The United Nations has condemned the seizure of critical telecommunications equipment from its offices in Sanaa by Houthi forces, warning the move severely hampers humanitarian efforts for millions of Yemenis amid a worsening crisis.
Investment firm Nan Fung Trinity (HK) Ltd. has established a significant new position in KT Corp, acquiring nearly 1.5 million shares in a move that signals strong confidence in the South Korean telecom leader's prospects.
As Canada's telecom sector faces a wave of reassessment, TELUS (TSX:T) finds itself at a valuation crossroads. Our analysis reveals a stark contrast between deep-discount cash flow models and premium trading multiples, leaving investors to question where true value lies.
Despite operating in a war-torn economy, Ukraine's leading telecom operator Kyivstar Group Ltd. is rapidly transforming into a digital ecosystem powerhouse. With its stock trading at a significant discount, analysts point to its 'super-app' strategy and robust financials as a compelling growth story.
As Viasat prepares to release its quarterly results after Thursday's market close, investors are watching for signs of sustained growth amid industry-wide volatility. The satellite communications leader's performance could signal broader trends in the telecom services space.
Telecom software leader Amdocs reported fourth-quarter results aligning with Wall Street revenue projections, while earnings slightly exceeded expectations. The company highlighted a renewed multi-year pact with T-Mobile and the strategic acquisition of Matrixx Software as it pushes its 'agentic' AI operating system for the telecom sector.
Shares of Dutch semiconductor capital equipment leader ASM International have soared over 210% in the past five years, driven by robust earnings growth and strategic positioning in key chipmaking technologies. While recent monthly gains of 28% turn heads, long-term investors have enjoyed a total shareholder return exceeding 220%, underscoring the company's alignment with enduring industry demands.
Taiwan's telecom leader, Chunghwa Telecom, reported full-year 2025 results that surpassed its own forecasts, driven by robust core services and strategic ICT expansion. While Q4 operating income faced headwinds, the company posted a decade-high for fourth-quarter EPS and outlined ambitious plans for AI, submarine cables, and renewable energy to fuel its 2026 roadmap.
As Steris prepares to report its fiscal fourth-quarter results, investors are watching to see if the company can maintain its recent streak of topping revenue estimates against a backdrop of mixed signals from the broader healthcare equipment sector.
As Kulicke & Soffa prepares to release its fourth-quarter results, investors are watching to see if the semiconductor equipment specialist can meet elevated expectations amid a sector-wide rebound.
Fabrinet's Q2 2026 earnings reveal a historic quarter, with revenue hitting $1.13B driven by explosive growth in high-performance computing and telecom. The company signals sustained momentum with aggressive capacity expansion.
VEON is deepening its investment in Uzbekistan's digital economy with a new network operations center for Beeline and the launch of BuildX, a software and AI development unit. The moves signal a strategic pivot from traditional telecom services towards higher-margin digital offerings in Central Asia.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
Amidst a challenging macro landscape, telecom operator VEON Ltd. is posting robust growth in its core frontier markets while aggressively expanding its digital ecosystem. With a valuation significantly below peers, analysts are debating whether the market is overlooking a hidden gem or rightly pricing in geopolitical risks.
Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.
The resignation of CITIC Telecom International Holdings' CFO and Executive Director Luan Zhenjun, effective January 2026, marks a significant change in the company's financial leadership. While the immediate operational impact may be limited, the move raises questions about governance continuity and capital allocation discipline at a time when the stock trades at a perceived discount to its fair value.
Nokia's shares have delivered strong returns over one, three, and five-year horizons. As the stock hovers around €5.76, investors are questioning whether the rally has run its course or if there's more room to grow. A deep dive into valuation metrics reveals a mixed picture.
Shares of Aviat Networks (NASDAQ: AVNW) have seen notable volatility, recently trading around $21.81. Analysis suggests the stock may be undervalued relative to industry peers, with strong future earnings growth projected. We examine whether this small-cap network specialist presents a timely opportunity for investors.
Yemen's Houthi rebels have seized telecommunications equipment and vehicles from multiple UN offices in Sana'a, the United Nations reported Friday, marking a significant escalation in restrictions that threatens to cripple humanitarian operations in the war-torn country.
The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.
