Research

• EM Telcos - Q2 24: Enterprise softer but remains a secular trend

  October 17, 2024  —  Chris Hoare
• Thai Telcos - Q2 24 review: Strong momentum with continued margin uplift

  September 3, 2024  —  Chris Hoare
• AIS (Buy) – Q2 24 Quick Take: Improving profitability backed by robust KPIs

  August 6, 2024  —  Chris Hoare
• Merger of Intouch and Gulf Energy; VTO of AIS. Implications to Singtel and AIS.

  July 17, 2024  —  Chris Hoare
• EM Telcos - EM Enterprise Revenues Continue to Grow Strongly

  May 21, 2024  —  Chris Hoare

Events