will also be closely watched, he says. "We're actually forecasting for the associate earnings to drop at least 10% on-year," he says.

icy97

SingTel profit drops 8.3% on Optus restructure, Globe charge
http://www.theedgesingapore.com/the-daily-edge/business/42747-singtel-profit-drops-83-on-optus-restructure-globe-charge.html

Thu, 14 Feb 11:11
Singapore Telecommunications, Southeast Asia’s biggest phone company, said third-quarter profit fell 8.3% on charges from its Australian and Philippine businesses.

Net income dropped to $827 million in the three months ended December, Singapore-based SingTel said in a statement today. That missed the $907 million average of four analyst estimates compiled by Bloomberg and follows charges at its Globe business in the Philippines and costs associated with restructuring its Optus unit in Australia.

SingTel is revamping Optus and accelerating the roll out of a faster Australian mobile network as mounting competition crimps growth at its biggest unit by sales. Growth in Singapore is slowing as the nation’s currency appreciated against the Indonesian rupiah and the Thai baht last year and undermined the value of earnings from regional affiliates.

“In Australia the competition is an issue and in Singapore it’s a mixed bag,” said Ramakrishna Maruvada, an analyst at Daiwa Securities Group Inc. in Singapore. “There’s no change in the underlying trends here.”

SingTel shares fell 1.4% to $3.55 at 9:32 a.m. in the city state, the biggest decline since Dec. 24. The benchmark Straits Times Index slipped 0.2%. The stock has gained 15% over the past year, compared with a 10% increase in the benchmark.

The company affirmed a November forecast that full-year sales would fall by a “low-single digit level” because of declines at Optus. Earnings before interest, tax, depreciation and amortisation will be “stable,” the company said.

Telstra competition
“The performance of the group demonstrates the resilience of our core operations,” Chief Executive Officer Chua Sock Koong said in a statement.

Third-quarter Ebitda at Optus, Australia’s second-largest phone company, rose 2.6% to A$576 million ($736 million). Revenue fell 5.7%. The unit is expanding fourth- generation services as Telstra Corp. lures customers with a larger and faster 4G network.

Ebitda from Singapore, where the former government agency has about 47% of the mobile-phone market, rose 1.4% to $531 million. The division accounted for about half of SingTel’s operating income last year.

The company took one time charges worth $67 million for changes at Optus and an upgrade to Globe’s network.

Bharti slumps
The earnings contribution from regional associates rose 1.2% to $455 million in the quarter as strong results from its Indonesian and Thai affiliates limited the impact of weaker results in India, the company said.

The pretax earnings contribution from Indian affiliate Bharti Airtel slumped 46% to $70 million. Bharti on Feb 1 reported earnings that missed analyst estimates after a weaker rupee boosted finance and network equipment costs.

SingTel owns all of its Singapore and Australian phone businesses in addition to minority stakes in six other mobile operators with 473 million customers in more than 20 countries in Asia and Africa.

The company last month agreed to sell its entire 30% stake in Warid Telecom (Private) Ltd. to Warid Telecom Pakistan LLC for $185 million. The Singaporean company will also have a right to receive a 7.5% share of net proceeds from any future sale, public offering or merger.

The company on Jan 25 submitted interest for telecommunications licenses in Myanmar with local partners.

icy97

新电信的第三季净利因澳洲和菲律宾业务的开支而下跌8.3%
http://www.sharesinv.com/zh/articles/37275/

文： 道琼斯通讯社 （译：杨佳文） 2013年02月14日 企业摘要
新电信(SingTel)的第三季净利下跌8.3%，这主要是由其澳洲和菲律宾业务的开支所造成。公司因此仍预测其本财年的收入将减少。

新电信是东南亚最大的电讯企业(按收入计算)，它于周四在其发布于新交所的文告中表示，虽然其海外业务的用户在截至3月31日的财政年内增加，但相对强劲的新元将削弱其正面效应，而拨号收入的跌幅可能为“低个位数”，其息前税前折旧与摊销前盈利则将保持稳定。

