Ratings

CompanyTickersRatingTargetAnalystModel
1&11U1:GRBuyEUR37James RatzerModel
Advanced Info ServicesADVANC:TBBuyTHB225Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD70Pierre FerraguModel
AevaAEVABuyUSD18Pierre Ferragu
AirspanNBABuyUSD18Pierre Ferragu
Airtel AfricaAAF:LNBuyGBP1.1Alastair Jones
Alibaba GroupBABA:USBuyUSD250Jin Yoon
Altice USAATUS:USBuyUSD45Jonathan ChaplinModel
America MovilAMX:USNeutralUSD18.5Soomit Datta
American TowerAMT:USBuyUSD285Jonathan ChaplinModel
AppleAAPL:USSellUSD90Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD165Pierre Ferragu
Arista NetworksANETBuyUSD360Pierre Ferragu
ASMLASML:ASBuyEUR660Pierre Ferragu
AT&TT:USBuyUSD37Jonathan ChaplinModel
AxiataAXIATA:MKBuyMYR4.70Chris HoareModel
BaiduBIDU:USBuyUSD250Jin Yoon
Bharti AirtelBHARTI:INBuyINR1000Chris HoareModel
Bilibili IncBILI USBuyUSD140Jin Yoon
British TelecomBT/A:LNNeutralGBP2.25James RatzerModel
BroadcomAVGO:USBuyUSD560Pierre Ferragu
CellnexCLNX:SMSellEUR37James RatzerModel
CharterCHTR:USBuyUSD706Jonathan ChaplinModel
China Mobile941:HKBuyHKD90Chris HoareModel
China Telecom728:HKBuyHKD6.20Chris HoareModel
China Tower788:HKBuyHKD2.20Chris HoareModel
China Unicom762:HKBuyHKD10.20Chris HoareModel
ChorusCNU:NZBuyNZD8.50Ian Martin
Chunghwa Telecom2412:TTSellTWD87Alastair Jones
CiscoCSCO:USBuyUSD65Pierre Ferragu
ComcastCMCSA:USBuyUSD65Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD180Jonathan ChaplinModel
Dada Nexus LtdDADA:USBuyUSD40Jin Yoon
Deutsche TelekomDTE:GRBuyEUR23James RatzerModel
Digi.com6947, DIGI:MKNeutralMYR4.40Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD155Jonathan ChaplinModel
DISH NetworkDISH:USBuyUSD88Jonathan ChaplinModel
dLocalDLO:USNeutralUSD60Soomit Datta
ElisaELISA:FINeutralEUR49.50Russell Waller
Entel ChileENTEL:CIBuyCLP6400Soomit Datta
EquinixEQIX:USBuyUSD850Jonathan ChaplinModel
EricssonERIC.B:STNeutralSEK125Pierre Ferragu
EuskaltelEKT:SMNeutralEUR8.3Soomit Datta
Far EasTone4904:TTNeutralTWD64Alastair Jones
FrontierFYBRBuyUSD111Jonathan ChaplinModel
HKBN1310:HKBuyHKD16.00Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutralHKD1.43Alastair Jones
IliadILD:FPBuyEUR220Russell Waller
Indus TowersINDUSTOW:INNeutralINR265Chris HoareModel
InfineonIFX:DEBuyEUR45Pierre Ferragu
IntelINTC:USBuyUSD85Pierre Ferragu
InwitINW:IMNeutralEUR11.6Ben RickettModel
iQIYIIQ:USBuyUSD27Jin Yoon
JD.comJD:USBuyUSD85Jin Yoon
KDDI9433:JPBuyJPY4800Chris HoareModel
KPNKPN:NABuyEUR3.7Russell Waller
KT CorpKT:USBuyKRW14Alastair Jones
LG32640:KSBuyKRW18300Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD40James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD18Soomit Datta
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
MaxisMAXIS:MKNeutralMYR4.20Chris HoareModel
MegacableMEGACPO:MMNeutralMXN74Soomit Datta
Meituan3690:HKBuyHKD300Jin Yoon
MercadoLibreMELI USBuyUSD2100Soomit Datta
Mercari4385 JP EquityBuyJPY9000Chris HoareModel
MillicomTIGO:USNeutralUSD44Soomit Datta
Mobile TeleSystemsMBT:USBuyUSD10.1Alastair Jones
MTNMTN:SJBuyZAR13000Alastair Jones
MultiChoice GroupMCG:SJNeutralZAR142Alastair Jones
NaspersNPN:ZABuyZAR4935Alastair Jones
NetEase Inc.NTES:USBuyUSD120Jin Yoon
NetLink TrustNETLINK:SPNeutralSGD0.82Alastair Jones
New OrientalEDU:USBuyUSD18Jin Yoon
