Refine by region/country

MTN Nigeria: H1 22 – Impressive results but inflation warning lights are flashing

Ayobami @

Tellimer Research

4 August 2022

Equity Analysis / Singapore

Grab Holdings: Watch out for a turnaround quarter

Nirgunan Tiruchelvam 15 July 2022

Equity Analysis / Global

GoTo: Heading for a severe cash crunch

Nirgunan Tiruchelvam 9 June 2022

Strategy Note / Global

The EM Tech firms best placed to survive the rout

Nirgunan Tiruchelvam 27 May 2022

Macro Analysis / Global

Mobile money: The solution to Africa’s internet penetration problem

Ayobami Omole 27 May 2022

Latest in Communication Services

Equity Analysis / United States of America

US : IT Services - Internet | Raymond James Internet Weekly: Industry Data Points & Valuation Analysis

Aaron Kessler @ CGS-CIMB 20 September 2022

Equity Analysis / Pakistan

Systems Ltd: Multiple avenues will continue stellar growth momentum

We upgrade our estimates for SYS and incorporate new acquisitions and geographies. Our new TP is PKR660/sh. Our CY22/23f EPS are PKR24.5/34.0, amid strong growth from existing & new markets and consolidation of new acquisitions. SYS has gained c.5%CY...

Rahul Hans @ Intermarket Securities 8 September 2022

Equity Analysis / Pakistan

Systems Ltd: 1HCY22 analyst briefing takeaways

SYS revenue growth in 1HCY22 superseded it's historical 5-year 1H revenue CAGR of 47%, by 28ppt YoY to 75%. The company acquired two tech companies (Ndc Tech and Tree House) during the 1HCY22. SYS’s focus will remain on Data, Digital, Cloud Emerging....

Rahul Hans @ Intermarket Securities 1 September 2022

Equity Analysis / Thailand

Interlink Telecom PCL: Just in time!

Big backlog. Data center expansion. NBTC projects delayed.

Napon Jaisan @ Bualuang Securities 1 September 2022

Equity Analysis / China

Dada Nexus Ltd: Speeds Up Profitability, Supporting Real Economy

Dada released its Q2 2022 results and reported 2.28 billion in revenue and the GMV of JDDJ reached CNY 54.6 billion. China's raw & fresh market is forecasted to exceed CNY 6.8 trillion help Dada become a wave-rider. Retail digitization strategy and u...