The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Johanna Ahlqvist - SEB, Research Division - Analyst
: Yes. Then a question on maybe -- 2 actually. It's a follow-up on your previous question on the guidance, you state what you say in terms of
expectations for sort of Sweden and also Asia. But how about Myanmar? Sort of how do you predict to get back to growth in Myanmar in your
guidance of flat EBITDA?
And then a sort of question on my own is related to CapEx, if I may. Given the 5G rollout coming up, I guess, CapEx is up in the Nordics for 2021.
So I'm just thinking, is there any country where you expect CapEx to decrease this year to sort of compensate for that growth? Or is it -- yes, that's
the second question.
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FEBRUARY 02, 2021 / 8:00AM, TEL.OL - Q4 2020 Telenor ASA Earnings Call
Question: Frank Maa° - DNB Markets, Research Division - Analyst
: Yes. So I was wondering if you could elaborate a little bit about the cost development in the Norwegian and Swedish operations, if you could go
a little bit into how that developed in Q4 compared to your expectations.
Were there any particular effects around perhaps costs related to the handset cycle? Or anything around the progress of taking out structural costs
that was different from what you had expected? Or was everything basically in line, and so you're happy with the progress on cost takeout in
Norway and Sweden? That's my main question.
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Hello. I just wanted to make sure you can hear me.
Question: Usman Ghazi - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Great. I've just got 2 questions, please, if I can. Just on Sweden, you've indicated confidence in turning that business around. But I see Tele2 today
have actually I guess, their commentary is suggesting there will be no growth in -- that they see in Sweden until 2022. So just -- I mean in terms of
the competitive dynamic, it still seems quite a volatile market, particularly in B2B. So just wanted to see if -- what kind of risks and opportunities
you see on your Swedish kind of estimate there.
And then just the second question, a very quick one, was just on the towers. Is maintaining control over the tower portfolio important for Telenor?
Or would you be happy to offload it if you get a -- given the entry of American towers in the European market, et cetera? Seems like you could
monetize that one.
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FEBRUARY 02, 2021 / 8:00AM, TEL.OL - Q4 2020 Telenor ASA Earnings Call
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