Safaricom

Starlink in EM - How might regulatory & political challenges impact the risk to EM Telcos?

Starlink impact on telcos in Africa and South Asia, inc. VEON - Is Starlink or FWA going to drive broadband penetration in these markets?

Safaricom (Buy) – H2 FY26: Robust semester; positive FY27 guide

Global EM Telcos - What is the likely impact of the Iran war on EM Telcos?

Sub-Saharan African Telecoms - Excellent year; slowdown expected in 2026 but stay positive; Q4 25 review