Philippines Telecommunications Q1 2019
Capital investments were elevated in the second quarter of 2018 as operators piled over USD600mn into improvingaccess networks as they prepare for the possible entrance of a third operator, which will erode their market share. Deep pockets andconsistent regulatory support will be key to ensuring that PLDT and Globe do not manoeuvre to keep the new entrant out, as it didwith San Miguel in 2015. We expect short-term downsides to ARPU as the new player resorts to low prices to acquire subscribers.
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