S i2i   

A Multi-Bagger !

Smallcap, you sounded very bullish. Are you promoting this because you're vested?

 

i remember people post similar comments on osim when all looks gloomy to it. but it managed to turn around......from a few cents to now 1.575! how many times is that?!

dont say its not possible for Si2i.....looking at the size, revenue and the outlook of the mobile internet industry in emerging mkts......its possible !!

 

its forming bottom dude.........no way but only up now....and all news now are favourable to Si2i...

wait for the surge to come!..im sure it will cheong........!! have to be patient bro

 

Almost all shareholders of si2i Ltd are as good as dead now.

 

  the link is this: if the above statement is true, Si2i or the Spice Group is in the right path acquiring these companies and the strategic partnership with reputable companies will only serve Si2i in a strong foothold in the telco industry in the region. An easily 10x multi-bagger at current px or even much much higher!

 

Overall: Internet Traffic Explosion by 2015– Next Phase is Rich Media for Infrastructure  2.0 http://podtech.wordpress.com/2009/02/02/internet-traffic-explosion-by-2015-next-phase-is-rich-media-for-infrastructure-20/

Posted by John in Technology.
Tags: Internet Traffic 2015, Rich Media
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The article today about Apple iPhone having video capabilities made me think about the scale of the net.  We have to see full scale global video by 2015.  However, first things first, we need an infrastructure revamp – Infrastructure 2.0.

We need to handle the traffic explosion. Here is a great deep review of the coming trend of Infrastructure 2.0 with info on the coming infrastructure revolution. The Impact of Video and Rich Media on the Internet — A ‘zettabyte’ by 2015 by the Discovery Institute.

The U.S. Internet of 2015 will be at least 50 times larger than it was in 2006. Internet growth at these levels will require a dramatic expansion of bandwidth, storage, and traffic management capabilities in core, edge, metro, and access networks. A recent Nemertes Research study estimates that these changes will entail a total new investment of some $137 billion in the worldwide Internet infrastructure by 2010. In the U.S., currently lagging Asia, the total new network investments will exceed $100 billion by 2012.

Technology remains the key engine of U.S. economic growth and its competitive edge. Policies that encourage investment and innovation in our digital and communications sectors should be among America’s highest national priorities.

New technologies are driving a deep transformation of the Internet’s capabilities and uses. We are entering a new phase. The first phase of the Internet, starting with Arpanet in 1969, was a small research project that linked together a few, and then a few thousand, scientists. They exchanged rudimentary messages and data. In the mid-1990s the second broad phase delivered the Internet to the masses with e-mail, graphical browsers, and the World Wide Web.

Today, the third phase is underway. Video over the Net portends innumerable consumer and commercial possibilities. This new medium will change every realm of communication and content. The broadcast petabyte flows of radio and television will branch out into narrowcast, multicast, mobilecast, and everycast streams. With real-time transactions and collaborations, rich images, video, and interactive virtual worlds, the Net’s current content of static text and pictures will swell to form exabyte rivers. We call this third phase of rich broadband content the Exaflood.

This Exaflood is coming. However, it will only be possible with a vast new infrastructure to match the vastness of the coming digital deluge. Building this new infrastructure will be very expensive, likely requiring some $137 billion in global new investment over the next two years alone and at least $50 billion in the U.S. Technology remains the key engine of U.S. economic growth and its competitive edge. Consummating a true broadband Internet will depend on smart communications law and an investment friendly economy.

The second phase of the Net was chiefly enabled by two broad technical advances: (1) new computer modems at the edge of the network and dramatic advances in fiber-optic communications in the core of the network, both of which supplied unprecedented physical connectivity and (2) new logical concepts like the HTTP-based World Wide Web and software applications like the browser, which made the Net accessible to the masses.

