【SingTel Z74 交流专区】新电信 SINGTEL

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。。

icy97

SingTel dips on broker downgrade
http://www.theedgesingapore.com/the-daily-edge/business/43980-singtel-dips-on-broker-downgrade.html

Tue, 21 May 14:35  
Singapore shares edged down, with Singapore Telecommunications declining 2% after OCBC cut its rating on the sector.

“In the search for yield, telco stocks have done very well, rising some 14% to 26% year to date, versus the STI’s 9% climb,” OCBC said in a report.

“However, given the still-muted outlook, we believe that the share prices have run up too much, too quickly, and this has driven yields down to below 5%.”

It downgraded the sector to “neutral” from “overweight”.

The brokerage noted that with the exception of M1, which expects to see moderate earnings growth this year, both SingTel and StarHub were muted in their outlook.

The Straits Times index lost 0.6% to 3,433.15, while MSCI’s broadest index of Asia-Pacific shares outside Japan shed 0.2%.

Shares of CapitaLand fell as much as 2.4% to their lowest in nearly two weeks after the property developer announced plans to raise up to US$520 million ($653 million) in convertible bonds due 2020.

icy97

SingTel said to start Optus Satellite sale seeking $2.4b
http://www.theedgesingapore.com/the-daily-edge/business/44080-singtel-said-to-start-optus-satellite-sale-seeking-24b.html

Tue, 28 May 16:00
Singapore Telecommunications, Southeast Asia’s biggest phone company, started the sale of its Australian satellite unit and is seeking more than A$2 billion ($2.4 billion), three people with knowledge of the matter said.

SingTel approached potential buyers with information on the Optus Satellite unit today, two of the people said, asking not to be identified as the information is private. Bain Capital LLC, Carlyle Group LP and Blackstone Group LP are among private equity firms evaluating possible bids for Optus Satellite, three people familiar with the deliberations said.

With five spacecraft in orbit, Optus Satellite provides television, radio, phone, Internet data and military signals to Australia, New Zealand, and parts of the Antarctic, according to the website of its parent company, Optus. SingTel, as the Singapore-based group is known, acquired the satellite unit as part of its US$9.69 billion ($12.3 billion) takeover of Optus, Australia’s second- largest phone company, in 2001.

SingTel is selling the satellite division as it chases new sources of growth amid slowing sales in Australia and Singapore. Divesting the division, which had revenue of A$319 million in the year ended March 2012, would help finance the $2 billion of acquisitions that SingTel is planning. The company hasn’t reported separate earnings figures for Optus Satellite since the 2001 takeover.

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

DEBT PACKAGE
“We are conducting a strategic review of our Optus Satelitte business and will make an appropriate announcement in the event of a material development arising from the review,” said Michele Batchelor, a spokeswoman for SingTel. Spokesmen for Bain, Carlyle and Blackstone declined to comment.

Credit Suisse Group AG and Morgan Stanley, hired by SingTel in March to study options for Optus Satellite, are offering prospective buyers a debt package that may help attract bids, people with knowledge of the matter said this month. The banks may lend more than six times Optus Satellite’s earnings before interest, tax, depreciation and amortization, according to these people.

Optus Satellite broadcasts signals to more than two million Australian households and companies and will launch a sixth satellite this year, according to SingTel. Its customers include state-owned Australian Broadcasting Corp., the Foxtel joint venture between Telstra Corp. and News Corp., and Australia’s Department of Defence.

icy97

KKR, Carlyle said to eye bids for SingTel Australia arm
http://www.theedgesingapore.com/the-daily-edge/business/44087-kkr-carlyle-said-to-eye-bids-for-singtel-australia-arm.html

Wed, 29 May 10:34
SingTel Private equity firms KKR and Carlyle Group are among the suitors lining up bids for Singapore Telecommunications Ltd’s Australian arm, Optus Satellite, people familiar with the matter told Reuters.

France’s Eutelsat Communications SA is also expected to bid, the people said, with SingTel valuing the business at more than A$2 billion ($2.45 billion).

Eutelsat, KKR & Co and Carlyle have each lined up banks to work with during the auction, according to the people familiar with the matter.

SingTel, whose majority owner is Singapore state investor Temasek Holdings, sent out financial information to interested bidders on Monday, with a first round bid deadline set June 14, one of the people said.

The company announced a strategic review of the business in March. SingTel’s Optus business sells TV, telephony and broadband services to more than 2 million subscribers in Australia and New Zealand.

Eutelsat was not immediately available for comment. KKR and Carlyle declined to comment.

icy97

Barclays keeps SingTel at Overweight; $4.00 target
http://www.theedgesingapore.com/the-daily-edge/business/44132-barclays-keeps-singtel-at-overweight-400-target.html

Fri, 31 May 16:23  
Barclays keeps SingTel (Z74.SG) at Overweight with a $4.00 target price after the house hosted management in meetings with institutional investors in Europe earlier this week.

One of the highlights of the meeting was that the management put the flagged $2 billion investments into the 'Digital Life' strategy in context: "a) it's a three-year plan and even at that, not a commitment to spend; (b) compares with network investments that have been guided for S$2.5 billion for a single year in FY14. Management indicated strict discipline around metrics and milestones in each case as driving further investment or exits," says the house.

