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EVENT

Japanese Internet & Telco Webinar – Z Holdings

June 7, 2022

Hosted by Chris Hoare

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Additional Events

Mar
12
Communications

Is the European Telco rally justified? Sector update with James Ratzer & Russell Waller

March 12, 2026 — Virtual
Hosted by Russell Waller and James Ratzer

Watch Replay
Mar
18
Communications

India Telco Investor Tour

March 18, 2026 – March 20, 2026 — India
Hosted by Chris Hoare

Event Details

Communications Research

March 12, 2026

MTN Rwanda – Q4 25: Decent quarter; Focus on balance sheet improvement

By Chris Hoare
March 12, 2026

Helios Towers (Buy) – Q4 25: Good quarter, FY26 guidance in line

By Chris Hoare
March 12, 2026

Sector rally call slides - Orange/Telia/Tele2 and whole sector: Downgrade to Neutral

By Russell Waller, Jeremy Ben-Nathan, James Ratzer and Ben Rickett
March 11, 2026

Quick Hit: GFiber combines with Astound Broadband…who’s affected?

By David Barden and Vikash Harlalka
March 11, 2026

Bouygues CEO/CFO meeting feedback – French M&A, impact of Iran war and Construction outlook

By Russell Waller

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