Shares & Derivatives
The 3 telcos dividend yield may not look too bright
By Investment Moats  •  December 29, 2009
[caption id="attachment_3975" align="alignright" width="150" caption="Photo by seier+seier+seier"]Photo by seier+seier+seier[/caption] Had a nice chat with Suan Wei today regarding telcos in Singapore and did some reading up on Verizon, At&T, China Mobile, Vodafone and NTT Docomo’s annual report.

I would like to have this article as  a point of reference for my current view of the future of the 3 telcos.

This is a build on to my Guide on Dividend Investing in Singapore telcos.

i would really like to say that telecom stocks are a good and sustainable business but sadly its got alot of bad economics working against it.

imo currently our most prevalent plan is 40 dollars give u 100 outgoing minues + 500 sms.

the latest data plan gives you 40 dollars => 100 outgoing minutes + 500 sms + 12GB data

in the near future, mobile msging, email and voip will be the main form of communication. it is very possible for the 3 telcos to give unlimited outgoing calls since under the new infra the cost to transmit voice is really low. Read more...

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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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