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Tawira.

Telecommunications

Connectivity and network infrastructure, including the tower and fibre assets that sit beneath everything else digital.

The figure that matters

MTN and Airtel Africa have both carved passive infrastructure out of their operating companies. That turns part of what was a telecoms equity story into infrastructure risk, with contracted tenancy revenue and a different buyer set.

Coverage

What the desk does here

  1. 01 Tower and passive infrastructure
  2. 02 Fibre and subsea landing
  3. 03 Operator stakes
  4. 04 Spectrum and licensing

Also in Technology

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