Research

SE: 4Q25 Flash - Shopee Annual GMV to Grow Around 25% YoY in CY26

SATS: Raising PT to $147 on adjusted SpaceX assumptions and Echostar update

Bouygues Post Q4 25 model update – Still a key Buy

Global EM Telcos & Towers – The impossible dream – NSR GEM Top-10 March ‘26 Update

Grasping the AI Infra buildout (I): Who builds what, for whom?

SATS 4Q25 Quick Take: It’s all about the call

SES 4Q25: Decent 2026 guidance; CMD and C-band decision ahead

Bible 4Q25 - Smartphones: Brace for this year

Nvidia beat, AMD 6GW deal, Citrini report, and more. Tech Weekly Wrap-up

MTN Ghana – Q4 25: Strong, real service revenue growth up 29% YoY

Mar '26 Asia Tech Pre Trip Notes_Client Request

Global Telecoms Multiples 2026-02-27

SBA Communications 4Q25 Results & Model Update

AMZN: OpenAI deal expands AWS top model offerings

Televisa (Neutral) - Q4 25: Mixed quarter; Fibre upgrade; Dividend suspended; potential capital increase

Telefonica negotiating acquisition of 1&1? Our take.

MTN Nigeria – Q4 25: Strong quarter and strong year; MT EBITDA guidance upgraded

Will Carr’s Broadcast Pledge Put Broadcasters at Risk?

Cellnex Q4 25: Highest organic growth for 7 years

Proximus Q4 25 and CMD Quick Take: Dividend cut; long-term FCF looks better