Ratings

CompanyTickersRatingTargetAnalystModel
58.comWUBA:USNeutralUSD56Jin Yoon
Advanced Info ServicesADVANC:TBNeutralTHB205Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD60Pierre Ferragu
Alibaba GroupBABA:USBuyUSD300Jin Yoon
AlticeATC:NA, ATCB:NANeutralEUR4.1Russell Waller
Altice USAATUS:USBuyUSD42Jonathan ChaplinModel
America MovilAMX:USBuyUSD16.5Soomit Datta
American TowerAMT:USBuyUSD315Spencer KurnModel
AppleAAPL:USNeutralUSD110Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD92Pierre Ferragu
Arista NetworksANETBuyUSD300Pierre Ferragu
ASMLASML:ASNeutralEUR330Pierre Ferragu
AT&TT:USNeutralUSD35Jonathan ChaplinModel
AxiataAXIATA:MKNeutralMYR4.20Chris HoareModel
BaiduBIDU:USBuyUSD170Jin Yoon
Bharti AirtelBHARTI:INBuyINR900Chris HoareModel
Bharti InfratelBHIN:INBuyINR280Chris Hoare
British TelecomBT/A:LNBuyGBP2.50James RatzerModel
BroadcomAVGO:USBuyUSD400Pierre Ferragu
CellnexCLNX:SMSellEUR32James RatzerModel
CharterCHTR:USBuyUSD732Jonathan ChaplinModel
China Mobile941:HKSellHKD45Chris HoareModel
China Telecom728:HKNeutralHKD2.60Chris HoareModel
China Tower788:HKBuyHKD2.30Chris HoareModel
China Unicom762:HKNeutralHKD4.2Chris HoareModel
ChorusCNU:NZBuyNZD9.20Ian Martin
Chunghwa Telecom2412:TTSellTWD87Alastair Jones
CiscoCSCO:USBuyUSD60Pierre Ferragu
ComcastCMCSA:USBuyUSD50Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD165Spencer KurnModel
Dada Nexus LtdDADA:USBuyUSD40Jin Yoon
Deutsche TelekomDTE:GRBuyEUR23.5James RatzerModel
Digi.com6947, DIGI:MKSellMYR3.80Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD140Spencer KurnModel
Digital Telecoms Infra FundDIF:TBBuyTHB19.30Chris Hoare
DISH NetworkDISH:USBuyUSD88Jonathan ChaplinModel
DrillischDRI:GRBuyEUR29James RatzerModel
ElisaELISA:FINeutralEUR51Russell Waller
Entel ChileENTEL:CISellCLP4500Soomit Datta
EquinixEQIX:USBuyUSD820Spencer KurnModel
EricssonERIC.B:STNeutralSEK110Pierre Ferragu
EuskaltelEKT:SMNeutralEUR8.3Soomit Datta
Far EasTone4904:TTNeutralTWD64Alastair Jones
Globe TelecomGLO:PMNeutralPHP1960Michael Chambers
HKBN1310:HKBuyHKD21.00Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutralHKD1.43Alastair Jones
IliadILD:FPBuyEUR210Russell Waller
IndosatISAT:IJNeutralIDR2900Chris HoareModel
InfineonIFX:DEBuyEUR32Pierre Ferragu
IntelINTC:USBuyUSD100Pierre Ferragu
InwitINW:IMNeutralEUR10.8James RatzerModel
iQIYIIQ:USNeutralUSD23Jin Yoon
Jasmine Infra FundJASIF:TBBuyTHB13.50Chris Hoare
JD.comJD:USBuyUSD95Jin Yoon
KDDI9433:JPBuyJPY4800Chris HoareModel
KPNKPN:NABuyEUR3.1Russell Waller
KT CorpKT:USBuyKRW13.60Alastair Jones
LG32640:KSBuyKRW18800Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD37James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD17Soomit Datta
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
MaxisMAXIS:MKSellMYR4.20Chris HoareModel
MegacableMEGACPO:MMNeutralMXN66Soomit Datta
Meituan Dianping3690:HKBuyHKD290Jin Yoon
MercadoLibreMELI USBuyUSD1600Soomit Datta
MillicomTIGO:USNeutralUSD40Soomit Datta
Mobile TeleSystemsMBT:USBuyRUB10.1Alastair Jones
MTNMTN:SJBuyZAR8300Alastair Jones
MultiChoice GroupMCG:SJNeutralZAR142Alastair Jones
NaspersNPN:ZABuyZAR4600Alastair Jones
NetEase Inc.NTES:USBuyUSD100Jin Yoon
