We believe Safaricom?s dominance of telecoms and mobile money services will continue to limit other operators? ventures in the Kenyan telecoms market. The regulator must find other ways to encourage competition, while we believe other operators will focus on VAS rather than compete directly with Safaricom.
Unable to continue banking unsuccessful ventures in Africa with its domestic revenues, we believe Airtel is actively looking to consolidate or sell off some of its ventures in East Africa. Profit in the continent is being driven by VAS and data packages and Airtel will attempt to consolidate market position in lagging countries, commencing with a purchase of Millicom's Rwanda operation and a...
Two novel initiatives should help deepen broadband availability in built-up areas and extend rural broadband coverage in Saudi Arabia. However, the lack of prior use potentially weighs on mass-market success, while user preference for mobile broadband over fixed broadband poses further downside risks.
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Thanks, BMI Research