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New Street: EM Telcos Which countries are most likely to see ARPU recovery?
In this note in a single slide, we analyse ARPU versus income in Global Emerging Markets to identify the countries most likely to follow India’s path of meaningful consumer ARPU recovery.
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New Street Research
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Chris Hoare
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