Welcome to the 6 th TowerXchange Meetup Asia Wi-Fi network name: towerxchange Password: tower123 Download presentations, courtesy of Acsys International Ltd: https://www.towerxchange.com/asia-2019/ R
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 fjre tests, if the general alarm sounds, please leave the room immediately by way of the nearest fjre 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 Day Two | Wednesday Plenary session Plenary session Networking coffee break sponsored by Roundtable session III Plenary session Networking coffee break sponsored by Roundtable Indus Towers closed-door session session I (invite only) Plenary session Networking lunch Networking lunch sponsored by Roundtable Technology working group on session II energy management (invite only) Roundtable session IIV and Data collection and utilisation working group Networking coffee break sponsored by Plenary session Roundtable Indosat Ooredoo closed-door session II session (invite only) Networking coffee break sponsored by Networking dinner at Adrift and end of Meetup
TowerXchange’s analysis of the global and Asian tower markets Kieron Osmotherly, Founder & CEO, TowerXchange Pablo 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 towercos Meetups, 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%) Vodafone Towerco [2] China Tower Corporation [1] Reliance Jio Infratel 44,100 175,000 1,979,000 Orange towerco [3] American Tower 44,000 170,665 Crown Castle 40,039 Indus Towers 127,946 Cellnex 35,560 Bharti Infratel 41,050 Deutsche Funkturm 33,000 29 towercos with 5,000-19,999 towers SBA Communications 297,443 30,768 edotco 29,924 CK Hutchison Networks [4] 28,500 GTL Infrastructure 27,707 258 towercos with <5,000 towers [5] IHS Towers 24,002 197,786 INWIT 22,100 Guodong 20,000 [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 Source: TowerXchange
Towerco penetration and business models in difgerent regions Global 17% 36.2% 39.4% India 21.4% 61.6% Europe 11% 9% 15.4% 3.9% 30.2% 96.1% China 15.3% 55.6% N & E Asia 100% S & SE Asia 72.7% (exc China) (Exc India) 11.9% 6.5% 10.9% 4.3% 12.8% 29.2% 5.2% 35.2% 94.2% 1.2% 46.6% USA & MENA SSA Oceania CALA Canada 13.1% 42.5% 0.4% 64.3% 60.5% 87.2% 0.2% Source: TowerXchange Operator-led towerco Pureplay independent towerco Joint venture infraco MNO-captive sites
Towerco 2.0: From steel and concrete to signal and service a s k - - a r - s o e w r v t i e c N e r o f t i b e r M e F W i - F i T e T g T d e g S E a m r e a v s e r v T i c e o o I s l l c a H r c t o a o e d s o t d i l n d e l g t s n a c h a r V g i s E n I g g s e e n p r s g p o g S e r A a h e c s a c D a t a i r B G i v v D e S d T r r 5 t I e e r g p S s S s M e e l o n - c n e a a w s o i e h & t s g u - i n i e s l i f o r l o r t a e i u t D t t r t u n - s r o s r e e i y g n A l e r u v a s l i i i i w t t Core tower s d c t S d n e n i u f A o m i n o g t r P r & rooftop C e I A s business New services New assets
Are you ready for the 5G future? Lessons from China < Enabling infrastructure for 5G 3.9% 96.1% < New build slows 64% < Leveraging ‘social towers’ < >50% of network capex indoor CTC Independent towercos Source: TowerXchange
Indian market restructuring ongoing < Indus-Bharti and RJio Infratel- 15,000 5,000 Brookfjeld deals imminent Indus Towers Reliance Jio Infratel 75,000 < Despite MNO restructuring, 100 127,946 American Tower 2,000 Bharti Infratel 6,355 fjnancial struggles continue 8,400 GTL Infrastructure Tower Vision < RJio keeps growing and pushing 27,707 Ascend Telecom Railtel innovation 41,050 Saurava Towers < What future for smaller towercos? BSNL + MTNL 175,000 Bharti Airtel 75,073 Consolidation? Others < Future: BSNL/MTNL towers? Source: TowerXchange Innovation and diversifjcation
Bangladeshi tower market fjnally moving < New towercos had a 4,100 complicated fjrst year... Grameenphone 14,000 Banglalink < But now moving in the Robi 10,095* right direction edotco Teletalk, CityCell and < MNOs still need thousands non-traditional MNOs of towers 9,000 1,500 < Robi and GrameenPhone face dispute Sources: TowerXchange research, edotco, Hardiman Telecommunications
Towercos professionalising infrastructure sharing in Pakistan < Jazz towers coming back 1,300 45 11,700 to market 700 edotco < Dawood’s Enfrashare Telenor (1,300) joins edotco (700) CMPak (Zong) 7,400 < Culture of infrasharing Ufone Jazz (Deodar) driving tenancy ratios 6,100 AWAL Telecom 1.25-1.5 Enfrashare 7,100 < Decommissioing and Source: TowerXchange power issues
Telecom tower activity in MENA Source: TowerXchange Towerco activity Towerco activity plus major tower sale rumoured MNOs rumoured to be considering a major tower transaction Confjrmed tower sale process underway No towerco activity or deal rumours < 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 fjnalise 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 expand All are speaking at the TowerXchange Meetup MENA, Dubai 28-29 January
The Philippines are ready for take ofg < DICT to release common tower policy < New MNO Dito Telecommunity will drive organic growth Globe 8,000 -9,000 Smart-PLDT < PLDT and Globe agree deals with towercos < Rollout to start imminently (with challenges ahead!) Source: TowerXchange
Indonesia is hot again < Indosat Ooredoo sale: 3,100 sites to Mitratel and Protelindo 1,937 6,451 1,641 5,059 1,589 Towerco-owned 15,213 565 < More MNO SLBs: 9,000+ towers Protelindo 300 Tower Bersama Mitratel 3,500 from Indosat and XL STP IBS Tower Centratama Menara < Organic growth: 4G, 5G and ex- Balitower 15,485 Persada Sokka Tama 17,500 Gihon Java expansions PEKAPE Others Operator-captive < Foreign investment entrance Telkom + Telkomsel XL and PE exists on the horizon Indosat Ooredoo 4,000 19,233 *after Indosat’s sale is completed 5,500 < Protelindo and STP lead Source: TowerXchange diversifjcation
What is the future of Myanmar? 4000 Source: TowerXchange research * Apollo Towers and PAMEL owned by TPG Independent towerco towers MNO captive towers 3500 3000 2500 994 2000 4000 1500 3000 1000 2071 1800 1300 1200 500 969 100 600 ~500 400 300 371 0 IGT Apollo* edotco PAMEL* OCK EFT MNTI KPR MPT Telenor Ooredoo Mytel MTGDC, NTD, MCDC, KBZ Towers, DLRE, CommBiz, ITMB, MAPCO and EAGER < 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
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