Research

• 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
• ASEAN Telcos – Outlook 2026; Singtel and TRUE remain our top picks regionally

  January 7, 2026  —  Chris Hoare
• Global EM Telcos & Towers – Themes and top picks for 2026

  January 5, 2026  —  Chris Hoare

Events