“TPG is expected to require NBAP connection’s for 3,000 base stations over the next three years,” says Koh, who sees growth in demand for NBAP connections as a catalyst should the government decide to accelerate the roll-out of Smart National initiatives in the near-term.
SINGAPORE (Feb 8): UOB Kay Hian is maintaining its “buy” call on NetLink NBN Trust considering its dominant market share of 90% and 34% for residential and non-residential fibre connections, respectively, where growth is projected at a three-year CAGR of 6.2%-8.5% for FY18-21.
In a Friday report, analyst Jonathan Koh highlights NetLink’s current relationship with TPG Telecom as the latter’s provider of non-building address point (NBAP) connections for backhaul transmission.
