COMPANY
XLSmart
EXCL:IJ

Primary coverage by Chris Hoare
Research
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Asian Telcos – Q2 25 Quarterly DatabankOctober 7, 2025 — Chris Hoare
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Global EM Telcos – Why are governments allowing mobile price hikes?September 29, 2025 — Chris Hoare
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Indonesian Telcos – Q2 25 review: Challenged but H2 should improveSeptember 11, 2025 — Chris Hoare
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GEM/Japanese/Australian Telcos: Starlink – What impact might it have in Global EM, Japan, Singapore and Australia?August 29, 2025 — Chris Hoare
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XLSmart – Q2 25 Quick Take: Capex higher than expectedAugust 27, 2025 — Chris Hoare