The market for mobile telecoms promises growth but teems with competition. So infrastructure investors are increasingly pegging their hopes on the greater stability of “wired” broadband businesses. An example: I Squared Capital has agreed to buy HGC, the fixed-line subsidiary of Li Ka-shing’s Hutchison Telecom, for HK$14.5bn ($1.9bn). Shares in Hong Kong-listed Hutchison jumped 6.8 per cent to two-year highs. 移动通讯市场增长潜力巨大,但竞争激烈。因此,基础电讯设施投资者越来越多地寄希望于更稳定的“有线”宽带业务。一个例子是:I Squared Capital已同意以145亿港元(合19亿美元)的价格,收购李嘉诚(Li Ka-shing)旗下和记电讯香港(Hutchison Telecommunications HK)的固网电讯业务子公司——和记环球电讯(HGC)。香港上市的和记电讯股价上涨6.8%,至两年高点。 Online TV offerings have helped demand for broadband connections delivered through fixed lines. The International Telecommunications Union estimates the number of fixed broadband customers grew 11 per cent to 884m in the year to 2016. The Asia-Pacific region is half the total, and grew faster. 在线电视节目提升了对通过固网提供的宽带连接的需求。国际电信联盟(ITU)估计,2016年,固网宽带用户数量增长11%,至8.84亿。亚太地区占总数的一半,且增长更快。 |