Ratings

CompanyTickersRatingTargetAnalystModel
1&11U1:GRBuyEUR37James RatzerModel
Advanced Info ServicesADVANC:TBBuyTHB285Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD80Pierre Ferragu
AevaAEVA:USBuyUSD9Pierre Ferragu
AirspanMIMO:USBuyUSD7Pierre Ferragu
Airtel AfricaAAF:LNBuyGBP3.1Chris HoareModel
Alibaba GroupBABA:USBuyUSD150Jin Yoon
Altice USAATUS:USBuyUSD15Jonathan ChaplinModel
America MovilAMX:USNeutralUSD21Soomit DattaModel
American TowerAMT:USBuyUSD285Jonathan ChaplinModel
AppleAAPL:USNeutralUSD170Pierre Ferragu
Applied MaterialsAMAT:USNeutralUSD120Pierre Ferragu
Arista NetworksANET:USBuyUSD180Pierre Ferragu
ASMLASML:ASNeutralEUR520Pierre Ferragu
AT&TT:USBuyUSD26Jonathan ChaplinModel
AxiataAXIATA:MKBuyMYR5.7Chris HoareModel
BaiduBIDU:USBuyUSD200Jin Yoon
Bharti AirtelBHARTI:INBuyINR1300Chris HoareModel
Bilibili IncBILI:USBuyUSD40Jin Yoon
British TelecomBT/A:LNBuyGBP2.65James RatzerModel
BroadcomAVGO:USBuyUSD700Pierre Ferragu
CellnexCLNX:SMNeutralEUR40James RatzerModel
CharterCHTR:USBuyUSD703Jonathan ChaplinModel
China Mobile941:HKBuyHKD105Chris HoareModel
China Telecom728:HKBuyHKD7.40Chris HoareModel
China Tower788:HKBuyHKD1.20Chris HoareModel
China Unicom762:HKBuyHKD11.10Chris HoareModel
ChorusCNU:NZBuyNZD8.10Ian Martin
Chunghwa Telecom2412:TTSellTWD87Chris Hoare
CiscoCSCO:USBuyUSD58Pierre Ferragu
ComcastCMCSA:USBuyUSD58Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD180Jonathan ChaplinModel
Dada Nexus LtdDADA:USBuyUSD20Jin Yoon
Deutsche TelekomDTE:GRBuyEUR30James RatzerModel
Digi.com6947, DIGI:MKBuyMYR6Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD155Jonathan ChaplinModel
DISH NetworkDISH:USBuyUSD147Jonathan ChaplinModel
dLocalDLO:USBuyUSD38Soomit DattaModel
ElisaELISA:FINeutralEUR55Russell WallerModel
Entel ChileENTEL:CIBuyCLP4300Soomit DattaModel
EquinixEQIX:USBuyUSD850Jonathan ChaplinModel
EricssonERIC.B:STNeutralSEK75Pierre Ferragu
Far EasTone4904:TTNeutralTWD64Chris Hoare
FrontierFYBRBuyUSD126Jonathan ChaplinModel
Getnet S.A.GET:USNeutralUSD1.8Soomit DattaModel
Goto Gojek Tokopedia PTGOTO IJNeutralIDR295Jin Yoon
GrabGRAB: USBuyUSD7Pierre Ferragu
HKBN1310:HKBuyHKD16.00Chris Hoare
HKT Trust6823:HKNeutralHKD13.7Chris Hoare
Hutchison Telecom Hong Kong215:HKNeutralHKD1.43Chris Hoare
IHS TowersPrivateBuyUSD20Chris HoareModel
IliadILD:FPNeutralEUR182Russell WallerModel
IndosatISAT:IJBuyIDR11000Chris HoareModel
Indus TowersINDUSTOW:INBuyINR265Chris HoareModel
InfineonIFX:DEBuyEUR45Pierre Ferragu
IntelINTC:USBuyUSD46Pierre Ferragu
Inter & CoINTRNeutralUSD4.3Soomit DattaModel
InwitINW:IMBuyEUR12.9Ben RickettModel
iQIYIIQ:USBuyUSD10Jin Yoon
JD.comJD:USBuyUSD80Jin Yoon
KDDI9433:JPBuyJPY6000Chris HoareModel
KPNKPN:NABuyEUR4Russell WallerModel
KT CorpKT:USBuyUSD24Chris HoareModel
Kuaishou1024:HKBuyHKD95Jin Yoon
LG32640:KSBuyKRW21600Chris HoareModel
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD34James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD15Soomit DattaModel
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
MaxisMAXIS:MKBuyMYR5.6Chris HoareModel
MegacableMEGACPO:MMNeutralMXN60Soomit DattaModel
Meituan3690:HKBuyHKD250Jin Yoon
MercadoLibreMELI USBuyUSD1200Soomit DattaModel
Mercari4385 JP EquityBuyJPY6000Chris HoareModel
MicronMU:USBuyUSD110Pierre Ferragu
MillicomTIGO:USBuyUSD28Soomit DattaModel
Mitratel (PT Dayamitra Telekomunikasi)MTEL IJ EquityBuyIDR1135Chris HoareModel
