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Company | Tickers | Rating | Target | Analyst | Model |
---|---|---|---|---|---|
1&1 | 1U1:GR | Buy | EUR31 | James Ratzer | Model |
Advanced Info Services | ADVANC:TB | Buy | THB285 | Chris Hoare | Model |
Advanced Micro Devices | AMD:US | Neutral | USD65 | Pierre Ferragu | |
Adyen | ADYEN | Buy | EUR1850 | Soomit Datta | Model |
Aeva | AEVA:US | Buy | USD3.6 | Pierre Ferragu | |
Airspan | MIMO:US | Buy | USD5.50 | Pierre Ferragu | |
Airtel Africa | AAF:LN | Buy | GBP3.1 | Chris Hoare | Model |
Alibaba Group | BABA:US | Buy | USD150 | Jin Yoon | |
Alphabet | GOOGL | Buy | USD118 | Dan Salmon | Model |
Altice USA | ATUS:US | Neutral | USD6 | Jonathan Chaplin | Model |
Amazon | AMZN | Buy | USD130 | Dan Salmon | Model |
America Movil | AMX:US | Neutral | USD22 | Soomit Datta | Model |
American Tower | AMT:US | Buy | USD285 | Jonathan Chaplin | Model |
Apple | AAPL:US | Neutral | USD155 | Pierre Ferragu | |
Applied Materials | AMAT:US | Buy | USD120 | Pierre Ferragu | |
Arista Networks | ANET:US | Buy | USD170 | Pierre Ferragu | |
ASML | ASML:AS | Buy | EUR770 | Pierre Ferragu | |
AT&T | T:US | Neutral | USD18 | Jonathan Chaplin | Model |
Axiata | AXIATA:MK | Buy | MYR5.7 | Chris Hoare | Model |
Baidu | BIDU:US | Buy | USD200 | Jin Yoon | |
Bharti Airtel | BHARTI:IN | Buy | INR1400 | Chris Hoare | Model |
Bilibili Inc | BILI:US | Buy | USD40 | Jin Yoon | |
British Telecom | BT/A:LN | Buy | GBP1.80 | James Ratzer | Model |
Broadcom | AVGO:US | Buy | USD700 | Pierre Ferragu | |
Cellnex | CLNX:SM | Neutral | EUR30 | James Ratzer | Model |
Charter | CHTR:US | Buy | USD538 | Jonathan Chaplin | Model |
China Mobile | 941:HK | Buy | HKD105 | Chris Hoare | Model |
China Telecom | 728:HK | Buy | HKD7.40 | Chris Hoare | Model |
China Tower | 788:HK | Buy | HKD1.70 | Chris Hoare | Model |
China Unicom | 762:HK | Buy | HKD11.10 | Chris Hoare | Model |
Chorus | CNU:NZ | Buy | NZD8.10 | Ian Martin | |
Chunghwa Telecom | 2412:TT | Sell | TWD87 | Chris Hoare | |
Cisco | CSCO:US | Buy | USD58 | Pierre Ferragu | |
Comcast | CMCSA:US | Buy | USD48 | Jonathan Chaplin | Model |
Coupang Inc | CPNG US | Buy | USD25 | Jin Yoon | |
Crown Castle | CCI:US | Neutral | USD180 | Jonathan Chaplin | Model |
Dada Nexus Ltd | DADA:US | Buy | USD20 | Jin Yoon | |
Deutsche Telekom | DTE:GR | Buy | EUR31 | James Ratzer | Model |
Digi.com | 6947, DIGI:MK | Buy | MYR6 | Chris Hoare | Model |
Digital Realty Trust | DLR:US | Neutral | USD155 | Jonathan Chaplin | Model |
DISH Network | DISH:US | Buy | USD28 | Jonathan Chaplin | Model |
dLocal | DLO:US | Neutral | USD25 | Soomit Datta | Model |
Elisa | ELISA:FI | Neutral | EUR57 | Russell Waller | Model |
Entel Chile | ENTEL:CI | Buy | CLP4000 | Soomit Datta | Model |
Equinix | EQIX:US | Buy | USD850 | Jonathan Chaplin | Model |
Ericsson | ERIC.B:ST | Neutral | SEK70 | Pierre Ferragu | |
Far EasTone | 4904:TT | Neutral | TWD64 | Chris Hoare | |
Frontier | FYBR | Buy | USD126 | Jonathan Chaplin | Model |
Getnet S.A. | GET:US | Neutral | USD1.8 | Soomit Datta | Model |
Goto Gojek Tokopedia PT | GOTO IJ | Neutral | IDR190 | Jin Yoon | |
Grab | GRAB: US | Buy | USD5.5 | Pierre Ferragu | |
IHS Towers | Private | Buy | USD20 | Chris Hoare | Model |
Iliad | ILD:FP | Neutral | EUR182 | Russell Waller | Model |
