Research

• South Korean Telcos – NDR Feedback & Q4 25 review: Re-valuation should continue

  March 11, 2026  —  Chris Hoare
• MWC 2026: What caught our eye – Starlink & glasses!

  March 4, 2026  —  James Ratzer
• Global EM Telcos & Towers – The impossible dream – NSR GEM Top-10 March ‘26 Update

  March 2, 2026  —  Chris Hoare
• South Korean Telcos – Explosive share price performance – is it sustainable?

  February 25, 2026  —  Chris Hoare
• KT (Buy) – Q4 25 Quick Take: Dividend hiked more than expected and decent results

  February 10, 2026  —  Chris Hoare

Events