Assessing the Damage to Thai Telcos
The December auction resulted in a worst case scenario with spectrum short telcos losing to TRUE and a new player (Jasmine). We now see at least...
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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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Spectrum Sticker Shock in Bangkok
Thailand held its initial spectrum auction from 11-12 November. At stake were 2 blocks of 1800 MHZ spectrum available for 4G. We wrote about the...
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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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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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