BMI View: We have made some forecast revisions to our Chile mobile outlook for the Q416 report update.
The market posted a strong rebound in terms of subscriber growth in H116, bolstered by WOM's low cost
services. Increased access to 3G/4G services, as operators laun ..."
BMI View: We have made some minor forecast revisions for the Colombian mobile market in the Q416
quarterly report update. BMI holds the view that the mobile market is beginning to slow, having posted
robust growth in the preceding years. The negative impact of inactiv ..."
BMI View: We have made some minor downwards revisions to our Brazilian mobile market forecast in the
Q416 report update. The revisions account for the negative growth in 2015 and H116. Furthermore, the
challenging macroeconomic environment and the uncertain politica ..."
BMI View: The new regulator is taking an investor-friendly approach to market development, although
further reforms are still needed. Mobile subscription growth has stalled and the ability for operators to
embrace converged services could not come at a more apposite t ..."
BMI View: Osiptel's auction of spectrum in the 700MHZ and 2.6GHz bands plays out our view that
advanced data services will be a key growth driver for the mobile market. We also expect continued
consolidation in the pay TV segment and the planned deployment of LTE mo ..."
BMI View: Venezuela's telecoms sector continues to underperform on the back of socialist driven policies
limiting operators' profitability. The country's macroeconomic crisis has constrained the ability of players
to offer services in the market, while reducing custom ..."
BMI View: We maintain our positive outlook for the Peruvian telecommunications sector, particularly for
the mobile market. The mobile market posted healthy growth but organic growth rates have tapered off in
recent quarters, compared with the previous robust growth. N ..."
BMI View: We believe that the Columbian mobile
market is beginning to slow down after posting
robust growth in preceding years. The negative
impact of inactive SIMs being discounted was
evident, as the market recorded sharp negative
subscriber losses ..."
BMI View: Increased access to 3G/4G services, as operators launch LTE in acquired 700MHz spectrum,
later in the year, will spur growth in the market. This will trickle down growth in to the mobile broadband
segment, in particular, within rural areas. We also anticipat ..."
BMI View: The challenging macroeconomic environment and the uncertain political outlook cast a long
shadow over all sectors in Brazil, including telecommunications. Ambitious national broadband expansion
initiatives, plans to abolish the legacy geographic wireline con ..."