Chris Hoare
Communications Services: Asia, EMEA & Latin America
Chris Hoare has been with New Street since 2006, leading coverage of EM Telecom Services, with a particular focus on Asia and EMEA. He was previously an MD with Dresdner Kleinwort Wasserstein and co-head of their highly ranked European telecom team. Chris can often be found in Marrakech, tending his olive trees and mixing negronis.
Lead Analyst
Research
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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.January 20, 2025 — Chris Hoare
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Reports that Axiata is looking to sell LinkNet suggests restructuring is becoming more significant, and could spark a meaningful share price recovery.January 17, 2025 — Chris Hoare
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Reliance Industries Ltd – Q3 FY25 Quick Take: Turnaround in Retail and O2C; FWA taking offJanuary 16, 2025 — Chris Hoare
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Millicom (Buy) – Impressive new shareholder remuneration policyJanuary 15, 2025 — Chris Hoare
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VEON's Kyivstar announces intention to list in US via SPAC; the only Ukrainian-focused asset listed on Nasdaq?January 14, 2025 — Chris Hoare
Upcoming Events
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Mar
26CommunicationsMarch 26, 2025 – March 27, 2025 — March 26th NYC, March 27th LondonEvent Details