Today, the third phase is likewise being driven by a combination of advances in physical connectivity and software innovation. Today’s residential cable modems now average more than 5 megabits per second, or 100 times faster than the 56-kilobit modems that mostly reigned at the outset of phase two. Many cable MSOs now offer 10- or even 15-megabit services. Meanwhile, the nation’s telecom companies are building a new generation of fiber-optic networks to neighborhoods and homes that will reach tens of millions of consumers in the next few years. These networks will offer an additional factor of 20 capacity increase initially and are massively scalable for the future. On the software side, user-friendly self-publishing applications have given rise to millions of blogs and myriad social networking communities. Media players and Flash applications enable the easy creation and dissemination of rich visual content.

 

 

 

you r seriously wrong bro. let me help u jog ur memory a bit....

Si2i is in mobility biz which is under the Spice Global Group. The supply of these handphone sets come form Si2i. The bigger the demand, the bigger the supply for these low cost handsets for these countries, revenue increases, profit margin increases, sharesholders values increases...y did u say no relation? im puzzled. The Spice Global has many different industries under its wing, the mobile, internet connection, broadband, voice data services is under Si2i Mobility which Si2i Spore is under........go get urself familarize..and grab this gem....and ride through the explosive growth of internet mobile in years to come.

 

But most your info are not related to Si2i which is listed on SGX.

 

Mobile internet is exploding in china — Presentation Transcript http://www.slideshare.net/CeciliaWu911/mobile-internet-is-exploding-in-china

• 2. China Mobile Internet has been exploding Forecast of Market Transaction Size of China Mobile Commerce 350 Market transaction size of China Mobile Commerce (RMB billion) Growth rate 500% 416.2% 304.95 300 386.7% 400% 250 318.9% 300% 200 188.55 150 200% 114.28 100 55.78 104.9% 65.0% 100% 61.7% 50 11.46 0 0.53 2.22 0% 2009 2010 2011e 2012e 2013e 2014e 2015eSource: iResearch, Jan 2012

 

We r not talking on developed countries like spore. We r talking about affordable mobile internet handsets in emerging mkts where the masses can afford. the internet penetration rates in these countries are low.

We r talking about exploding growth in emerging mkts in Msia, Thailand, Indonesia, Cambodia, Laos, Mymmnar, India, China etc...

Si2i......Spice Group, Ivory Coast to Indonesia.....the vision the company has set and the purpose of the acquisitions......and the major tie ups

Indian Internet economy all set to explode

  http://www.thehindu.com/todays-paper/indian-internet-economy-all-set-to-explode/article3950663.ece.

The Internet has established its role as a powerful economic force multiplier with a new study projecting that its contribution to India’s GDP will explode to $100 billion (Rs. 5 lakh crore) by 2015 from $30 billion (Rs.1.5 lakh crore) at present.

The study on the “Impact of Internet on the Indian Economy” by McKinsey, which is still to be released, could well become a new anchor for the Government’s programmes to enhance digital citizenship.

“We’re not for Control”

Revealing the highlights of the study, in the presence of Union Telecom Minister Kapil Sibal at a curtain-raiser held to announce a two-day multistakeholder conference on Internet governance to be held at FICCI here on October 4-5, McKinsey said the contribution of the Internet to global GDP is roughly three per cent or $1.7 trillion and its performance in India will eventually mirror this trend.

The Government is also alive to the growing power of the Internet, including as a communications multiplier. Mr. Sibal, while stating that “the government of India does not want control over the Internet,” emphasised that “any nation which wants to be a stakeholder and key player in the 21st Century must come to terms with the cyberworld.”

The world currently has 2 billion Internet users, of whom 50 per cent live outside the developed world. The global Internet population is projected to climb to 2.6-2.9 billion by 2015. According to McKinsey, of this, 30 “aspiring countries” with a very high economic growth have seen Internet users grow at five times the level in the developed world. In the next 10 years, netizens in these 30 countries are projected to grow at 10 times the pace in the developed world.