It also notes that investor attention on the associates focused mainly on Bharti Airtel (532454.BY); management were positive in their outlook on the back of improving pricing climate and lower dealer commissions as competitive intensity improves. The stock is down 0.5% at $3.76.

icy97

新电信竞投缅甸的电讯执照
http://www.sharesinv.com/zh/articles/39444/

2013年06月04日
昨天是为竞投缅甸两个电讯执照提交标书的最后一天，而新电信(Singapore Telecommunications)及其伙伴(KBZ集团及缅甸电话公司)提交了标书。之前已提交标书的竞标者总共有11个。其他竞标者包括由亿万富翁索罗斯(George Soros)领导的财团Digicel Group及在主板上市的祐玛战略(Yoma Strategic Holdings)。直至2013年5月31日，总共有12个竞标者提交了标书，但由沃达丰(Vodafone)及中国移动这两家大型手机公司组成的财团退出竞标，理由是投资数额与回报不相符。所发出的执照可让电信公司在全国兴建、拥有及经营网络为期15年，而结果将会在2013年6月27日公布。

启示: 投资者对最近开放的缅甸市场虎视眈眈，尤其是缅甸政府表示，希望在2016年之前，全国的电讯覆盖率可以达到其6,400万人口的80%。目前的手机渗透率只得9%。而麦肯锡(McKinsey)咨询公司称，电讯业从2010年至2030年，可能以23%的年复合增长率增长。

icy97

新电信正面对经济及监管条例所带来的挑战
http://www.sharesinv.com/zh/articles/39602/

文： 陈挚文 （译：伍丽芳） 2013年06月14日 企业摘要

“起伏不定”确实非常适合用来形容新电信这只股近几周的走势。其股价在5月20日创下4.09元的一年高位后开始下跌至6月6日的3.63元(两周来共下滑12.7%)。在本文中，我们将试图了解可能造成公司股价波动不定的原因。

根据伯南克(Ben Bernanke)最近发表的声明，美国联储局很可能会开始考虑收紧其货币振兴政策。此消息一出，全球经济随之再度陷入不明朗，而购买新电信(SingTel)这类高获益率的防御性股票似乎是投资者的明智选择。

但新电信的股价却在近几周出现了些许波动，这主要是因有关经济和公司本身的消息影响了其股价，例如澳元退跌、投标缅甸电讯执照及与媒体发展管理局(MDA)发生激烈纠纷。

澳元下跌
由于澳洲经济走出矿业热潮(mining boom)，为了帮助各行业减低依赖资源投资来作为增长动力，澳洲央行于上个月宣布调低隔夜现金利率(overnight cash rate target)至2.75%的历史新低。利率调低之后，澳元在过去一个月下跌7%，使它成为发达市场货币中表现最差劲的货币之一。

经济师预测，澳洲央行将可能进一步调低利率，因为澳洲统计局的资料显示，澳洲的1Q13经济增长为2.5%，是近两年来的最低年增长率。我们认为，澳元将可能在短期内持续面对货币挑战，导致澳元的波动幅度增加，进而令新电信的核心业务继续受拖累。依货币期权来看，澳元的一个月引申波幅(implied volatility)为14%，它之前在6月11日达到14.47%的一年高位。

新电信已在其FY14指引报告中证实，为它带来可观收入的消费业务部门预计将因澳洲移动服务业务受影响而表现欠佳，收入减幅为单位数百分比的低端。其澳洲移动服务业务的增长料仍将不大，并且持续受到强制减低移动服务终端费措施的影响，后者导致电讯市场的竞争压力加剧。

进军缅甸
世界银行(World Bank)指出，缅甸的国内生产总值(GDP)在FY11-12间增长了5.5%，而它预测缅甸FY12-13的GDP增长将可达到6.3%。目前，缅甸共6,400万人口中，少于10%能够无线上网。缅甸政府已定下目标，在2016年前扩大缅甸的电讯覆盖率，把无线上网的人数增至人口的80%之多。缅甸政府将发放两项执照，标得执照的电讯公司将可在当地建造、拥有和经营全国网络，执照年期初步为15年。

新电信在亚太区的发达及新兴市场均有丰富的营商经验(如印度巴帝电信和泰国AIS通信等)，它已联同其伙伴KBZ集团及缅甸电话公司(Myanmar Telephone Co)投标了缅甸的电讯执照。另外还有11家财团参与投标，包括Digicel集团，后者所带领的财团拥有索罗斯旗下公司Quantum Venture Partners的支持，在新交所上市的祐玛战略(Yoma Strategic Holdings)也是该财团的一员。缅甸政府将在6月27日颁发这两项执照。

此外，全球两大移动电话业者中国移动通信及沃达丰(Vodafone)原本也参与投标，但却临时退出竞标，原因是“所需投入的资金将无法保证能够带来相若的回报”。这两家公司退出竞标的确令人怀疑缅甸的增长潜力是否被夸大了。虽然我们不对此做出任何猜测，但我们知道，若新电信成功得标，它将需要拨出比FY14的25亿元预估资本支出更高的预算。其FY13的自由现金流为38亿元，而FY14的预估为偏低的20亿元，但有可能会更低。

