Ratings

CompanyTickersRatingTargetAnalystModel
1&11U1:GRBuyEUR37James RatzerModel
Advanced Info ServicesADVANC:TBBuyTHB285Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD80Pierre Ferragu
AevaAEVABuyUSD18Pierre Ferragu
AirspanMIMOBuyUSD12Pierre Ferragu
Airtel AfricaAAF:LNBuyGBP1.1Alastair Jones
Alibaba GroupBABA:USBuyUSD200Jin Yoon
Altice USAATUS:USNeutralUSD42Jonathan ChaplinModel
America MovilAMX:USNeutralUSD18.5Soomit DattaModel
American TowerAMT:USBuyUSD285Jonathan ChaplinModel
AppleAAPL:USSellUSD90Pierre Ferragu
Applied MaterialsAMAT:USNeutralUSD145Pierre Ferragu
Arista NetworksANETBuyUSD136Pierre Ferragu
ASMLASML:ASNeutralEUR660Pierre Ferragu
AT&TT:USBuyUSD37Jonathan ChaplinModel
AxiataAXIATA:MKBuyMYR5.7Chris HoareModel
BaiduBIDU:USBuyUSD200Jin Yoon
Bharti AirtelBHARTI:INBuyINR1100Chris HoareModel
Bilibili IncBILI:USBuyUSD100Jin Yoon
British TelecomBT/A:LNBuyGBP2.35James RatzerModel
BroadcomAVGO:USBuyUSD560Pierre Ferragu
CellnexCLNX:SMSellEUR37James RatzerModel
CharterCHTR:USBuyUSD820Jonathan ChaplinModel
China Mobile941:HKBuyHKD105Chris HoareModel
China Telecom728:HKBuyHKD7.40Chris HoareModel
China Tower788:HKBuyHKD2.20Chris HoareModel
China Unicom762:HKBuyHKD11.10Chris HoareModel
ChorusCNU:NZBuyNZD8.10Ian Martin
Chunghwa Telecom2412:TTSellTWD87Alastair Jones
CiscoCSCO:USBuyUSD65Pierre Ferragu
ComcastCMCSA:USBuyUSD65Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD180Jonathan ChaplinModel
Dada Nexus LtdDADA:USBuyUSD40Jin Yoon
Deutsche TelekomDTE:GRBuyEUR23.5James RatzerModel
Digi.com6947, DIGI:MKBuyMYR6Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD155Jonathan ChaplinModel
DISH NetworkDISH:USBuyUSD88Jonathan ChaplinModel
dLocalDLO:USNeutralUSD60Soomit DattaModel
ElisaELISA:FINeutralEUR54Russell WallerModel
Entel ChileENTEL:CIBuyCLP6400Soomit DattaModel
EquinixEQIX:USBuyUSD850Jonathan ChaplinModel
EricssonERIC.B:STNeutralSEK120Pierre Ferragu
EuskaltelEKT:SMNeutralEUR8.3Soomit Datta
Far EasTone4904:TTNeutralTWD64Alastair Jones
FrontierFYBRBuyUSD110Jonathan ChaplinModel
Getnet S.A.GETT3:BZ, GETT4:BZNeutralBRL6.2Soomit Datta
GrabAGC-USBuyUSD13Pierre Ferragu
HKBN1310:HKBuyHKD16.00Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutralHKD1.43Alastair Jones
IliadILD:FPNeutralEUR182Russell Waller
IndosatISAT:IJBuyIDR8250Chris HoareModel
Indus TowersINDUSTOW:INSellINR265Chris HoareModel
InfineonIFX:DEBuyEUR50Pierre Ferragu
IntelINTC:USBuyUSD70Pierre Ferragu
InwitINW:IMNeutralEUR11.6Ben RickettModel
iQIYIIQ:USBuyUSD18Jin Yoon
JD.comJD:USBuyUSD100Jin Yoon
KDDI9433:JPBuyJPY4800Chris HoareModel
KPNKPN:NABuyEUR3.5Russell WallerModel
KT CorpKT:USBuyUSD16.80Alastair Jones
Kuaishou1024:HKBuyHKD122Jin Yoon
LG32640:KSBuyKRW18300Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD41James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD17Soomit DattaModel
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
MaxisMAXIS:MKBuyMYR5.6Chris HoareModel
MegacableMEGACPO:MMNeutralMXN72Soomit DattaModel
Meituan3690:HKBuyHKD300Jin Yoon
MercadoLibreMELI USBuyUSD2100Soomit DattaModel
Mercari4385 JP EquityBuyJPY9000Chris HoareModel
MillicomTIGO:USBuyUSD48Soomit DattaModel
Mobile TeleSystemsMBT:USBuyUSD10.1Alastair Jones
MTNMTN:SJBuyZAR14500Alastair Jones
MultiChoice GroupMCG:SJNeutralZAR142Alastair Jones
NaspersNPN:ZABuyZAR4935Alastair Jones
NetEase Inc.NTES:USBuyUSD125Jin Yoon
NetLink TrustNETLINK:SPNeutralSGD0.82Alastair Jones