新电信截至12月31日的第三季净利为8亿2,710万元(6亿6,870万美元)，低于去年同期的9亿零200万元，收入则下跌4.8%至46亿元。

自于2001年收购澳洲第二大电讯企业澳都斯(Optus)以来，新电信就主要靠海外投资来谋求增长。海外市场为它带来了近三分之二的收入。公司截至12月31日的手机用户年比增加9%至4亿7,300万人，大部分新用户都来自海外市场。

公司在第三季的单次开支约为6,800万元，其中其菲律宾联号环球电信(Globe Telecom)支出了3,000万元来提升网络，澳都斯则支出了3,800万元的重组成本。另外，公司也计入了在新加坡和澳洲推出第四代流动网络的费用。

区域手机服务联号在第三季带来的税前盈利增加1.2%至4亿5,500万元。虽然印尼盾兑新元在去年下跌了13%，但其印尼联号Telkomsel(公司拥有其35%股份)所带来的盈利增加了10.5%至2亿5,000万元，原因是其手机服务收入和用户大幅增加。

另外，由于新元兑印度卢比在去年上涨11%，印度巴蒂电信(Bharti Airtel)带来的盈利减少45.7%至7,000万元。其网络运作成本和投资额增加也是导致其盈利下跌的原因。泰国的Advanced Info Service PCL带来的盈利增加24%至1亿零500万元。新电信也持有孟加拉太平洋电信(Pacific Bangladesh Telecom)45%的股份。

公司在上个月表示，它将把其在巴基斯坦Warid Telecom(私人)30%的股份出售给阿布扎比的Warid Telecom Pakistan LLC(目前持有Warid Telecom的70%股份)。新电信指出，在它持股的六年期间，这家巴基斯坦联号都没有为它带来盈利。

新电信总裁蔡淑君在文告中说：“公司将专注于推动手机数据服务的增长。”而它也将继续斥资发展网络基建，从而提高网速和数据流量。

公司表示，其截至12月的9个月自由现金流年比提高1.2%至24亿9,000万元，因本地业务的现金流量增加，联号带来的股息收入也提高。

澳都斯报其营运收入年比下跌5.7%至22亿8,000万澳元(23亿6,000万美元)，第三季净利则下跌9.2%至1亿6,000万澳元(1亿6,580万美元)。

公司取自新加坡的收入增加1.3%至17亿元。

icy97

SingTel prefers mobile in seeking Myanmar access
http://www.theedgesingapore.com/the-daily-edge/business/42754-singtel-prefers-mobile-in-seeking-myanmar-access.html

Fri, 15 Feb 08:52
Singapore Telecommunications, Southeast Asia’s biggest phone company, wants to focus on wireless services in Myanmar as it vies for the right to operate in one of the world’s last untapped mobile markets.

SingTel sent in its expression of interest for a phone license in the nation last month and is awaiting further details on the bidding process and terms of the permit, Chief Executive Officer Chua Sock Koong said in a Bloomberg Television interview with Haslinda Amin yesterday.

“Looking at the experience in other emerging markets, the mobile solution appears to be a more cost effective, a faster solution to provide communications infrastructure to the masses, particularly in the rural areas, very quickly,” she said. “While the market potential is very attractive, we would need to understand what the terms of the license issuance would be.”

SingTel, which owns stakes in the biggest mobile-phone companies in Asian emerging markets including Thailand, Indonesia and India, is seeking a foothold in a nation where only 9% of the country’s 64 million people have handsets. The nation’s fixed-line penetration rate is about 1%, the government said last month.

The nation wants to boost telecommunications coverage to as much as 80% of the country by 2016, the government said last month. That’s up from 5.44 million mobile-phone subscribers as of December. In SingTel’s home base in Singapore, there are more subscriptions than people.

SingTel said it will jointly bid with Myanmar partners.

‘Quite Exponential’
“The growth is going to be quite exponential, looking at how Asians use mobile phones,” said Carey Wong, a Singapore- based analyst at OCBC Investment Research Pte. “The challenge is consumer education. Initial sales won’t be great but once it takes off, it’s a developing market for them.”

Still, SingTel faces competition for the two Myanmar licenses the government plans to award by June. Malaysia’s Axiata Group Bhd., Singapore’s ST Telemedia Pte and Norway’s Telenor ASA were among phone operators that indicated their interest in the licenses.

