Research

• Telkom Indonesia – Q4 25 Quick Take: Mobile recovery continues but weak guidance 

  May 14, 2026  —  Chris Hoare
• Global EM Telcos - What is the likely impact of the Iran war on EM Telcos?

  April 27, 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
• Fish in a barrel? 8 Themes that drove EM Telcos in 2025

  December 29, 2025  —  Chris Hoare

Events