The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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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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Telekom Malaysia's coming 4G launch is an under appreciated risk to the 3 incumbent telcos
Malaysian wireless revenue is declining. The wireless stocks trade at premiums implying an earnings turnaround. The imminent launch of Telekom...
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