COMPANY
KDDI
9433:JP
Primary coverage by Chris Hoare
Research
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Global EM Telcos – When does Digital drive a re-rating? Upgrade VEON, Vivo, AAF, MTN, Kyivstar and VodacomOctober 30, 2025 — Chris Hoare
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Asian Telcos – Q2 25 Quarterly DatabankOctober 7, 2025 — Chris Hoare
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Takeaways from virtual meetings with Japanese telcos. SoftBank Corp new preferred pick, stay Buyers of all 3 incumbents.September 24, 2025 — Chris Hoare
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GEM/Japanese/Australian Telcos: Starlink – What impact might it have in Global EM, Japan, Singapore and Australia?August 29, 2025 — Chris Hoare
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Japanese Telcos – Q1 FY25 review: Steady start, all eyes on Mobile pricingAugust 14, 2025 — Chris Hoare
Events
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Sep
9CommunicationsSeptember 9, 2025 – September 11, 2025 — VirtualHosted by Chris HoareWatch Replay