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China Mobile Africa and emerging market interests inevitable

March 23, 2010

Analysis of:China Mobile eyes M&As in Asia, Africa | www.totaltele.com

The African mobile market presents a great opportunity for growth as operators seek to meet the pent up demand for basic services.However, the market is expected to see increased competition as the likes of Bharti and other enter.Likely M&A targets for China Mobile are expected to be MTN Group which has developed a sizable presence in the African and Middle East markets.

Telkom expanding in Zimbabwe

December 10, 2009

Analysis of:Telkom eyeing stake in TelOne - report | www.telecompaper.com

A move by Telkom SA to acquire Zimbabwean network operator NetOne or a strategic equity stake in the operator would fit with the company's current strategy of expansion into the African market.. During May 20007 Telkom SA acquired a 75% stake in Nigerian CDMA operator for US$280 million before taking up the remaining 25% for US$130 million. The Multi Links deal has impacted the company's headline earnings per share dropping 141.2% to a ZA150.2c.

Orascom going for the emerging market opportunities and growth

November 19, 2009

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

The growth rates as well as the EBIDA margins enjoyed by network operators are indicative of the need to service the pent up demand in these markets. The third quarter 2009 results from Orascom tend to re-enforce this.

Google, Nokia and Apple in the Mobile War

November 11, 2009

Analysis of:Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

The battle for the domination in the mobile space is set to take many forms. The first may be regarded as the device or hardware and software element and thus far we can see two clear leaders in this respect with Nokia fighting desperately to maintain its lead, with a 35% global market share as per the Guardian article while Apple has its iPhone device as a the thin edge of the wedge while the iTablet may could give some impetus to this drive.

Vodafone emerging market strategy

November 9, 2009

Analysis of:Vodafone Qatar claims market share of 7% | www.totaltele.com

Vodafone may be regarded as taking its strategy in the merging markets to the next level. The operator has sought to consolidate its position in the South African network operator Vodacom, followed by a expansion across Africa via an acquisition in Ghana through Ghana Telecom (GT).The Qatar operation serves to highlight that those markets that represent a green field opportunity can surely deliver, even if it is on a small scale.The Qatar market is interesting as it is one of the Gulf Sates that still has a high ARPU and high penetration of services on mobile platforms with the driver being a mix of voice and data.

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