Ratings

CompanyTickersRatingTargetAnalyst
58.comWUBA:USBuyUSD70Jin Yoon
Advanced Info ServicesADVANC:TBBuyTHB250Chris Hoare
Advanced Micro DevicesAMD:USSellUSD25Pierre Ferragu
Alibaba GroupBABA:USBuyUSD234Jin Yoon
AlticeATC:NA, ATCB:NABuyEUR7.1Russell Waller
Altice USAATUS:USBuyUSD40Jonathan Chaplin
America MovilAMX:USNeutralUSD13.4Soomit Datta
American TowerAMT:USBuyUSD315Spencer Kurn
AppleAAPL:USNeutralUSD275Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD75Pierre Ferragu
Arista NetworksANETBuyUSD250Pierre Ferragu
ASMLASML:ASNeutralEUR240Pierre Ferragu
AT&TT:USNeutralUSD41Jonathan Chaplin
AxiataAXIATA:MKBuyMYR5.60Chris Hoare
BaiduBIDU:USBuyUSD140Jin Yoon
Bharti AirtelBHARTI:INBuyINR770Chris Hoare
Bharti InfratelBHIN:INNeutralINR245Chris Hoare
British TelecomBT/A:LNBuyGBP2.68James Ratzer
BroadcomAVGO:USBuyUSD360Pierre Ferragu
CellnexCLNX:SMSellEUR28James Ratzer
CharterCHTR:USBuyUSD600Jonathan Chaplin
China Mobile941:HKSellHKD56Chris Hoare
China Telecom728:HKSellHKD2.60Chris Hoare
China Tower788:HKBuyHKD2.40Chris Hoare
China Unicom762:HKSellHKD6.1Chris Hoare
ChorusCNU:NZBuyNZD6.80Ian Martin
Chunghwa Telecom2412:TTSellTWD90Alastair Jones
CiscoCSCO:USNeutralUSD48Pierre Ferragu
ComcastCMCSA:USBuyUSD53Jonathan Chaplin
Crown CastleCCI:USNeutralUSD160Spencer Kurn
Deutsche TelekomDTE:GRBuyEUR17.7James Ratzer
Digi.com6947, DIGI:MKNeutralMYR4Chris Hoare
Digital Realty TrustDLR:USNeutralUSD140Spencer Kurn
Digital Telecoms Infra FundDIF:TBBuyTHB17.40Chris Hoare
DISH NetworkDISH:USBuyUSD88Jonathan Chaplin
DrillischDRI:GRBuyEUR45James Ratzer
ElisaELISA:FINeutralEUR40.00Russell Waller
Entel ChileENTEL:CISellCLP4200Soomit Datta
EquinixEQIX:USBuyUSD630Spencer Kurn
EricssonERIC.B:STNeutralSEK90Pierre Ferragu
EuskaltelEKT:SMNeutralEUR7.7Soomit Datta
Far EasTone4904:TTNeutralTWD71Alastair Jones
Globe TelecomGLO:PMNeutralPHP1960Michael Chambers
HKBN1310:HKNeutralHKD15.10Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutralHKD2.10Alastair Jones
IliadILD:FPBuyEUR145Russell Waller
IndosatISAT:IJSellIDR2900Chris Hoare
InfineonIFX:DEBuyEUR27Pierre Ferragu
IntelINTC:USBuyUSD90Pierre Ferragu
IntelsatI:USNeutralUSD3.5Vivek Stalam
InwitINW:IMBuyEUR9.4James Ratzer
iQIYIIQ:USBuyUSD25Jin Yoon
Jasmine Infra FundJASIF:TBBuyTHB18.70Chris Hoare
Jasmine InternationalJAS:TBNeutralTHB9Chris Hoare
JD.comJD:USBuyUSD50Jin Yoon
KDDI9433:JPBuyJPY4600Chris Hoare
KPNKPN:NABuyEUR3.20Russell Waller
KT CorpKT:USBuyKRW14.1Alastair Jones
LG32640:KSBuyKRW18200Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USNeutralUSD24James Ratzer
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD21Soomit Datta
LinknetLINK:IJBuyIDR6700Chris Hoare
MasmovilMAS:SMBuyEUR29Soomit Datta
MaxisMAXIS:MKNeutralMYR4.80Chris Hoare
MegacableMEGACPO:MMSellMXN66Soomit Datta
Meituan Dianping3690:HKBuyHKD120Jin Yoon
MillicomTIGO:USNeutralUSD49Soomit Datta
Mobile TeleSystemsMBT:USBuyRUB11.6Alastair Jones
MTNMTN:SJBuyZAR11400Alastair Jones
MultiChoice GroupMCG:SJNeutralZAR142Alastair Jones
NaspersNPN:ZABuyZAR4600Alastair Jones
