This is gonna be a LONG one, ladies and gentlemen – subscriptions for the Netlink Trust IPO are opening next week. As it stands, Singtel stands to reap a potential $2+ billion SGD windfall from divestment of 75% of their Netlink Trust holdings. Now, the lowdown – Netlink Trust currently owns and maintains a fibre network that supports roughly 1.1 million residences in Singapore, with installation points deployed in another 200,000 more residences (representing more than 80% of residential homes in Singapore). The Trust also maintains has 38,500 non-residential connections.  This network was developed with fiscal assistance from the Singapore government in accordance with the Intelligent Nation 2015 Masterplan (iN2015), which is a 10-year master plan to transform Singapore into a Smart Nation Hub by improving infocomm infrastructure.

I’ve always tried to gear my portfolio towards the Smart Nation idea, and I admit I’m glad to see …