Indosat | ISAT:IJ | Buy | IDR11000 | Chris Hoare | Model |
Indus Towers | INDUSTOW:IN | Buy | INR265 | Chris Hoare | Model |
Infineon | IFX:DE | Buy | EUR45 | Pierre Ferragu | |
Intel | INTC:US | Buy | USD38 | Pierre Ferragu | |
Inter & Co | INTR | Neutral | USD4.3 | Soomit Datta | Model |
Inwit | INW:IM | Neutral | EUR11.1 | Ben Rickett | Model |
iQIYI | IQ:US | Buy | USD10 | Jin Yoon | |
JD.com | JD:US | Buy | USD80 | Jin Yoon | |
KDDI | 9433:JP | Buy | JPY6000 | Chris Hoare | Model |
KPN | KPN:NA | Buy | EUR4 | Russell Waller | Model |
KT Corp | KT:US | Buy | USD24 | Chris Hoare | Model |
Kuaishou | 1024:HK | Buy | HKD95 | Jin Yoon | |
LG | 32640:KS | Buy | KRW21600 | Chris Hoare | Model |
Liberty Global | LBTYA:US, LBTYB:US, LBTYK:US | Buy | USD32 | James Ratzer | Model |
LiLAC | LILA:US, LILAB:US, LILAK:US | Buy | USD15 | Soomit Datta | Model |
Macquarie Telecom Group | MAQ:ASE | Neutral | AUD40 | Ian Martin | |
Match Group | MTCH | Buy | USD54 | Dan Salmon | Model |
Maxis | MAXIS:MK | Buy | MYR5.6 | Chris Hoare | Model |
Megacable | MEGACPO:MM | Buy | MXN75 | Soomit Datta | Model |
Meituan | 3690:HK | Buy | HKD250 | Jin Yoon | |
MercadoLibre | MELI US | Buy | USD1300 | Soomit Datta | Model |
Mercari | 4385 JP Equity | Buy | JPY6000 | Chris Hoare | Model |
Meta Platforms | META | Buy | USD145 | Dan Salmon | Model |
Micron | MU:US | Buy | USD75 | Pierre Ferragu | |
Millicom | TIGO:US | Buy | USD22 | Soomit Datta | Model |
Mitratel (PT Dayamitra Telekomunikasi) | MTEL IJ Equity | Buy | IDR1135 | Chris Hoare | Model |
Mobile TeleSystems | MBT:US | Buy | USD10.1 | Chris Hoare | |
Mobileye | MBLY | Buy | USD42 | Pierre Ferragu | |
MTN | MTN:SJ | Buy | ZAR250 | Chris Hoare | Model |
NetEase Inc. | NTES:US | Buy | USD90 | Jin Yoon | |
Netflix | NFLX | Neutral | USD320 | Dan Salmon | Model |
New Oriental | EDU:US | Neutral | USD27 | Jin Yoon | |
Nexi | NEXI | Neutral | EUR11.5 | Soomit Datta | Model |
Nokia | NOKIA:HE | Neutral | EUR4.6 | Pierre Ferragu | |
NOS | NOS:PL | Neutral | EUR4.4 | Russell Waller | Model |
NTT | 9432:JP | Buy | JPY5250 | Chris Hoare | Model |
Nubank | NU:US | Buy | USD7.2 | Soomit Datta | Model |
Nvidia | NVDA:US | Buy | USD220 | Pierre Ferragu | |
Oi | OIBR3:BZ, OIBR4:BZ | Neutral | BRL | Soomit Datta | Model |
Opsimex | SITES1A-1 | Sell | MXN17 | Soomit Datta | |
Orange | ORA:FP | Buy | EUR14.5 | Russell Waller | Model |
Orange Belgium | OBEL:BB | Neutral | EUR19 | Russell Waller | Model |
OTE | HTO:GA | Neutral | EUR22.5 | Russell Waller | Model |
PagSeguro | PAGS | Buy | USD17 | Soomit Datta | Model |
Palo Alto Networks | PANW:US | Buy | USD225 | Pierre Ferragu | |
PCCW | 8:HK | Buy | HKD5.8 | Chris Hoare | |
Pinduoduo | PDD:US | Buy | USD100 | Jin Yoon | |
Proximus | PROX:BB | Neutral | EUR9.6 | Russell Waller | Model |
PT Telekomunikasi | TLKM:IJ | Buy | IDR7450 | Chris Hoare | Model |
Rakuten | 4755:JP | Sell | JPY520 | Chris Hoare | Model |
Reliance Industries Ltd | RIL IN Equity | Buy | INR3270 | Chris Hoare | Model |
Safaricom | SAFCOM:KN | Neutral | KES37 | Chris Hoare | Model |
Sarana Menara (Protelindo) | TOWR:IJ | Buy | IDR1900 | Chris Hoare | Model |
SBA Communications | SBAC:US | Buy | USD345 | Jonathan Chaplin | Model |
Sea Ltd | SE:US | Buy | USD80 | Jin Yoon | |
SingTel | ST:SP, Z74 | Buy | SGD4.40 | Chris Hoare | Model |
