Featured Post

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Wednesday, January 18, 2023

Telecoms Inorganic Growth Strategy Spectrum - 2023

Key Message:
  • Market Size: $2.9 Tn 
  • Growth (CAGR): (6%), Recovering since COVID 
  •  Technology Change: High 
  • Life Cycle: Matured Regulation: Heavy 
  • Avg P/E < 15 (no growth), Industry is struggling in generating ROI 
  • Organic Growth: Both Horizontal and Vertical Play are employed 
  • Inorganic Growth: Adapt, Amalgamate, Acquisition



No comments: