reports
- Chris Hoare
Global EM Telcos & Japan DC exposure, future developments and valuati...
EM & Japanese Telcos have more DC capacity than those in other regions. In this short note, we look at the current and future Data Center (DC) capacity for the telcos in our coverage as well as the potential valuation for these assets, in an attempt to contextualise this exposure.
- Chris Hoare
Vodacom (Buy, TP: ZAR200, +49%) Feedback from call with CEO
We hosted a virtual call with Vodacom CEO, Shameel Joosub, and Head of IR, JP Davids on Monday last week. In tone and content, the call was positive in our view, and we found the discussion on price floors very encouraging. Thoughts and feedback below. Thoughts and feedback below.
Telenor Marks 25 Years on the Oslo Stock Exchange
Telenor Marks 25 Years on the Oslo Stock Exchange Today, Telenor celebrated its 25th anniversary as a listed company on the Oslo Stock Exchange. Since its listing in 2000, the company has distributed more than NOK 243 billion to shareholders. Around 70 guests attended the event, including Minister of Digitalization Karianne Tung. The program featured speeches from CEO of Euronext Oslo Stock Exchange Øivind Amundsen, Telenor CEO Benedicte Schilbred Fasmer, and CFO Torbjørn Wist. Øivind Amundsen congratulated Telenor on the milestone: “We are very pleased to see the companies listed on th...
Telenor markerer 25 år på Oslo Børs
Telenor markerer 25 år på Oslo Børs Telenor markerte i dag sitt 25-årsjubileum som børsnotert selskap på Oslo Børs. Siden børsnoteringen i 2000 har selskapet delt ut over 243 milliarder kroner til aksjonærene. Rundt 70 gjester deltok på markeringen, blant dem digitaliseringsminister Karianne Tung. Arrangementet inneholdt taler fra børsdirektør Øivind Amundsen, konsernsjef Benedicte Schilbred Fasmer og finansdirektør Torbjørn Wist. Børsdirektør Øivind Amundsen gratulerte Telenor med jubileet: – Vi syns det er veldig gledelig at selskapene vi har notert her på Euronext Oslo Børs gjør det ...
- Chris Hoare
- Chris Hoare
Global EM Telcos & Towers Blow out Q3 results drive another great mon...
EM Telco earnings season was extremely strong, and with 8 of our 10 picks reporting this month, our picks rose 6.8% on average in November and are now up 80% YTD. With Singtel having strongly outperformed, Bharti we swap the latter in for the former; this note also includes key news & other thoughts, to try to help investors generate alpha within the EM Telco space.
Vodafone Group: 1 director
A director at Vodafone Group bought 52,770 shares at 94p 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 over the last two years clearly show...
- Pierre FerraguÊ
AMAT APPLIED MATERIALS INC.
DTE DEUTSCHE TELEKOM AG
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
CSCO CISCO SYSTEMS INC.
AMD ADVANCED MICRO DEVICES INC.
VOD VODAFONE GROUP PLC
9434 SOFTBANK
2357 TT ASUSTEK COMPUTER
981 SEMICONDUCTOR MANUFACTURING
LAZR LUMINAR TECHNOLOGIES INC (A)
GFS GLOBALFOUNDRIES INC
CRWV COREWEAVE INC
Telenor Consolidates IoT Operations to Launch Global IoT Powerhouse
Telenor Consolidates IoT Operations to Launch Global IoT Powerhouse Fornebu, Norway – November 13, 2025 – Telenor announces a significant step in its Internet of Things (IoT) strategy by consolidating its Nordic IoT operations under Telenor Connexion, creating a unified global IoT powerhouse. This move strengthens Telenor’s position as a leading provider of managed IoT solutions, enabling customers to benefit from a more streamlined, scalable, and innovative service offering. “This consolidation is about unlocking scale and accelerating growth. By bringing our IoT capabilities together und...
Telenor samler IoT-virksomheten – etablerer en global IoT-enhet
Telenor samler IoT-virksomheten – etablerer en global IoT-enhet (Fornebu, 13. november 2025) Telenor tar et viktig steg i sin IoT-strategi ved å samle den nordiske IoT-virksomheten under Telenor Connexion og skape en samlet global IoT-aktør. Dette styrker Telenors posisjon som en ledende leverandør av administrerte IoT-løsninger og gir kundene et mer strømlinjeformet, skalerbart og innovativt tjenestetilbud. – Dette handler om å utnytte skala og øke veksttakten. Ved å samle IoT-kompetansen under Telenor Connexion og vårt porteføljemerke Telenor IoT, bygger vi en sterkere plattform for å be...
- Russell Waller
- Stephane Beyazian
- Stephane Beyazian
- ABGSC Telecom Operators Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Chris Hoare
- ABGSC Telecom Operators Research
- Herman Caspersen
- Øystein Elton Lodgaard
- Chris Hoare
Global EM Telcos & Towers Back to Black: NSR GEM Top-10 November ‘25 ...
Our portfolio of Top Picks was higher again in October, and now up 69% ytd. 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.
- Chris Hoare
Global EM Telcos When does Digital drive a re-rating? Upgrade VEON, V...
We analyze how much revenue EM Telcos are generating from digital businesses, and therefore at what point they are likely to make the transition from being “Telcos with digital assets” to “Digital first”. We use this to predict when the market is likely to re-rate those exposed, and as a result make multiple upgrades across our GEM Telcos.
Telenor warns in new Nordic security report: Increased risk of cyberat...
Telenor warns in new Nordic security report: Increased risk of cyberattacks, sabotage and disinformation Fornebu, Norway - 30 October 2025 – Amid rising geopolitical tensions and increasingly sophisticated digital threats, Telenor today releases its annual Nordic security report, calling for a stronger and more coordinated regional approach to security and preparedness. The report highlights the growing interdependence of critical services such as power and digital infrastructure and calls on governments and industry to act jointly to build greater Nordic resilience that protects societi...
Telenor advarer i ny nordisk sikkerhetsrapport: Økt risiko for cyberan...
Telenor advarer i ny nordisk sikkerhetsrapport: Økt risiko for cyberangrep, sabotasje og desinformasjon (Fornebu, 30. oktober 2025) Midt i økende geopolitiske spenninger og et stadig mer krevende digitalt trusselbilde, publiserer Telenor i dag sin årlige sikkerhetsrapport for Norden. Rapporten etterlyser en sterkere og mer koordinert regional innsats for å styrke sikkerhet og beredskap. Rapporten viser til den økende gjensidige avhengigheten av kritiske tjenester som strøm og digital infrastruktur, og oppfordrer både myndigheter og næringsliv til tettere samarbeide for å bygge en sterke...
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