0 CommentsPosted: Wednesday 16/09/2009 05:22 by: Staff Writer
French communications and entertainment group Vivendi has launched a takeover bid for Brazilian broadband operator GVT, valuing the company at BRL 5.4 billion (EUR 2.0 billion). The move shifts Vivendi's telecoms focus from France's SFR and Africa, where it controls a number of operators through Moroccan incumbent Maroc Telecom, to a new market where it has no presence, Latin America. While the move may be surprising, the growth prospects on the Brazilian broadband market and GVT's position at the top end of the market suggest that the acquisition, if successful, should prove profitable. Brazil is one of the fastest growing broadband markets in the world. According to the latest statistics from the Broadband World Forum, the country had 10.5 million lines at the end of June, making it the ninth largest broadband market in the world. The market grew by 4% sequentially in Q2 and was up 23.2% from a year earlier in H1.
0 CommentsPosted: Thursday 03/09/2009 11:29 by: Staff Writer
Whilst China Mobile and China Telecom are devoting marketing budgets into their online mobile phone application stores, China Unicom is also developing an online store focusing on WCDMA cell phones, reported Shanghai Securities News.
0 CommentsPosted: Wednesday 02/09/2009 11:40 by: Paul H
According to the Economic Times of India, domestic US telecom giant AT&T is in talks with state controlled Bharat Sanchar Nigam (BSNL) regarding placing an investment, that would see the company make a comeback in one of the fastest growing telecoms sectors. With mobile penetration advancing from 2% in 2005 to over 40% in 2009, still leaving plenty of room for growth.
0 CommentsPosted: Tuesday 01/09/2009 14:34 by: Russian Telecom
Mobile content becomes one of the most interesting areas for MNOs. Many MNOs in Russia are considering ways for their portals improvement in order to distribute multimedia content. Initially it was a niche piece of Internet market. At the moment that initial players are leaders in this area but all could change very rapidly as MNOs are invading this market. Fidel.ru and Soundkey at the moment have about 70% of the market. Other players are imobilko.ru, muz.ru, stereokiller.ru.MTS Omlet was launched about half a year ago and rapidly increases its popularity by massive advertisement and comfortable payment schemes. MTS anounced its big interest in this new area: multimedia content for PC and Mobiles. Mobile Content is one of the biggest trends now and stands among Mobile Advertisement and Mobile Commerce. While Mobile Ads and m-Commerce are still very immature markets, Mobile Content has already achieved senior level of maturity. Hence it gets more interest from MNOs. They have to develop their business and in the current downtime there are no many ways to do that.Main drivers for Contet market growth:1. Growing Russian Internet base.2. Growing erudition and device capabilities awareness.3. Growing legal content market share and Government pressure in content legalization.4. MNOs become broadband ISPs and they are interested in getting money not only from access.I think it is really good time for getting into this business with small investments (the crisis made all thing cheaper) and protect future incomes. It is clear that MNOs income could be increased not from big increase in penetration but from new services (Mobile Internet, Content, Advertisement, Commerce). And this becomes very important strategic task to take place in the markets of new trends in order to be able to have quick win there later.Recently Megafon anounced it's plans to launch multimedia Content Portal Trava (like Grass). It seems that they chose the similiar to MTS business model. I think we will see interesting competition soon. Beeline is taking a long pause regarding its plans in this area but it seems they simply don't have resources for a new business direction development. Government held SvyazInvest should think about this area too - they have really big Internet subscribers base and many of them are buying content through Internet. Why not to earn that money too?MNOs and Internet companies are not the only competitors here. The major players in this competition are handset and devices vendors. Just look at Apple iTunes, Nokia OVI store and you will see many more interested in Content business.So, Internet companies, MNOs, ISPs, Vendors will be developing Content Portals and compete for the End Users. All of them have their pros and cons. Probably, the winner will be some partnered project. It could decrease investments and risks and increase end user value (and hence revenue for parties involved).Some estimations of this area:Fidel turnover is $400k in 2008, 2009 estimated at $570k, 2010 estimated at $1 mlnFidel and Soundkey both have about 70% market shareMTS investments in Omlet are estimated at $5 mlnsDigital content market size is estimated at $2,4 blns (J'Son & Partners)Additional information (in Russian) could be found in this Vedomosti issue http://www.vedomosti.ru/newspaper/article.shtml?2009/09/01/212300, http://ruformator.ru/news/article05950/default.asp and here http://hostinfo.ru/articles/business/rubric160/1540/.Thanks,Denis.
