M&A activity in Latin America Brazil - 2009
Page � 9 Page � 11
� Argentina
– Telmex–Ertach BROADBAND
BASE
TELEPHONY
MOBILE PAY TV
� Brazil
25.2% 26.5% 29.8% 8.5%
– Oi – Brasil Telecom
– TIM - Intelig
18.6% 19.1% 3.7%
– NET - Big TV
– Vivo - TIM 20.7% 34.5% 16.2%
� Chile 22.7% 15.0% 25.7% 50.4%
– Telmex - ZAP TV
30.1%
� Colombia
– Telmex – TV Cable – Cable Centro – Cable Pacifico – Superview- SatelCaribe 24.2%
1.9% � Mexico
– Telmex – MVS alliance
– Telefonica – Televisa alliance
0.7% 2.9%
– Telefonica – Axtel alliance
Rest of mkt 12.1% 4.8% 0.4% 6.2%
� Venezuela
Total (‘000) 9.862 41.563 150.641 6.162
– Telmex – CANTV
– Risk of nationalization of other carriers
� Conclusion
– Search for quadruple play offer, lower cost for subscriber, fidelize voice & data users adding video/TV services.
– May become monopoly if not regulated
Argentina - 2009 Central America - 2009
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BROADBAND
BASE
GUATEMALA
EL
TELEPHONY
MOBILE PAY TV
SALVADOR
NICARAGUA PANAMA COSTA RICA HONDURAS
31.0% 48.0% 34.2% 22.2% 16.7% 31.1% 49.5%
30.0% 42.0% 28.7% 35.0% 25.6% 68.9% 42.2%
27.0% 52.0% 42.8% 42.6% 57.8%
34.8% 14.8%
Cooperatives 5.3% 0.3%
Rest of mkt 12.0% 4.7% 2.3% 48.0% 50.5%
Total (‘000) 3.348 9.345 43.369 6.022 100.0%
Total Mobile
10.079 5.858 3.123 3.053 1.714 4.954
lines -2009
(‘000)
Total Fixed lines
1.355 1.080 248 447 1.437 822
(2007)
3
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