Research

• Global EM Telcos & Japan - DC exposure, future developments and valuation

  December 18, 2025  —  Chris Hoare
• Thai Telcos – Q3 25 review: Upgrade AIS price target on continued ARPU recovery

  November 17, 2025  —  Chris Hoare
• AIS (Buy) – Q3 25 Quick Take: Strong print

  November 4, 2025  —  Chris Hoare
• Asian Telcos – Q2 25 Quarterly Databank

  October 7, 2025  —  Chris Hoare
• Global EM Telcos – Why are governments allowing mobile price hikes?

  September 29, 2025  —  Chris Hoare

Events