Morgan Stanley | Connectivity Business

Investors find outlet for capital in digital and connectivity infrastructure sectors

11 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...

Upbeat reaction caps Intelsat’s buy of Gogo asset amid unease over fraught aviation sector

2 September, 2020

A mostly positive reaction is mingling with apprehension about the market following Intelsat’s plan to buy Gogo’s commercial aviation business for US$400m.

The transaction is a positive in part because the companies can tighten their…

Tower pure-play versus diversification debate under microscope

8 July, 2020

Activist shareholder action around US towerco Crown Castle highlights a wider connectivity debate, between those sticking to a pure-play ‘steel and grass’ business model and others pursuing diversification.

Towers are seen as an attractive and resilient market for connectivity investors because...

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

Upbeat reaction caps Intelsat’s buy of Gogo asset amid unease over fraught aviation sector

Tower pure-play versus diversification debate under microscope

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