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Chris Hoare
  • Chris Hoare
EUR 8451.00
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 8451.00
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 8451.00
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 8451.00
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 152.12
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 152.12
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 8451.00
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 8451.00
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 8451.00
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 8451.00
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 8451.00
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 8451.00
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
Chris Hoare
  • Chris Hoare
EUR 8451.00
MEGACPO Megacable Hldgs...

Megacable (Neutral, TP: MXN55, +21%) Q1 25: Slightly slower but solid...

Megacable has reported a decent set of Q1 results. Revenue came in a touch below expectations while EBITDA came in a touch above. Financial and KPI trends slowed this quarter but remained solid across the board

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
04/25/25 April 25, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8451.00
MEGACPO Megacable Hldgs...
AMX AMERICA MOVIL S...

Mexican Cable/FTTH MEGA and AMX the strongest performers, TV pt to $2...

The Mexican fixed market saw revenue trends roughly stable in Q4 vs. Q3 while EBITDA trends continued to inflect. KPIs were relatively slower but decent with ~220k net additions and Broadband penetration continued to creep up.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
AMX AMERICA MOVIL S A B DE C V
04/11/25 April 11, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8451.00
4755 RAKUTEN INC.
Z74 Singapore Telec... ... (+3)

Japanese and EM Telcos 3 Action points for investors in EM and Japane...

No doubt investors are busy fighting fires. But additional to our thoughts from last week we thought it might be helpful to offer 3 further action points for investors in EM & Japanese Telcos that we would be taking in response to market turmoil. Very brief thoughts below.

4755 RAKUTEN INC.
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
AMX AMERICA MOVIL S A B DE C V
04/07/25 April 7, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8451.00
MEGACPO Megacable Hldgs...

Megacable (Neutral, TP: MXN55, +29%) Q4 24: Decent quarter, solid KPIs

Megacable has reported a decent set of Q4 results. Revenue came in a touch below expectations while EBITDA was in line.

MEGACPO MEGACABLE HLDGS SAB DE CV CERT PART ORD CONS OF 2 A
02/21/25 February 21, 2025 1 EN
Chris Hoare
  • Chris Hoare
EUR 8451.00
ALICORI1 ALICORP SA
AMX AMERICA MOVIL S...

AMX (Buy, TP: $22, +49%) Q4 24 – Solid quarter

AMX reported a solid set of Q4 numbers yesterday after close. Both revenue and EBITDA beat consensus by 3.8% and 1.6% respectively.

ALICORI1 ALICORP SA
AMX AMERICA MOVIL S A B DE C V
02/12/25 February 12, 2025 1 EN
Soomit Datta
  • Soomit Datta
EUR 8451.00
AMX America Movil S...
MEGACPO Megacable Hldgs... ... (+4)

Mexican Cable/FTTH - Q3 24: MEGA and TPLAY the strongest performers; T...

The Mexican fixed market experienced a slight slowdown in revenue and EBITDA trends in Q3 but KPIs remained robust with 423k net additions and continued growth in Broadband penetration.

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
10/29/24 October 29, 2024 1 EN
Soomit Datta
  • Soomit Datta
EUR 8451.00
AMX America Movil S...
AMERICA MOVIL S...

AMX (Buy, TP: $22, +32%) Televisa (Neutral, TP: $3.5, +58%) Megacable ...

AMX and Totalplay emerged as the strong performers in Q2, in terms of KPIs (Telmex the highest BB subs again) and financials (TPLAY 16% EBITDA y/y growth). MEGA continued good momentum, slowing perhaps a touch (and with weaker Corporate). Izzy (Televisa) continues to back off from chasing growth and focus more on FCF - helped by a cut in Cable capex (from $630m to $590m, or 22% of sales to 20%) and with deal synergies to come (MXN400m per Q).

AMX AMERICA MOVIL S.A.B. DE C.V. ADS
AMERICA MOVIL S A B DE C V
07/30/24 July 30, 2024 1 EN
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