Veon (VEON) is an emerging market telecom company with a sum-of-the-parts story and potential growth from super apps, but faces risks due to its history and market.
Source Post
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
Jul 1, 2026
The podcast discusses Veon (VEON), an emerging market telecom company listed on Nasdaq. The company presents a sum-of-the-parts story, owning a significant stake in Ukraine's telecom company KYIV and having growth potential through super apps in Pakistan and Bangladesh. However, the discussion also acknowledges the company's challenging history and the inherent risks of emerging market telecom.
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