Company | Tickers | Rating | Target | Analyst | Model |
---|
1&1 | 1U1:GR | Buy | EUR36 | James Ratzer | Model |
Advanced Info Services | ADVANC:TB | Buy | THB285 | Chris Hoare | Model |
Advanced Micro Devices | AMD:US | Sell | USD100 | Pierre Ferragu | |
Aeva | AEVA:US | Buy | USD9 | Pierre Ferragu | |
Airspan | MIMO:US | Buy | USD7 | Pierre Ferragu | |
Airtel Africa | AAF:LN | Buy | GBP2.6 | Chris Hoare | Model |
Alibaba Group | BABA:US | Buy | USD150 | Jin Yoon | |
Altice USA | ATUS:US | Neutral | USD42 | Jonathan Chaplin | Model |
America Movil | AMX:US | Neutral | USD21 | Soomit Datta | Model |
American Tower | AMT:US | Buy | USD285 | Jonathan Chaplin | Model |
Apple | AAPL:US | Neutral | USD175 | Pierre Ferragu | |
Applied Materials | AMAT:US | Neutral | USD120 | Pierre Ferragu | |
Arista Networks | ANET:US | Buy | USD150 | Pierre Ferragu | |
ASML | ASML:AS | Neutral | EUR580 | Pierre Ferragu | |
AT&T | T:US | Buy | USD26 | Jonathan Chaplin | Model |
Axiata | AXIATA:MK | Buy | MYR5.7 | Chris Hoare | Model |
Baidu | BIDU:US | Buy | USD200 | Jin Yoon | |
Banco Inter SA | BIDI3, BIDI4, BIDI11 | Buy | BRL35 | Soomit Datta | Model |
Bharti Airtel | BHARTI:IN | Buy | INR1300 | Chris Hoare | Model |
Bilibili Inc | BILI:US | Buy | USD40 | Jin Yoon | |
British Telecom | BT/A:LN | Buy | GBP2.55 | James Ratzer | Model |
Broadcom | AVGO:US | Buy | USD700 | Pierre Ferragu | |
Cellnex | CLNX:SM | Neutral | EUR39 | James Ratzer | Model |
Charter | CHTR:US | Buy | USD820 | Jonathan Chaplin | Model |
China Mobile | 941:HK | Buy | HKD105 | Chris Hoare | Model |
China Telecom | 728:HK | Buy | HKD7.40 | Chris Hoare | Model |
China Tower | 788:HK | Buy | HKD1.20 | Chris Hoare | Model |
China Unicom | 762:HK | Buy | HKD11.10 | Chris Hoare | Model |
Chorus | CNU:NZ | Buy | NZD8.10 | Ian Martin | |
Chunghwa Telecom | 2412:TT | Sell | TWD87 | Chris Hoare | |
Cisco | CSCO:US | Buy | USD65 | Pierre Ferragu | |
Comcast | CMCSA:US | Buy | USD65 | Jonathan Chaplin | Model |
Crown Castle | CCI:US | Neutral | USD180 | Jonathan Chaplin | Model |
Dada Nexus Ltd | DADA:US | Buy | USD20 | Jin Yoon | |
Deutsche Telekom | DTE:GR | Buy | EUR25 | James Ratzer | Model |
Digi.com | 6947, DIGI:MK | Buy | MYR6 | Chris Hoare | Model |
Digital Realty Trust | DLR:US | Neutral | USD155 | Jonathan Chaplin | Model |
DISH Network | DISH:US | Buy | USD147 | Jonathan Chaplin | Model |
dLocal | DLO:US | Buy | USD38 | Soomit Datta | Model |
Elisa | ELISA:FI | Neutral | EUR55 | Russell Waller | Model |
Entel Chile | ENTEL:CI | Buy | CLP5400 | Soomit Datta | Model |
Equinix | EQIX:US | Buy | USD850 | Jonathan Chaplin | Model |
Ericsson | ERIC.B:ST | Neutral | SEK100 | Pierre Ferragu | |
Far EasTone | 4904:TT | Neutral | TWD64 | Chris Hoare | |
Frontier | FYBR | Buy | USD116 | Jonathan Chaplin | Model |
Getnet S.A. | GET:US | Neutral | USD1.8 | Soomit Datta | Model |
Grab | AGC-US | Buy | USD8 | Pierre Ferragu | |
HKBN | 1310:HK | Buy | HKD16.00 | Chris Hoare | |
HKT Trust | 6823:HK | Neutral | HKD13.7 | Chris Hoare | |
Hutchison Telecom Hong Kong | 215:HK | Neutral | HKD1.43 | Chris Hoare | |
