UPDATE: Mexico's Telmex To Reduce Capex To MXN8 Billion In 2009
11 February 2009 - 4:25AM
Dow Jones News
Mexico's largest fixed-line telephone company, Telefonos de
Mexico SA (TMX), said Tuesday it will slash its capital
expenditures for 2009 by about a third to 8 billion pesos ($559.5
million) due to a weak economy and regulatory red tape that is
delaying its entrance in the pay-TV market.
Speaking in a conference call to discuss the company's fourth
quarter results, Chief Financial Officer Adolfo Cerezo said the
company had originally budgeted around MXN12 billion for capital
expenditures this year.
Telmex, as the company is also known, made capital expenditures
of about $879 million last year, of which 76% went to expand its
voice and data businesses.
Telmex is more vulnerable to a recession in Mexico after it spun
off of its faster growing international arm Telmex Internacional
SAB (TII) into a separate publicly traded company in June.
The Bank of Mexico has forecast an economic contraction of
between 0.8% and 1.8% this year.
The company's plan to directly offer pay-TV has been delayed as
it awaits a decision from the federal government over whether it
has to pay a fee to change its concession so it can offer that
service.
Telmex is eager to add pay-TV to its lineup of broadband and
phone services as it faces growing competition from rival
fixed-line companies and cable TV operators like Megacable Holdings
SAB (MEGA.MX) that sell all three services.
Cerezo said Telmex is ready to offer pay-TV as soon as it
receives regulatory approval.
In November, Telmex signed a contract to distribute the
satellite TV services of Dish Mexico, a venture between Mexico's
MVS Comunicaciones and EchoStar Corporation (SATS), which critics
say is an attempt to evade regulations that prohibit it from
offering pay TV.
Telmex says its arrangement with Dish Mexico is no different
than the billing, collection and distribution services it provides
for 980 government institutions and private companies.
According to Telmex, about 51% of Dish Mexico's customers pay
through its telephone bills.
"Based on the information we have at the end of December, Telmex
provides billing and collection services to 7,300 Dish customers,"
said Cerezo, who put total Dish Mexico customers at around
14,000.
Telmex said Monday that its fourth quarter net profit from
continuing operations slid 55% on the year to MXN2.98 billion, or
MXN0.16 pesos per local L shares, largely on foreign exchange
losses.
Sales fell 2.7% on the year to MXN30.97 billion in the quarter
as the result of lower local and long distance revenues.
The market had expected quarterly net profit of MXN4.60 billion,
or MXN0.25 a share, on revenues of MXN31.05 billion, according to
the median estimate in a Dow Jones Newswires survey of seven
analysts.
"We believe Telmex is not a defensive stock due to the
significant reduction in voice revenues. We also believe that the
slowdown in the economy is likely to have a larger impact on the
wireline providers than it will on wireless providers," Morgan
Stanley telecoms analyst Vera Rossi said in a note.
Telmex, which controls over 80% of the country's fixed phone
lines, saw its lines in service fall 1.2% to 17.6 million at the
end of December as a result of competition from other
telecommunications companies and number portability rules that went
into effect in July.
Ironically, Telmex's main competitor is the local unit of Latin
America's largest wireless carrier, America Movil SAB (AMX). Both
companies are owned by Mexican billionaire Carlos Slim.
"Should we continue to see a decline in lines?... Probably in
the short term yes, we should," Cerezo said.
Data services, namely residential broadband, have been one the
few bright spots for the company amid a decline in its core local
and long distance businesses due to the migration of traffic from
fixed to mobile services and Telmex's aggressive marketing of
discounted multi-service packages.
The number of broadband accounts rose 71.3% on the year to 5
million at the end of December, while Internet revenue grew 20.4%
to MXN13.17 billion in 2008. However, Internet sales still
represent just under 11% of overall revenues.
Cerezo said the company will continue to finance the sale of
computers in installments to drive its broadband business as only
one in four Mexican families own a computer.
"We are changing this company from depending on making
additional (phone) calls to a company in which we provide a lot of
features, a lot of services, using a wireline," he said, adding
that growth in broadband accounts this year will probably be lower
than in 2008.
Telmex's shares traded on the Mexican Stock Exchange were
recently down 3.1% at MXN12.08 Tuesday amid a broad market
decline.
By Ken Parks, Dow Jones Newswires, 52-55-5001-5723,
ken.parks@dowjones.com