Telecom stock’s profitability is affected by technology substitutes, size of capital expenditures and the ability to monetize and fight for market share.

We talk a lot of telecom stocks at Investment Moats, and if you would like to know what I thought about them and their direction take a look at the following articles

  1. Primer to telecom investing: Singtel, M1, Starhub
  2. Starhub, M1 and Singtel’s existing telecom business model approaches end of life
  3. How the smartphone revolution will affect M1, Starhub and Singtel
  4. Smartphone revolution causing back hual problems
  5. Telecom operators in US moves to tiered pricing
  6. The rise of VOIP iPhone App Viber
  7. Starhub indicates it will review buffet price plans for tiered plans

Now I thought its time we take a peak again at the future to see if its still rosy for the telecom stocks going forward.

Near term economic moat

Demand

In the near term, telecom …