Research

• LG Uplus – Q1 25 Quick Take: Decent bottom-line beat

  May 8, 2025  —  Chris Hoare
• Global EM Telcos – Capex in steep decline; underpins EFCF growth

  May 6, 2025  —  Chris Hoare
• Global EM Telcos – A Consistent Approach to EFCF and Shareholder Remuneration

  April 10, 2025  —  Chris Hoare
• Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.

  April 3, 2025  —  Chris Hoare
• South Korean Telcos – Q4 24 review: Value up starting to pay dividends

  February 20, 2025  —  Chris Hoare

Events