NetEase Inc.NTES:USNeutralUSD300Jin Yoon
New OrientalEDU:USBuyUSD160Jin Yoon
NokiaNOKIA:HEBuyEUR5.30Pierre Ferragu
NOSNOS:PLNeutralEUR6.50Russell Waller
NTT9432:JPBuyJPY3600Chris Hoare
NTT DoCoMo9437:JPBuyJPY3400Chris Hoare
NVIDIANVDA:USNeutralUSD250Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRL0.9Soomit Datta
OrangeORA:FPBuyEUR17.00Russell Waller
Orange BelgiumOBEL:BBNeutralEUR21Russell Waller
OTEHTO:GABuyEUR19.00Russell Waller
Palo Alto NetworksPANW:USBuyUSD300Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD38Jin Yoon
PLDTTEL:PMBuyPHP1900Michael Chambers
ProximusPROX:BBNeutralEUR27Russell Waller
PT TelekomunikasiTLKM:IJBuyIDR5000Chris Hoare
Rakuten4755:JPBuyJPY1200Chris Hoare
SafaricomSAFCOM:KNBuyKES23Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR975Chris Hoare
SBA CommunicationsSBAC:USBuyUSD355Spencer Kurn
Sina CorpSINA:USBuyUSD37Jin Yoon
SingTelST:SP, Z74BuySGD4Alastair Jones
SK Telecom17670:KSNeutralKRW262000Alastair Jones
Smartone Telecommunications315:HKBuyHKD10.40Alastair Jones
Softbank9984:JPBuyJPY7100Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1925Chris Hoare
Spark NZSPK:NZNeutralNZD4Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
SprintS:USBuyUSD11Jonathan Chaplin
StarhubCC3, STH:SPNeutralSGD1.6Alastair Jones
SunriseSRCG:SWBuyCHF97Russell Waller
SwisscomSCMN:SWNeutralCHF515Russell Waller
T-Mobile USATMUS:USBuyUSD101Jonathan Chaplin
Taiwan Mobile3045:TTSellTWD103Alastair Jones
TAL EducationTAL:USBuyUSD65Jin Yoon
TalkTalkTALK:LNNeutralGBP1.15James Ratzer
Tele ColumbusTC1:GRNeutralEUR2.30James Ratzer
Tele2TEL2A:SS, TEL2B:SSBuySEK165.00Russell Waller
Telecom ArgentinaTECO2:AR, TEONeutralARS130Soomit Datta
Telecom ItaliaTIT:IMBuyEUR0.62James Ratzer
Telecom Italia SaversTITR:IMBuyEUR0.62James Ratzer
TelefonicaTEF:SMBuyEUR7.4Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZBuyBRL63Soomit Datta
Telefonica DeutschlandO2D:GRNeutralEUR2.6James Ratzer
TelenetTNET:BBNeutralEUR39James Ratzer
TelenorTEL:NONeutralNOK150Russell Waller
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD9.5Soomit Datta
TeliaTELIA:SSNeutralSEK48Russell Waller
Telkom SATKG:SJNeutralZAR8800Alastair Jones
TelstraTLS:AUBuyAUD3.90Ian Martin
Tencent Holdings700:HKBuyHKD420Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD14Jin Yoon
TeslaTSLA:USBuyUSD800Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL19Soomit Datta
Total Access CommunicationsDTAC:TBSellTHB40Chris Hoare
Tower BersamaTBIG:IJBuyIDR1175Chris Hoare
TPG TelecomTPM:AUNeutralAUD6.50Ian Martin
Trip.comTCOM:USNeutralUSD25Jin Yoon
True CorporationTRUE:TBNeutralTHB7.20Chris Hoare
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD58Pierre Ferragu
United InternetUTDI:GRBuyEUR42James Ratzer
VEONVEON: USBuyUSD3.6Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD54Jonathan Chaplin
VipshopVIPS:USBuyUSD18.5Jin Yoon
VodacomVOD:SJSellZAR10700Alastair Jones
VodafoneVOD:LNBuyGBP1.90James Ratzer
Vodafone IdeaIDEA:INNeutralINR8.1Chris Hoare
Weibo CorpWB:USBuyUSD45Jin Yoon
XL AxiataEXCL:IJBuyIDR5750Chris Hoare