Fitch tem perspectiva ‘neutra’ para o setor de telecomunicações no Brasil em 2024
A agência de classificação de riscos Fitch Ratings afirmou que a perspectiva para o setor de telecomunicações no Brasil em 2024 é ‘neutra’, de acordo com relatório publicado nesta quarta-feira (06).Segundo a agência, a consolidação do setor vai continuar permitindo que as três grandes operadoras de telefonia móvel recomponham suas margens e reduzam a taxa de cancelamento (churn) ao mesmo tempo que os investimentos em 5G não devem pressionar a forte estrutura de capital das empresas."Para a banda larga residencial, o cenário para 2024 é mais desafiador em função de acirramento da concorrência, margens menores e um custo de capital ainda elevado, fator que penaliza empresas que precisam expandir a rede para continuar aumentando a base de clientes", diz o relatório assinado pelo analista Ricardo Junqueira.O cenário é mais promissor para o segmento de infraestrutura de...
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