BMI View: Argentina''s strong telecoms growth story continues, keeping the market at the top ofdevelopments in the region. The introduction of MVNOs will make the market even more competitive andcontribute further to growth, although operator ARPUs will likely suffer as a result. The decision for Arsatto enter as an MVNO and a wholesale provider rather than a major MNO, and offering back spectrum toincumbents, has allayed some of the concerns from last quarter. But industry risks remain over delays to the4G auction and in the pay TV sector, the new media law currently being debated in the courts and couldseverely restrict the country''s largest cable operator. With th...
No comments:
Post a Comment