Research

• TIM Brasil (Buy) - Q1 26: Decent quarter, good top line, decent EBITDA

  May 6, 2026  —  Chris Hoare
• Global EM Telcos - What is the likely impact of the Iran war on EM Telcos?

  April 27, 2026  —  Chris Hoare
• Brazilian Telcos - Still robust; Q4 25 review

  April 15, 2026  —  Chris Hoare
• Brazilian Telcos - Stronger for longer, upgrade Vivo, TIM Brasil and AMX

  April 7, 2026  —  Chris Hoare
• Telefonica/ TI – Impact from Brazil upgrades

  April 7, 2026  —  James Ratzer

Events