Mobile TeleSystemsMBT:USBuyUSD10.1Chris Hoare
MTNMTN:SJBuyZAR250Chris HoareModel
NetEase Inc.NTES:USBuyUSD125Jin Yoon
New OrientalEDU:USNeutralUSD27Jin Yoon
NokiaNOKIA:HENeutralEUR4.8Pierre Ferragu
NOSNOS:PLNeutralEUR4.3Russell WallerModel
NTT9432:JPBuyJPY5250Chris HoareModel
NubankNU:USBuyUSD8.3Soomit DattaModel
NvidiaNVDA:USBuyUSD220Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRLSoomit DattaModel
OrangeORA:FPBuyEUR15Russell WallerModel
Orange BelgiumOBEL:BBNeutralEUR27Russell WallerModel
OTEHTO:GABuyEUR24Russell WallerModel
PagSeguroPAGSNeutralUSD21Soomit DattaModel
Palo Alto NetworksPANW:USBuyUSD730Pierre Ferragu
PCCW8:HKBuyHKD5.8Chris Hoare
PinduoduoPDD:USBuyUSD80Jin Yoon
ProximusPROX:BBNeutralEUR20Russell WallerModel
PT TelekomunikasiTLKM:IJBuyIDR7450Chris HoareModel
Rakuten4755:JPSellJPY520Chris HoareModel
Reliance Industries LtdRIL IN EquityBuyINR3270Chris HoareModel
SafaricomSAFCOM:KNNeutralKES37Chris HoareModel
Sarana Menara (Protelindo)TOWR:IJBuyIDR1900Chris HoareModel
SBA CommunicationsSBAC:USBuyUSD345Jonathan ChaplinModel
Sea LtdSE:USBuyUSD120Jin Yoon
SingTelST:SP, Z74BuySGD4.40Chris HoareModel
SK Telecom17670:KSBuyKRW112000Chris HoareModel
Smartone Telecommunications315:HKSellHKD5.3Chris Hoare
SoftBank9984:JPBuyJPY10400Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1975Chris HoareModel
SoitecSOI:FPBuyEUR190Pierre Ferragu
Spark NZSPK:NZNeutralNZD5Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
StarhubCC3, STH:SPNeutralSGD1.6Chris Hoare
StoneCoSTNE USNeutralUSD12Soomit DattaModel
SunriseSRCG:SWNeutralCHF110Russell Waller
SwisscomSCMN:SWNeutralCHF590Russell WallerModel
T-Mobile USATMUS:USBuyUSD230Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Chris Hoare
Tele2TEL2A:SS, TEL2B:SSNeutralSEK155Russell WallerModel
Telecom ItaliaTIT:IMSellEUR0.17James RatzerModel
Telecom Italia SaversTITR:IMSellEUR0.17James RatzerModel
TelefonicaTEF:SMNeutralEUR5Russell WallerModel
Telefonica BrasilVIVT3:BZNeutralBRL54Soomit DattaModel
Telefonica DeutschlandO2D:GRSellEUR1.7James RatzerModel
TelenetTNET:BBBuyEUR26James RatzerModel
TelenorTEL:NOBuyNOK165Russell WallerModel
TelevisaTV:USBuyUSD14.5Soomit DattaModel
TeliaTELIA:SSNeutralSEK39Russell WallerModel
TelstraTLS:AUNeutralAUD4Ian Martin
Temple & Webster Group LtdTPW:AUBuyAUD10Jin Yoon
Tencent Holdings700:HKBuyHKD400Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD7Jin Yoon
TeslaTSLA:USBuyUSD530Pierre Ferragu
TIM ParticipacoesTIMS3:BZBuyBRL19Soomit DattaModel
Total Access CommunicationsDTAC:TBBuyTHB60Chris HoareModel
Tower BersamaTBIG:IJBuyIDR3900Chris HoareModel
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USBuyUSD35Jin Yoon
True CorporationTRUE:TBBuyTHB6.1Chris HoareModel
TSMC2330:TPEBuyTWD700Pierre Ferragu
UberUBER:USBuyUSD45Pierre Ferragu
United InternetUTDI:GRBuyEUR39James RatzerModel
Vantage TowersVTWRNeutralEUR33James RatzerModel
VEONVEON: USNeutralUSD2.7Chris Hoare
Verizon CommunicationsVZ:USNeutralUSD49Jonathan ChaplinModel
VipshopVIPS:USNeutralUSD8Jin Yoon
Vocus Group LtdVOC:AUBuyAUD5.00Ian Martin
VodacomVOD:SJNeutralZAR150Chris HoareModel
VodafoneVOD:LNBuyGBP1.85James RatzerModel
Vodafone IdeaIDEA:INSellINR8Chris HoareModel
Weibo CorpWB:USBuyUSD30Jin Yoon
WolfspeedWOLF:USBuyUSD140Pierre Ferragu
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel
Z Holdings4689BuyJPY940Chris HoareModel
ZOZO3092 JP EquityBuyJPY5000Chris HoareModel