2013-02-24 15:33:51 - Fast Market Research recommends "Portugal Telecommunications Report Q1 2013" from Business Monitor International, now available

BMI View: While the Portuguese market has the second-highest penetration rate in the region, it lags behind other markets in terms of postpaid percentage, ARPU value and mobile broadband penetration. The market struggles to generate revenue on the same level as many of the European markets, given the lower GDP per capita than many other countries in the region.

Key Data

* Dedicated mobile broadband subscriptions continued to decline, down by 7,000 in Q312 according to ANACOM data. The total of 1.038mn at the end of Q312 was down 9.3% y-o-y.
* Meanwhile, handset 3G subscriptions have proved more robust, with demand driven by consumer appetite for smartphones. Active voice and data subscriptions increased 6.3% y-o-y to 3.01mn at the end

of September 2012.
* There has been a marked shift towards higher capacity fixed broadband connections, with fibre subscriptions increasing by 136,000 y-o-y to Q312, while DSL subscriptions declined by 22,000 over the same period.


Full Report Details at
- www.fastmr.com/prod/536536_portugal_telecommunications_report_q1 ..


Risk/Reward Ratings

Like the majority of markets in Western Europe Portugal's Risk/Reward Ratings sees a significant shift in the Q113 update under BMI's new methodology. The greater emphasis on wireless and wireline data services boosted its industry rewards score. However, this was countered by a steep fall in its country risks score due to the increased weighting for our in-house private final consumption growth forecast. The net result was a small decline in its score to 50.8 as it remained near the foot of the table in 15th position in Western Europe.

Key Trends & Developments

There was renewed prospect of consolidation in Portugal, which could present a more significant threat to the incumbent operator Portugal Telecom, which is already under significant pressure from the challenging operating environment in the country. In December 2012 Sonaecom and the largest shareholder in pay-TV operator, ZON Multimedia, proposed a merger of ZON with Sonaecom's mobile phone division Optimus.

The potential merger is reportedly being driven by Zon's largest shareholder, Isabel dos Santos. Santos, the daughter of Angola's President Jose Eduardo dos Santos, increased her stake in ZON to 30% in June 2012. The merging of the groups would create Portugal's second largest operator with a strong presence across mobile, pay-TV and broadband markets and represent a significant competitive development.

Report Table of Contents:

BMI Industry View
- Executive Summary
SWOT
- Mobile SWOT
- Wireline SWOT
- Political
- Economic
- Business Environment
Industry Forecast
- Mobile
- Table: Mobile - Historical Data & Forecasts
- ARPU
- Table: Telecoms Sector - Mobile ARPU - Historical Data & Forecasts (EUR)
- Fixed Line
- Table: Portugal Telecoms Sector - Fixed Line - Historical Data & Forecasts
- Table: Portugal Telecoms Sector - Internet - Historical Data & Forecasts
Industry Risk Reward Ratings
- Western Europe Risk/Reward Ratings
- Industry Rewards
- Industry Risks
- Country Risks And Rewards
- Table: Western Europe Risk/Reward Ratings, Q113
- Portugal
Market Overview
- Mobile
- Table: Portugal Mobile Market Regional Comparisons, 2011
- Market Growth
- Table: Portuguese Mobile Market, Q312
- Table: Portuguese Mobile Market Net Additions ('000), Q411-Q312
- Mobile Operator Data
- Table: Portugal Mobile Market Overview
- Table: TMN
- Table: Vodafone Portugal
- Table: Optimus
- Europe - Western Europe Mobile Content
- Succeeding In A Sea Of Content
- All Eyes On Data
- Making Machines Pay
- Fixed Line
- Table: Portugal - Growth Of Fixed-Line Accesses ('000), 2011-2012
- Broadband
- Table: Portugal Broadband Market By Technology ('000)
- Table: Portugal Pay-TV Market by Technology ('000)
- Converged Service Operator Tables
- Table: Portugal Telecom
- Table: Grupo ZON
- Table: Sonaecom
Industry Trends And Developments
- Table: Market Developments, 2008-2012
Regulatory Development
- Table: Portugal: Regulatory Bodies And Their Responsibilities
Competitive Landscape
- Table: Key Players - Portugal Telecoms Sector
- Table: Selected Operators - Financial Indicators
Company Profile
- Portugal Telecom
- TMN
- Vodafone Portugal
- Sonaecom
- Optimus Telecomunicacoes
Regional Overview
- Telit Communications: Opportunities Abound But Beware Commoditisation
- Table: Telit Communications Financial Performance, 2009-2012
- Beware Commoditisation
- Differentiation And Value Added Key To Success
- The Road Ahead
Demographic Forecast
- Table: Portugal's Population By Age Group, 1990-2020 ('000)
- Table: Portugal's Population By Age Group, 1990-2020 (% of total)
- Table: Portugal's Key Population Ratios, 1990-2020
- Table: Portugal's Rural And Urban Population, 1990-2020
Glossary
- Table: Glossary Of Terms
Methodology
- Table: Key Indicators For Telecommunications Industry Forecasts
- Telecoms Business Environment Ratings
- Table: Ratings Indicators
- Table: Weighting Of Indicators

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