TPG's merger strategy must focus on potential merger undertakings if it is to swing the ACCCs concerns

TPG's merger strategy must focus on potential merger undertakings if it is to swing the ACCCs concerns

The ACCC has extended its decision time for the proposed TPG-VHA merger and has raised preliminary concerns that it will lead to a substantial lessening of competition. TPG has announced that it has ceased the rollout of its mobile network. In the absence of a merger TPG’s future options makes the ACCC decision still line ball. This brings the focus of the merger to the potential deal options.

New Zealand Mobile Market Outlook

New Zealand Mobile Market Outlook

The New Zealand mobile market had been traditionally characterised as an oligopoly that is dominated by the prepaid segment with high prices, lack of product differentiation and low usage. However, this market is about to see a rise in competitive intensity driven by 2degrees’ move to gain share in the lucrative postpaid and business mobile segments. We believe Vodafone NZ is most at risk and could lose approximately 3% of its subscriber market share by 2022.

Netcomm Wireless: From modems to m2m to fixed wireless and 5G

Netcomm Wireless: From modems to m2m to fixed wireless and 5G

In the past six years, NetComm Wireless has transformed itself from internet modem manufacturer to a leading telco equipment supplier in a range of complex wireless and fixed line technologies to Tier 1 telcos across the world. With 5G just around the corner, NetComm is investing heavily to leverage its experience in fixed wireless and position itself as a leading supplier of fixed wireless technology to major telcos across the world.

Australia Out-of-Home Market Outlook

Australia Out-of-Home Market Outlook

As traditional media segments face the onslaught of digital, OOH advertising stands out as the only old media medium that is seeing sustained growth. With more than A$1.75bn of M&A activity in the middle of CY2018, the Australian OOH market has gone from being dominated by four major players to being ruled by a just two major players, effectively giving rise to a ‘Duopoly’.