In the first of two reports, STL Partners evaluates how several powerful forces, within and beyond the control of telcos, look set to change the shape of the European market and considers the options for how these forces might develop going forward.
Tag: capital markets
Orange and T-Mobile UK are merging, thereby consolidating two of the UK’s five mobile operators. What are the likely benefits and consequences, and the implications from an investor’s viewpoint? A guest article from Telco 2.0 partners Arete Research. (September 2009)
The second of a series of articles on the “credit crunch” and its likely implications. The relative “haven” of telecoms as defensive stocks, and near-term Telco debt maturities. (October 2008)