welcome to the 6 towerxchange meetup asia...towerxchange is tracking 304 towercos that now own...
TRANSCRIPT
Welcome to the 6th
TowerXchange Meetup AsiaWi-Fi network name: towerxchange
Password: tower123Download presentations, courtesy of Acsys International Ltd:
https://www.towerxchange.com/asia-2019/
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Key logistical information
Wi-Fi network name: towerxchange Password: tower123 First Aider: Call the MBS MICE team from our TowerXchange registration desk. Fire Evacuation: No planned fire tests, if the general alarm sounds, please leave the room immediately by way of the nearest fire exit (these are all to the opposite end of the building of the escalators) and assemble at the Water Taxi (south) pier. The Convention Centre Staff will alert us when it is safe to re-enter the building. Drinks reception, courtesy of edotco: This evening in expo hall. Networking dinner: 19:30 at ‘Adrift’ by David Myers (separate booking required – enquire at registration desk). Location – Marina Bay Sands, Hotel Lobby Tower 2. Online networking tool: http://moreconference.com/towerxchange-meetup-asia-2019 quote the email address you used to register and use morecode: D32C6. Download presentations, courtesy of Acsys International Ltd: https://www.towerxchange.com/asia-2019/ No smoking within premises
Meetup agenda
Day One | Tuesday
Plenary session
Networking coffee break sponsored by
Plenary session
Roundtablesession I
Indus Towers closed-door session (invite only)
Networking lunch
Roundtablesession II
Technology working group on energy management (invite only)
Networking coffee break sponsored by
Roundtable session II
Indosat Ooredoo closed-door session (invite only)
Networking dinner at Adrift
Day Two | Wednesday
Plenary session
Roundtable session III
Networking coffee break sponsored by
Plenary session
Networking lunch sponsored by
Roundtable session IIV and Data collection and utilisation working group
Plenary session
Networking coffee break sponsored byand end of Meetup
TowerXchange’s analysis of the global and Asian tower markets
Kieron Osmotherly, Founder & CEO, TowerXchangePablo Crespo, Head of Research, Asia & Americas, TowerXchange
Join the conversation: @TowerXchange
Community: http://www.linkedin.com/groups/TowerXchange-4536974
Research: www.towerxchange.com
Networking club for towercosMeetups, CXO dinners, must-read-journal, 3 million words of research, who’s whos
Meetup MENA 2020 28-29 January, Dubai
ESCO Roundtable 24-25 March, Casablanca
Meetup Europe 2020 19-20 May, Barcelona
Meetup Americas 2020 23-24 June, Boca Raton
Meetup Africa 2020 13-14 October, Johannesburg
Meetup Asia 2020 8-9 December, Singapore
TowerXchange is tracking 304 towercos that now own 3,362,656 of the world’s 4,817,067 investible towers and rooftops (69.8%)
[1] China Tower Corporation area reduced to better illustrate the relative global market share of the other towercos - if illustrated to scale, CTC’s area would be 1.45x the rest of the
[4]Hutchison Towerco count excludes their UK and the majority of their Swedish towers to avoid double counting with MBNL and 3GIS [5] Towercos with <5,000 towers count
China Tower Corporation[1]
1,979,000
29 towercos with 5,000-19,999 towers297,443
258 towercos with <5,000 towers[5]
197,786
American Tower170,665
Indus Towers 127,946
IHS Towers 24,002
Guodong 20,000
Cellnex35,560
GTL Infrastructure27,707
INWIT 22,100
Orange towerco[3]
44,000
Vodafone Towerco[2]
44,100
edotco 29,924
CK Hutchison Networks[4]
28,500
Bharti Infratel 41,050Deutsche Funkturm33,000
SBA Communications30,768
Crown Castle40,039
Reliance Jio Infratel175,000
