Topline Flash Note: Local Manufacturing/Assembly of mobile phones up 55% YoY in May-2024
As per the latest data released by the Pakistan Telecommunication Authority (PTA), local mobile companies have manufactured/assembled 2.23mn units...
629 Views
Pakistan Strategy - New IMF Program, Inflation & Budget Key Triggers for Next Quarter
Pakistan's benchmark KSE-100 index up 7% QoQ in rupee terms and 9% QoQ in USD terms in 1Q2024. This was fourth consecutive quarter of positive...
360 Views
Pakistan Technology: IT Exports Flat YoY in Sep 2023; IT Exports up 3% YoY in 1QFY24
Pakistan's Information Technology (IT) exports for Sep 2023 of US$206mn are down by 12% MoM. Segment-wise, Telecom and Computer Services down by...
516 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
1k Views
The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
443 Views