- Liberty Latin America has had a clear focus on growing the footprint through acquisitions over the last years. Organic growth of subscribers and revenue, however, has not been impressive.
- Organic growth of fixed-line and mobile is now improving in comparison with previous quarters, as shown by the Q2 Average Revenue Per Unit (ARPU) and Revenue Generating Unit (RGU) trends.
- The recent acquisition of the assets from Telefónica in Costa Rica looks accretive. The incorporation of this acquisition in the upcoming quarterly reports will add to the positive trends.
- My view on the company changes from neutral to bullish, because of the improving organic growth and the Costa Rica acquisition.
For further details see:
Liberty Latin America Improves Organic Growth And Expands In Costa Rica