Pakistan Telecommunications Report Q4 2017

Pakistan Telecommunications Report Q4 2017

BMI View:

We have not made major forecast revisions in the latest report update. The mobile marketrecovered well from the 2014/15 SIM registration drive, suggesting strong organic growth potential.Furthermore, 3G and 4G uptake is strong and our new forecasts envision stronger uptake of mobile dataservices out to 2021. We highlight that Mobilink's acquisition of Warid in August 2016 will put significantpressure on competitors, especially CMPak (Zong), which has few strategic options other than to proceedwith a USD1bn investment in its mobile-only business. The deal would not create an excessively powerfulplayer, but price competition is expected and the negative impact on ARPUs can only be offset by increaseduptake of premium services. This will be difficult in the prepaid-centric market, but the merger will at leastmotivate reviews of current business strategies. Telenor had spent over USD390mn in acquiring spectrumin the 850MHz band whereas Mobilink acquired new spectrum in the 1.8GHz airwaves in Q217 forUSD295mn to boost its 4G LTE services. We are of the opinion that both market titans are gearing up forsevere competition in the 4G LTE advanced data segment going forward.

BMI Industry View
Industry Forecast
Latest Updates
Structural Trends
Table: Telecoms Sector - Historical Data & Forecasts (Pakistan 2015-2021)
Industry Risk/Reward Index
Asia Pacific Risk/Reward Index
Table: Asia Pacific Telecoms Risk/Reward Index, Q417
Pakistan Risk/Reward Index
Market Overview
Market Drivers and Trends
Wireline Voice & Broadband
Regulatory Development
Regulatory Overview
Industry Risks
Main Development: Mobilink Completes Warid Merger
Additional Developments
Competitive Landscape
Table: Key Companies
Mobile Operator Data
Table: Mobile Market Overview
Table: Mobilink (Jazz)
Table: Telenor
Table: Ufone
Table: Zong Telecom
Company Profile
Pakistan Telecommunication Company
Telenor Pakistan
Demographic Forecast
Table: Population Headline Indicators (Pakistan 1990-2025)
Table: Key Population Ratios (Pakistan 1990-2025)
Table: Urban/Rural Population & Life Expectancy (Pakistan 1990-2025)
Table: Population By Age Group (Pakistan 1990-2025)
Table: Population By Age Group % (Pakistan 1990-2025)
Table: Glossary of Terms
Industry Forecast Methodology
Risk/Reward Index Methodology
Table: Risk/Reward Index Indicators
Table: Weighting Of Indicators

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