TELECOM OPERATORS

European telecom operators

Asian telecom operators

US telecom operators

CABLE & SATELLITE OPERATORS

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

About $386bn will be wiped off mobile operator revenues globally by 2018 as more customers use voice calls and messaging services provided for free over data networks. To stay relevant, telecom operators need to invest in emerging technology cycles such as Software Defined Networks, Big Data and the Internet of Things. Both cable and satellite operators face disruptive threats: cable from internet TV and satellite from smaller nimbler satellite operators like Google’s Skybox. Within the next year, Apple, Google and others are likely to launch a credible internet TV platform that finally shifts pay TV customers en masse from broadcast viewing to narrowcasting.

 

Inside this report we look at the operators, its predictions and indentify winners and losers.

 

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

 

About our Thematic Research Ecosystem

 

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

 

Reasons to buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

 

Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

 

Companies mentioned

Advanced Info Service

 

Altice

 

America Movil

 

AT&T

 

Axiata

 

BCE

 

Beijing Gehua Catv Network

 

Belgacom

 

Bezeq Israeli Telecom

 

Bharti Airtel

 

BT

 

C&W Communications

 

Cablevision

 

CenturyLink

 

Charter Communication

 

China Mobile

 

China Telecom

 

China Unicom

 

Chunghwa Telecom

 

Comcast

 

Consolidated Comms

 

Deutsche Telekom

 

Digi

 

Dish Network

 

Elisa

 

Emirates Integrated Telecom

 

Emirates Telecom Corp

 

Etihad Etisalat

 

Eutelsat

 

Far Eastone Telecom

 

Frontier Comms

 

Global Telecom Holding

 

Globe Telecom

 

Hathway Cable

 

Hellenic Telecom

 

Hutchison Telecom Hk

 

I-Cable Communication

 

Idea Cellular

 

Iliad

 

Indosat

 

Inmarsat

 

Intelsat

 

InTouch Holdings

 

KDDI

 

Korea Telecom

 

KPN

 

Level 3

 

LG Uplus

 

Liberty Global

 

M1

 

Magyar Telekom

 

Maxis

 

Millicom Cellular

 

Mobile Telesystems

 

Mobinil

 

Mobistar

 

MTN Group

 

NTT

 

NTT DoCoMo

 

Numericable

 

O2 Czech Republic

 

Oi SA

 

Ooredoo

 

Orange

 

Orange Polska

 

Pakistan Telecom

 

PCCW

 

PLDT

 

Portugal Telecom

 

Rogers Comms

 

Rostel

 

Safaricom

 

Saudi Telecom

 

SES

 

Shaw Communications

 

SingTel

 

SK Telecom

 

Sky

 

Smartone Telecom

 

Softbank

 

Spark New Zealand

 

Sprint Nextel

 

Starhub

 

Swisscom

 

Taiwan Mobile

 

Talktalk Telecom

 

Tata Communications

 

Tele2

 

Telecom Argentina

 

Telecom Egypt

 

Telecom Italia

 

Telefonica

 

Telefonica Brasil

 

Telefonica Del Peru

 

Telekom Austria

 

Telekom Malaysia

 

Telekomunikasi Indonesia

 

Telenet

 

Telenor

 

Teliasonera

 

Telkom SA

 

Telstra

 

Telus

 

Tim Participacoes

 

Time Warner Cable

 

T-Mobile USA

 

Total Access Com

 

True Corp

 

US Cellular

 

Verizon

 

Vimpelcom

 

Vodacom

 

Vodafone

 

Windstream

 

Zain Saudi Arabia

 

Zayo