Analysys Mason take the MNO perspective on infrastructure sharing
Understanding what motivates tower divestments, and what the main obstacles are
With the pace of tower transaction deal flow continuing to pick up in Asia, it can be challenging to predict where and when the next transactions or portfolio divestments will occur. We recently spoke with Lim Chuan Wei, Partner at Analysys Mason, to get an MNO perspective on infrastructure sharing, and find out what motivates the decision to sell assets, and what stops them from making the leap as well.
TowerXchange: What can you tell us about the development of the tower industry from an MNO perspective?
Lim Chuan Wei, Partner, Analysys Mason:
With margins continuing to decline and competition increasing, MNOs are looking at how they can reduce their capex, and many have begun divesting towers and reallocating resources into active equipment, especially when bidding on spectrum and rolling out 4G services.