Ratings

CompanyTickersRatingTargetAnalystModel
1&11U1:GRBuyEUR31James RatzerModel
Advanced Info ServicesADVANC:TBBuyTHB285Chris HoareModel
Advanced Micro DevicesAMD:USNeutralUSD65Pierre Ferragu
AdyenADYENBuyEUR1850Soomit DattaModel
AevaAEVA:USBuyUSD3.6Pierre Ferragu
AirspanMIMO:USBuyUSD5.50Pierre Ferragu
Airtel AfricaAAF:LNBuyGBP3.1Chris HoareModel
Alibaba GroupBABA:USBuyUSD150Jin Yoon
AlphabetGOOGLBuyUSD118Dan SalmonModel
Altice USAATUS:USNeutralUSD6Jonathan ChaplinModel
AmazonAMZNBuyUSD130Dan SalmonModel
America MovilAMX:USNeutralUSD22Soomit DattaModel
American TowerAMT:USBuyUSD285Jonathan ChaplinModel
AppleAAPL:USNeutralUSD155Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD120Pierre Ferragu
Arista NetworksANET:USBuyUSD170Pierre Ferragu
ASMLASML:ASBuyEUR770Pierre Ferragu
AT&TT:USNeutralUSD18Jonathan ChaplinModel
AxiataAXIATA:MKBuyMYR5.7Chris HoareModel
BaiduBIDU:USBuyUSD200Jin Yoon
Bharti AirtelBHARTI:INBuyINR1400Chris HoareModel
Bilibili IncBILI:USBuyUSD40Jin Yoon
British TelecomBT/A:LNBuyGBP1.80James RatzerModel
BroadcomAVGO:USBuyUSD700Pierre Ferragu
CellnexCLNX:SMNeutralEUR30James RatzerModel
CharterCHTR:USBuyUSD538Jonathan ChaplinModel
China Mobile941:HKBuyHKD105Chris HoareModel
China Telecom728:HKBuyHKD7.40Chris HoareModel
China Tower788:HKBuyHKD1.70Chris HoareModel
China Unicom762:HKBuyHKD11.10Chris HoareModel
ChorusCNU:NZBuyNZD8.10Ian Martin
Chunghwa Telecom2412:TTSellTWD87Chris Hoare
CiscoCSCO:USBuyUSD58Pierre Ferragu
ComcastCMCSA:USBuyUSD48Jonathan ChaplinModel
Coupang IncCPNG USBuyUSD25Jin Yoon
Crown CastleCCI:USNeutralUSD180Jonathan ChaplinModel
Dada Nexus LtdDADA:USBuyUSD20Jin Yoon
Deutsche TelekomDTE:GRBuyEUR31James RatzerModel
Digi.com6947, DIGI:MKBuyMYR6Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD155Jonathan ChaplinModel
DISH NetworkDISH:USBuyUSD28Jonathan ChaplinModel
dLocalDLO:USNeutralUSD25Soomit DattaModel
ElisaELISA:FINeutralEUR57Russell WallerModel
Entel ChileENTEL:CIBuyCLP4000Soomit DattaModel
EquinixEQIX:USBuyUSD850Jonathan ChaplinModel
EricssonERIC.B:STNeutralSEK70Pierre Ferragu
Far EasTone4904:TTNeutralTWD64Chris Hoare
FrontierFYBRBuyUSD126Jonathan ChaplinModel
Getnet S.A.GET:USNeutralUSD1.8Soomit DattaModel
Goto Gojek Tokopedia PTGOTO IJNeutralIDR190Jin Yoon
GrabGRAB: USBuyUSD5.5Pierre Ferragu
IHS TowersPrivateBuyUSD20Chris HoareModel
IliadILD:FPNeutralEUR182Russell WallerModel
IndosatISAT:IJBuyIDR11000Chris HoareModel
Indus TowersINDUSTOW:INBuyINR265Chris HoareModel
InfineonIFX:DEBuyEUR45Pierre Ferragu
IntelINTC:USBuyUSD38Pierre Ferragu
Inter & CoINTRNeutralUSD4.3Soomit DattaModel
InwitINW:IMNeutralEUR11.1Ben 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:USBuyUSD32James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD15Soomit DattaModel
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
Match GroupMTCHBuyUSD54Dan SalmonModel
MaxisMAXIS:MKBuyMYR5.6Chris HoareModel
MegacableMEGACPO:MMBuyMXN75Soomit DattaModel
Meituan3690:HKBuyHKD250Jin Yoon
MercadoLibreMELI USBuyUSD1300Soomit DattaModel
Mercari4385 JP EquityBuyJPY6000Chris HoareModel
Meta PlatformsMETABuyUSD145Dan SalmonModel
MicronMU:USBuyUSD75Pierre Ferragu
MillicomTIGO:USBuyUSD22Soomit DattaModel
Mitratel (PT Dayamitra Telekomunikasi)MTEL IJ EquityBuyIDR1135Chris HoareModel
Mobile TeleSystemsMBT:USBuyUSD10.1Chris Hoare
MobileyeMBLYBuyUSD42Pierre Ferragu
