True Corporation

TRUE – Q1 25 Quick Take: Bottom line turned positive for the first time in two years, bodes well for dividends in FY25

Global EM Telcos – Capex in steep decline; underpins EFCF growth

Global EM Telcos & Towers – Still rising – NSR GEM Top-10 May ‘25 Update

Global EM Telcos – A Consistent Approach to EFCF and Shareholder Remuneration

Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.