Ratings

CompanyTickersRatingTargetAnalyst
58.comWUBA:USBuy$75Jin Yoon
Advanced Info ServicesADVANC:TBBuy฿250Chris Hoare
Advanced Micro DevicesAMD:USSell$18Pierre Ferragu
Alibaba GroupBABA:USBuy$234Jin Yoon
AlticeATC:NA, ATCB:NABuy€5.60Russell Waller
Altice USAATUS:USBuy$31Jonathan Chaplin
America MovilAMX:USNeutral$15.5Soomit Datta
American TowerAMT:USNeutral$232Spencer Kurn
AppleAAPL:USSell$155Pierre Ferragu
Applied MaterialsAMAT:USBuy$56Pierre Ferragu
ASMLASML:ASNeutral€210Pierre Ferragu
AT&TT:USNeutral$37Jonathan Chaplin
AxiataAXIATA:MKBuyRM5.60Chris Hoare
BaiduBIDU:USBuy$140Jin Yoon
Bharti AirtelBHARTI:INBuy₹570Chris Hoare
Bharti InfratelBHIN:INNeutral₹230Chris Hoare
British TelecomBT/A:LNBuy£2.81James Ratzer
BroadcomAVGO:USBuy$335Pierre Ferragu
CellnexCLNX:SMSell€27.6James Ratzer
CharterCHTR:USBuy$449Jonathan Chaplin
China Mobile941:HKSell$59Chris Hoare
China Telecom728:HKSell$3.20Chris Hoare
China Tower788:HKBuy$2.80Chris Hoare
China Unicom762:HKNeutral$11.10Chris Hoare
ChorusCNU:NZBuy$6.80Ian Martin
Chunghwa Telecom2412:TTSell$86Alastair Jones
CiscoCSCO:USNeutral$48Pierre Ferragu
ComcastCMCSA:USBuy$49Jonathan Chaplin
Crown CastleCCI:USSell$118Spencer Kurn
CtripCTRP:USNeutral$40Jin Yoon
Deutsche TelekomDTE:GRNeutral€17.00Russell Waller
Digi.com6947, DIGI:MKNeutralRM4Chris Hoare
Digital Realty TrustDLR:USNeutral$115Spencer Kurn
Digital Telecoms Infra FundDIF:TBBuy฿17.40Chris Hoare
DISH NetworkDISH:USBuy$96Jonathan Chaplin
DrillischDRI:GRBuy€49.00Russell Waller
ElisaELISA:FINeutral€42.00Russell Waller
Entel ChileENTEL:CINeutral$6800Soomit Datta
EquinixEQIX:USBuy$570Spencer Kurn
EricssonERIC.B:STSellkr70Pierre Ferragu
EuskaltelEKT:SMNeutral€8.2Soomit Datta
Far EasTone4904:TTNeutral$71Alastair Jones
FreenetFNTN:GRNeutral€21Russell Waller
Globe TelecomGLO:PMNeutral₱1960Michael Chambers
HKBN1310:HKBuy$15.10Alastair Jones
HKT Trust6823:HKBuy$13.80Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutral$3.10Alastair Jones
IliadILD:FPNeutral€144Russell Waller
IndosatISAT:IJSellRp2040Chris Hoare
InfineonIFX:DEBuy€27Pierre Ferragu
InmarsatISAT:LNNeutral£5.30Andrew Entwistle
IntelINTC:USBuy$75Pierre Ferragu
IntelsatI:USBuy$54Vivek Stalam
InwitINW:IMBuy€11.2James Ratzer
iQIYIIQ:USBuy$25Jin Yoon
Jasmine Infra FundJASIF:TBBuy฿18.70Chris Hoare
Jasmine InternationalJAS:TBNeutral฿9Chris Hoare
JD.comJD:USBuy$40Jin Yoon
KDDI9433:JPBuy¥4225Chris Hoare
KPNKPN:NABuy€3.30Russell Waller
KT CorpKT:USBuy₩14.1Alastair Jones
LG32640:KSBuy₩18200Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USNeutral$35James Ratzer
LiLACLILA:US, LILAB:US, LILAK:USBuy$29Soomit Datta
LinknetLINK:IJBuyRp6700Chris Hoare
MasmovilMAS:SMBuy€31Soomit Datta
MaxisMAXIS:MKNeutralRM4.80Chris Hoare
MegacableMEGACPO:MMNeutral$90Soomit Datta
MegafonMFON:LINeutral₽11Alastair Jones
Meituan Dianping3690:HKBuy$90Jin Yoon
MillicomTIGO:USBuy$67Soomit Datta
Mobile TeleSystemsMBT:USBuy₽10.50Alastair Jones
MTNMTN:SJBuyR11400Alastair Jones
MultiChoice GroupMCG:SJBuyR142Alastair Jones
NaspersNPN:ZABuyR4600Alastair Jones