For mobile operators, developing a network in Myanmar would require “almost building from scratch” with base stations and other infrastructure, said Sachin Gupta, a Singapore-based senior analyst at Nomura Holdings Inc. Gupta’s team was ranked first for telecommunications research in Asia by Institutional Investor last year.

Profit Decline
SingTel said yesterday third-quarter profit fell 8.3% on charges from its Australia and Philippine businesses, as well as a stronger Singapore dollar that eroded earnings from its regional operations.

The company’s shares fell 2.8% to $3.50 yesterday at the close in Singapore, the biggest decline in almost five months. That pared the gain in the past year to 13%, compared with the 10% increase in Singapore’s benchmark Straits Times Index.

“Singapore is already a mature market, Australia is even more so,” Wong at OCBC said. “If they can get into an untapped market like Myanmar, that will do wonders.”

For much of the past decade, mobile phones have been out of reach for most Myanmar consumers. When first introduced in 2001, the cost of activating a phone using the global system for mobile communications standard, or GSM, cost about 4.5 million kyat ($6,446). The price has fallen to about 200,000 kyat for a GSM chip, according to prices at phone vendors in Yangon.

Phone Affordability
Kyaw Min Tun, who earns about 250,000 kyat a month driving a taxi in Yangon, said prices would have to fall to 50,000 kyat before he could buy a mobile phone for his wife. The father of three, who bought a phone last year when chip activation prices were reduced, said the government should earn more from usage fees rather than on the price of the chip to make cellular phones more affordable.

For SingTel’s Chua, 55, venturing into Myanmar would add to her overseas footprint that includes Australia’s second-biggest phone company and stakes in six mobile operators.

“Myanmar is a market that a lot of operators are looking at,” she said. There’s “certainly a lot of potential. How attractive an investment in the telecoms industry is, would depend on, to a large extent, the regulatory environment.”

icy97

欲进军缅甸 新电信专注流动通讯业

财经 天下  2013-02-17 11:04
（新加坡16日讯）有兴趣进军缅甸市场的新加坡电信集团（SingTel），计划把业务专注在当地的流动通讯服务市场。

新电信在上个月25日联同缅甸伙伴在当地提呈了竞标意向书，缅甸政府预料将在6月发出执照。缅甸目前已有两家电信公司，政府有意多发出两张电信营业执照。

新电信总裁蔡淑君在一项记者会上披露，集团目前正在等候了解竞标过程的细节和执照的条款。

她说，缅甸是一个许多运营商也在关注的市场，潜力很大。但投资电信业的吸引力有多大，在很大程度上仍取决于监管环境。

开发从零做起

“尽管缅甸市场具有吸引力，我们也需明白缅甸政府发出执照所列出的条款是什么。”

据了解，在过去，手机对多数缅甸人可说是可望不可即，关键在于SIM卡售价过高。

据了解，缅甸改革后，SIM卡价格已经大幅下滑，并因而销量大增，带动手机的销售。

缅甸政府在上个月表示将改善其电信设施和服务覆盖情况，希望到2016年时覆盖全国80%地区。

缅甸是亚洲市场当中手机渗透率最低的市场之一，目前它有544万个流动电信服务订户，渗透率为9%。

野村证券的分析员古普塔指出，对于流动电信营运商来说，在缅甸开发网络几乎可说是从零做起，需要设立基站和其他基础设施。

不过，蔡淑君指出，纵观在其他新型市场的经验，流动通讯方案能够非常快速地为大众尤其是乡村地区居民提供通讯基础设施，比较具备成本效益。[南洋商报财经]

bluenana

singtel在印度打官司?

icy97

SingTel, Amdocs open joint development centre in Israel
http://www.theedgesingapore.com/the-daily-edge/business/42973-singtel-amdocs-open-joint-development-centre-in-israel.html

Mon, 4 Mar 12:44
Singapore Telecommunications (STEL.SI) and Amdocs (DOX.N), a software provider for telecom companies, have opened a  development centre in Israel as part of SingTel's investment in new technology.

SingTel said its initial focus will be on voice and facial recognition as well as systems that enable mobile and Wi-Fi networks to work more efficiently.