New OrientalEDU:USBuyUSD18Jin Yoon
NokiaNOKIA:HENeutralEUR5.2Pierre Ferragu
NOSNOS:PLNeutralEUR4.4Russell WallerModel
NTT9432:JPBuyJPY4250Chris HoareModel
NvidiaNVDA:USNeutralUSD270Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRL1.0Soomit DattaModel
OrangeORA:FPBuyEUR15.0Russell WallerModel
Orange BelgiumOBEL:BBNeutralEUR24Russell WallerModel
OTEHTO:GABuyEUR21Russell WallerModel
PagSeguroPAGSBuyUSD66Soomit DattaModel
Palo Alto NetworksPANW:USBuyUSD840Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD100Jin Yoon
ProsusPROSYBuyEUR109Alastair Jones
ProximusPROX:BBNeutralEUR19.0Russell WallerModel
PT TelekomunikasiTLKM:IJBuyIDR7450Chris HoareModel
Rakuten4755:JPSellJPY880Chris HoareModel
SafaricomSAFCOM:KNNeutralKES37Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR1900Chris HoareModel
SBA CommunicationsSBAC:USBuyUSD345Jonathan ChaplinModel
Sea LtdSE:USBuyUSD375Jin Yoon
SingTelST:SP, Z74BuySGD4.10Alastair Jones
SK Telecom17670:KSBuyKRW390000Alastair Jones
Smartone Telecommunications315:HKSellHKD5.3Alastair Jones
SoftBank9984:JPBuyJPY10400Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1975Chris HoareModel
Spark NZSPK:NZNeutralNZD5Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
StarhubCC3, STH:SPNeutralSGD1.6Alastair Jones
StoneCoSTNE USNeutralUSD50Soomit DattaModel
SunriseSRCG:SWNeutralCHF110Russell Waller
SwisscomSCMN:SWNeutralCHF510Russell WallerModel
T-Mobile USATMUS:USBuyUSD250Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Alastair Jones
TAL EducationTAL:USBuyUSD85Jin Yoon
Tele2TEL2A:SS, TEL2B:SSBuySEK145Russell WallerModel
Telecom ItaliaTIT:IMNeutralEUR0.48James RatzerModel
Telecom Italia SaversTITR:IMNeutralEUR0.51James Ratzer
TelefonicaTEF:SMBuyEUR5.0Soomit Datta
Telefonica BrasilVIVT3:BZBuyBRL58Soomit DattaModel
Telefonica DeutschlandO2D:GRSellEUR1.7James RatzerModel
TelenetTNET:BBBuyEUR40James RatzerModel
TelenorTEL:NONeutralNOK170Russell WallerModel
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD12.5Soomit DattaModel
TeliaTELIA:SSNeutralSEK36Russell WallerModel
Telkom SATKG:SJNeutralZAR5600Alastair Jones
TelstraTLS:AUNeutralAUD4Ian Martin
Tencent Holdings700:HKBuyHKD600Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD10Jin Yoon
TeslaTSLA:USBuyUSD1298Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL22Soomit DattaModel
Total Access CommunicationsDTAC:TBBuyTHB60Chris HoareModel
Tower BersamaTBIG:IJBuyIDR3900Chris HoareModel
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USNeutralUSD30Jin Yoon
True CorporationTRUE:TBBuyTHB6.1Chris HoareModel
TSMC2330:TPEBuyTWD830Pierre Ferragu
Turk TelekomTTKOM:TIBuyTRY9.10Alastair Jones
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD66Pierre Ferragu
United InternetUTDI:GRNeutralEUR40James RatzerModel
Vantage TowersVTWRNeutralEUR32James RatzerModel
VEONVEON: USNeutralUSD2.7Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD52Jonathan ChaplinModel
VipshopVIPS:USNeutralUSD10Jin Yoon
Vocus Group LtdVOC:AUBuyAUD5.00Ian Martin
VodacomVOD:SJNeutralZAR14000Alastair Jones
VodafoneVOD:LNBuyGBP1.75James RatzerModel
Vodafone IdeaIDEA:INSellINR3Chris HoareModel
Weibo CorpWB:USBuyUSD65Jin Yoon
WolfspeedWOLFBuyUSD144Pierre Ferragu
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel
YandexYNDXBuyUSD81Alastair Jones
Z Holdings4689BuyJPY940Chris HoareModel
ZOZO3092 JP EquityBuyJPY5200Chris HoareModel