MobileOne (B2F.SG) has most to gain among Singapore telcos from expected stronger demand for telecom services once the city-state’s two casino-resorts open for business, says Nomura.
“This, we believe, bodes well for roaming revenues of telecom carriers” as mobile roaming business currently accounts for 10–20% of all three telcos’ total revenues, with margins at about 75%. “There will also be a likely increase in pre-paid activity from temporary SIM (card) usage,” it added.