"More and more mobile customers are using mobile devices for more than just communications," said Allen Lew, chief executive of SingTel's digital life group. "In our business it’s not enough to be up to date, we have to be up to tomorrow."

This will be SingTel's third so-called "LifeLabs" in addition to similar centres in Singapore and Boston.

Lew said SingTel has a corporate venture fund of $200 million and part of this will be dedicated to Israel.

SingTel will also invest in Israeli start-ups, fund academic and research institutes and collaborate with incubators and angel investors to find interesting technologies.

Amdocs Chief Executive Eli Gelman said the new centre would help Israeli technology to reach the Asian market.

Amdocs, which had revenue of US$3.2 billion ($4 billion) in fiscal 2012, provides revenue management, customer call centres, provisioning and other software for communications firms.

Amdocs already has a similar centre with AT&T (T.N) but Gelman said there would not be conflicts of interest as the two operators do not compete in any markets.

SingTel has already invested in two Israeli start-ups and last year acquired mobile advertising company Amobee, which has a technology centre in Israel.

icy97

SingTel satellite unit worth as much as $2.5b, Nomura says
http://www.theedgesingapore.com/the-daily-edge/business/43161-singtel-satellite-unit-worth-as-much-as-25b-nomura-says.html

Mon, 18 Mar 15:46
Singapore Telecommunications, southeast Asia’s largest phone company, said it was reviewing its Optus Satellite unit in Australia, which Nomura Holdings Inc. said may be worth A$2 billion ($2.5 billion) if sold.

SingTel, as the carrier is known, hired Credit Suisse Group AG and Morgan Stanley as advisers, the Singapore-based company said in a regulatory statement. The business had revenue of A$319 million last financial year, it said.

Typical operating margins at satellite telecommunications companies are 80% of sales, and the carriers are typically valued at six times to eight times earnings, said Sachin Gupta, an analyst at Nomura in Singapore. That would put a price tag of as much A$2.04 billion on the Optus business based on its sales, he said.

“It’s one of their more profitable businesses,” Gupta said by phone today. “SingTel continuously reviews ways of monetizing these assets at the right time and the right price.”

Takeovers of satellite companies globally over the past five years have taken place at median multiples of 2.8 times revenue and 6.1 times earnings before interest, tax, depreciation and amortization, according to data compiled by Bloomberg.

Comment on the value of the business is premature, Michele Batchelor, a spokeswoman for SingTel, said by phone from Singapore. “We’re just reviewing it,” she said. “Possibly nothing could actually happen.”

The Optus Satellite unit has five satellites in orbit with a sixth to be launched this year, SingTel said today.

The business signed a five-year, A$200 million deal in 2011 to provide satellite support to NBN Co., a government-owned company that’s building a A$37.4 billion national broadband network in Australia, according to a July 2011 presentation.

icy97

SingTel stands to reap forex gain in any Optus Satellite sale
http://www.theedgesingapore.com/the-daily-edge/business/43168-singtel-stands-to-reap-forex-gain-in-any-optus-satellite-sale.html

Tue, 19 Mar 17:20
Singapore Telecommunications stands to benefit from a 45% rise in the Australian dollar against its home currency in any sale of the Optus Satellite division it bought in 2001.

Australian dollar revenue at the unit has increased 44% since the unit was bought, while sales have more than doubled in Singapore dollars. The unit of Southeast Asia’s largest phone company may now be worth as much as A$2 billion ($2.6 billion), Nomura Holdings Inc. estimates.

SingTel, as the Singapore-based company is known, said yesterday that it had appointed Credit Suisse Group AG and Morgan Stanley to conduct a strategic review of the unit. Potential buyers include European and north American satellite companies, such as Intelsat Global Holdings SA, Eutelsat SA, SES SA, and Inmarsat Plc, as well as infrastructure funds, said Jeffrey Tan, an analyst at OSK Holdings Bhd.

“Those names are trying to widen their footprint in Asia,” he said by phone from Kuala Lumpur. “The Asian satellite operators are busy ramping up their own capacity” so are less credible buyers, he said.

