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主题:【原创】新加坡私人有限公司 -- 颜子

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家园 【原创】新加坡的国际经济利益

先看看资料,淡马锡投资的外国公司:

Financial Services

印尼的两间银行:

PT Bank Danamon Indonesia 59

PT Bank Internasional Indonesia 34

ICICI Bank 7 (印度)

China Construction Bank 6 (中国)

E.Sun Financial Holding Company 6 (中国台北)

Standard Chartered 13 (英国/国际)

Bank of China 5 (中国)

Hana Financial Group 10 (南朝鲜)

Telecommunications & Media

Shin Corporation 42 (泰国)

注:其实新加坡对电信业的控制远不止如此。多数通过SingTel。详情见此

Advanced Info Service (Thailand)21.4% (另ShinCorp对此公司持股42%,新加坡利益的总持股量达40%)

APT Satellite (Hong Kong) 20.3%

Bharti Group (India) 30.5%

Globe Telecom (The Philippines) 44.5%

New Century Infocomm (Taiwan) 24.5%

Pacific Bangladesh Telecom (Bangladesh)45.0%

*Telkomsel (Indonesia) 35.0%

Warid Telecom (Pakistan) 30.0%

Yes Optus (Australian) 100%

而通过另一个100%控股的ST Telemedia他也控制了以下

Asia Mobile Holdings (AMH): A mobile telecoms investment company jointly held by ST Telemedia (75%) and Qatar Telecom (Qtel) Q.S.C. (25%). AMH currently holds interests in StarHub and Indosat. In June 2007, AMH acquired a 49% stake in Shenington Investments which is a holding company incorporated in Singapore. Shenington Investments currently holds a 100% equity stake in Cambodia Shinawatra Company Limited (CamShin) and a 49% stake in Lao Telecommunications Company Limited ("LTC").

其中:

StarHub :The sole operator in Singapore able to deliver a full range of information, communications and entertainment services over fixed, cable, mobile and Internet platforms. StarHub has 33% market share of mobile subscribers, and 49% market share of residential broadband in Singapore.

所以说在新加坡市场内没有真正意义上的竞争关系。新加坡三大电信提供商,SingTel,M1,Starhub,政府控制其二,M1迟早难逃魔掌。

Indosat ?Indonesia抯 second largest mobile phone operator and a leading provider of IDD, multimedia, backbone and Internet services. Indosat has about 20 million mobile subscribers, representing 28% market share in Indonesia.

Global Crossing ?The owner and operator of the world抯 first integrated global IP-based network, which connects over 300 major cities in 29 countries worldwide, and delivers services to over 600 cities in 60 countries and six continents. Global Crossing serves over one-third of the Fortune 500 companies.

这个值得注意,因为Indosat和SingTel所控制的TelKomSel,总共占了印尼75%的市场,所以才有了这场官司

The Business Competition Supervisory Commission (KPPU) on Monday ordered Temasek to sell off its stake in either of Indonesia's two largest mobile-phone companies - Telkomsel and Indosat - claiming its cross-ownership in both had enabled it to fix prices and monopolize the market.

Telkomsel and Indosat together account for 75% of Indonesia's 80 million mobile users, leaving eight other operators in the country's fast growing telecoms sector battling for a mere 25% of the market. Apart from its role in formulating and implementing industry regulations, the KPPU investigates suspected violations of the competition law and can issue binding decisions and impose sanctions on ruled transgressions.

新加坡态度强硬:

Temasek warned before Monday's ruling that any "flawed decision" would severely tarnish Indonesia's reputation as an investment destination.

另补SingTel对国内公司的控制,包括SingNet(宽频)和SingPost(邮政)

又补:在Wiki上放的对马来西亚Telekom5%的控股权,经确认已证实为往事。可能出于战略因素把股权卖掉了。

新加坡的海外投资使得新加坡的经济体比新加坡的国土大得多了。而且淡马锡的各种门面,也为新加坡的战略收购提供了良好的掩护。以上可看得出,新加坡实际上已经控制了东南亚大部分国家的电信业。

然而,这种投资策略也引起不少民间的反弹,如最近印尼的案件,以及泰国有关ShinCorp的示威(详见WIKI)。

当然,新加坡另一类型的投资(标蓝色)是进行利益绑捆,因为持股数量不多,所以是比较正常的投资,而不是如上侵略性的投资。

最后提一下,东盟会议常喜欢提地区经济合作深化,其实新加坡已经着手在做了。因为新加坡领导人深知,在大国博弈的年代,只有能够控制足够的利益,才有谈判的权利,甚或生存的权利。

最后要说一说新加坡的策略性投资:

Transportation & Logistics

Neptune Orient Lines 66 (海运)

Technology

Chartered Semiconductor Manufacturing 60 (半导体)

STATS ChipPAC 35 (半导体)

前几年新加坡嚷嚷要朝生化科学(BioChem)发展,从投资的Portfolio看来,应该是未成熟的计划。当然,如果淡马锡把对这方面的投资又藏在那个子公司的名下,我就不得而知了。

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