NetLink TrustNETLINK:SPNeutralSGD0.82Alastair Jones
New OrientalEDU:USBuyUSD180Jin Yoon
NokiaNOKIA:HENeutralEUR3Pierre Ferragu
NOSNOS:PLNeutralEUR5.2Russell Waller
NTT9432:JPBuyJPY3400Chris HoareModel
NTT DoCoMo9437:JPBuyJPY3600Chris HoareModel
NvidiaNVDA:USSellUSD400Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRL1.6Soomit Datta
OrangeORA:FPBuyEUR15.80Russell Waller
Orange BelgiumOBEL:BBNeutralEUR24Russell Waller
OTEHTO:GABuyEUR17.9Russell Waller
Palo Alto NetworksPANW:USBuyUSD370Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD150Jin Yoon
ProximusPROX:BBNeutralEUR21Russell Waller
PT TelekomunikasiTLKM:IJBuyIDR4500Chris HoareModel
Rakuten4755:JPSellJPY780Chris HoareModel
SafaricomSAFCOM:KNNeutralKES27.7Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR1200Chris Hoare
SBA CommunicationsSBAC:USBuyUSD350Spencer KurnModel
Sina CorpSINA:USNeutralUSD43.3Jin Yoon
SingTelST:SP, Z74BuySGD3.90Alastair Jones
SK Telecom17670:KSBuyKRW304000Alastair Jones
Smartone Telecommunications315:HKSellHKD5.3Alastair Jones
Softbank9984:JPBuyJPY7100Pierre Ferragu
Softbank KK (Corp)9434:JPBuyJPY1975Chris HoareModel
Spark NZSPK:NZNeutralNZD4Ian Martin
SpeedCastSDA:AUBuyAUD4.40Ian Martin
Spirit TelecomST1:AUBuyAUD0.24Ian Martin
StarhubCC3, STH:SPNeutralSGD1.6Alastair Jones
SunriseSRCG:SWNeutralCHF110Russell Waller
SwisscomSCMN:SWNeutralCHF510Russell Waller
T-Mobile USATMUS:USBuyUSD215Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Alastair Jones
TAL EducationTAL:USBuyUSD75Jin Yoon
TalkTalkTALK:LNNeutralGBP0.97James RatzerModel
Tele ColumbusTC1:GRNeutralEUR2.2James RatzerModel
Tele2TEL2A:SS, TEL2B:SSBuySEK170Russell Waller
Telecom ItaliaTIT:IMBuyEUR0.66James RatzerModel
Telecom Italia SaversTITR:IMBuyEUR0.66James Ratzer
TelefonicaTEF:SMNeutralEUR5.2Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZBuyBRL62Soomit Datta
Telefonica DeutschlandO2D:GRSellEUR1.9James RatzerModel
TelenetTNET:BBNeutralEUR44James RatzerModel
TelenorTEL:NONeutralNOK173Russell Waller
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD8.5Soomit Datta
TeliaTELIA:SSNeutralSEK40.5Russell Waller
Telkom SATKG:SJBuyZAR5100Alastair Jones
TelstraTLS:AUNeutralAUD3.20Ian Martin
Tencent Holdings700:HKBuyHKD700Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD18Jin Yoon
TeslaTSLA:USBuyUSD578Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL20Soomit Datta
Total Access CommunicationsDTAC:TBSellTHB26Chris HoareModel
Tower BersamaTBIG:IJBuyIDR1750Chris Hoare
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USBuyUSD30Jin Yoon
True CorporationTRUE:TBSellTHB1.8Chris HoareModel
TSMC2330:TPEBuyTWD700Pierre Ferragu
Turk TelekomTTKOM:TIBuyTRY9.10Alastair Jones
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD60Pierre Ferragu
United InternetUTDI:GRNeutralEUR30James RatzerModel
VEONVEON: USNeutralUSD2.7Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD54Jonathan ChaplinModel
VipshopVIPS:USBuyUSD25Jin Yoon
VodacomVOD:SJNeutralZAR11500Alastair Jones
VodafoneVOD:LNBuyGBP1.90James RatzerModel
Vodafone IdeaIDEA:INNeutralINR8.1Chris HoareModel
Weibo CorpWB:USBuyUSD45Jin Yoon
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel