In the ever-changing world of telecom, particularly with the advent of 5G, telecom towers are being more and more important in the financial equation of this specific market.
As Vodafone, one of the most important players in this market, plans to divest its mobile tower business, Vantage Towers (formerly TowerCo), in early 2021, Professor Jacquet found it a good opportunity to analyze this sector and its finances.
He analyzes American Tower Corporation, Cellnex Telecom, wonders how much a tower is really worth and looks back on the announced IPO of Vantage Towers.
A very actual film about a sector that is under-reported in terms of financial management.
In parallel, this month’s vidcast analyses IFRS16, the new standard that governs the world of financial leasing.