英超联赛的跨台联播问题
新电信的付费电视业务Mio TV在收入贡献方面虽然相对较少(占整体收入的1.2%)，但却也让新电信受到了瞩目。它与MDA就英超联赛(BPL)独家转播权引起的纠纷依然悬而未决，目前仍在等待上诉结果，而由于新加坡通讯部在6月7日拒绝新电信暂缓MDA下令执行的内容共享计划的要求，使情况雪上加霜。因此，人们现在的疑问是，这场战争将对新电信现有和未来的Mio TV订户造成怎样的影响，因为它将于8月新赛季开始之前，安排与竞争对手星和(Starhub)共享BPL内容。

我们预计新电信将不会流失大量客户(因客户须承担转换成本及拥有固定合约)，它也申明现有客户将不受上诉结果影响，但我们认为Mio TV的增长率或会放缓，因为只想要观看BPL赛事的客户将需支付更高的月费，而且现在有另一个转播台供选择。

此外，一些人也怀疑新电信去年签订的BPL转播权的吸引力会否受到影响。一些分析师认为，新电信未来3季的BPL转播费可能与它为2010-2013年转播权所支付的4亿元相若。实际上，这是十分合理的，因为全球BPL电视转播费已在近几年上升，原因是亚洲观看BPL的风气越来越盛行。英国天空广播公司(British Sky Broadcasting Group)购买2013-2016年间的赛季转播权时支付比之前高出30亿英镑(或70%溢价)的价格也印证了这一点。

在等待有关当局的决定的当儿，我们认为新电信付费电视业务的策略(主要提供内容服务)有必要作出改变，由于持有独家内容转播权如今将不再让它那么具有优势。

icy97

Eutelsat及KKR据说有意竞投新电信的澳洲业务
http://www.sharesinv.com/zh/articles/39693/

文： 汤森路透 （译：麦美莹） 2013年06月17日 展望

据熟悉内幕的人士透露，法国的Eutelsat Communications 公司及美国私人证券公司KKR是首批有意竞投新电信(SingTel)澳洲子公司卫星业务的竞标者。

新电信是东南亚最大的电讯营运商，它估计其澳洲子公司澳都斯(Optus)的卫星业务价值超过20亿澳元(19亿美元)。新电信出售该业务是因为其在新加坡及澳洲市场所取得的增长并不高。

该名人士告诉汤森路透，英国的Inmarsat、Blackstone集团及Carlyle集团也在星期五限期到来前提交了标书。

据汤森路透的数字显示，这宗是澳洲今年第三大的并购交易。

新加坡国家投资公司淡马锡控股(Temasek Holdings)是新电信的控股股东。新电信在3月份公布了该业务的策略评估后，在5月份把财务资料发送给竞标者。澳都斯出售电视、电话及宽频服务给澳洲及纽西兰超过200万名订户。

据汤森路透的资料显示，以澳洲今年的并购交易而言，这宗交易是属于第三大宗。最大宗的交易是Industry基金管理公司收购了Botany港口及Kembla港口，而第二宗大交易是中国国家电网公司收购了澳洲电力公司的股权。

从销售取得的资金可以帮助新电信投放现金在增长比较快速的业务。

据说，其他对该业务有兴趣的竞标者包括亚洲卫星电讯控股(Asia Satellite Telecommunication Holdings)、Intelsat、Sky Perfect Jsat控股公司及澳洲的NewSat及SES。

Blackstone、Carlyle、KKR、Intelsat、SES及新电信不愿就有关交易置评。Eutelsat、Inmarsat、AsiaSat、Sat及NewsSat没有对有关的电邮询问予以答复。该名熟悉内情的人也不愿透露身份，因为有关交易是保密的。

该名人士早前告诉汤森路透，竞标者提交标书是因为被该业务所带来的稳定现金收入吸引，而所需的资本开支也不高。

拥有卫星业务或通讯业务的竞标者，像Eutelsat及Inmarsat预期有较大机会投得该业务，因为该业务与它们本身的业务具协同作用，意味着它们愿意付出较高的代价。

可是，私人证券公司的投标可以获得美国的贷款融资，后者是由新电信的顾问瑞士信贷集团及摩根士丹利提供。这两家银行愿意提供约17亿澳元给收购这个业务的买家。

澳都斯卫星业务所运作的卫星有五个，而预计在2013年会增添多一个Optus 10。新电信是在2001年以140亿美元收购澳都斯的时候购入了这个卫星业务。


Eutelsat, KKR said to place bids for SingTel's Australia unit: Update
http://www.theedgesingapore.com/the-daily-edge/business/44319-eutelsat-kkr-said-to-place-bids-for-singtels-australia-unit-update.html

Mon, 17 Jun 14:59  
France’s Eutelsat Communications SA and U.S. private equity firm KKR & Co are among the suitors to place first-round bids for Singapore Telecommunications Ltd’s Australian satellite unit, a person with direct knowledge of the matter said.