NetEase Inc.NTES:USNeutral$230Jin Yoon
New OrientalEDU:USBuy$110Jin Yoon
NokiaNOKIA:HENeutral€4.50Pierre Ferragu
NOSNOS:PLBuy€7.40Russell Waller
NTT9432:JPBuy¥7200Chris Hoare
NTT DoCoMo9437:JPBuy¥3400Chris Hoare
NVIDIANVDA:USBuy$180Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZBuyR$2.2Soomit Datta
OrangeORA:FPNeutral€17.00Russell Waller
Orange BelgiumOBEL:BBNeutral€21.50Russell Waller
OTEHTO:GANeutral€19.00Russell Waller
Palo Alto NetworksPANW:USBuy$300Pierre Ferragu
PCCW8:HKBuy$6.10Alastair Jones
PinduoduoPDD:USBuy$40Jin Yoon
PLDTTEL:PMBuy₱1900Michael Chambers
ProximusPROX:BBNeutral€28.5Russell Waller
PT TelekomunikasiTLKM:IJBuyRp5250Chris Hoare
Rakuten4755:JPBuy¥1300Chris Hoare
SafaricomSAFCOM:KNBuyKSh23Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyRp975Chris Hoare
SBA CommunicationsSBAC:USNeutral$246Spencer Kurn
Sina CorpSINA:USBuy$56Jin Yoon
SingTelST:SP, Z74Buy$4Alastair Jones
SK Telecom17670:KSNeutral₩262000Alastair Jones
Smartone Telecommunications315:HKBuy$10.50Alastair Jones
Softbank9984:JPBuy¥7000Pierre Ferragu
Softbank KK (Corp)9434:JPBuy¥1925Chris Hoare
Spark NZSPK:NZNeutral$4Ian Martin
SpeedCastSDA:AUBuy$4.40Ian Martin
Spirit TelecomST1:AUBuy$0.24Ian Martin
SprintS:USNeutral$6.50Jonathan Chaplin
StarhubCC3, STH:SPNeutral$2.57Alastair Jones
SunriseSRCG:SWNeutralFr95James Ratzer
SwisscomSCMN:SWNeutralFr492James Ratzer
T-Mobile USATMUS:USBuy$88Jonathan Chaplin
Taiwan Mobile3045:TTNeutral$102Alastair Jones
TAL EducationTAL:USBuy$40Jin Yoon
TalkTalkTALK:LNNeutral£1.24James Ratzer
Tele ColumbusTC1:GRNeutral€2.30Russell Waller
Tele2TEL2A:SS, TEL2B:SSBuykr164.00Russell Waller
Telecom ArgentinaTECO2:AR, TEONeutral$130Soomit Datta
Telecom ItaliaTIT:IMNeutral€0.63James Ratzer
Telecom Italia SaversTITR:IMNeutral€0.63James Ratzer
TelefonicaTEF:SMBuy€9.50Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZNeutralR$55Soomit Datta
Telefonica DeutschlandO2D:GRNeutral€2.9James Ratzer
Telekom AustriaTKA:AVNeutral€8.4James Ratzer
TelenetTNET:BBNeutral€47James Ratzer
TelenorTEL:NONeutralkr189Russell Waller
TelesitesSITESB1:MMBuy$17.30Soomit Datta
TelevisaTV:USNeutral$12.5Soomit Datta
TeliaTELIA:SSNeutralkr48Russell Waller
Telkom SATKG:SJNeutralR5320Alastair Jones
TelstraTLS:AUBuy$3.90Ian Martin
Tencent Holdings700:HKBuy$420Jin Yoon
Tencent Music Entertainment GroupTME:USBuy$16Jin Yoon
TeslaTSLA:USBuy$530Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyR$15.2Soomit Datta
Total Access CommunicationsDTAC:TBSell฿32Chris Hoare
Tower BersamaTBIG:IJBuyRp6750Chris Hoare
TPG TelecomTPM:AUNeutral$6.50Ian Martin
True CorporationTRUE:TBNeutral฿7.20Chris Hoare
TurkcellTCELL:TIBuy₺16.90Alastair Jones
UberUBER:USBuy$50Pierre Ferragu
United InternetUTDI:GRBuy€46.0Russell Waller
VEONVEON: USBuy$4Alastair Jones
Verizon CommunicationsVZ:USNeutral$50Jonathan Chaplin
VipshopVIPS:USBuy$9.5Jin Yoon
VodacomVOD:SJSellR11300Alastair Jones
VodafoneVOD:LNBuy£2.1James Ratzer
Vodafone IdeaIDEA:INSell₹3Chris Hoare
Weibo CorpWB:USBuy$60Jin Yoon
XL AxiataEXCL:IJBuyRp5200Chris Hoare