IHS Towers | Private | Buy | USD20 | Chris Hoare | Model |
Iliad | ILD:FP | Neutral | EUR182 | Russell Waller | Model |
Indosat | ISAT:IJ | Buy | IDR11000 | Chris Hoare | Model |
Indus Towers | INDUSTOW:IN | Buy | INR265 | Chris Hoare | Model |
Infineon | IFX:DE | Buy | EUR45 | Pierre Ferragu | |
Intel | INTC:US | Buy | USD70 | Pierre Ferragu | |
Inwit | INW:IM | Buy | EUR13.2 | Ben Rickett | Model |
iQIYI | IQ:US | Buy | USD10 | Jin Yoon | |
JD.com | JD:US | Buy | USD80 | Jin Yoon | |
KDDI | 9433:JP | Buy | JPY5250 | Chris Hoare | Model |
KPN | KPN:NA | Buy | EUR4 | Russell Waller | Model |
KT Corp | KT:US | Buy | USD24 | Chris Hoare | Model |
Kuaishou | 1024:HK | Buy | HKD122 | Jin Yoon | |
LG | 32640:KS | Buy | KRW21600 | Chris Hoare | Model |
Liberty Global | LBTYA:US, LBTYB:US, LBTYK:US | Buy | USD37 | James Ratzer | Model |
LiLAC | LILA:US, LILAB:US, LILAK:US | Buy | USD17 | Soomit Datta | Model |
Macquarie Telecom Group | MAQ:ASE | Neutral | AUD40 | Ian Martin | |
Maxis | MAXIS:MK | Buy | MYR5.6 | Chris Hoare | Model |
Megacable | MEGACPO:MM | Sell | MXN60 | Soomit Datta | Model |
Meituan | 3690:HK | Buy | HKD250 | Jin Yoon | |
MercadoLibre | MELI US | Buy | USD1700 | Soomit Datta | Model |
Mercari | 4385 JP Equity | Buy | JPY9000 | Chris Hoare | Model |
Micron | MU:US | Buy | USD135 | Pierre Ferragu | |
Millicom | TIGO:US | Buy | USD44 | Soomit Datta | Model |
Mitratel (PT Dayamitra Telekomunikasi) | MTEL IJ Equity | Buy | IDR1135 | Chris Hoare | Model |
Mobile TeleSystems | MBT:US | Buy | USD10.1 | Chris Hoare | |
MTN | MTN:SJ | Buy | ZAR250 | Chris Hoare | Model |
NetEase Inc. | NTES:US | Buy | USD125 | Jin Yoon | |
New Oriental | EDU:US | Buy | USD18 | Jin Yoon | |
Nokia | NOKIA:HE | Neutral | EUR5.3 | Pierre Ferragu | |
NOS | NOS:PL | Neutral | EUR4.3 | Russell Waller | Model |
NTT | 9432:JP | Buy | JPY5000 | Chris Hoare | Model |
Nubank | NU:US | Neutral | USD9 | Soomit Datta | Model |
Nvidia | NVDA:US | Buy | USD280 | Pierre Ferragu | |
Oi | OIBR3:BZ, OIBR4:BZ | Neutral | BRL0.9 | Soomit Datta | Model |
Orange | ORA:FP | Buy | EUR15 | Russell Waller | Model |
Orange Belgium | OBEL:BB | Neutral | EUR27 | Russell Waller | Model |
OTE | HTO:GA | Buy | EUR24 | Russell Waller | Model |
PagSeguro | PAGS | Buy | USD18 | Soomit Datta | Model |
Palo Alto Networks | PANW:US | Buy | USD600 | Pierre Ferragu | |
PCCW | 8:HK | Buy | HKD5.8 | Chris Hoare | |
Pinduoduo | PDD:US | Buy | USD60 | Jin Yoon | |
Proximus | PROX:BB | Neutral | EUR20 | Russell Waller | Model |
PT Telekomunikasi | TLKM:IJ | Buy | IDR7450 | Chris Hoare | Model |
Rakuten | 4755:JP | Sell | JPY780 | Chris Hoare | Model |
Reliance Industries Ltd | RIL IN Equity | Buy | INR3270 | Chris Hoare | Model |
Safaricom | SAFCOM:KN | Neutral | KES37 | Chris Hoare | Model |
Sarana Menara (Protelindo) | TOWR:IJ | Buy | IDR1900 | Chris Hoare | Model |
SBA Communications | SBAC:US | Buy | USD345 | Jonathan Chaplin | Model |
Sea Ltd | SE:US | Buy | USD120 | Jin Yoon | |
SingTel | ST:SP, Z74 | Buy | SGD4.40 | Chris Hoare | Model |
