M1 will be the biggest loser once a fourth telco enters the scene: analyst

It can’t bundle quad-play services.

M1 will be the most impacted once a fourth mobile operator enters singapore’s saturated mobile market.

According to CIMB analyst Foong Choong Chen, M1 is disadvantaged because of its largely Singapore mobile focus and lesser ability to bundle quad-play services.

Once a new operator enters the scene in mid-2017, Foong expects M1’s mobile average revenue per user to be impacted by as much as 15% by FY20.

“Similar to the other two Singapore telco incumbents, we expect M1’s mobile network coverage/quality to be superior to the fourth mobile operator in the first five years after service launch. However, M1’s relatively higher prepaid revenue mix (including IDD calls) and inability to bundle pay TV services in a quad-play offering may put it in a weaker position in defending its market share against the fourth mobile operator,” said Foong.

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