BMI View: Kenya’s mobile operators will prioritise high value services over aggressive network expansion into underserved areas to improve their profit margins. This view is supported by the first ever quarterly contraction in the country’s mobile market during Q113 following the deactivation of unregistered lines, a development that underscores sluggish new subscriber acquisition. We expect Orange’s tower deal with Eaton to open the market for tower sharing services, which should benefit from operators’ need to improve cost efficiencies. Key Data ? Kenya’s mobile market by 2.9% q-o-q in Q113. ? Mobile ARPU appreciated by 3.2% in Q113, consolidating on 7.8% …
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