Optus Satellite’s revenue was A$222 million during its 2001 financial year, according to statements filed during Optus’s takeover by SingTel. That was worth $199 million when the proposal was announced on March 26, 2001.

The A$319 million of revenues the division recorded in 2012 is now worth $414 million at current exchange rates, according to data compiled by Bloomberg.

Aussie gains
The Australian dollar traded at about 1.297 dollars as of 3:05 p.m. Tokyo time, about 45% more than on the day Singtel announced its A$17 billion ($22.1 billion) takeover proposal for Cable & Wireless Optus, which included the satellite business.

“No decision has been reached on the future plans for the business,” Michele Batchelor, a spokeswoman for SingTel, said by e-mail. “The Optus Satellite business remains a strong performer and good investment.”

A sale will face hurdles because of the national security implications of selling satellites that carry Australia’s defense communications, said Simon Morris, a Melbourne-based partner with Corrs Chambers Westgarth who’s given legal advice on cross-border transactions. It would also need to be approved under US rules on the export of satellite technology.

Defense signals
“Everyone reads the headlines saying ‘The next war’s going to be an IT war’,” he said by phone. “In that sense it’s understandable why there’d be concern over anything that relates to communications or IT.”

Approval of the deal would pass through the Foreign Investment Review Board, a government agency that approves overseas purchases of Australian assets, Morris said. While it probably wouldn’t need a separate defense review, as relevant government agencies are consulted as part of the Board’s usual process, it would attract more scrutiny because of the nature of the business, he said.

“Anything that is defense-related, there’d be another layer over that,” he said. That would reflect “China-type concerns.”

Huawei Technologies Co., China’s largest maker of telecommunications equipment, has been excluded from public tenders on a state-owned national broadband network being built in Australia. The decision was taken “in the national interest,” Prime Minister Julia Gillard said last March.

Luke Coleman, a Sydney-based spokesmen for Huawei, declined to comment.

‘Cyber intrusions’
Optus Satellite’s C1 orbiter carries communications for Australia’s military, including secure messages and imagery that’s sent to troops out of sight of Australia’s coast, according to a 2003 statement by the country’s defense minister. Sharon Akinyi, a spokeswoman for the Australian Department of Defence, said by e-mail that she had no immediate comment on current military usage of the satellite.

Cyber security has become a sticking point in bilateral talks between China and the US National Security Adviser Thomas Donilon said March 12.

“Cyber intrusions emanating from China at a very large scale” are threatening to derail US President Barack Obama’s efforts to improve ties between the countries, Donilon said. Such accusations were groundless and China itself is a victim of hacking attacks, Premier Li Keqiang said March 18.

“The scale of certain countries’ cyber operations and the nature and level of those intrusions have been substantial,” Ross Babbage, a Canberra-based security consultant and former Australian defense adviser, said by phone. “This has not facilitated trust in foreign investment.”

icy97

巴蒂电信接到印度法院传票，但获新电信力挺
http://www.sharesinv.com/zh/articles/37964/

2013年03月21日
巴蒂电信(Bharti Airtel)及其主席Sunil Bharti Mittal突然接获印度法院所发的传票。巴蒂电信是新电信(SingTel)的联号公司，面对官非之际仍获新电信支持。新电信强调，它对巴蒂电信及Mittal先生一直以来坚守最高水平的企业管理操守有信心，包括在频谱收购行动方面，并相信印度法制是公正的，因此会还巴蒂电信及Mittal先生一个清白。然而，有报告指出，法官认为已有足够的资料向巴蒂电信及相关人士提出控诉。到目前为止，这件事对两家电信公司造成怎样的影响还不得而知。

启示：辉立证券研究(Philip Securities Research)表示，这件事的潜在影响并不小，因为印度大部份电信用户均是使用2G网络，而巴蒂电信不愿失去其2G频谱经营权，因此即使它不认为自己有罪，它仍可能会缴交罚款来息事宁人。

icy97

SingTel's Optus wins 4G spectrum in Australia
http://www.theedgesingapore.com/the-daily-edge/business/43765-singtels-optus-win-4g-spectrum-in-australia.html

Tue, 7 May 11:35
SingTel’s Optus has confirmed its success in bidding for 4G 700 MHz and 2.5 GHz spectrum, as announced today by the Australian Communications Media Authority (ACMA).

