Research

• LG Uplus – Q4 25 Quick Take: Strong results with moderate FY26 guidance

  February 4, 2026  —  Chris Hoare
• Korean Telcos – Outlook 2026: Value-up journey continues

  January 5, 2026  —  Chris Hoare
• Fish in a barrel? 8 Themes that drove EM Telcos in 2025

  December 29, 2025  —  Chris Hoare
• Asian Telcos – Q3 25 Quarterly Databank

  December 29, 2025  —  Chris Hoare
• Global EM Telcos & Japan - DC exposure, future developments and valuation

  December 18, 2025  —  Chris Hoare

Events