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EVENT REPLAY

Charter's Rural Build Economics: Is This The Best Use Of Capital?

February 22, 2023

Hosted by Jonathan Chaplin

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We are hosting a conference call Tomorrow at 11AM ET to discuss Charter's rural build economics. The call will be hosted by Jonathan Chaplin, Head of US Communications Research.

Communications Events

Jan
21
Communications

WISE (BUY) - INVESTOR CALL CORE GROWTH, PLATFORM OPPORTUNITY MARTIN ADAMS, DIRECTOR OF FINANCE

January 21, 2025 — Virtual
Hosted by Soomit Datta

Event Details
Jan
22
Communications

KASPI (BUY) - INVESTOR CALL THOUGHTS INTO 2025 DAVID FERGUSON, MD / HEAD OF IR

January 22, 2025 — Virtual
Hosted by Soomit Datta

Event Details

Communications Research

January 20, 2025

Indian Telcos: News reports that the Indian government may voluntarily give telcos $12bn of relief on AGR liabilities would be a thesis-changing event. If it happens it would be probably the biggest ever positive regulatory decision in EM Telco history. Implications for VI, Bharti, RIL, Indus, Vodafone & Singtel. Lift price targets for both VI and Indus. VI to Neutral.

By Chris Hoare
January 20, 2025

Telefonica: Surprise CEO change – What comes next? Our Take

By James Ratzer
January 20, 2025

Global Telecoms Multiples 2025-01-17

By NSR Team
January 17, 2025

US Communications M&A in 2025 - Call Slides

By Jonathan Chaplin
January 17, 2025

NSR Policy: Week One of Trump 2; What to Expect for BEAD, Spectrum, Immigration and Other Topics

By Blair Levin

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