SK Telecom | 17670:KS | Buy | KRW112000 | Chris Hoare | Model |
Smartone Telecommunications | 315:HK | Sell | HKD5.3 | Chris Hoare | |
SoftBank | 9984:JP | Buy | JPY10400 | Pierre Ferragu | |
Softbank KK (Corp) | 9434:JP | Buy | JPY1975 | Chris Hoare | Model |
Spark NZ | SPK:NZ | Neutral | NZD5 | Ian Martin | |
SpeedCast | SDA:AU | Buy | AUD4.40 | Ian Martin | |
Spirit Telecom | ST1:AU | Buy | AUD0.24 | Ian Martin | |
Starhub | CC3, STH:SP | Neutral | SGD1.6 | Chris Hoare | |
StoneCo | STNE US | Neutral | USD14 | Soomit Datta | Model |
Sunrise | SRCG:SW | Neutral | CHF110 | Russell Waller | |
Swisscom | SCMN:SW | Neutral | CHF590 | Russell Waller | Model |
T-Mobile USA | TMUS:US | Buy | USD230 | Jonathan Chaplin | Model |
Taiwan Mobile | 3045:TT | Neutral | TWD103 | Chris Hoare | |
TAL Education | TAL:US | Buy | USD85 | Jin Yoon | |
Tele2 | TEL2A:SS, TEL2B:SS | Buy | SEK155 | Russell Waller | Model |
Telecom Italia | TIT:IM | Sell | EUR0.15 | James Ratzer | Model |
Telecom Italia Savers | TITR:IM | Sell | EUR0.15 | James Ratzer | |
Telefonica | TEF:SM | Neutral | EUR5 | Russell Waller | Model |
Telefonica Brasil | VIVT3:BZ | Buy | BRL60 | Soomit Datta | Model |
Telefonica Deutschland | O2D:GR | Sell | EUR1.9 | James Ratzer | Model |
Telenet | TNET:BB | Buy | EUR37 | James Ratzer | Model |
Telenor | TEL:NO | Neutral | NOK165 | Russell Waller | Model |
Televisa | TV:US | Buy | USD14.5 | Soomit Datta | Model |
Telia | TELIA:SS | Neutral | SEK39 | Russell Waller | Model |
Telstra | TLS:AU | Neutral | AUD4 | Ian Martin | |
Temple & Webster Group Ltd | TPW:AU | Buy | AUD10 | Jin Yoon | |
Tencent Holdings | 700:HK | Buy | HKD400 | Jin Yoon | |
Tencent Music Entertainment Group | TME:US | Buy | USD7 | Jin Yoon | |
Tesla | TSLA:US | Buy | USD1580 | Pierre Ferragu | |
TIM Participacoes | TIMP3:BZ | Buy | BRL20 | Soomit Datta | Model |
Total Access Communications | DTAC:TB | Buy | THB60 | Chris Hoare | Model |
Tower Bersama | TBIG:IJ | Buy | IDR3900 | Chris Hoare | Model |
TPG Telecom | TPM:AU | Neutral | AUD7.50 | Ian Martin | |
Trip.com | TCOM:US | Buy | USD30 | Jin Yoon | |
True Corporation | TRUE:TB | Buy | THB6.1 | Chris Hoare | Model |
TSMC | 2330:TPE | Buy | TWD880 | Pierre Ferragu | |
Uber | UBER:US | Buy | USD45 | Pierre Ferragu | |
United Internet | UTDI:GR | Neutral | EUR39 | James Ratzer | Model |
Vantage Towers | VTWR | Neutral | EUR34 | James Ratzer | Model |
VEON | VEON: US | Neutral | USD2.7 | Chris Hoare | |
Verizon Communications | VZ:US | Neutral | USD49 | Jonathan Chaplin | Model |
Vipshop | VIPS:US | Neutral | USD8 | Jin Yoon | |
Vocus Group Ltd | VOC:AU | Buy | AUD5.00 | Ian Martin | |
Vodacom | VOD:SJ | Neutral | ZAR15000 | Chris Hoare | Model |
Vodafone | VOD:LN | Buy | GBP1.90 | James Ratzer | Model |
Vodafone Idea | IDEA:IN | Sell | INR8 | Chris Hoare | Model |
Weibo Corp | WB:US | Buy | USD40 | Jin Yoon | |
Wolfspeed | WOLF:US | Buy | USD140 | Pierre Ferragu | |
XL Axiata | EXCL:IJ | Buy | IDR5000 | Chris Hoare | Model |
Z Holdings | 4689 | Buy | JPY940 | Chris Hoare | Model |
ZOZO | 3092 JP Equity | Buy | JPY5200 | Chris Hoare | Model |