0 CommentsPosted: Thursday 27/08/2009 12:40 by: Staff Writer
BEIJING, Aug. 27, 2009 (Xinhua News Agency) -- China Telecom Corp, Ltd, China's largest fixed line service provider, said Thursday that net profits fell 27.5% from a year earlier in the first half of this year on losses of fixed-line subscribers and increased costs on mobile services.
0 CommentsPosted: Thursday 27/08/2009 10:27 by: Staff Writer
China Telecom Americas, the largest international subsidiary of China Telecom Corporation Limited, announced that its parent company has launched the first terrestrial broadband cable transmission system between China and India.
0 CommentsPosted: Monday 24/08/2009 20:01 by: Paul H
Recently Vodafone Group (NYSE:VOD) released an interim management statement that considering the current economic climate, I consider to be pretty upbeat. I have been a long term holder of Vodafone stock on the London Stock Exchange & have over the last year traded the NYSE traded ADR up & down on swings. However with the current market, I am now looking for some growth & value plays. Looking a little closer at the report & doing some quick analysis of some of the major themes contained, I am now quite bullish on VOD going forward & will be picking up some shares for my investment portfolio. As of writing Vodafone was trading at £121.00 in London & $19.64 in New York.
0 CommentsPosted: Thursday 20/08/2009 08:12 by: Paul H
China Mobile Limited (referred to below as the "Company", and together with its subsidiaries, the "Group") (HKEx: 941) (NYSE: CHL) announced its 2009 interim results today.
0 CommentsPosted: Wednesday 19/08/2009 18:40 by: Paul H
ZTE Corporation (“ZTE” or the “Group”) (A share : 000063.SZ /H share : 0763.HK), a leading global provider of telecommunications equipment and network solutions, today announced its Interim results through 30 June 2009. ZTE recorded a revenue of RMB27.7 billion in the first half year of 2009, representing an increase of 40.4% against the same period of 2008 according to ASBEs and HKAS. Net profit was RMB780 million, a year-on-year growth of 40.5 %. Basic earnings per share were RMB 0.45.
0 CommentsPosted: Saturday 25/07/2009 18:37 by: Paul H
BT Group and Tata Communications Ltd. have signed a major voice services agreement that will allow two of the world’s largest providers of voice and IP services to mutually benefit from shared resources as part of a global supply arrangement.
0 CommentsPosted: Thursday 18/06/2009 13:19 by: Paul H
Total mobile services revenue in India is projected to grow at a compound annual growth rate (CAGR) of 12.5 percent from 2009-2013 to exceed US$30 billion, according to Gartner, Inc. The India mobile subscriber base is set to exceed 771 million connections by 2013, growing at a CAGR of 14.3 percent in the same period from 452 million in 2009. This growth is poised to continue through the forecast period, and India is expected to remain the world’s second largest wireless market after China in terms of mobile connections.
0 CommentsPosted: Thursday 11/06/2009 13:32 by: Paul H
In March, I chewed over the question of whether India or one or more markets in Africa would be the most likely setting for genuinely successful MVNOs to gain traction. I came down on the side of India, notwithstanding the fact that earlier the same month I had
0 CommentsPosted: Friday 05/06/2009 08:32 by: Paul H
Mobile TeleSystems OJSC (NYSE: MBT), the largest mobile phone operator in Russia and the CIS, and Nokia (NYSE: NOK) havesigned a memorandum of understanding on the direct delivery of Nokia devices to MTS’ retail network. The first joint project of the two companies will be the priority sales launch of Nokia N97, Nokia's flagship mobile computer, equipped with exclusive software from MTS.
0 CommentsPosted: Sunday 03/05/2009 22:41 by: Paul H
Although in Q4 2008, Mobile Telesystems [MTS] (MBT) suffered a disastrous $794.8 million foreign exchange loss to reflect book value of the company’s foreign-denominated debt due to the weak ruble, there are plenty of signs Russia’s largest mobile operator is worth investing in now. Revenue grew 4.0% to $2.42 billion from $2.33 billion a year ago, which is healthy in the current economic climate. Taking into account that the ruble declined by 16% against the dollar in the last three months of 2008, this is a signal that Mobile Telesystems is a very robust play indeed.
0 CommentsPosted: Tuesday 28/04/2009 22:46 by: Paul H
Following on from the distribution of 3G licences earlier this year for China’s three mobile networks, China Mobile (CHL), China Telecom (CHA) and China Unicom (CHU), along with the convoluted technology demands imposed by the regulator, signs are that Nokia (NOK) will be sitting a little higher up the table at the tea party, as Chinese news portal Xinhua reports:
0 CommentsPosted: Thursday 16/04/2009 13:29 by: Paul H
More details are emerging about the long-expected infrasructure sharing deal between Indian cellcos