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Latin America, battlefield de two giants de telephony
Two giants de the movable telephony, the Telephone Spanish Móviles and Movable America (AM) de the Mexican tycoon Carlos Slim, struggle by the control de the market in Latin America and meetings add more than 144 million clients in the region.
A total de 12.9 million clients separates to a company de the other, according to the last quarterly data de both companies.
In the last quarterly the Mexican A.M. completed the purchase de operators de cellular telephony in Paraguay (AMX), Chile (Smartcom) and Peru (TIM), consequently added 9.9 million new subscribers and it allowed to finish the month him de September with 78.5 million users in Latin America, distributed in 13 countries.
On the other hand, Telephone it indicated in the third trimester de 2005 that had 65.6 million clients in Latin America, which implied an increase de the 75.7 percent de his base de subscribers in only a year, especially after the acquisition de the 10 operators coming from Bellsouth finished in past January, by which paid 5,850 million dollars.
Nevertheless, the fight seems to praise itself/pour def at the moment in favor de A.M., according to the analyst de telecommunications de HSBC in City de Mexico, Raul Ochoa, consulted by EFE.
“The reason de this advantage is in which A.M. is adding more clients and has realized more intelligent and cheap investments than its formidable Spanish competitor”, it indicated the analyst.
Ochoa commented for example that “Telephone defered 1,800 million dollars by Unefon in Mexico and that company was worth half not even”, and affirmed that this demonstrates that the Spaniards “are very wild for the purchases”.
Between July and September Telephone it added 2.6 million new clients in Latin America, a number almost four times smaller than the one de Movable America.
In Brazil, bastion de the Spanish operator, Telephone count with 28.8 million subscribers (the 43.4 percent de the market), “although its participation is handicapped because in the last year gained 4.1 million subscribers, whereas in nine months A.M. it only obtained 3.7 million new clients”, indicated Ochoa.
In Colombia, a market in ascent, both operators free one closed fight.
Between January and Telephone September he invested in this Andean country 166.4 million Euros (195.4 million dollars), an amount inferior only to the one de his investment in Brazil, and enters 5.1 million clients at the moment (414,000 new in the last quarterly).
Comcel, the operator de A.M. in Colombia, contributed the 25 percent de the growth in users for the company in all America, since it obtained a total de 2.2 million new clients during the last trimester which increased the number de users to 11.3 million in Colombia.
In Mexico, where it is soothes central de Movable America, “Telephone sent his mark Movistar in second trimester and had tug strong de subscribers but in third party no longer was thus, and in addition not addition approaches levels de de Telcel” (the Mexican company de A.M. that has 33 million subscribers), pointed Ochoa.
In the markets in which both companies compete, Telephone it leads Brazil, Argentina, Chile, Uruguay and Peru (without counting its operation in Venezuela), whereas A.M. has participation major in Mexico, Colombia, Ecuador, El Salvador, Guatemala and Nicaragua (with additional operations in Honduras and Paraguay).
The Latin American expansion de Telephone every time has a greater paper in its income, since they reached the 5,446 million Euros (6,396 million dollars) in the nine first months de 2005 (a 150.4% more than in the same period de the previous year), until totalizing 45.2% de the income de the group.
On the other hand, Movable America indicated in its last financial report that de January to September registered total income by 127,700 million weights (11,934 million dollars), including 715 million dollars de its activities in the United States, and income nonspecified originating de the two million fixed lines that it has in Central America.
Nevertheless, the battle continues, affirms the analyst de the HSBC, that foretells that the acquisitions will not finish until each company has presence in all Latin America because it is “a confrontation between two giants”.
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