Starhub: Earnings is est to be out on 11th Feb but not confirmed. There have been recent general reports on telcos. Most houses are touting M1 due to potential broadband growth. This is ascribed to expected NBN launch and lack of cannabilisation for M1...
Singtel is expected to gain pay TV subscribers at expense of Starhub. No recent forecast on ARPU or revenue for Starhub as of yet. Starhub trades at trailing P/E 17.1x to Singtel’s 12.7x and M1 14.3x but counter has been lackluster compared to M1 since mid-Dec.
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