By 2015, based on existing projections, India, which with 120 million users has the third largest Internet user base in the world, is projected to hit 350 million, catapulting it to a global ranking of 2, with the fastest rate of growth. An alternative growth model used by McKinsey, factoring in the trend that wireless-based expansion usually overshoots any standard formula, presents a more ambitious forecast of half a billion Internet users by 2015. This is good news for mobile companies since three out of every four or 75 per cent of all new Internet users in India are expected to go online, using wireless devices. Globally, 15-20 per cent of the users access Internet on wireless technologies, while in India this figure will eventually be closer to 55 per cent.

Recognising this move, Mr. Sibal told mobile operators to focus on data for revenues rather than voice. Of Internet’s $30 billion contribution to India’s GDP, individual users investing in smart devices and phones, PCs and telecom services spend $9 billion. The spend of private enterprise, both large and SME investment in hardware, software, including cloud technologies, is $8 billion. The government spends roughly $2 billion and the export sector, net of imports, roughly $10 billion. The Indian Internet economy is larger than several of the service sectors such as hospitality or even the utility sector with an additional 1.6–2 times multiplier effect, since this expenditure creates a demand for up and downstream industries.

Several barriers

The growth, however, in terms of both the GDP and users, is faced with several barriers and the need to ensure that individual pieces of the Internet’s ecosystem work in harmony with one another.

 

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some background information: Master of Spice buys big, eyes Singapore base

Lynn Kan Wed, Jan 26, 2011 The Business Times

MOBILE Internet and mobile handset distributor Spice i2i's chairman wants to take on Silicon Valley with yet another new acquisition and a possible switch in listing locations. Spice i2i yesterday announced it had bought Indonesian mobile retailer and maker Selular Group - a company commanding about a quarter of market share - for US$175 million. The acquisition makes Spice i2i part of an exclusive club of billion-dollar- revenue companies listed on the main board of the Singapore Exchange (SGX): the addition of Selular's full-year forecasted turnover of US$680 million will take Spice i2i's revenue for its full year - which ends on March 31, 2011, after the group extended its financial year - beyond US$1.1 billion. With the change in stature comes a rethinking of where to list Spice Global, Spice i2i's parent company. Speaking to BT from New Delhi, Spice i2i chairman Bhupendra Kumar Modi said he is mulling listing in Singapore instead of in London, after news broke about SGX possibly merging with the Australian Stock Exchange (ASX) and the decision of Hong Kong's Li Ka-shing to list his port holdings company on SGX. 'I'm very much encouraged by the decision of Li Ka-shing to list his holding company in Singapore. We're closely watching the Li Ka-shing listing. So if things work out well for him, we may change our mind,' said the ever-hatted Indian billionaire, who added he might shift his global HQ to Singapore as well. 'I'm waiting for the next six months to see how the market compares to New York and London. Being a global company, all our competitors are listed in New York or London, and it's important for us to see if there's any disadvantage to listing in Singapore. We're waiting for certain changes to (happen) in Singapore before we make the final decision.' In June 2009, Dr Modi scrapped his decision to raise US$500 million from a Spice Global listing in Dubai after the market there slumped. He then said he would want to raise US$1 billion in an unnamed 'exchange that is mobile wireless'. The colourful billionaire is also known in Singapore for buying a S$15.46 million luxury penthouse in The Sail @ Marina Bay. Selular is the latest - but not the final - episode in Spice i2i's strategy of collecting a 'Circle of Champions' in markets spanning from 'i2i' - the Ivory Coast to Indonesia. In preparation for looming acquisitions over the next several months, Spice i2i yesterday announced a rights issue to raise gross proceeds of S$151 million. The company added that some of the proceeds will be used to acquire the remaining 35 per cent of Malaysian mobile phone service company CSL. In 2010, Spice i2i went on a spree, buying 65 per cent of CSL and paying US$22 million for Thai handset company NewTel Corporation. The acquisitions have paid off handsomely. Its mobile business now contributes about 77 per cent to Q4's topline, up from 19.7 per cent from the corresponding quarter in 2009. Spice i2i's Q4 revenue more than tripled year-on- year to US$97.4 million from US$29.6 million. And its 12-month profit after tax more than doubled to US$3.93 million from US$1.74 million. Selular, said Dr Modi, was targeted for its Nexian mobile handset brand, like its previous acquisition of Thailand's NewTel, which carries the brand Wellcom. 'We tried to get a group which was professionally managed and which has a good brand locally. We're going to brand it 'S' and 'Nexian' and 'S' and 'Wellcom'. All our brands will carry the brand 'S', which stands for Singapore,' he said. 'Our idea is to create a brand from Singapore which will compete with companies like Apple, BlackBerry and Google. And to do it, we are bringing all these Asian companies with strong brands together.' Dr Modi is confident about stitching together Spice i2i's myriad holdings through 'good corporate governance'. 'It'll be about managing the leadership, and the companies will be managed by a strong local management team,' he said. Nowhere are Dr Modi's Silicon Valley aspirations clearer than in the company's upcoming new all- glass photovoltaic buildings in New Delhi and Singapore, which will open in March and June, respectively. 'There'll be no cabins. It'll be a totally new office environment that gives you a Silicon Valley environment. My competition is from Silicon Valley and Hollywood, and we're bringing in Singapore and Bollywood,' he said. Spice i2i, whose last traded price was 11.5 cents, resumes trading today.

