@dkost Thank you for sharing with us that article. I've just...

@dkost

Thank you for sharing with us that article.

I've just done a quick research on the French mobile market. The fourth entrant referred to in that interview is a company called Free Mobile.

This is a company that had turned the French mobile market upside down when it launched by offering free voice and text and very generous data plans for low prices.

All the incumbents had no choice but to follow suit and the bigger winner is the French consumer. Nevertheless, Free is now the 3rd largest and has a market share of around 16%.

I have no doubt that what TPG is planning to do in Australia and Singapore is exactly what Free did in France or Jio did in India.

Unlike Free Mobile who started in 2012 and had to build a 3G network before upgrading it to a 4G network, TPG will build its brand new network based on 4G technology right from the beginning. The benefit of only building a 4G network is reduced complexity and lower opex.

Below are some articles that I read about the experience of Free Mobile when it gatecrashed the French mobile market a few years ago:

https://techcrunch.com/2012/09/03/h...ree-disrupted-the-mobile-landscape-in-france/

https://www.engadget.com/2014/05/09/free-mobile-market/

https://en.wikipedia.org/wiki/Free_Mobile

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In the mean time, I'm looking forward to the full year result release next month when we will find out more about the progress of the mobile roll out both in Singapore and Australia.