NokiaNOKIA:HENeutralEUR4.30Pierre Ferragu
NOSNOS:PLNeutralEUR4.3Russell Waller
NTT9432:JPBuyJPY3750Chris HoareModel
NTT DoCoMo9437:JPNeutralJPY4000Chris HoareModel
NvidiaNVDA:USNeutralUSD175Pierre FerraguModel
OiOIBR3:BZ, OIBR4:BZNeutralBRL1.0Soomit Datta
OrangeORA:FPBuyEUR14.0Russell Waller
Orange BelgiumOBEL:BBNeutralEUR24Russell Waller
OTEHTO:GABuyEUR19Russell Waller
PagSeguroPAGSBuyUSD77Soomit Datta
Palo Alto NetworksPANW:USBuyUSD740Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD140Jin Yoon
ProsusPROSYBuyEUR109Alastair Jones
ProximusPROX:BBNeutralEUR19.0Russell Waller
PT TelekomunikasiTLKM:IJBuyIDR4500Chris HoareModel
Rakuten4755:JPSellJPY880Chris HoareModel
SafaricomSAFCOM:KNNeutralKES36.5Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR1900Chris Hoare
SBA CommunicationsSBAC:USBuyUSD345Jonathan ChaplinModel
Sea LtdSE USBuyUSD325Jin Yoon
SingTelST:SP, Z74BuySGD3.70Alastair Jones
SK Telecom17670:KSBuyKRW400000Alastair Jones
Smartone Telecommunications315:HKSellHKD5.3Alastair Jones
Softbank9984:JPBuyJPY10400Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1975Chris HoareModel
Spark NZSPK:NZNeutralNZD4Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
StarhubCC3, STH:SPNeutralSGD1.6Alastair Jones
StoneCoSTNE USNeutralUSD82Soomit Datta
SunriseSRCG:SWNeutralCHF110Russell Waller
SwisscomSCMN:SWNeutralCHF480Russell Waller
T-Mobile USATMUS:USBuyUSD250Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Alastair Jones
TAL EducationTAL:USBuyUSD85Jin Yoon
Tele2TEL2A:SS, TEL2B:SSBuySEK145Russell Waller
Telecom ItaliaTIT:IMBuyEUR0.76James RatzerModel
Telecom Italia SaversTITR:IMBuyEUR0.82James Ratzer
TelefonicaTEF:SMBuyEUR5.0Soomit Datta
Telefonica BrasilVIVT3:BZBuyBRL58Soomit Datta
Telefonica DeutschlandO2D:GRSellEUR1.7James RatzerModel
TelenetTNET:BBNeutralEUR39James RatzerModel
TelenorTEL:NONeutralNOK150Russell Waller
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD12.5Soomit Datta
TeliaTELIA:SSNeutralSEK36Russell Waller
Telkom SATKG:SJBuyZAR5600Alastair Jones
TelstraTLS:AUBuyAUD3.75Ian Martin
Tencent Holdings700:HKBuyHKD600Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD15Jin Yoon
TeslaTSLA:USBuyUSD900Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL22Soomit Datta
Total Access CommunicationsDTAC:TBSellTHB26Chris HoareModel
Tower BersamaTBIG:IJBuyIDR3900Chris Hoare
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USNeutralUSD38Jin Yoon
True CorporationTRUE:TBNeutralTHB3.4Chris HoareModel
TSMC2330:TPEBuyTWD830Pierre Ferragu
Turk TelekomTTKOM:TIBuyTRY9.10Alastair Jones
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD63Pierre Ferragu
United InternetUTDI:GRNeutralEUR40James RatzerModel
Vantage TowersVTWRNeutralEUR32James RatzerModel
VEONVEON: USNeutralUSD2.7Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD52Jonathan ChaplinModel
VipshopVIPS:USBuyUSD18Jin Yoon
Vocus Group LtdVOC:AUBuyAUD5.00Ian Martin
VodacomVOD:SJNeutralZAR14000Alastair Jones
VodafoneVOD:LNBuyGBP1.75James RatzerModel
Vodafone IdeaIDEA:INSellINR3Chris HoareModel
Weibo CorpWB:USBuyUSD65Jin Yoon
WolfspeedCREEBuyUSD120Pierre Ferragu
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel
YandexYNDXBuyUSD81Alastair Jones
Z Holdings4689BuyJPY940Chris HoareModel
ZOZO3092 JP EquityBuyJPY5200Chris HoareModel