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EVENT REPLAY

Global EM Telcos & Towers, Themes and Top Picks for 2025

January 8, 2025 — 3pm UK / 10am EST

Virtual

Hosted by Chris Hoare

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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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