Friday, December 14, 2012

Tele2 Capital Markets Day: highlights

Overall: moving from Discounter to Best Deal and now to Value Champion.

Sweden:
  • Comviq discounter brand, Tele2 Value Champion brand.
  • 3P on OA networks by YE 2013: 600k households.
Norway:
  • Focus on network roll-out. Coverage 75% mid 2013.
  • Auction (800, 900, 1800) coming 13Q1.
Kazakhstan (Tele2 51%, Asianet Holding 49%):
  • EBITDA-breakeven by 13H2.
  • Network coverage 92% in 2015 (today 80%).
Russia:
  • Tele2 leads in 9 regions, is a challenger in 21 and a newcomer in 8.
  • Focus on 2G; quotes:
    • "maximize the 2G opportunity
    • make progress on technology neutrality
    • absence of MBB will not be critical in approx. 2 years
    • >90% of data usage is social networks, where EDGE speed is enough for good user experience"
  • "Evaluate possibilities to expand carefully through new licenses as well as by complementary acquisitions."
  • Tele2 (and others) aims to launch LTE in 1800 band. 58% of its base stations are LTE-ready and 67% of its transport network.
  • MNP is coming to Russia Dec. 1 2013.



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