LatAm Telcos - Q4 Datafile and Review: Brazil wireless strength; cuts to Mexican fixed, spotlight on Colombia
We accompany our updated 2022 LatAm Telcos datafile with a handful of key slides highlighting: 1/ Brazil and Mexico holding up well in wireless (the smaller markets much less so), 2/ With the exception of Brazil we see pressure on fixed BB pricing across the region (and cut underlying Mexican cable valuations again), 3/ With more regulator disclosure we focus on Colombia, where competitive pressures are accelerating (relevant for AMX and Millicom).
Empresa Nacional de Telecomunicaciones is engaged in the provision of telecommunication services. Services provided include local, domestic and international long-distance calls, international direct dialing, international directory assistance, international business toll-free service, mobile maritime service via satellite, video conference, international telephone cards, bank credit cards, collect calls, television and radio transmission services, and private corporate networks through a digital network offering voice, data, fax, image and internet services.
Megacable Holdings and its subsidiaries are engaged in the installation, operation, maintenance and exploitation of cabling network distribution, internet and telephone systems.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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