by Paul Joseph
October 28, 2011
Featured
NTT DoCoMo Inc., Japan’s biggest mobile-phone operator, said its partner Tata Teleservices Ltd. in India may take part in consolidation in the world’s second- largest wireless market. “If you look at the positioning of Tata Teleservices, it is possible that they can be part of this consolidation,” Masatoshi Suzuki, a DoCoMo senior executive vice president in charge of overseas strategy, said in an interview in Geneva yesterday. “We need to look at the possibility of growth as well as at the regulatory environment.” Source
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by Paul Joseph
October 15, 2011
Featured
India’s new telecoms policy is a mixed bag for operators. The scandal-ridden sector is crying out for consolidation. Delhi’s new policy will allow spectrum trading and, theoretically, free up M&A too. But costs will rise and takeovers are unlikely until the corruption investigations are complete. Almost everyone agrees that the sector has too many players, and that margins have been driven too low to be sustainable. There are 15 firms in India. Reliance Communication’s average revenue per user fell to $2.26 per month in the first quarter of 2011 from $7.63 in 2008. Source
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