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Quick View: Persimmon Homes Potentially Paving The Way To More Competition In The UK Fixed Broadband Market

机译:快速查看:柿子屋有可能为英国固定宽带市场上的更多竞争铺平道路

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The Latest: Property developer Persimmon Homes has applied for a Code Powers licence as it looks to deploy its own fibre-tothe-premises (FTTP) network under the FibreNest brand in areas where ultrafast broadband services are limited or not available.The decision comes following difficulties faced by the developer to ensure high quality broadband connection to its housingthrough established telecoms operators’ networks.Implications: By obtaining a Code Powers licence, Persimmon Homes’ own FTTP network rollout will become easier and faster,enabling the company to ensure full fibre broadband to its buildings before new purchasers move in. Although FibreNest willcompete directly with established internet service providers (ISP), we do not believe business diversification to be behindPersimmon Homes’ move. On the contrary, we believe the developer’s move into fixed broadband networks is aimed at benefitingits own core business. There is growing evidence that house prices tend to be lower in areas where high speed broadband is limitedor not available, as fast internet connection has now become an essential requirement for buyers. FibreNest’s FTTP network willtherefore sustain the market valuation of Persimmon Homes’ properties, potentially enabling the developer to increase prices giventhe attraction of high quality full fibre coverage.
机译:最新消息:房地产开发商Persimmon Homes已申请Code Powers许可证,因为它希望在FibreNest品牌下部署其自己的光纤到户(FTTP)网络,而该地区在超快宽带服务受限或无法使用的地区使用。开发商面临的困难是无法通过现有的电信运营商网络确保高质量的宽带连接。含义:通过获得Code Powers许可,Persimmon Homes自己的FTTP网络部署将变得越来越容易和快捷,从而使公司能够确保全光纤宽带在新购买者迁入之前先将其迁入其建筑物。尽管FibreNest将直接与已建立的互联网服务提供商(ISP)竞争,但我们认为,业务多元化不会成为Persimmon Homes迁徙的背后。相反,我们认为开发商进入固定宽带网络的目的是使自己的核心业务受益。越来越多的证据表明,在高速宽带受限或无法使用的地区,房价趋于降低,因为快速的互联网连接现在已成为买家的基本要求。因此,FibreNest的FTTP网络将维持Persimmon Homes物业的市场估值,考虑到高质量全光纤覆盖的吸引力,这有可能使开发商提高价格。

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