Low-growth environment makes asset sales likely for major telcos, writes CIBC analyst

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Low-growth environment makes asset sales likely for major telcos, writes CIBC analyst
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

I missed this at first when it came out last week, but CIBC Capital Markets analyst Stephanie Price posited some big asset sales at the major domestic telcos,

Over the last several years, BCE, Cogeco, Quebecor, and Shaw have divested data center assets. Rogers continues to own 20 data centers and TELUS owns seven”Morgan Stanley economists made an observation that applies more to Canada than anywhere else in the developed world,

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