Thai Telcos: The Worst Is Over. Or Is It?
Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...
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The Urge to Merge (China Moves)
In our recent post we talked about the likelihood of regulators allowing in market mergers within emerging markets. While this traditionally would...
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Chinese Telecoms: A merger of China Telecom and China Unicom would improve competitive dynamics.
China is looking to improve SOE returns. Regulators are pushing for a level playing field among the Chinese telcos. However, scale at China Mobile...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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Tower Company Information Will Likely Be a Potential Stock Catalyst
All three Chinese telecom service companies have announced that all of their tower assets are to be sold to China Tower Corp., a move which we...
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