Broadcasting And Mobile Towers - Analysys Mason

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USD (thousands)USDCost considerations for tower companiesTower companies incur significant capex for newtowers but minimal capex for new tenantsBuild capex lies between USD150 000 andUSD173 000 per tower …200180160140120100806040200173167 166161155 152 150…additional colocation capex could reach~USD10 000 per new tenant12,00010,0008,0006,0004,0002,000OutdoorIndoor300AfricanTowerCo 1 -outdoor tenantAfricanTowerCo 1 -indoor tenantAfricanTowerCo 221454-482
Valuation per Tower(USD ‘000)Optus AustraliaCrown Castle InternationalWTTIL IndiaQuippoIndia XcelAmerican TowerAircel IndiaGTLITigo GhanaHeliosEssar IndiaAmerican TowerTTML IndiaQuippoGTLiCellC South AfricaAmerican TowerStarcooms NigeriaSWAPTigo TanzaniaHeliosMTN GhanaAmerican TowerTigo DRCHeliosCost considerations for tower companiesThe valuation of each tower varies significantlyacross markets31250200193Average USD139 000per tower197229170150153134131100501021077498113Reliance Infratel103No. towersundertransaction0700 5000 1660 17 500 750 4500 2535 ~50 000 3200 407 1020 1876 7292000 Dec-08 May-09 Jan-10 Feb-10 Mar-10 Sep-10 Nov-10 Dec-1021454-482
Page 1 and 2: Broadcasting and mobile towers: key
Page 3 and 4: 3Briefing agendaMarco Cordoni: Towe
Page 5 and 6: Market demand for towersThe demand
Page 7 and 8: Drivers of demand for sites • Tec
Page 9 and 10: Drivers of demand for sites • Reg
Page 11 and 12: Supply of towersBesides self-build,
Page 13 and 14: Supply of towers • CommercialAn M
Page 15 and 16: Supply of towers • RegulatoryTowe
Page 17 and 18: Supply of towersComplexities of neg
Page 19 and 20: 19ContentsMarco Cordoni: Tower mark
Page 21 and 22: % of sites% of sites% of MTN sites%
Page 23 and 24: Tenancy ratio for tower companiesEs
Page 25 and 26: USD per year (thousands)African Tow
Page 27 and 28: Pricing considerations for tower co
Page 29: 100%90%80%70%60%50%40%30%20%10%0%Co
Page 33 and 34: 33ContentsTerry Norman: Facts and f
Page 35 and 36: Revenue per gigabyte(USD)Traffic (P
Page 37 and 38: Billions (USD)Billions (USD)The cos
Page 39 and 40: 39ContentsTerry Norman: Facts and f
Page 41 and 42: Cost savings through network sharin
Page 43 and 44: Percentage savingPercentage savingC
Page 45 and 46: Site countPercentage of poulation c
Page 55 and 56: Analysys Mason Research55We offer a
Page 57 and 58: 57Briefing agendaMarco Cordoni: Tow
Page 59 and 60: Why?Broadcasting tower investments
Page 61 and 62: Initial considerations • European
Page 69 and 70: Trends and challenges • Impact on
Page 71 and 72: Penetration as % of TV setsTrends a
Page 77 and 78: Consumption of online video vs TV (
Page 79 and 80: 79ContentsLluís Borrell: Broadcast
Page 81 and 82:
Future opportunitiesDivestment and
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Broadcasting And Mobile Towers - Analysys Mason

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