Source: TowerXchange
Towerco penetration and business models in different regions
Source: TowerXchange
China
India
CALA Oceania
S & SE Asia(Exc India)
Europe
N & E Asia(exc China)
96.1% 3.9%
39.4%
15.4%9%
36.2%61.6%21.4%
17%
100%
11%
42.5%46.6%
12.8%
87.2%
USA & Canada
6.5%
64.3%
29.2%
10.9%
SSAMENA94.2%
0.2%0.4%
5.2%4.3%
35.2%
60.5%
Operator-led towerco Pureplay independent towerco Joint venture infraco MNO-captive sites
China
India
CALA Oceania
S & SE Asia(Exc India)
Europe
N & E Asia(exc China)
97.3% 2.7%
15.4%
15.5%
9.6%
59.6%46.6%
21.8%
31.5%
14.7%66.1%
19.2%100%
11%
36.1%48.2%
13%
87%
USA & Canada
7%
66%
27%
15.6%
SSAMENA99.5%
0.01%0.04%
4.6%59.2%
36.2%
Global
55.6%
13.1%1.2%
30.2%
11.9%72.7%
15.3%
Towerco 2.0: From steel and concreteto signal and service
Core tower & rooftopbusiness
Network-as-a-service
In
du
stri
al 5
G a
pps
Edge
Metro fibre FTTT BTS h
otels
C
onti
guou
s se
rvic
e
Indoor coverage
Wi-Fi Small cells DIS &
DA
S
Adv
erti
sing
Agg
regated data Io
T services Hosting sensors Street furnitu
re
P
ower
-as-
a-se
rvice
E
V charging Shared power system
s
A
rtif
icia
l int
ellig
ence
Data Monitoring
New services New assets
Are you ready for the 5G future?Lessons from China
< Enabling infrastructure for 5G
< New build slows 64%
< Leveraging ‘social towers’
< >50% of network capex indoor
CTCIndependent towercos
3.9%96.1%
Source: TowerXchange
Indian market restructuring ongoing
< Indus-Bharti and RJio Infratel-
Brookfield deals imminent
< Despite MNO restructuring,
financial struggles continue
< RJio keeps growing and pushing
innovation
< What future for smaller towercos?
Consolidation?
< Future: BSNL/MTNL towers?
Innovation and diversification
Indus Towers
Reliance Jio Infratel
American Tower
Bharti Infratel
GTL Infrastructure
Tower Vision
Ascend Telecom
Railtel
Saurava Towers
BSNL + MTNL
Bharti Airtel
Others
Source: TowerXchange
127,946
175,00075,073
27,707
41,050
15,0005,000
75,000
8,4006,3552,000
100
Bangladeshi tower market finally moving
< New towercos had a complicated first year...< But now moving in the right direction< MNOs still need thousands of towers< Robi and GrameenPhone face dispute
Grameenphone
Banglalink
Robi
edotco
Teletalk, CityCell andnon-traditional MNOs
Sources: TowerXchange research, edotco, Hardiman Telecommunications
14,000
9,0001,500
10,095*
4,100
Towercos professionalising infrastructure sharing in Pakistan
< Jazz towers coming back to market< Dawood’s Enfrashare (1,300) joins edotco (700)< Culture of infrasharing driving tenancy ratios 1.25-1.5< Decommissioing and power issues
Source: TowerXchange
edotco
Telenor
CMPak (Zong)
Ufone
Jazz (Deodar)
AWAL Telecom
Enfrashare
70045
1,300
7,400
7,100
6,100
11,700
Telecom tower activity in MENA
< Saudi Arabia: STC carves out 14,200 towers into TAWAL, pan-regional ambitions< Oman Tower Company established: 277 towers, BTS MOUs & SLB ambitions< Kuwait: IHS seeking to finalise deal to acquire 1,700 Zain towers< North Africa: AMT and Helios exploring new infraco licences and SLB< Egypt: Orange seeking ESCO partner< Pakistan: edotco (700) and Enfrashare (1,300) keen to expandAll are speaking at the TowerXchange Meetup MENA, Dubai 28-29 January
Source: TowerXchange
123456
Towerco activityTowerco activity plus major tower sale rumouredMNOs rumoured to be considering a major tower transactionConfirmed tower sale process underwayNo towerco activity or deal rumours
The Philippines are ready for take off
< DICT to release common tower policy < New MNO Dito Telecommunity will drive organic growth < PLDT and Globe agree deals with towercos< Rollout to start imminently (with challenges ahead!)