Optus and Telstra were two of three telcos to win 4G spectrum licenses at close to A$2 billion ($2.5 billion) combined, the Australian Communications Media Authority (ACMA) announced on Tuesday, following an auction that lasted several weeks.

Optus successfully bid for 2 x10 MHz of paired spectrum in the 700 MHz band nationally and 2 X 20 MHz of paired spectrum in the 2.5 GHz band for a total amount of A$649 million, reflecting the reserve price for both spectrum bands.

Kevin Russell, Chief Executive Officer, Consumer Australia and Chief Country Officer, said, “Optus is pleased to have secured the additional spectrum we wanted to enable us to deliver a brilliant network experience for our customers. The spectrum Optus has acquired in the 700 MHz band will provide stronger 4G coverage across both metropolitan and regional Australia, allowing us to expand our 4G services to more customers than ever before. The additional spectrum purchased in the 2.5 GHz band, when combined with our already substantial holdings in 2.3 GHz, will enable Optus to provide unparalleled network capacity for 4G data services to our metropolitan customers.”

Optus’ approach reflects the growing global trend for multi-band 4G networks, which combines low band 4G frequency for strong coverage with high band spectrum to increase network capacity. With a variety of bands and different Long Term Evolution (LTE) technologies, Optus will gain the flexibility needed to deal with the growing demand for additional capacity and faster network speeds.

Russell said, “Today’s announcement means Optus is well placed to execute a major combined network rollout that will deliver a strong and sustainable business moving forward.

“We now have the right mix of spectrum and network components to ensure a brilliant customer experience that delivers extensive coverage and super-fast speeds.”

The Optus mobile network incorporates 2G, 3G and 4G technologies with Optus’ current 3G coverage reaching over 97% of the population. In April 2012, Optus switched on 4G services in Newcastle and has since rolled out 4G sites in metro and suburban areas of Sydney, Melbourne, Perth, Brisbane, Adelaide, the Sunshine Coast, the Gold Coast, Toowoomba, Byron Bay and Coffs Harbour.

icy97

新电信4Q13盈利下跌33%；预期今个财政年度的EBITDA将会提高
http://www.sharesinv.com/zh/articles/38835/

文： 汤森路透 （译：麦美莹） 2013年05月15日 汤森路透

新电信(Singapore Telecommunications)是东南亚最大的电讯营运商，它在星期三公布第四季净利下跌33%，原因是在出售手上的巴基斯坦Warid电信股权时，蒙受一次过亏损。

以市值计算，新电信是新加坡最大型的企业，它在截至3月31日的季度里，获得8亿6,800万元盈利(6亿9,842万美元)，去年同期为12亿9,000万元。

新电信的基本净利(不包括一次性项目)从去年同期的10亿2,000万元下跌2%至10亿元。

尽管业绩回软，新电信表示将会派发每股10分的终期息，比去年同期的9分为高。

展望未来，新电信预期在今个财政年度里(截至2014年3月)，综合收入将会稳定。

新电信表示：”但在生产力及收益管理措施的带动下，息税折旧及摊销前盈利(EBITDA)预期将会以低单位数增长。”

新电信公布从Warid撤资蒙2亿2,500万元亏损，但部分被Southern Cross电缆网络公司的1亿4,900万元净股息收入抵消。新电信在去年同期获2亿7,000万元非经常性税务减免。


SingTel's Q4 profit falls 33% to $868mil on stake sale, taxes
http://www.theedgesingapore.com/the-daily-edge/business/43893-singtels-q4-profit-falls-33-to-868mil-on-stake-sale-taxes.html

Wed, 15 May 08:41
Singapore Telecommunications, Southeast Asia’s biggest phone company, reported fourth-quarter profit fell 33% after taking a loss on a stake sale and paying higher taxes.

Net income declined to $868 million in the three months ended March from $1.29 billion a year earlier, Singapore-based SingTel said in a statement today. Sales fell 6.3% to $4.5 billion.

