Competitor Insight #02.2008: Comstar UTS: Does Comstar have a strategy in place to

Competitor Insight #02.2008: Comstar UTS: Does Comstar have a strategy in place to tackle Golden’s broadband push?

Product Type: Market Research Report
Published by: IE Market Research Corp.
Published: January 2008
Product Code: R735-329

Description

This Competitor Intelligence report on Comstar UTS provides an analysis of Comstar’s strategies in Russia together with key operational and financial metrics. The Russian broadband market is still relatively undeveloped, but this is about to change dramatically in our view as private capital is about to embark on an aggressive grab for subscribers. Comstar is a clear leader in Moscow where it is the most highly recognized broadband provider. However, the fastest growing and most profitable parts of the fixed line space will now be the regions outside of Moscow. Faced with Golden Telecom’s Triple 65 Strategy, which targets 65 million people in the top 65 cities in Russia where 65% of households live in high rise apartment blocks, we think that Comstar needs to approach the regions strategically. We expect the level of competition in the regions to be high and with the merger between Golden and Vimpel on its way to completion, we believe that Comstar will have some catching up to do if it wants to continue to maintain market share in the regions.

Table of Contents

Executive Summary
Strategic Outlook: The fastest growing and most profitable parts of the fixed line space will be in the regions; Comstar is well placed to play the Moscow residential market, and this can be applied to the regions; Increasing focus on regions will be positive for Comstar’s earnings but is there a strategy in place?
Tables:: Estimates (Dec), 2005A - 2009E; Valuation (Dec), 2005A - 2009E; Table A1: Key Income Statement Data (Dec), 2005A - 2009E
Charts:: Chart 1: Growth and profitability dynamics in Russian fixed line market; Chart 2: Market shares in Russia broadband market, 2007; Chart 3: Broadband household penetration, 2007E - 2020E; Chart 4: Proportion of subscribers that know the brand by name, 2007; Chart 5: Proportion of subscribers that consider the brand to be the leader, 2007; Chart 6: Proportion of subscribers that have experience of using the brand, 2007; Chart 7: Market shares in Moscow broadband market, 2007

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