8,000-9,000 GlobeSmart-PLDT
Source: TowerXchange
Indonesia is hot again
< Indosat Ooredoo sale: 3,100
sites to Mitratel and Protelindo
< More MNO SLBs: 9,000+ towers
from Indosat and XL
< Organic growth: 4G, 5G and ex-
Java expansions
< Foreign investment entrance
and PE exists on the horizon
< Protelindo and STP lead
diversification
*after Indosat’s sale is completed
ProtelindoTower BersamaMitratelSTPIBS TowerCentratama MenaraBalitowerPersada Sokka TamaGihonPEKAPEOthers
Telkom + TelkomselXLIndosat Ooredoo
Source: TowerXchange
Towerco-owned
Operator-captive
15,485
19,233
15,213
6,451
17,500
4,000
5,500
5,059 1,641
565300
1,937
1,589
3,500
What is the future of Myanmar?
< Mytel still driving growth, mostly self deployed< MNOs slowing down after a busy 2018 - demand for new typologies< Towerco consolidation, potential SLB of Ooredoo towers < Operational challenges and opportunities for innovative players
Breakdown of ownership of the 16,000+ towers in Myanmar
Source: TowerXchange research
Independent towerco towers MNO captive towers
3000
3500
4000
2500
1500
2000
1000
500
0
3000
1800 2071
994
1300
300 400
4000
1200969
371 100 ~500IGT Apollo* edotco PAMEL*
600
EFT MNTI KPR MTGDC, NTD, MCDC, KBZ Towers, DLRE, CommBiz, ITMB, MAPCO and EAGER
OCK Ooredoo MytelMPT Telenor
* Apollo Towers and PAMEL owned by TPG
Malaysia: preparing for the 5G transition
< 5G preparation: Government’s 5G taskforce< MNOs: 4G deployment slowing down< Demand for new typologies and fiberisation< edotco & OCK continue international expansion
Source: TowerXchange
edotco
Stated -backed towercos
Sacofa
YTL
Naza Communications
Touch Matrix
KJS
OCK
Omnix
Inforient
Unaccounted for
DiGi
Maxis
Telekom Malaysia
Umobile
2,000 4,000 6,000 8,000 10,000 12,000
Operators
11,677
3,500
1,000
732
3,400
3,800
5,000
300
424
148
50
450
460
1,000
1,000
Vietnam: all eyes on Viettel
< Long rumoured carve-out could reshape the market
< Privatisation? Government to sell stakes in Mobifone and VPTG (Vinaphone)
< Consolidation opportunities as small players eye exits
Source: TowerXchange research
Operators Towercos
3000
3500
4000
2500
1500
2000
1000
500
0 Viettel VNPT Vietnamobile Gmobile Small independent
towercos
OCK Golden Towers
NiscoMobiFone
40,000
20,000 20,000
4,0002,000 1,350 2,000
350 300
New towerco frontiers: where can they go next?
Japan Nepal Cambodia Laos
Rakuten coming online Regulator NTA put out tender Dec17
Chinese MNOs drive competition & growth Opening to towercos
4 MNOs exploring towerco models
Requirement for 20% local ownership
Sihanoukville: online gaming boom
Southeast Asia Tower Company = CTC+local
partner
Government pushing for infra-sharing
Initial 200 BTS towers, rising to 2,000 over
5 years
CTC and others plan an entrance
edotco acquired 80% of Mekong Tower Company
5G driving IBS opportunities
NTA wants more towercos!
IBS and new build opportunities in
urban areas
4G to drive demand for 5,000 towers in 3 years
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Thank you – enjoy networking with your peers!