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  • Saudi Flag
    FIRST LOOK NOTES
    29 Jul 2025
    Saudi Telecom Co (STC)
    BUY
    SAR 42.12
    SAR 50.00
    +18.71%

    Saudi Telecom Company (STC)- 2Q25 First Look Note

    EBITDA rose 6.9% YOY to SAR 6,168 Mn, while EBITDA margin rose 129 bps YOY to 31.7% in 2Q25. The Company’s KSA mobile subscriber surged 5.7% YOY to 28.93 Mn, whereas the fixed subscriber base grew 5.6% YOY to 5.98 Mn in 2Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    28 Jul 2025
    Emirates Integrated Telecommun...
    HOLD
    AED 10.10
    AED 10.25
    +1.49%

    Emirates Integrated Telecommunications Co (DU)- 2Q25 First Look Note

    The Company’s mobile subscriber base grew by 10.8% YOY to 9.1 Mn, while the fixed customer base expanded by 12.0% YOY to reach 706K subscribers in 2Q25. The Board of Directors declared an interim cash dividend of AED 0.24 per share for the 1H25.
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  • UAE Flag
    FIRST LOOK NOTES
    25 Jul 2025
    Emirates Integrated Telecommun...
    HOLD
    AED 10.10
    AED 10.25
    +1.49%

    UAE Equity Research -Emirates Integrated Telecommunications (DU)- 2Q25 Earnings Call Insight

    DU’s revenue grew 8.6% YOY to AED 3.9 Bn in 2Q25, primarily driven by a growth in service and non-service revenue. The growth in revenue is due to the continued momentum in core business and successful execution of revenue diversification strategy.
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  • Saudi Flag
    FIRST LOOK NOTES
    22 Jul 2025
    Etihad Etisalat Co (Mobily)
    BUY
    SAR 55.20
    SAR 66.50
    +20.47%

    Ethiad Etisalat (Mobily)-2Q25 First Look Note

    Revenue grew 8.1% YOY to SAR 4.8 Bn in 2Q25 due to the expansion of the overall customer base and growth in all revenue segments. Mobile subscriber base increased 4.9% YOY to 12.8 Mn, while FTTH subscriber declined 3.0% YOY to 289K Mn in 2Q25.
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  • UAE Flag
    SECTOR NOTE
    20 Jun 2025
    Telecom

    MENA Equity Research - Telecom Sector 2Q25 - Preview Note

    The UAE’s telecom industry is undergoing a dynamic transformation, marked by strategic partnerships and a sharp focus on digital innovation. Operators are embracing technologies such as 5G private networks and Industry 4.0 solutions to drive efficiency and enhance services across sectors. At the...

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  • Egypt Flag
    FIRST LOOK NOTES
    22 May 2025
    Telecom Egypt
    BUY
    EGP 37.01
    EGP 48.00
    +29.69%

    Egypt Equity Research - Telecom Egypt (ETEL) 1Q25 - First Look Note

    Revenue grew significantly 41.8% YOY to EGP 24.8 Bn in 1Q25, mainly driven by solid growth across the Wholesale and Retail segments. Customer base rose steadily across fixed voice, fixed data and mobile segments by 4.3%, 7.6% and 10.0% YOY, respectively, during 1Q25.
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  • UAE Flag
    FIRST LOOK NOTES
    08 May 2025
    Emirates Integrated Telecommun...
    HOLD
    AED 8.50
    AED 8.85
    +4.12%

    UAE Equity Research - Emirates Integrated Telecommunications Co (DU) 1Q25 - First Look Note

    DU’s revenue grew 7.4% YOY to AED 3,848 Mn in 1Q25, primarily driven by healthy growth across service and non-service revenue. EBITDA rose 15.0% YOY to AED 1,824 Mn in 1Q25 with an EBITDA Margin of 47.4% (one-off gain included) in 1Q25 compared to 44.3% in 1Q24.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    07 May 2025
    Emirates Integrated Telecommun...
    HOLD
    AED 8.52
    AED 8.55
    +0.35%

    UAE Equity Research - Emirates Integrated Telecommunications Co (DU) 1Q25 - Earnings Call Insight

    DU’s revenue grew 7.4% YOY to AED 3.8 Bn in 1Q25, primarily driven by a growth in service and non-service revenue. The growth in services revenue is due to the addition of new customers, growth in ARPU and improved mix.
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  • UAE Flag
    FIRST LOOK NOTES
    02 May 2025
    ETISALAT Group (e&)
    BUY
    AED 17.44
    AED 22.00
    +26.15%

    UAE Equity Research - Emirates Telecommunications Group Co (e&) 1Q25 - First Look Note

    Subscriber base rose 12.9% YOY to 194.8 Mn in 1Q25 due to the acquisition of PPF telecom. e& added over 9.2 Mn net new subscribers on LFL basis in the last 12 months. Capex increased 46.4% YOY to AED 2.4 Bn in 1Q25 due to the acquisition of 5G license in Egypt and the consolidation impact of e& PPF telecom.
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Commercial International Bank (COMI) Telecom Egypt