Sitios Latinoamerica | LASITE | Neutral | MXN6.6 | Soomit Datta | Model |
SK Telecom | 17670:KS | Buy | KRW112000 | Chris Hoare | Model |
Smartone Telecommunications | 315:HK | Sell | HKD5.3 | Chris Hoare | |
Snap | SNAP | Buy | USD12 | Dan Salmon | Model |
SoftBank | 9984:JP | Buy | JPY10400 | Pierre Ferragu | |
Softbank KK (Corp) | 9434:JP | Buy | JPY1975 | Chris Hoare | Model |
Soitec | SOI:FP | Buy | EUR175 | Pierre Ferragu | |
Spark NZ | SPK:NZ | Neutral | NZD5 | Ian Martin | |
SpeedCast | SDA:AU | Buy | AUD4.40 | Ian Martin | |
Spirit Telecom | ST1:AU | Buy | AUD0.24 | Ian Martin | |
Starhub | CC3, STH:SP | Neutral | SGD1.6 | Chris Hoare | |
StoneCo | STNE US | Neutral | USD14 | Soomit Datta | Model |
Sunrise | SRCG:SW | Neutral | CHF110 | Russell Waller | |
Swisscom | SCMN:SW | Neutral | CHF610 | Russell Waller | Model |
T-Mobile USA | TMUS:US | Buy | USD170 | Jonathan Chaplin | Model |
Taiwan Mobile | 3045:TT | Neutral | TWD103 | Chris Hoare | |
Tele2 | TEL2A:SS, TEL2B:SS | Neutral | SEK133 | Russell Waller | Model |
Telecom Italia | TIT:IM | Neutral | EUR0.14 | James Ratzer | Model |
Telecom Italia Savers | TITR:IM | Neutral | EUR0.14 | James Ratzer | Model |
Telefonica | TEF:SM | Buy | EUR4.7 | Russell Waller | Model |
Telefonica Brasil | VIVT3:BZ | Buy | BRL55 | Soomit Datta | Model |
Telefonica Deutschland | O2D:GR | Sell | EUR2.0 | James Ratzer | Model |
Telenet | TNET:BB | Neutral | EUR15.2 | James Ratzer | Model |
Telenor | TEL:NO | Buy | NOK160 | Russell Waller | Model |
Televisa | TV:US | Buy | USD8.5 | Soomit Datta | Model |
Telia | TELIA:SS | Neutral | SEK39 | Russell Waller | Model |
Telstra | TLS:AU | Neutral | AUD4 | Ian Martin | |
Temple & Webster Group Ltd | TPW:AU | Buy | AUD10 | Jin Yoon | |
Tencent Holdings | 700:HK | Buy | HKD400 | Jin Yoon | |
Tencent Music Entertainment Group | TME:US | Buy | USD11 | Jin Yoon | |
Tesla | TSLA:US | Buy | USD320 | Pierre Ferragu | |
The Trade Desk | TTD | Neutral | USD43 | Dan Salmon | Model |
TIM Participacoes | TIMS3:BZ | Neutral | BRL17 | Soomit Datta | Model |
Total Access Communications | DTAC:TB | Buy | THB60 | Chris Hoare | Model |
Tower Bersama | TBIG:IJ | Buy | IDR3900 | Chris Hoare | Model |
TPG Telecom | TPM:AU | Neutral | AUD7.50 | Ian Martin | |
Trip.com | TCOM:US | Buy | USD40 | Jin Yoon | |
True Corporation | TRUE:TB | Buy | THB6.1 | Chris Hoare | Model |
TSMC | 2330:TPE | Buy | TWD580 | Pierre Ferragu | |
Uber | UBER:US | Buy | USD50 | Pierre Ferragu | |
United Internet | UTDI:GR | Buy | EUR40 | James Ratzer | Model |
Vantage Towers | VTWR | Neutral | EUR32 | James Ratzer | Model |
VEON | VEON: US | Neutral | USD2.7 | Chris Hoare | |
Verizon Communications | VZ:US | Neutral | USD41 | Jonathan Chaplin | Model |
Vipshop | VIPS:US | Neutral | USD10 | Jin Yoon | |
Vocus Group Ltd | VOC:AU | Buy | AUD5.00 | Ian Martin | |
Vodacom | VOD:SJ | Neutral | ZAR150 | Chris Hoare | Model |
Vodafone | VOD:LN | Buy | GBP1.75 | James Ratzer | Model |
Vodafone Idea | IDEA:IN | Sell | INR8 | Chris Hoare | Model |
Weibo Corp | WB:US | Buy | USD25 | Jin Yoon | |
Wolfspeed | WOLF:US | Buy | USD110 | Pierre Ferragu | |
Worldline | WLN | Buy | EUR63 | Soomit Datta | Model |
XL Axiata | EXCL:IJ | Buy | IDR5000 | Chris Hoare | Model |
Z Holdings | 4689 | Buy | JPY940 | Chris Hoare | Model |
ZOZO | 3092 JP Equity | Buy | JPY5000 | Chris Hoare | Model |