COMPANY
XLSmart
EXCL:IJ

Primary coverage by Chris Hoare
Research
-
Global EM Telcos – Capex in steep decline; underpins EFCF growthMay 6, 2025 — Chris Hoare
-
XLSmart – Q1 25 Quick Take: Expecting better clarity in Q2May 6, 2025 — Chris Hoare
-
Global EM Telcos – A Consistent Approach to EFCF and Shareholder RemunerationApril 10, 2025 — Chris Hoare
-
Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.April 3, 2025 — Chris Hoare
-
XL Axiata – Q4 24 Quick Take: Mobile dynamics intensifying; merger timeline unchangedFebruary 5, 2025 — Chris Hoare