SingTel, Southeast Asia’s largest telecom operator, values the satellite business of its Australian unit Optus at more than A$2 billion ($2.4 billion), and has put it on sale as it battles tepid growth in its key markets of Singapore and Australia.

Britain’s Inmarsat, Blackstone Group and Carlyle Group are among the other suitors to submit bids ahead of the Friday deadline, the person told Reuters.

The deal pits strategic bidders against buyout firms in Australia’s third-biggest M&A deal this year, according to Thomson Reuters data.

SingTel, controlled by Singapore state investor Temasek Holdings, sent financial information to bidders in May after announcing a strategic review of the business in March. Optus sells TV, telephony and broadband services to more than 2 million subscribers in Australia and New Zealand.

In terms of Australia M&A activity this year, the deal ranks behind the acquisition of Port Botany and Port Kembla by Industry Funds Management, and the sale of stakes in Australia power companies to State Grid Corp of China, according to Thomson Reuters data.

Funds raised from the sale would help SingTel plough cash into faster-growing businesses.

Other bidders to express interest include, Asia Satellite Telecommunications Holdings, Intelsat, Sky Perfect Jsat Holdings Inc, Australia’s NewSat and SES, the source said.

Blackstone, Carlyle, KKR, Intelsat, SES and SingTel declined comment. Eutelsat, Inmarsat, AsiaSat, JSat and NewSat did not reply to emails seeking comments. The source declined to be identified as the sale process is confidential.

The suitors are attracted to the steady cashflow generated by the business as well as the low capital expenditure required, sources previously told Reuters.

Companies with satellite operating or communications businesses, like Eutelsat and Inmarsat, are expected to make a stronger case as buyers, because synergies with their existing operations mean they can pay more.

However, private equity bids could receive a boost from debt funding from the United States made available by SingTel advisers Credit Suisse Group and Morgan Stanley. The two banks are providing a loan of around A$1.7 billion that buyers can use for the acquisition.

Optus Satellite operates five satellites, with another, Optus 10, scheduled for launch in 2013. SingTel acquired the satellite arm when it bought Optus in 2001 for US$14 billion ($17.6 billion).

icy97

TPG takes part in 2 bids for SingTel's Australia satellite unit
http://www.theedgesingapore.com/the-daily-edge/business/44442-tpg-takes-part-in-2-bids-for-singtels-australia-satellite-unit.html

Wed, 26 Jun 10:16  
Private equity firm TPG Capital is involved in two separate bids for Singapore Telecommunications Ltd’s Australian satellite unit, a business valued at more than A$2 billion ($2.4 billion), the Australian Financial Review reported.

TPG was involved in a bid with Blackstone Group as well as separate one with Malaysian satellite business MEASAT, the newspaper said in its online edition.

TPG declined to comment.

Trade buyer Eutelsat Communications SA and fellow private equity firm KKR also took part in the first round bids, AFR said.

SingTel, Southeast Asia’s largest telecom operator, has put the satellite business of its Australian unit Optus on sale as it battles tepid growth in its key markets of Singapore and Australia.

Reuters sources have said that other bidders include Asia Satellite Telecommunications Holdings, Intelsat, Sky Perfect Jsat Holdings Inc, Britain’s Inmarsat, Carlyle Group and SES .

Optus has circulated an information memorandum for the business to interested parties, and will provide more details next month, when selected bidders submit final bids, the newspaper said.

Optus Satellite operates five satellites, with another scheduled for launch in 2013. SingTel acquired the satellite arm when it bought Optus in 2001 for US$14 billion ($17.8 billion).

icy97

新电信及祐玛战略竞标缅甸电信执照失败
http://www.sharesinv.com/zh/articles/40031/

2013年06月28日
新电信(SingTel)及祐玛战略(Yoma Strategic Holdings)竞标缅甸移动电信执照的行动宣告失败。缅甸当局昨天把两张受争相投标的电信执照颁发给挪威电信(Telenor)和卡塔尔电信公司Ooredoo。这两家企业是在打败另外九个竞标者后取得相关执照，但若它们与缅甸当局之间最终无法达成协议，缅甸当局将转而与两家候补企业接洽，即法国电信公司Orange及日本丸红商社(Marubeni Corporation)。虽然新电信无法取得缅甸执照，但分析师认为，新电信现有的业务庞大，加上缅甸市场可能带来的收入偏低，因此任何来自缅甸的潜在销售额将不会对其短期盈利具有显著的影响。然而，竞标失败对祐玛战略的潜在影响可能会较大，因为其规模比新电信小。目前仍不清楚新电信及祐玛战略将如何继续涉足于缅甸的电信业。

启示：新电信在今天上午10时的股价为3.69元，比昨天的闭市价低了0.03元。祐玛战略在同时间的股价为0.91元，比它在要求暂停交易之前，于6月26日的0.96元闭市价低了0.05元。

icy97

MICA rejects SingTel's cross-carriage appeal
http://www.theedgesingapore.com/the-daily-edge/business/44879-mica-rejects-singtels-cross-carriage-appeal.html

Fri, 26 Jul 19:25  
Yaacob Ibrahim, the Minister for Communications and Information, has rejected SingTel's appeal and reaffirmed a finding by the Media Development Authority (MDA) in April which had deemed SingTel's EPL broadcast rights deal an exclusive one and therefore subjected to the cross-carriage rule.

