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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 |