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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Beware highly valued EM Telcos. We expect reversion to mean and see opportunity in the laggards.
These days, Telcos are often seen as near utilities. New Street Research believes this is a dangerous belief. Telecoms is a technology business and...
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Thai Spectrum auctions could be a massive cash drain on the telcos
Thailand continues preparations to auction 900 and 1800 MHZ spectrum in Nov/Dec this year, if all things run to plan. Bidding is likely to come...
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