Higher earnings from SingTel’s affiliates in Indonesia and Thailand limited the impact of a falling contribution from Bharti Airtel in India, which posted a 49% drop in profit on higher interest and network costs. The Singapore phone company expanded fourth-generation services in the city-state in April and its Optus unit bought airwaves in Australia last week as they expand mobile networks to compete better.

The company said revenue this year will be little changed while earnings before interest, tax, depreciation and amortisation will rise by a “low single digit level”.

SingTel shares gained 1.8% to close at $3.99 in Singapore yesterday. The stock has climbed 21% this year, compared with a 8.4% advance in the benchmark Straits Times Index.

SingTel in March completed the sale of its 30% stake in Warid Telecom (Private) for US$150 million ($186 million) and will receive a 7.5% share of the net proceeds from any future sale, public offering or merger. It took a loss of $225 million from the deal.

The company had a one-time tax credit of $270 million last year from recognising an increase in the value of an asset transferred to an associate.

icy97

SingTel to spend $2b on acquisitions as profit drops: Update
http://www.theedgesingapore.com/the-daily-edge/business/43914-singtel-to-spend-2b-on-acquisitions-as-profit-drops-update.html

Wed, 15 May 20:15
Singapore Telecommunications, Southeast Asia’s biggest phone company, plans to spend $2 billion within three years on acquisitions to boost growth after posting a drop in profit.

The company will focus on digital operations, including mobile advertising, and may increase stakes in regional associates, SingTel said in a filing. Net income fell 33% to $868 million in the fourth quarter ended March, after the carrier took a loss on a stake sale and paid higher taxes.

SingTel’s expansion into Southeast Asian mobile-phone markets, including a stake in Thailand’s Advance Info Service Pcl, is limiting the effect of slowing growth at Indian associate Bharti Airtel and its Optus unit in Australia. Excluding one-time items, profit fell 2% to $1 billion in the quarter, the Singapore-based company said.

“SingTel has exposure to Indonesia, Thailand and Philippines; these are all growing markets,” said Kelvin Goh, an analyst at CIMB Securities Sdn in Kuala Lumpur. “There’s no guaranteed returns to the huge investment in the digital business. There could be startup losses.”

The carrier owns stakes in Indonesia’s PT Telekomunikasi Selular and Globe Telecom Inc. in the Philippines.

Group revenue this year will be little changed while earnings before interest, tax, depreciation and amortization will rise by a “low single-digit level,” SingTel said. The company has also been investing to improve its core business and to create the next growth engine in the digital space.

STARUP LOSSES
SingTel shares closed unchanged at $3.99 in Singapore. The stock has climbed 21% this year, compared with an 8.7% advance in the benchmark Straits Times Index.

The company spent about US$400 million last year on acquisitions in the digital business, Chief Executive Officer Chua Sock Koong said. In March 2012, SingTel agreed to buy Amobee Inc. for us$321 million to expand into mobile advertising.

“In this investment phase, we would expect to see startup losses,” Chua told a briefing today. “We’re going to see the business grow very strongly.”

The carrier made or completed 13 acquisitions valued at about US$665 million in 2012, almost double the $344 million spent in 2011, according to data compiled by Bloomberg. SingTel’s largest ever deal is the 2001 purchase of Optus from Cable & Wireless Plc for US$9.7 billion. SingTel had cash and near-cash of $911 million as of March 31, the company said today.


INCREASED DIVIDEND
Singapore’s biggest mobile phone operator raised its final dividend by 11% to 10 cents a share as it targets a payout range between 60% and 75%, SingTel said.

SingTel in March completed the sale of its 30% stake in Warid Telecom (Private) for US$150 million and will receive a 7.5% share of the net proceeds from any future sale, public offering or merger. It took a loss of S$225 million from the deal.

The company had a one-time tax credit of $270 million last year from recognizing an increase in the value of an asset transferred to an associate.

AUSTRALIAN SALES
Fourth-quarter Ebitda at Optus, Australia’s second-largest phone company, rose 3.4% to A$700 million ($863 million). Revenue fell 5.4%. The unit agreed to pay A$649 million for an allocation of airwaves to build up its wireless network to attract more customers from Telstra Corp. and other competitors.

SingTel made 62% of its sales in Australia during the quarter.