On April 24, 2013, MDA issued a Direction to SingNet to cross-carry the Barclays Premier League live matches over the next three seasons, starting from 2013/2014 to 2015/2016.

On April 26, SingNet submitted both an appeal to the Minister against MDA’s Direction and a request for the Direction to be suspended pending a decision on the appeal.

On June 6, the Minister decided against suspending MDA’s Direction, and SingNet was required to continue its efforts in making the necessary arrangements to cross-carry the BPL content while the full appeal process continued.

MICA said the Minister, having carefully considered the written arguments from SingTel and MDA, has decided to reject SingNet’s appeal against MDA’s Direction.

It added that the Minister’s decision to reject SingNet’s appeal was made based on the assessment of a number of factors. A key consideration was whether certain clauses in the agreement between SingNet and the Football Association Premier League Limited prevent or restrict or are likely to prevent or restrict the BPL Content from being acquired or otherwise obtained for transmission on selected network platforms in Singapore by other pay-TV operators. The Minister considered the qualitative and quantitative effects of these clauses.

The Minister also noted that the key objectives of the Cross-Carriage Measure include addressing the high degree of content fragmentation and encouraging pay-TV operators to shift from a content-centric strategy to other forms of competition, such as service and content innovation.  Pay-TV operators should keep this in mind and continue to provide better value to the consumers. The Minister has also suggested that MDA consider providing further guidance on the circumstances that may trigger the Cross-Carriage Measure so that pay-TV operators can provide more certainty to consumers.

icy97

新电信在英超开踢前推出新的英超赛事播放服务
http://www.sharesinv.com/zh/articles/40632/

2013年07月29日
新电信(SingTel)的电视节目平台Mio TV于上星期五推出下一季英格兰超级足球联赛(Barclays Premier League)播放服务的配套和订费。Mio TV将把其Gold Packs配套的每月订费保持在64.90元，而单独订购英超播放服务的订费为每月59.90元，并将通过mio TV及付费电视平台提供。新定价是用于新订户或更新合约的客户。媒体发展管理局(MDA)在公司公布订费前决定mio TV无需交叉提供英超Gold Packs配套内的频道。公司的新加坡总裁刘永强表示：“随着当局对英超播放内容作出裁决，我们现在可以专注于为所有新加坡球迷准备新一季赛事的节目内容。我们将在今天公布配套选择及订费，以让大家在新一季赛事于8月17日开踢前有足够的时间签订配套。”

启示：交叉提供频道法令导致公司无法以英超赛事节目内容这个优势来扩大其电缆电视订户市场的市场份额。但新法令应不会对公司的业务发展带来任何实质影响，因为其mio TV已在过去三年建立起内容的实力和规模，并料将斥资1亿元来提升其服务的素质和可靠性。


SingTel announces $59.90/month BPL stand-alone subscription
http://www.theedgesingapore.com/the-daily-edge/business/44882-singtel-announces-5990month-bpl-stand-alone-subscription.html

Sat, 27 Jul 18:35
SingTel's mio TV has unveiled its packages and prices for the upcoming season of Barclays Premier League (BPL) broadcast. The announcement comes after MDA’s decision that mio TV does not have to cross-carry channels included in its BPL Gold Packs. Only stand-alone BPL content will be cross-carried.

“With the government’s decisions regarding the BPL content, we can focus on bringing the start of the season to all Singapore football fans. We are announcing our packages and prices today to give everyone sufficient time to sign up before the new season kicks off on 17 August,” said Allen Lew, Country Chief Officer-Singapore, SingTel.

The BPL stand-alone subscription will also be offered on both mio TV and the alternative pay-TV platform at $59.90 per month. The cross-carriage ruling requires the BPL standalone subscription price to be the same, regardless of the platform. The price for BPL stand-alone subscription reflects the cost of providing the matches as a stand-alone service.

mio TV will maintain existing prices for its Gold Packs (BPL, sports, movies and family entertainment bundled packages). For $64.90 a month, football fans and their families will enjoy more than 80 channels.

icy97

传东亚卫星全球偕2 集团 竞标新电信澳洲卫星业务

财经新闻 财经  2013-08-10 09:22
（吉隆坡9日讯）市场传言，大马富豪阿南达克里斯南旗下的东亚卫星全球（MEASAT Global）与另两大集团联手出击，竞标新电信（Sing Tel）的澳洲卫星业务。

