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Chris Hoare
  • Chris Hoare
EUR 8492.00
TIMS3 TIM SA (BRAZIL)
AMX AMERICA MOVIL S...

Brazilian Telcos. Still robust; Q4 25 review

The Brazilian market delivered another robust performance in Q4. Real mobile service revenue growth inflected, driven by resilient nominal growth coupled with easing inflation in Q4.

TIMS3 TIM SA (BRAZIL)
AMX AMERICA MOVIL S A B DE C V
04/15/26 April 15, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
TIMS3 TIM SA (BRAZIL)
AMX AMERICA MOVIL S...

Brazilian Telcos Stronger for longer, upgrade Vivo, TIM Brasil and AM...

The Brazilian telco market has grown faster than inflation consistently since mobile consolidated.

TIMS3 TIM SA (BRAZIL)
AMX AMERICA MOVIL S A B DE C V
04/07/26 April 7, 2026 1 EN
AMX AMERICA MOVIL S...

America Movil, S.A.B. de C.V.: Desktop acquisition would strengthen fi...

Acquisition adds scale to Brazil's fiber operations reinforcing the company's competitive position in the country.

AMX AMERICA MOVIL S A B DE C V
03/27/26 March 27, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL ... (+10)

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.

KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
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 S A B DE C V
03/02/26 March 2, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL ... (+10)

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.

KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
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
02/26/26 February 26, 2026 1 EN
Chris Hoare
  • Chris Hoare
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
02/20/26 February 20, 2026 1 EN
Chris Hoare ... (+2)
  • Chris Hoare
  • David Lopes
EUR 8492.00
AMX AMERICA MOVIL S...

AMX (Buy, TP: $24, +7%) Q4 25: Decent quarter; Solid Mexico and Colomb...

AMX reported a decent set of Q4 results yesterday post close. Revenue came in 1.5% above consensus while EBITDA came in in line.

AMX AMERICA MOVIL S A B DE C V
02/11/26 February 11, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL ... (+10)

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.

KTC KT CORP (ADR)
BHARTI BHARTI AIRTEL
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
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
02/02/26 February 2, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
OVI/A OVIVO INC
TIMS3 TIM SA (BRAZIL) ... (+3)

Brazilian Telcos Solid quarter; Q3 25 review

The Brazilian market delivered a solid performance in Q3, maintaining positive real service revenue growth despite some deceleration in MSR trends.

OVI/A OVIVO INC
TIMS3 TIM SA (BRAZIL)
AMX AMERICA MOVIL S A B DE C V
01/15/26 January 15, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
MEGACPO Megacable Hldgs...
AMX AMERICA MOVIL S...

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.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
AMX AMERICA MOVIL S A B DE C V
01/12/26 January 12, 2026 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
MEGACPO Megacable Hldgs...
TIGO Millicom Intern... ... (+5)

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.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
TIGO MILLICOM INTERNATIONAL CELLULAR S.A.
TLEVISA GRUPO TELEVISA
TIMS3 TIM SA (BRAZIL)
LBTCOR LIBERTY COSTA RICA
01/09/26 January 9, 2026 1 EN
EUR 152.86
AMX AMERICA MOVIL S...

America Movil, S.A.B. de C.V.: Update to credit analysis

Our credit view of America Movil reflects its strong market position and credit metrics, offset by its links with the Mexican sovereign.

AMX AMERICA MOVIL S A B DE C V
12/10/25 December 10, 2025 1 EN
EUR 152.86
AMX AMERICA MOVIL S...

Moody's Ratings says America Movil's Baa1 ratings and stable outlook u...

Moody's Ratings (Moody's) comments that America Movil, S.A.B. de C.V.'s ("America Movil")'s Baa1 ratings and stable outlook remain unchanged following the company's announcement that it plans a combined issuance for up to MXN15,000 million ($800 million) in senior unsecured notes. The issuance is th...

AMX AMERICA MOVIL S A B DE C V
11/10/25 November 10, 2025 1 EN
AMX AMERICA MOVIL S A B DE C V
11/07/25 November 7, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
MEGACPO Megacable Hldgs...

Megacable (Buy, TP: MXN75, +36%) Q3 25: Another good quarter

Megacable reported a good set of Q3 results post close yesterday.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
10/24/25 October 24, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
ALICORI1 ALICORP SA
AMX AMERICA MOVIL S...

AMX (Buy, TP: $22, +14%) Q3 25 – Decent quarter; slower top line but ...

AMX reported a decent set of Q3 results yesterday post close. Revenue came in slightly below consensus and growth slightly slowed whereas EBITDA slightly beat expectations and saw a further acceleration in trends

ALICORI1 ALICORP SA
AMX AMERICA MOVIL S A B DE C V
10/15/25 October 15, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
MEGACPO Megacable Hldgs...

Megacable (Buy, TP: MXN75, +36%) Q2 25: Good quarter, lower capex driv...

Megacable reported a good set of Q2 results post close yesterday with core mass market revenue and EBITDA trends inflecting.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
07/25/25 July 25, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
AMX America Movil S...
MEGACPO Megacable Hldgs... ... (+4)

Mexican Broadband Update; Upgrade MEGA to Buy, pt MXN75

Following Q1s and our calls with the CFOs of Televisa, Megacable and Totalplay last month we provide an update on Mexican Broadband.

AMX AMERICA MOVIL S.A.B. DE C.V. ADS
MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
TLEVISA GRUPO TELEVISA
TOTALP TOTAL PLAY
07/10/25 July 10, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
AMX AMERICA MOVIL S...

LatAm Telcos Quick Hit: AMX cuts capex guidance by 10% - implications...

One consistent theme recently across all our conversations with LatAm telcos has been that America Movil is typically the most market-share focused player across the region in all the countries in which it competes.

AMX AMERICA MOVIL S A B DE C V
05/01/25 May 1, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8492.00
AMX AMERICA MOVIL S...

America Movil (Buy, TP: $22, +30%) Q1 25 – Slower but decent; FY25 ca...

AMX reported a slower but decent set of Q1 numbers yesterday after the close. Both revenue and EBITDA came in line with consensus with Brazil coming in above expectations but Mexico below. Given the slowdown in Mexican trends, the company has announced that capex this year is expected to be ~$6.7bn

AMX AMERICA MOVIL S A B DE C V
05/01/25 May 1, 2025 1 EN
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