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  • Saudi Flag
    FIRST LOOK NOTES
    29 Apr 2026
    Etihad Etisalat Co (Mobily)
    ACCUMULATE
    SAR 66.40
    SAR 75.00
    +12.95%

    Saudi Equity Research - Etihad Etisalat (Mobily) 1Q26 - First Look Note

    Wholesale segment revenue increased 17.7% YOY to SAR 604 Mn in 1Q26, driven by higher demand for connectivity and cloud-based services. Mobily’s mobile subscriber base increased by 16.2% YOY to 15.1 Mn, comprising 13.0 Mn prepaid and 2.1 Mn postpaid subscribers, while the FTTH subscriber base grew 7.1% YOY to 311K in 1Q26.
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  • UAE Flag
    FIRST LOOK NOTES
    24 Apr 2026
    Emirates Integrated Telecommun...
    ACCUMULATE
    AED 10.48
    AED 11.50
    +9.73%

    UAE Equity Research - Emirates Integrated Telecommunications Co (DU) 1Q26 - First Look Note

    Du's mobile subscriber base grew 6.1% YOY to 9.7 Mn in 1Q26, due to steady growth across both prepaid & postpaid segments. January–February recorded strong growth, outperforming full-year guidance, driven by robust demand and strong commercial momentum.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    24 Apr 2026
    Emirates Integrated Telecommun...
    ACCUMULATE
    AED 10.48
    AED 11.50
    +9.73%

    UAE Equity Research - Emirates Integrated Telecommunications Co PJSC (DU) 1Q26 - Earnings Call Insight

    DU’s revenue increased 6.9% YOY to AED 4.1 Bn in 1Q26, driven by strong performance across Mobile, Fixed, and ICT services, partially offset by a decline in Wholesale revenues. Mobile Services revenue grew 7.2% YOY to AED 1.8 Bn in 1Q26, supported by subscriber base growth and a favourable mix shift toward postpaid.
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  • UAE Flag
    SECTOR NOTE
    09 Apr 2026
    Telecom

    MENA Equity Research - Telecom Sector 1Q26 - Preview Note

    The telecom sector across United Arab Emirates, Saudi Arabia, and Egypt is transitioning into a more resilient and structurally robust growth phase, underpinned by continued expansion in subscriber bases, accelerating data consumption trends, and an increasing focus on enterprise-led digital solutio...

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  • Egypt Flag
    FIRST LOOK NOTES
    02 Mar 2026
    Telecom Egypt
    HOLD
    EGP 89.00
    EGP 95.00
    +6.74%

    Egypt Equity Research - Telecom Egypt (ETEL) 4Q25 - First Look Note

    The company expects revenue growth in high single digit and EBITDA margin in low 40’s in 2026. Fixed line ARPU rose 35.2% YOY to EGP 329.3, and fixed data ARPU rose 30.1% YOY to EGP 48.74 in 4Q25.
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  • Saudi Flag
    FIRST LOOK NOTES
    27 Feb 2026
    Saudi Telecom Co (STC)
    BUY
    SAR 41.82
    SAR 50.00
    +19.56%

    Saudi Equity Research - Saudi Telecom Company (STC) 4Q25 - First Look Note

    Mobile subscribers in KSA rose 5.9% YOY to 30.0 Mn in 4Q25, while fixed subscribers expanded 5.0% YOY to 6.0 Mn. The Company entered into a strategic partnership with AST SpaceMobile in 4Q25 to deliver space-based telecommunications services.
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  • UAE Flag
    FIRST LOOK NOTES
    27 Feb 2026
    ETISALAT Group (e&)
    HOLD
    AED 20.82
    AED 22.00
    +5.67%

    UAE Equity Research - Emirates Telecommunications Group Co (e&) 4Q25 - First Look Note

    Subscriber base increased 31.3% YOY to 244.7 Mn in 4Q25, driven by the consolidation of Telenor Pakistan and continued organic growth across Egypt, Moov Africa subsidiaries, and e& PPF Telecom. PTCL successfully completed the acquisition of 100% stake in Telenor Pakistan for PKR 108 Bn.
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  • UAE Flag
    EARNINGS CALL INSIGHT
    26 Feb 2026
    ETISALAT Group (e&)
    HOLD
    AED 20.82
    AED 22.00
    +5.67%

    UAE Equity Research - Emirates Telecommunications Group Co (e&) 4Q25 - Earnings Call Insight

    Revenue increased 17.3% YOY to AED 19.3 Bn in 4Q25, driven by strong growth across telecom and digital verticals that was underpinned by operational excellence. e&’s revenue rose 10.1% YOY on LFL basis during 4Q25.
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  • Saudi Flag
    FIRST LOOK NOTES
    25 Feb 2026
    Etihad Etisalat Co (Mobily)
    HOLD
    SAR 65.60
    SAR 72.00
    +9.76%

    Saudi Equity Research - Etihad Etisalat (Mobily) 4Q25 - First Look Note

    The mobile subscriber base grew by 17.4% YOY to 14.4 Mn, including 12.3 Mn prepaid and 2.1 Mn postpaid subscribers, while the FTTH subscriber base increased 6.8% YOY to 305K Mn in 2025. Mobily’s Capex stood at SAR 5.8 Bn in 2025, reflecting ongoing investments in spectrum, fiber, data centers, 5G expansion, and submarine cables.
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Commercial International Bank (COMI) Telecom Egypt