Research

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

  April 10, 2025  —  Chris Hoare
• Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.

  April 3, 2025  —  Chris Hoare
• CelcomDigi – Q4 24 Quick Take: Weak, but guidance suggests recovery in 2025

  February 13, 2025  —  Chris Hoare
• ASEAN Telcos - Outlook 2025; Singtel and TRUE remain our top picks regionally

  January 13, 2025  —  Chris Hoare
• Global EM Telcos & Towers – Themes and top picks for 2025

  January 2, 2025  —  Chris Hoare

Events