EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a “killer app” in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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VEON, Refinancing a Further Catalyst to a Rising Share Price
We see VEON (VEON US) as a major beneficiary of easing competition in Russian telecoms. But it is more than that with a number of catalysts...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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Malaysian Telcos Report a Better 2Q but Competition Remains Intense and Gains May Be Temporary.
After real weakness in previous quarters, 2Q17 comes as something of a relief. Aggregate mobile service revenue continued to decline for the...
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Russian Telco Results Confirm Market Recovery. Veon (Ex Vimpelcom) One of Our Top GEM Picks.
VEON (VEON US) (formerly Vimpelcom) was the first Russian focused telco to report 2Q numbers some time ago. We have now also seen MTS's (MBT...
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