reports
- Chris Hoare
- Chris Hoare
TIGO SDB MILLICOM INTERNATIONAL CELLULAR SA SWEDISH DEPOSITORY RECEIPT
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
TRUE TRUE CORP. PUBLIC CO. LTD.
VIVT3 TELEFONICA BRASIL S.A.
VOD VODAFONE GROUP PLC
VEON VEON LTD. SPONSORED ADR
LILAB LIBERTY GLOBAL PLC LILAC
AAF AIRTEL AFRICA
AMX AMERICA MOVIL SAB DE CV
- Chris Hoare
Global EM Telcos & Towers The impossible dream – NSR GEM Top-10 March...
2025 was such a strong year for EM Telcos with the result that while remaining bullish we thought it was not plausible that 2026 would be as strong. Yet if anything the year has started better than 2025, with our picks up 18% ytd already, and up 113% since the start of 2025.
- Chris Hoare
- Chris Hoare
- Chris Hoare
EM Telcos Pricing power returns; where best; why (some) EM Telcos’ mu...
The resumption of pricing power is one of the key drivers of the rally in EM Telcos and perhaps the area where consensus is most sceptical. In this note we analyse which markets have the greatest potential for sustained pricing power, looking at key issues: affordability and regulatory and competitive structure.
- Chris Hoare
- Chris Hoare
Global EM Telcos & Towers – Strong start – NSR GEM Top-10 February ‘26...
Our portfolio of Top Picks has started 2026 strongly, up 6% ytd already. This month we make no changes to our top picks. This note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space.
Empresa Nacional de Telecomunicaciones S.A. : 1 director
A director at Empresa Nacional de Telecomunicaciones S.A. sold 7,000 shares at 3,430.000CLP and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ...
- Chris Hoare
Mexican Cable/FTTH Megacable the clear outperformer in Q3; Q3 25 revi...
Q3 was a slightly slower quarter for the Mexican Broadband market from a top line and EBITDA growth perspective. However, subscriber net adds remained decent, in line with the previous quarters. Financially, Megacable was the clear outperformer in Q3 with double-digit revenue and EBITDA growth and widened the gap with peers.
- Chris Hoare
LatAm Telcos Outlook 2026 – Consolidation moves to broadband + Millic...
Fundamentals continue to look pretty good to us in Latin America, with market repair continuing across wireless markets, and further consolidation likely. Despite a strong 2025, valuations still look compelling across the region in our view too. Top picks: Liberty Latin America, Vivo, AMX and Megacable. We also upgrade our Millicom pt to $70.
- Chris Hoare
- Chris Hoare
Moody's Ratings affirms Empresa Nacional de Telecomunicaciones S.A. (E...
Moody's Ratings (Moody's) today affirmed Empresa Nacional de Telecomunicaciones S.A. ("Entel") Baa3 Long-Term Issuer Rating. The outlook was changed to stable from negative. RATINGS RATIONALE Entel's Baa3 rating reflects its strong market leadership, resilient operating performance, disciplined ...
- Chris Hoare
- Chris Hoare
- Chris Hoare
- Chris Hoare
- Chris Hoare
Televisa (Neutral, TP: $2.3, -3%) Better broadband KPIs and nice EPS ...
Televisa has reported a mixed set of Q2 results after the close yesterday. Revenue came in slightly below consensus expectations while OSI came in roughly in line. The small revenue miss was driven by Sky which saw a further deterioration in trends this quarter. EPS beat nicely, mainly driven by TVUNI which posted a better quarter. Perhaps the highlight this quarter is the Broadband net adds which were positive (+6k).
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