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  • UAE Flag
    FIRST LOOK NOTES
    30 Oct 2026
    Emirates Telecommunications Gr...
    HOLD
    AED 20.80
    AED 23.50
    +12.98%

    UAE Equity Research - Emirates Telecommunications Group Co (Etisalat) 3Q26 - First Look Note

    Total subscriber base surged 29.4% YOY to 254.8 Mn in 3Q26, supported by growth across the Company’s home and international markets. Etisalat revenue increased 6.9% YOY to AED 19.5 Bn in 3Q26, while EBITDA grew 5.1% YOY to AED 9.0 Bn, with an EBITDA margin of 46.1%, reflecting continued growth across the Company’s markets.
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  • UAE Flag
    FIRST LOOK NOTES
    27 Oct 2026
    Emirates Integrated Telecommun...
    HOLD
    AED 12.26
    AED 12.50
    +1.96%

    UAE Equity Research - Emirates Integrated Telecommunications Co (DU) 3Q26 - First Look Note

    DU's mobile subscriber base increased 3.3% YOY to 9.5 Mn in 3Q26, driven by sustained growth in postpaid and recovery in prepaid subscriber base. Fixed subscribers grew 5.2% YOY to 756K in 3Q26, supported by Home Wireless adoption.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    27 Oct 2026
    Emirates Integrated Telecommun...
    HOLD
    AED 12.26
    AED 12.50
    +1.96%

    UAE Equity Research - Emirates Integrated Telecommunications Co PJSC (DU) 3Q26 - Earnings Call Insight

    DU’s revenue increased 7.1% YOY to AED 4.2 Bn in 3Q26, driven by strong growth in Mobile, Fixed, and Wholesale revenues, alongside higher ICT and handset revenues. Mobile Services revenue rose 3.9% YOY to AED 1.8 Bn in 3Q26, driven by subscriber growth and a favourable customer mix.
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  • Saudi Flag
    FIRST LOOK NOTES
    22 Oct 2026
    Etihad Etisalat Co (Mobily)
    BUY
    SAR 57.45
    SAR 75.00
    +30.55%

    Saudi Equity Research - Etihad Etisalat (Mobily) 3Q26 - First Look Note

    Mobile subscribers grew to 15.1 Mn in 3Q26 (12.9 Mn prepaid, 2.2 Mn postpaid), while the FTTH base expanded 6.4% YOY to 316K in 3Q26. The Company paid a dividend of SAR 1.4 per share for the period of 1H26 in August 2026.
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  • UAE Flag
    SECTOR NOTE
    08 Oct 2026
    Telecom

    MENA Equity Research - Telecom Sector 3Q26 - Preview Note

    The MENA telecom sector remained resilient, with core mobile and fixed businesses continuing to perform well despite the regional conflict, while tourism, roaming and customer activations remained under pressure.

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  • Egypt Flag
    FIRST LOOK NOTES
    21 Aug 2026
    Telecom Egypt
    HOLD
    EGP 115.50
    EGP 110.00
    -4.76%

    Egypt Equity Research - Telecom Egypt (ETEL) 2Q26 - First Look Note

    Fixed Broadband subscribers rose 8.6% YOY to 11.5 Mn, Fixed Voice subscribers base grew 5.6% YOY to 14.3 Mn, while Mobile subscribers grew 3.9% YOY to 15.2 Mn in 2Q26. Fixed Broadband ARPU increased 16% YOY to EGP 354, while Fixed Voice ARPU rose 6% YOY to EGP 49 in 1H26.
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  • UAE Flag
    FIRST LOOK NOTES
    07 Aug 2026
    Emirates Telecommunications Gr...
    HOLD
    AED 20.62
    AED 22.00
    +6.69%

    UAE Equity Research - Emirates Telecommunications Group Co (e&) 2Q26 - First Look Note

    Total subscriber base surged 30.4% YOY to 251.5 Mn in 2Q26, alongside continued organic growth across Egypt and Moov Africa. e& completed the divestment of its entire stake in Vodafone Group for a total consideration of c. AED 21.9 Bn, generating a net cash gain of c. AED 4.8 Bn.
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  • Saudi Flag
    FIRST LOOK NOTES
    04 Aug 2026
    Saudi Telecom Co (STC)
    BUY
    SAR 43.40
    SAR 50.00
    +15.21%

    Saudi Equity Research - Saudi Telecom Company (STC) 2Q26 - First Look Note

    Mobile subscribers in KSA rose 4.8% YOY to 30.3 Mn, while fixed subscribers expanded 3.0% YOY to 6.1 Mn in 1H26. STC expanded its 5G tower footprint to 12.12K sites, while fiber-connected households increased 5.2% YOY to 3.87 Mn during 1H26.
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  • Saudi Flag
    EARNINGS CALL INSIGHT
    03 Aug 2026
    Saudi Telecom Co (STC)
    BUY
    SAR 43.56
    SAR 50.00
    +14.78%

    Saudi Equity Research - Saudi Telecom Company (STC) 2Q26 - Earnings Call Insight

    STC Group (“STC, “the Company”) revenue grew 3.7% YOY to SAR 20.1 Bn in 2Q26, primarily attributable to increases in Commercial unit revenue by 0.9% YOY, Business unit revenue by 8.4% YOY, Carriers and Wholesale unit revenue by 11.4% YOY, and subsidiaries revenue by 3.5% YOY.
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Commercial International Bank (COMI) Telecom Egypt