Research

• Thai Telcos - Q3 24 review: Likely to beat full year guidance as market repairs

  November 28, 2024  —  Chris Hoare
• AIS (Buy) – Q3 24 Quick Take: Strong, backed by resilient KPIs

  November 1, 2024  —  Chris Hoare
• 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

Events