路透社报道引述三名不愿具名人士，称新电信旗下澳洲卫星业务的最后一轮竞标，共接获两个献议，而且献购价都低于20亿澳元（约65.1亿令吉）的底价。

消息指出，全球最大卫星服务业者———美国Intelsat公司，赶上竞标截止日前提出献议。

融资拓展区域

另一献议则来自东亚卫星全球、TPG资本和美国私募基金百仕通集团（Black stone Group）成立的财团。

阿南达2010年以16亿4000万令吉，私有化东亚卫星全球。

据悉，新电信将在来周召开董事会议，以决定透过首次公开募股（IPO）抑或竞标方式，脱售澳洲Optus的卫星业务。

淡马锡（Temasek）旗下的新电信，是在3月的资产策略评估后，决定脱售澳洲卫星业务，以融资新兴市场的扩展计划。

无论如何，所有献议仍需经过精密审核。

目前，TPG资本和新电信没有回应媒体，而百仕通集团、Intelsat公司及东亚卫星全球则拒绝回应。[南洋网财经]

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Name of Announcer *	SINGTEL
Company Registration No.	199201624D
Announcement submitted on behalf of	SINGTEL
Announcement is submitted with respect to *	SINGTEL
Announcement is submitted by *	Chan Su Shan (Ms)
Designation *	Company Secretary
Date & Time of Broadcast	12-Aug-2013 17:06:19
Announcement No.	00059

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *

Announcement on Australian Dollar Exchange Rate for Final Dividend to be paid on 23 August 2013

Description

Attachments

552-sgx.pdf

icy97

Name of Announcer *	SINGTEL
Company Registration No.	199201624D
Announcement submitted on behalf of	SINGTEL
Announcement is submitted with respect to *	SINGTEL
Announcement is submitted by *	Chan Su Shan (Ms)
Designation *	Company Secretary
Date & Time of Broadcast	13-Aug-2013 18:26:41
Announcement No.	00159

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *

Media Statement - Conclusion of strategic review of Optus satellite business

Description

Attachments

MS-20130813-Optus.pdf

SingTel to keep Australian Optus satellite unit after review
http://www.theedgesingapore.com/the-daily-edge/business/45084-singtel-to-keep-australian-optus-satellite-unit-after-review.html

Tue, 13 Aug 19:18  
Singapore Telecommunications, Southeast Asia’s biggest phone company, plans to keep its Australian satellite unit after concluding a strategic review.

“Based on the review, SingTel is committed to growing and investing in the satellite business,” the company said in a statement.

SingTel was seeking more than A$2 billion ($2.3 billion) for the Optus Satellite unit, which provides television, radio, phone, Internet data and military signals to Australia, New Zealand and the Antarctic, people familiar with the matter said in July. The company was considering an initial public offering of the business after drawing lower-than-expected bids, people with knowledge of the process said last week.

Optus Satellite attracted bidders including Intelsat SA, the Luxembourg-based commercial satellite operator, people familiar with the matter said Aug. 9. A group that included Measat Global Bhd., TPG Capital and Blackstone Group LP dropped out of bidding and signaled to SingTel that it wasn’t willing to pay more than US$1.7 billion ($2.1 billion), according to a person with knowledge of the deliberations.

SingTel bought the business as part of the takeover of Optus, Australia’s second-largest phone company, in 2001. In March, SingTel said it was considering options for Optus Satellite. It hasn’t reported separate earnings figures for the unit since the 2001 takeover.

Facing slowing sales in Australia and Singapore, SingTel is seeking new sources of growth. Divesting Optus Satellite, which had revenue of A$319 million in the year ended March 2012, would help finance the $2 billion of acquisitions that SingTel is planning.

With five spacecraft in orbit, Optus Satellite broadcasts signals to more than two million Australian households and companies and will launch a sixth satellite this year, according to SingTel. Its customers include state-owned Australian Broadcasting Corp., the Foxtel joint venture between Telstra Corp. and News Corp., and Australia’s Department of Defence.


新电信在进行评估后决定保留澳洲卫星业务
http://www.sharesinv.com/zh/articles/40834/

2013年08月14日
新电信(SingTel)在完成策略检讨后，决定保留其澳洲卫星业务。公司在一则通告中表示，它将继续致力于扩大和投资于这个业务。知情人士于今年7月透露，公司当初拟以20亿澳元(18亿美元)把其子公司澳都斯(Optus)的卫星业务脱售。公司是在2001年收购澳都斯时把该卫星业务一并收购。澳都斯是澳洲第二大电话公司。公司于今年3月表示，它正针对该卫星业务的去向作出考量。随着澳洲及新加坡市场的销售表现下滑，公司正寻求新的增长来源。另外，公司公布了1Q14业绩，其净利提高7%至10亿元，尽管收入仅下跌5.3%至43亿元。由于外汇汇率波动不定，公司未来的盈利料将受影响。

启示：澳都斯是澳洲唯一拥有和营运卫星设备的电信公司，并一直以来为澳洲和纽西兰提供优良的卫星服务。公司计划在今年发射第六个卫星，以加强其在业界内的地位。

icy97

Name of Announcer *	SINGTEL
Company Registration No.	199201624D
Announcement submitted on behalf of	SINGTEL
Announcement is submitted with respect to *	SINGTEL
Announcement is submitted by *	Chan Su Shan (Ms)
Designation *	Company Secretary
Date & Time of Broadcast	14-Aug-2013 06:21:46
Announcement No.	00006

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

For the Financial Period Ended *	30-06-2013
Description

Attachments

1stqtr-App7.2.pdf 1stqtr-NR-SingTel.pdf 1stqtr-MR-Optus.pdf 1stqtr-MDA.pdf

For the Financial Period Ended *	30-06-2013
Description	Financial Results Presentation

Attachments

1stqtr-slides.pdf

SingTel's profit beats estimates on cost cuts, associates
http://sgx.i3investor.com/servlets/fdnews/44195.jsp

Publish date: Wed, 14 Aug 09:01
SingTel Singapore Telecommunications, Southeast Asia’s biggest phone company, posted first-quarter profit that beat analyst estimates after cutting costs at its Optus unit in Australia and higher earnings from associates.

