EVENT

CLIENT CALL INVITE EM Telecoms: Digital Growth, Consolidation and Regulation coming together to drive a strong rally. What’s next?

November 14, 2025 — 11am EST / 4pm UK

Virtual

Hosted by Chris Hoare

With EM Telecoms continuing to perform very strongly, New Street Research Communications analyst Chris Hoare will host a call to discuss recent research on:

Digital: When does it drive a re-rating? And who benefits
Regulation: Is there a new regulatory paradigm? And does it explain why prices are rising
Consolidation: THE theme driving EM Telco returns higher and implications for capex

Taken together these notes encapsulate why fundamentals are so much better for EM Telcos, better growth (through pricing and new revenue streams, better regulatory set ups and lower capex driving higher returns). We will discuss these issues and which stocks we would continue to see as offering the most upside, as well as where we would see risk.

CLIENT CALL INVITE EM Telecoms: Digital Growth, Consolidation and Regulation coming together to drive a strong rally. What’s next?

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