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MordyK
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MordyK,
User Rank: Light Sabre
10/31/2013 | 9:17:16 PM
Re: Who's for sale in Europe?
If you wanna know his plans just ask the NSA :)
R Clark
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R Clark,
User Rank: Blogger
10/31/2013 | 9:01:12 PM
Re: Buying Spree
Sure, Africa is a better macro bet, but Hutchison plays just in Asia and Europe. Li and Fok are betting on under-valued Euro telcos ahead of a recovery but in each case they've tried to buy a competitor to get market size. They have a pretty good track record in deal-making, which is why they're getting a lot of attention now.
DOShea
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DOShea,
User Rank: Blogger
10/30/2013 | 8:52:41 PM
Who's for sale in Europe?
Or, to put it another way, who is worth buying and willing to listen to offers?
MordyK
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MordyK,
User Rank: Light Sabre
10/30/2013 | 8:28:03 PM
Buying Spree
I would buy underdevloped markets like Africa where the opportunity for growth is phenomenal and valuations are fairly still fairly low.

Also due to the lack of national infrastructure the governments look at the carriers as the solution to many issues beyond telecom services, which means there's a massive opportunity for growth


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