Net income rose to $1.01 billion in the three months to June compared with $945.3 million a year earlier, SingTel, as the Singapore-based company is known, said in a statement today. Profit was projected at $928.7 million, according to the average of three analysts’ estimates compiled by Bloomberg. Sales dropped 5.3% to $4.29 billion.

SingTel plans to spend $2 billion on acquisitions as growth in wireless earnings slows in Singapore and other countries. The company’s expansion into faster-growing Southeast Asian markets, including a stake in Thailand’s Advance Info Service Pcl, is limiting the impact of slowing growth at Indian associate Bharti Airtel after a price war.

“Our regional mobile associates have continued to perform well,” Chief Executive Officer Chua Sock Koong said today. “We are also pleased to see some pricing discipline returning to the Indian mobile market.”

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

Group revenue will decline by a “mid-single digit level” and earnings before interest, tax, depreciation and amortization will fall at a “low single digit level,” the company said today. SingTel previously forecast little changed sales.

Optus Cuts
SingTel shares rose 0.5% to $3.82 in Singapore yesterday. The stock has climbed 16% this year, compared with a 2.4% advance in the benchmark Straits Times Index.

First-quarter Ebitda at Optus, Australia’s second-largest phone company, rose 4.9% to A$572 million ($659 million).

While revenue at Optus declined 5.3%, the company cut operating expenses 9% on lower selling and administrative costs. The unit in May 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.

Telstra, Australia’s largest phone company, last week posted a 12% gain in full-year profit as a surge in new users for its fourth-generation network boosted its share of the mobile phone market to almost 50%.

SingTel yesterday said it will retain the Optus Satellite unit after completing a review of the business.

Singapore Gains
Revenue from its mobile business in Singapore rose 7% to $506 million, helped by higher data contribution and a cut in handset subsidies, the company said.

The profit contribution from regional associates climbed 14% to $552 million in the quarter on higher results from Indonesia, Thailand and India, the company said.

The pretax earnings contribution from Bharti gained 20% to $113 million on growth in data.

SingTel owns all of its Singapore and Australian phone businesses in addition to minority stakes in other mobile operators giving it 477 million customers across 25 countries in Asia, Africa and Australia.

icy97

SingTel says satellite investment trumps tie-up
http://www.theedgesingapore.com/the-daily-edge/business/45106-singtel-says-satellite-investment-trumps-tie-up.html

Publish date: Thu, 15 Aug 10:14  
Singapore Telecommunications Chief Executive Officer Chua Sock Koong considered partnerships and the sale of the company’s Australian satellite unit before deciding this week to invest further in the business.

Southeast Asia’s biggest phone company was seeking more than A$2 billion ($2.3 billion) for the Optus Satellite unit, which provides television, radio, phone, Internet data and military signals to Australia, New Zealand and the Antarctic, people familiar with the matter said last month.

“The objective of the strategic review was to see if there were other options, whether it’s through further investments, through divestments, partnerships,” Chua said in a Bloomberg Television interview yesterday. “The outcome of the review is that it would create the most value if we continue to keep the business and to invest in the business.”

The decision to keep the satellite unit came after a review of the asset since March. Investment into the unit, bought as part of the US$9.69 billion ($12.3 billion) takeover of Australia’s Optus in 2001, comes as SingTel plans a new satellite launch in the next 12 months. Optus, the country’s second-biggest phone company, accounts for about two-thirds of SingTel’s revenue.

“The satellite business is always something that helps diversify your revenues, and it gives you exposure to the broadcasting industry in Australia and New Zealand,” said Kelvin Goh, an analyst at CIMB Securities in Kuala Lumpur, who rates the stock neutral. The key concern is the effect of a stronger Singapore dollar on earnings from markets such as Australia, he said.

The Australian dollar has fallen 8.6% against the Singapore counterpart this year.

RISING EARNINGS
SingTel reported first-quarter profit that beat analysts’ estimates yesterday, helped by cost cuts at the Optus unit and higher earnings from associates. Net income rose 7% to $1.01 billion in the three months to June, compared with the $928.7 million average of three analysts’ estimates compiled by Bloomberg.

The company owns stakes in phone companies including India’s Bharti Airtel, Thailand’s Advance Info Service Pcl, Indonesia’s PT Telekomunikasi Selular and Globe Telecom Inc. in the Philippines.

India’s rupee lost 7.4% this year, crimping Bharti Airtel’s contribution when repatriated, while the Philippine peso fell 2.5%. The Indonesian rupiah also weakened against the Singapore currency, while the Thai baht climbed.

