CEE Telecoms Markets Subdued By Covid-19 Responses, Macro And Political Risk Weaknesses

摘要

1. Central and Eastern Europe's telecommunications markets continue to be challenging on numerous industry-specific and broader macroeconomic levels, with few bright spots immediately apparent. 2. The well-established players of scale continue to drive what little organic growth is still possible in the region's saturated mobile markets and only a few of those are well-placed to capitalise on opportunities presented by new technologies, such as 5G and fibre. 3. Limited progress in combating the spread of Covid-19 will also prevent most markets from seeing changes in their Risk/Reward profiles in the short term.