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...
380 Views
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...
451 Views
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...
446 Views
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...
474 Views
CHINA SOE REFORM: Detailed plan due in the next 3 weeks. Potential implications
There is a growing expectation that mergers involving huge state-owned conglomerates could be part of China's soon-to-be-announced reforms of...
383 Views