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53 mins
44 mins
The upcoming spectrum reallocation in the 2H'16 is expected to heighten competition within ASEAN markets. In Singapore, incumbents like Singtel & Starhub were reserved a smaller portion of the allocation - allowing space for new players into Singapore's concentrated telco market.
Meanwhile in Malaysia, Digi & U-Mobile are expected to be the biggest beneficiaries, gaining a larger portion of the highly-prized 900MHz spectrum. Telco players in the region are expected to commit to higher capex in response to the spectrum reallocation possibly leading to higher borrowings and strained cashflows.
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