RAISING CASH
Divesting Optus Satellite would have helped finance the $2 billion of acquisitions that SingTel is planning to expand its digital operations, a target reiterated by Chua yesterday. She didn’t give further details on the satellite unit review.

SingTel also considered an initial public offering of the unit after drawing lower-than-expected bids, people with knowledge of the process said last week.

“To SingTel’s management, they feel that it’s a strong and attractive business,” said Jonathan Koh, an analyst at UOB Kay- Hian Research in Singapore, who rates the stock hold. “The margins are very high but the direct synergies are very minimal.”

Optus Satellite attracted bidders including Intelsat SA, the Luxembourg-based commercial satellite operator, people familiar with the matter said Aug. 9. A group that included Measat Global Bhd., TPG Capital and Blackstone Group LP dropped out of bidding and signaled to SingTel that it wasn’t willing to pay more than US$1.7 billion, according to a person with knowledge of the deliberations.

BROADCAST MARKET
“The satellite business is a very successful business, very profitable business and serves the broadcast market in addition to the telecoms market,” Chua said, without giving specific financial details of the satellite unit.

In March, SingTel said it was considering options for Optus Satellite. It hasn’t reported separate earnings figures for the unit since the 2001 takeover.

With five spacecraft in orbit, Optus Satellite broadcasts signals to more than 2 million Australian households and companies with plans to launch a sixth satellite. Its customers include state-owned Australian Broadcasting Corp., the Foxtel joint venture between Telstra Corp. and News Corp., and Australia’s Department of Defence.

“We had over the last few years already renewed our satellite fleet,” Chua said. “We have another satellite that would be launched within the next 12 months. Obviously with the new satellite planned, we’ll be looking at further services that we can offer with the satellite.”

icy97

Name of Announcer *	SINGTEL
Company Registration No.	199201624D
Announcement submitted on behalf of	SINGTEL
Announcement is submitted with respect to *	SINGTEL
Announcement is submitted by *	Chan Su Shan
Designation *	Company Secretary
Date & Time of Broadcast	15-Aug-2013 18:33:50
Announcement No.	00131

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *	Acquisition of shares in Bharti Telecom Limited
Description

Attachments

554-sgx.pdf

SingTel to pay $383.6 mil for more shares in Bharti Telecom
http://www.theedgesingapore.com/the-daily-edge/business/45119-singtel-to-pay-3836-mil-for-more-shares-in-bharti-telecom.html

Publish date: Thu, 15 Aug 21:32  
Singapore Telecommunications, Southeast Asia’s biggest phone company, will buy more shares in Bharti Telecom to tap potential growth in India.

SingTel, as the company is known, will buy 788,538 shares, or 3.62%, of Bharti Telecom for $383.6 million from MacRitchie Investments, SingTel said in a statement to the Singapore stock exchange today.

SingTel plans to spend $2 billion on acquisitions as growth in wireless earnings slows in Singapore and other countries. The company has said it is considering increasing stakes in its associates as it taps into the growth opportunities in faster-growing markets in Asia.

SingTel also owns stakes in phone companies including Thailand’s Advanced Info Service Pcl, Indonesia’s PT Telekomunikasi Selular and Globe Telecom Inc. in the Philippines.

SingTel’s stake in Bharti Telecom, which is linked to Bharti Airtel, will increase to 39.78% from 36.16% after the acquisition. The company’s effective interest in Bharti Airtel will rise to 32.34% from 30.76%.

The deal is expected to be completed Aug. 28, according to SingTel.

新电信增持巴帝电信股权
http://www.sharesinv.com/zh/articles/40931/

2013年08月16日
新电信(SingTel)同麦克里奇投资(MacRitchie Investments)签署协议，以3亿8,360万元增持印度巴帝电信(Bharti Telecom)的3.62%股权(78万8,538股)。新电信在巴帝电信的股权将继而增至39.78%。巴帝电信通过旗下多家子公司而成为全球第三大移动电信公司，其业务遍布南亚、非洲和海峡群岛(Channel Islands)内的20个国家。值得注意的是，巴帝电信拥有印度最大的移动电信服务商Bharti Airtel，因而让新电信间接持有Bharti Airtel的32.34%股权。

启示：增持股权是新电信增加盈利的计划之一，由于在新加坡和其他国家的业务放缓。公司目前也持有股权的外国电信公司包括泰国亿旺资讯服务(Advanced Info Service)、印尼PT Telekomunikasi Selular及菲律宾环球电信(Globe Telecom)。

icy97

Name of Announcer *	SINGTEL
Company Registration No.	199201624D
Announcement submitted on behalf of	SINGTEL
Announcement is submitted with respect to *	SINGTEL
Announcement is submitted by *	Ms Chan Su Shan
Designation *	Company Secretary
Date & Time of Broadcast	14-Aug-2013 17:47:42
Announcement No.	00134

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

Announcement Title *	Increase in issued and paid-up share capital of SingTel Digital L!fe Companies
Description

Attachments

553-sgx.pdf