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Chris Hoare
  • Chris Hoare
EUR 9589.00
AIRTELAF Airtel Africa P...
AAF AIRTEL AFRICA

Airtel Africa (Buy, TP: GBp200, +85%) Second share buyback program

Airtel Africa has announced a second share buyback program of up to $100m, with the first $50m tranche starting today until the 24th of April 2025. This is positive news and as we wrote HERE reflects the strength of execution of AAF

AIRTELAF AIRTEL AFRICA PLC
AAF AIRTEL AFRICA
12/23/24 December 23, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
AIRTELAF Airtel Africa P...
AAF AIRTEL AFRICA

Airtel Africa (Buy, TP: GBp200, +88%) Strength of execution

Airtel Africa is the outperformer among African portfolio telcos. Investors may be surprised at the extent of this outperformance which we highlight in this note.

AIRTELAF AIRTEL AFRICA PLC
AAF AIRTEL AFRICA
12/13/24 December 13, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
TRUE True Corp. Publ...
AIS Advanced Info S...

Thai Telcos Q3 24 review: Likely to beat full year guidance as market...

Despite Q3 being a seasonally weaker period, the industry delivered a better service revenue and EBITDA performance. Mobile improved on better prepaid numbers from AIS. Given how strong YTD numbers have been, it is very likely both will beat guidance. We stay bullish on the two with TRUE staying on as one of our top pick in EM Telcos.

TRUE TRUE CORP. PUBLIC CO. LTD.
AIS ADVANCED INFO SYSTEMS
11/28/24 November 28, 2024 1 EN
EUR 239.73
AMX AMERICA MOVIL S...

America Movil, S.A.B. de C.V.: Update following rating affirmation

Our credit view of this issuer reflects its strong market position, offset by its intense competition.

AMX AMERICA MOVIL SAB DE CV
11/27/24 November 27, 2024 1 EN
AMX AMERICA MOVIL SAB DE CV
11/27/24 November 27, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
BHARTI BHARTI AIRTEL
532454 Reliance Indust...

Indian Mobile Q2 FY25 review: Renewed acceleration off tariff hike, F...

Indian mobile revenue growth accelerated to mid-teens on the back of the tariff hike in July, with EBITDA margin expansion across all three operators.

BHARTI BHARTI AIRTEL
532454 RELIANCE INDUSTRIES
11/22/24 November 22, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
MTN MTN

MTN (Buy, TP: ZAR130, +57%) Q3 24: Solid, SR growth back on track wit...

MTN has reported a solid set of Q3 results with service revenue and EBITDA trends accelerating and service revenue trending back in line with the MT guidance.

11/14/24 November 14, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 9589.00
TIMP3 TIM BRASIL SA
NU:US NUBANK

NU US (Neutral, TP: $13, -15%) Q3 24: NuCel the Telco disrupter, diver...

NU reported numbers which missed a touch at NIM on a combination of lower yields and higher funding cost. The latter continues to be driven by deposit ramp and still relatively low lending in Mexico.

TIMP3 TIM BRASIL SA
NU:US NUBANK
11/14/24 November 14, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 9589.00
AMX America Movil S...
TIMP3 TIM BRASIL SA

VIVT3 (Buy, TP: R$61, +15%) TIMS3 (Buy, TP: R$23, +43%) AMX (Buy, TP: ...

Rounding off the reporting season, Vivo reported solid Q3s results with a 3% beat at EBITDA and the best postpaid net adds in Brazil this quarter.

AMX AMERICA MOVIL S.A.B. DE C.V. ADS
TIMP3 TIM BRASIL SA
11/07/24 November 7, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
MTN MTN

MTN (Buy, TP: ZAR130, +52%) MTN Rwanda – Q3 24 Quick take: Mixed quar...

MTN Rwanda has reported a mixed set of Q3 numbers. Service revenue trends inflected and are back into positive territory while EBITDA trends eased but remained under pressure.

11/06/24 November 6, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 9589.00
TIMP3 TIM BRASIL SA
NU:US NUBANK

TIM Brasil (Buy, TP: R$23, +43%) - Q3 24: In-line trends, Nubank and p...

