Telecoms Organic Growth Play - 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

 


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