Research

• Why a seemingly (quite) healthy Telco just filed for Chapter 11. Twice.

  May 2, 2024  —  Soomit Datta
• Mexican FTTH/cable: Megacable to Neutral on Valuation, AMX Top Pick into Investor Day

  April 30, 2024  —  Soomit Datta
• AMX - Q1 24 - Accelerating revenue and EBITDA trends

  April 17, 2024  —  Soomit Datta
• 5G FWA in EM - Rapidly falling CPE prices likely to accelerate adoption in EM

  April 2, 2024  —  Chris Hoare
• Mexican Cable/FTTH – Capex down, promotions lifting; Buy MEGA; TV/TPLAY (HY)

  February 26, 2024  —  Soomit Datta

Events