Telecom

Research

Telecom
April 19, 2007Ukrtelecom – a Delicate Game

This report presents coverage of the most recent trends affecting Ukrtelecom, which was analyzed in our “3rd Gen Mobile: UTEL – the Hard Sell”. Declining fixed-line traffic, inability to meet its first quarter 3G development plans, and uncertainty with privatization make Ukrtelecom a delicate stock to play. On the brighter side, the company plans to significantly increase its internet, data, and channel rent revenues in 2007-2010 and to become a leading player on the mobile communications market. The future will show whether such optimism is warranted.

Telecom
February 26, 20073rd Gen Mobile: UTEL* – the Hard Sell

Whereas many investors have set their minds on the advantages of privatization and potential success of 3G for Ukrtelecom, we see many risks, both internal to the company (maîtrise of the technology, marketing capabilities, company-wide consistency of the offer) as well as external (mobile voice price wars and additional license offerings). What’s clear to us is that there are exciting opportunities for Ukrtelecom to benefit favorably from the aforementioned factors sparking up the value of the company in the coming years. The jury is out.

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Daily monitor

Telecom
October 1, 2009NCRC announced tender for 3G license sale: NEUTRAL

The National Communications Regulation Commission (NCRC) announced the date of the UMTS (3G) license sale for the 25MHz bandwidth channel. The tender will take place on November 30. The opening bid the for license will be UAH 400 mln (USD 47 mln.), with bid increments of UAH 20 mln. (USD 2.4 mln.).

Telecom
July 27, 2009Ukrtelecom recorded a net profit of UAH 57.5 mln in 2Q09: POSITIVE

Ukraine’s state telecommunication company, Ukrtelecom [UTLM UZ, U/R], recorded a net profit of UAH 57.5 mln in 2Q09, compared to the results in 2Q08 when the company received a net loss of UAH 4.34 mln. Net sales increased by 0.7% YoY to UAH 1,615 bln.

Telecom
July 24, 2009Telco sector revenue fell 0.9% YoY to UAH22.1 bln in 1H09: NEUTRAL

According to the State Statistics Committee, telecommunication revenue decreased by 0.9% YoY in 1H09 to UAH22.1 bln. Revenue from urban and rural fixed line services increased by 3.8% YoY and 2.1%YoY respectively or overall by 3.7% YoY, revenue from internet services grew by 26.8%YoY, revenue from domestic long distance (DLD) and international long distance (ILD) dropped 19.2 YoY. Revenue from the mobile segment decreased by 2.8% YoY to UAH 13.6 bln. mainly due to a drop in retail spending on mobile services.

Telecom
July 23, 2009UTLM mobile users up by 4.4% MoM in June 2009: NEUTRAL

According to IKS-Consulting monthly statistics, the number of Ukrtelecom [UTLM UZ, U/R] mobile users increased by 4.4% MoM to 289.7 thsd clients in June 2009.The overall number of mobile users in the market decreased by a meager 0.5% to 54.8 mln. customers. The level of penetration decreased by 0.4% to 119.2%.

Telecom
July 13, 2009NCRC forbids using zero tariffs for mobile operators: NEUTRAL

NCRC forbids using zero tariffs for mobile operators: NEUTRAL.

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