Research

• Asian Telcos Primer 2026 Update

  May 26, 2026  —  Chris Hoare
• AIS (Buy) – Q1 26 Quick Take: Good results, guidance reiterated

  May 7, 2026  —  Chris Hoare
• Global EM Telcos - What is the likely impact of the Iran war on EM Telcos?

  April 27, 2026  —  Chris Hoare
• Thai Telcos – Q4 25 review: Continued market repair

  March 16, 2026  —  Chris Hoare
• AIS (Buy) – Q4 25 Quick Take: Strong print but slower growth outlook. Upgrade PT

  February 4, 2026  —  Chris Hoare

Events