 

http://telecomlead.com/smart-phone/mediatek-mt6577-powered-smartphones-break-the-price-barrier-for-mid-entry-smartphones/

Sep 14,2012 0

 

I will continue to post any new developments since their investors relations wasnt in top priority in their biz plan. Be patient on this counter.

 

risks present in all investments even in a simple plain vanilla saving account. always good to be open minded n do ur own analysis n research.

just presenting the facts here n the real deals that have been realized. we have to wait for the exploding mobile internet growth to happen in coming years. If that happens si2i is simply worth a few more times than this current px. si2i registered a billion usd revenue for the jun financial year ended. How abt that for a penny chip n a multi bagger in the making?

 

I be very careful n weary of this one....
Think all pure speculation...more body tjan substance

 

not sure if u know what u r talking abt. when its mediaring times, rumours r that singtel is interested in buying a stake in it. go google it. now si2i is intensifying its network it might interest some telco parties. It has already had mediatek, huawei, google, airtel, tata in strategic tie ups...these r all facts.....its only matter of times people realized this n the great potential of emerging mkt mobile internet it has. Si2i has this concept which not other companies has. I see their concept n think its workable. it has a billion of revenue last financial year but the high acqn costs,mkting costs n other related costs dragged it into deficits. I think it will be profitable into the next year n dividends as modi promised as long as co makes profits.

 

At first, I thought it is worthwhile taking a look but when saw that it is actually Media ring......this is a conman counter........and

will never look at it.          It is using a different name trying to con more people !     

  It is not even fit to be listed.......not even  to mention comparing with Ntegrator !

clickshop1628      ( Date: 27-Oct-2012 15:11) Posted: Its a multi-beggar chow ah neh. Shareholders all get conned to hell. No way to compare with Ntegrator.

 

I dont think u have any idea what u r talking about. Do u know on what nature of business matters shd u then report to the authority?if u dont pls reserve ur comments.
study carefully on the financial statements. study on y the acqusitions in these various countries n the recent tie ups with huawei n google. If have problem,u think these giant companies will do partnerships with u?
study on the trend mobile internet is going to shape the emerging mkts in coming years. we r talking abt tens of millions of low cost mobile internet handsets to be sold in these mkts....! cant u visualize the potential......?! just wait n see this gem evolving into a multi bagger!

 

Why no shareholder report it to CAD or CPIB ?

 

Its a multi-beggar chow ah neh. Shareholders all get conned to hell. No way to compare with Ntegrator.