Mar 23, 2012

Vietnam - VinaPhone and MobiFone merger not the best solution

VietNamNet Bridge – The Vietnam Post and Telecommunication Group (VNPT) has decided to merge VinaPhone and MobiFone – the two biggest mobile networks in Vietnam, putting an end to the long debate about the fate of the two networks.


Local newspapers on March 20 quoted the managers of VNPT, the management body of the two networks, as saying that the two networks would be merged into each other.

This seems to be the best solution for the restructuring of the mobile network in Vietnam. Under the new law, VNPT, a legal entity, must not hold the controlling stakes in more than one telecom companies at the same time. Therefore, VNPT will have to either to withdraw capital from one of the two networks, or merge the two networks.

Phan Hoang Duc, Deputy General Director of VNPT, said on Thoi bao Kinh te Vietnam that once the two networks merge, they would have the same infrastructure system. This means that MobiFone and VinaPhone would use the same infrastructure items, the mobile subscription prefix numbers. Meanwhile, the current subscription numbers will be preserved intact.

Just one day later, Deputy Minister of Information and Communication, Le Nam Thang released a statement that the merger plan has not been approved yet. He said that the ministry has been assigned by the government to draw up and submit the plan on telco restructuring. However, the plan is still under compilation, while the ministry has not come to any final decision, and it still has not found out the solution to be submitted to the government.

Duc from VNPT, when releasing the news, also said that the plan still needs the approval from the government.

Prior to that, at many internal meetings of the Ministry of Information and Communication, senior officials expressed their disagreement to the merger plan.

Pham Hong Hai, Director of the Telecommunication Department, said that if the two networks merge, there would be only two big mobile networks existing on the market – the one of Viettel and the other of VNPT. In this case, Vietnam will not have the matches with equal strength, which means that Vietnam would not have a healthy competitive market.

Hai many times affirmed that in order to create a healthy market, there should be at least three enterprises with similar market shares to compete with each other.

Meanwhile, Minister of Information and Communication Nguyen Bac Son said that the value of the two brands is very big. Especially, the brand MobiFone is estimated to be valued at billions of dollars. If the two networks merge into each other, one good brand would disappear.

Son said he does not think the merger would be the best solution for both VinaPhone and MobiFone. “We need to find out some way which allows both the networks to continue developing,” he said.

Analysts have said it is understandable why VNPT wants to merge the two networks. The conglomerate’s profit in 2011 was 10 trillion dong, of which 80 percent came from MobiFone and VinaPhone. Therefore, it’s clear that the decision on the fates of the two networks would decide the business performance and the income of thousands of VNPT’s officers, and that the merger would ensure the benefit of VNPT.

Former Minister of Information and Communication Le Doan Hop once said on Tien phong that if equitizing MobiFone, VNPT would lose 40 percent of revenue and more than 40 percent of profits.

If MobiFone gets equitized, this means that MobiFone would not have to pay to the parent group – VNPT – any more. If so, though the society will get benefits, VNPT will lose money.

The big profit of MobiFone can explain why VNPT violently protests the idea of having MobiFone equitized.

C. V

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