Axiata

Global EM Telcos – A Consistent Approach to EFCF and Shareholder Remuneration

Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.

Axiata – Q4 24 Quick Take: Continued progress in profitability should bode well for 2026’s shareholder remuneration

Reports that Axiata is looking to sell LinkNet suggests restructuring is becoming more significant, and could spark a meaningful share price recovery.

Axiata - Our takeaway from Investor Day 2025; Shares look to have finally bottomed