The earnings contribution from regional associates rose 3.2% to $540 million in the quarter as strong results from Indonesia and Thailand limited the effect of weaker results at Bharti, the company said.

The pretax earnings contribution from Bharti slumped 31% to $96 million. Bharti on May 2 reported earnings that missed analyst estimates after a weaker rupee increased interest payments and network equipment costs.

SingTel owns all of its Singapore and Australian phone businesses in addition to minority stakes in five other mobile operators with 468 million customers in countries in Asia and Africa. That excludes those from Warid since it was sold.

The company and its partners were among 12 applicants that will be able to submit bids by June 3 for two telecommunications licenses in Myanmar. The winners will be announced by June 27, according to the Myanmar government.

Morgan Stanley and Credit Suisse Group AG will offer a highly-leveraged debt package to help sell Optus’s satellite division, according to three people familiar with the matter.

The banks, which were hired in March to study options for the unit, are prepared to lend buyers more than six times Optus Satellite’s Ebitda, two of the people said. The sale could fetch A$2 billion, according to Nomura Holdings Inc.

skyship

singtel  的 service  越来越烂，我这个老顾客都想换其他的电话公司了，给的好康越来越少，换这个那个就想办法抽你的钱。

但他的股票，好像火箭一样冲！！！

icy97

澳都斯公布推出澳洲的第一个多频道4G网络
http://www.sharesinv.com/zh/articles/39015/

2013年05月20日
新电信(SingTel)的澳都斯公布其在2014年之后的网络计划及策略，包括推出澳洲第一个多频道 4G网络。 澳都斯网络的董事经理Günther Ottendorfer说：“达到这些里程碑只是一个开始。我们在来临几年的焦点将继续巩固我们的3G网络、发展我们的4G网络及扩大4G技术以包含时分长期演进技术(TD-LTE)，并首先会在坎培拉推出TD-LTE。”目前，澳洲的4G网络是以频分长期演进技术(FD-LTE)运作，后者利用两个不同频率的频道，让数据以不同的方向传送。TD-LTE目前成为4G技术的新宠，因为上载和下载可以在同一个频道进行，但在不同时段。

启示:澳都斯将为成为澳洲第一家拥有一个结合了TD及FD-LTE 4G网络的电讯商。展望未来，它希望在未来几年，扩大这两个4G网络的覆盖率，以至2014年中，可以为超过70%的城市人口提供服务。目前，澳都斯的3G覆盖率占了澳洲人口的98%。

icy97

SingTel's Optus to roll-out multi-band 4G network plans
http://www.theedgesingapore.com/the-daily-edge/business/43947-singtels-optus-to-roll-out-multi-band-4g-network-plans.html

Mon, 20 May 10:42
SingTel’s Optus has unveiled its network plans for the coming year, with a number of major initiatives that will improve the coverage, speed and capacity of its 4G network, and enhance the strength and consistency of its 3G network.

Optus today announced the launch of its TD-LTE network in Canberra, with a customer trial of the first TD-LTE compatible product, the Optus 4G Dual band dongle and WiFi modem.

Currently, 4G networks in Australia run on FD-LTE, which uses two separate frequency channels, one for data traveling in each direction. TD-LTE is a new flavour of 4G technology, where the upload and download of data happens on the same frequency, but at different times.

The combined 4G TD 2300 MHz/FD-LTE 1800 MHz networks referred to as Optus’ 4G Dual Band Network will be available to customers using 4G Dual Band Devices, with the first of those devices, mobile broadband modems, available from early June.

Optus’ network rollout this year will also include preparing its mobile network for the new 700 MHz and 2500 MHz spectrum it acquired in the recent auction.

Optus has now upgraded more than 4,000 3G sites nationally and launched 4G in five state capitals, as well as several major regional centres like the Gold Coast, Coffs Harbour and Byron Bay.

Optus said it has upgraded more than 4,000 3G sites nationally and launched 4G in five state capitals, as well as several major regional centres like the Gold Coast, Coffs Harbour and Byron Bay.

Optus' 3G coverage currently reaches 98 per cent of the Australian population.

SLKO80

之前3.68 我没有买，现在飚到4块多，更不敢买。。