MTNMTN:SJBuyZAR250Chris HoareModel
NetEase Inc.NTES:USBuyUSD90Jin Yoon
NetflixNFLXNeutralUSD320Dan SalmonModel
New OrientalEDU:USNeutralUSD27Jin Yoon
NexiNEXINeutralEUR11.5Soomit DattaModel
NokiaNOKIA:HENeutralEUR4.6Pierre Ferragu
NOSNOS:PLNeutralEUR4.4Russell WallerModel
NTT9432:JPBuyJPY5250Chris HoareModel
NubankNU:USBuyUSD7.2Soomit DattaModel
NvidiaNVDA:USBuyUSD220Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRLSoomit DattaModel
OpsimexSITES1A-1SellMXN17Soomit Datta
OrangeORA:FPBuyEUR14.5Russell WallerModel
Orange BelgiumOBEL:BBNeutralEUR19Russell WallerModel
OTEHTO:GANeutralEUR22.5Russell WallerModel
PagSeguroPAGSBuyUSD17Soomit DattaModel
Palo Alto NetworksPANW:USBuyUSD225Pierre Ferragu
PCCW8:HKBuyHKD5.8Chris Hoare
PinduoduoPDD:USBuyUSD100Jin Yoon
ProximusPROX:BBNeutralEUR9.6Russell 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:USBuyUSD80Jin Yoon
SingTelST:SP, Z74BuySGD4.40Chris HoareModel
Sitios LatinoamericaLASITENeutralMXN6.6Soomit DattaModel
SK Telecom17670:KSBuyKRW112000Chris HoareModel
Smartone Telecommunications315:HKSellHKD5.3Chris Hoare
SnapSNAPBuyUSD12Dan SalmonModel
SoftBank9984:JPBuyJPY10400Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1975Chris HoareModel
SoitecSOI:FPBuyEUR175Pierre Ferragu
Spark NZSPK:NZNeutralNZD5Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
StarhubCC3, STH:SPNeutralSGD1.6Chris Hoare
StoneCoSTNE USNeutralUSD14Soomit DattaModel
SunriseSRCG:SWNeutralCHF110Russell Waller
SwisscomSCMN:SWNeutralCHF610Russell WallerModel
T-Mobile USATMUS:USBuyUSD170Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Chris Hoare
Tele2TEL2A:SS, TEL2B:SSNeutralSEK133Russell WallerModel
Telecom ItaliaTIT:IMNeutralEUR0.14James RatzerModel
Telecom Italia SaversTITR:IMNeutralEUR0.14James RatzerModel
TelefonicaTEF:SMBuyEUR4.7Russell WallerModel
Telefonica BrasilVIVT3:BZBuyBRL55Soomit DattaModel
Telefonica DeutschlandO2D:GRSellEUR2.0James RatzerModel
TelenetTNET:BBNeutralEUR15.2James RatzerModel
TelenorTEL:NOBuyNOK160Russell WallerModel
TelevisaTV:USBuyUSD8.5Soomit DattaModel
TeliaTELIA:SSNeutralSEK39Russell WallerModel
TelstraTLS:AUNeutralAUD4Ian Martin
Temple & Webster Group LtdTPW:AUBuyAUD10Jin Yoon
Tencent Holdings700:HKBuyHKD400Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD11Jin Yoon
TeslaTSLA:USBuyUSD320Pierre Ferragu
The Trade DeskTTDNeutralUSD43Dan SalmonModel
TIM ParticipacoesTIMS3:BZNeutralBRL17Soomit DattaModel
Total Access CommunicationsDTAC:TBBuyTHB60Chris HoareModel
Tower BersamaTBIG:IJBuyIDR3900Chris HoareModel
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USBuyUSD40Jin Yoon
True CorporationTRUE:TBBuyTHB6.1Chris HoareModel
TSMC2330:TPEBuyTWD580Pierre Ferragu
UberUBER:USBuyUSD50Pierre Ferragu
United InternetUTDI:GRBuyEUR40James RatzerModel
Vantage TowersVTWRNeutralEUR32James RatzerModel
VEONVEON: USNeutralUSD2.7Chris Hoare
Verizon CommunicationsVZ:USNeutralUSD41Jonathan ChaplinModel
VipshopVIPS:USNeutralUSD10Jin Yoon
Vocus Group LtdVOC:AUBuyAUD5.00Ian Martin
VodacomVOD:SJNeutralZAR150Chris HoareModel
VodafoneVOD:LNBuyGBP1.75James RatzerModel
Vodafone IdeaIDEA:INSellINR8Chris HoareModel
Weibo CorpWB:USBuyUSD25Jin Yoon
WolfspeedWOLF:USBuyUSD110Pierre Ferragu
WorldlineWLNBuyEUR63Soomit DattaModel
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel
Z Holdings4689BuyJPY940Chris HoareModel
ZOZO3092 JP EquityBuyJPY5000Chris HoareModel