Morgan Stanley | Connectivity Business

Financial and strategy revamps on horizon for debt-laden C-band winners

2 February, 2021

Big bidders are likely exploring reorganisation strategies amid increased debt loads as the FCC’s closely watched 5G spectrum auction advances to a critical stage.

Some connectivity players are hinting at the possibility of shedding assets to reduce debt, including…

Run of acquisitions probably quenches thirst for fibre connectivity ahead of wider 5G rollout

14 December, 2020

The hunger for acquisitions in fibre connectivity is gnawing at the industry amid a wave of deals involving strategic and financial players bulking up to support 5G.

The global COVID-19 disaster, however, is being felt as mobile operators are expected to spend…

Investors find outlet for capital in digital and connectivity infrastructure sectors

16 November, 2020

Infrastructure for the digital and connectivity sectors is generating interest from dedicated funds amid a burst of deals and the expectation of more with data centres especially hot.

In late October 2020 financial giant Goldman Sachs was the latest firm to make noise in digital infrastructure, investing US$500m to create…

Connectivity seeing green investment as path to sustainable futures

15 September, 2020

Social finance might attain greater focus in connectivity as French telecoms incumbent Orange launches a €500m (US$593m) sustainability bond, the latest in terrestrial communications to focus on the area.

In a related area, investment in IoT environment monitoring in satellite continues to rise, including global emissions monitoring specialist…

Towercos gear up for more leasing amid enhanced spectrum deployment for mobile networks

10 September, 2020

Towercos anticipate accelerated leasing while taking advantage of the trend for low-cost bonds, even as the economy sputters amid increased spending from mobile operators to expand networks.

Spending levels from US MNO T-Mobile in H2 2020, amid its integration with the former Sprint, are expected to...

Financial and strategy revamps on horizon for debt-laden C-band winners

Run of acquisitions probably quenches thirst for fibre connectivity ahead of wider 5G rollout

Investors find outlet for capital in digital and connectivity infrastructure sectors

Connectivity seeing green investment as path to sustainable futures

Towercos gear up for more leasing amid enhanced spectrum deployment for mobile networks

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