XLSmart

FWA in EM - Sub-$10 FWA likely to drive accelerating revenue growth…despite Starlink

Indonesian Telcos - FWA, not satellite the broadband disruptor in Indonesia; Telekom Indo to Reduce, launch coverage on Surge (WiFi.JK) with a Buy

XLSmart – Q2 26 Quick Take: Good underlying results with updated guidance

Global EM Telcos – Global EM Telco Market Structure – Ranked

Global EM Telcos – Capex still declining and below depreciation; earnings growth likely to accelerate