TIM has delivered solid Q3s, with a small beat at EBITDAaL combined with lower capex intensity to support very strong OpFCF after leases (+23% y/y) this quarter. Growth trends are naturally easing through the year, which is captured within reiterated FY guidance, though is perhaps spooking the market.

TIMP3 TIM BRASIL SA
NU:US NUBANK
11/06/24 November 6, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
MTN MTN

MTN Uganda (Buy, TP: ZAR130, +47%) – Q3 24 Quick Take: Slower but soli...

MTN Uganda has reported a slower but solid set of Q3 numbers and has upgraded medium-term guidance for service revenue growth.

11/04/24 November 4, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
MTN MTN

MTN (Buy, TP: ZAR130, +50%) MTN Ghana – Q3 24 Quick Take: Faster quart...

MTN Ghana has reported a good set of Q3 results with both service revenue and EBITDA trends accelerating and solid data subscriber net additions.

11/01/24 November 1, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
MTN MTN

MTN (Buy, TP: ZAR130, +48%) MTN Nigeria Q3 24 Quick Take: A much bette...

MTN Nigeria has reported a much better set of results. Top line growth accelerated again, and EBITDA growth is back into positive territory, helped by the tower lease renegotiations.

10/31/24 October 31, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 9589.00
TIMP3 TIM BRASIL SA
NU:US NUBANK

NU US (Neutral, TP: $13, -15%) TIM (BUY, TP: R$23, +44%) Vivo (BUY, TP...

Nubank’s MVNO, NuCel, launched in Brazil yesterday. We run through pricing and compare with peers, seeing the product as competitive but not particularly aggressive.

TIMP3 TIM BRASIL SA
NU:US NUBANK
10/30/24 October 30, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
532454 BHARTI AIRTEL
RILIN Reliance Indust...

5G FWA in EM Hold on for a massive acceleration in FWA demand, Bharti...

When Jio announced it was targeting 100m 5G FWA customers we said this was likely to be game changing for the industry globally, and so it is proving.

532454 BHARTI AIRTEL
RILIN RELIANCE INDUSTRIES
10/30/24 October 30, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
BHARTI BHARTI AIRTEL
532454 Reliance Indust...

Indian Mobile Broadband upgraded as FWA takes off; Bharti price targe...

Jio’s recent FWA figures suggest India is entering an S-curve of adoption. We think this means Jio is set to capture the lion’s share of a $20bn revenue industry (by 2030). Bharti is likely to benefit strongly too.

BHARTI BHARTI AIRTEL
532454 RELIANCE INDUSTRIES
10/30/24 October 30, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
AIRTELAF Airtel Africa P...
AAF AIRTEL AFRICA

Airtel Africa (Buy, TP: £2, +82%) Q2 25: Solid operationally, near-te...

Airtel Africa has reported a better set of Q2 results with both Group revenue and EBITDA trends inflecting this quarter.

AIRTELAF AIRTEL AFRICA PLC
AAF AIRTEL AFRICA
10/25/24 October 25, 2024 1 EN
Chris Hoare
  • Chris Hoare
EUR 9589.00
Z74 Singapore Telec...
TRUE True Corp. Publ... ... (+3)

EM Telcos Q2 24: Enterprise softer but remains a secular trend

Following our work on the structural growth of EM Enterprise revenues, we highlight Q2 enterprise numbers to see how the story is trending.

Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
TRUE TRUE CORP. PUBLIC CO. LTD.
AIRTELAF AIRTEL AFRICA PLC
10/17/24 October 17, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 9589.00
AMX America Movil S...
AMERICA MOVIL S...

AMX(Buy, TP: $22, +34%) America Movil - Q3 24: Accelerating growth, 4...

AMX reported a good set of Q3 numbers yesterday after close. Both revenue and EBITDA beat consensus by ~4%. Service revenue growth accelerated to 5.5% in Q3 vs. 4.7% last quarter and EBITDA growth accelerated to 7.3% from 6.9% in Q2. Almost all geographies beat.

AMX AMERICA MOVIL S.A.B. DE C.V. ADS
AMERICA MOVIL SAB DE CV
10/16/24 October 16, 2024 1 EN
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