Ratings

CompanyTickersRatingTargetAnalyst
58.comWUBA:USBuy$80Jin Yoon
Advanced Info ServicesADVANC:TBBuy฿250Chris Hoare
Advanced Micro DevicesAMD:USSell$21Pierre Ferragu
Alibaba GroupBABA:USBuy$234Jin Yoon
AlticeATC:NA, ATCB:NABuy€5.60Russell Waller
Altice USAATUS:USBuy$40Jonathan Chaplin
America MovilAMX:USNeutral$15.5Soomit Datta
American TowerAMT:USNeutral$232Spencer Kurn
AppleAAPL:USSell$195Pierre Ferragu
Applied MaterialsAMAT:USBuy$68Pierre Ferragu
Arista NetworksANETBuy$250Pierre Ferragu
ASMLASML:ASNeutral€230Pierre Ferragu
AT&TT:USNeutral$37Jonathan Chaplin
AxiataAXIATA:MKBuyRM5.60Chris Hoare
BaiduBIDU:USBuy$140Jin Yoon
Bharti AirtelBHARTI:INBuy₹770Chris Hoare
Bharti InfratelBHIN:INNeutral₹245Chris Hoare
British TelecomBT/A:LNBuy£2.90James Ratzer
BroadcomAVGO:USBuy$335Pierre Ferragu
CellnexCLNX:SMSell€27.20James Ratzer
CharterCHTR:USBuy$540Jonathan Chaplin
China Mobile941:HKSell$56Chris Hoare
China Telecom728:HKSell$2.60Chris Hoare
China Tower788:HKBuy$2.40Chris Hoare
China Unicom762:HKSell$6.1Chris Hoare
ChorusCNU:NZBuy$6.80Ian Martin
Chunghwa Telecom2412:TTSell$90Alastair Jones
CiscoCSCO:USNeutral$48Pierre Ferragu
ComcastCMCSA:USBuy$53Jonathan Chaplin
Crown CastleCCI:USSell$118Spencer Kurn
Deutsche TelekomDTE:GRNeutral€17.00James Ratzer
Digi.com6947, DIGI:MKNeutralRM4Chris Hoare
Digital Realty TrustDLR:USNeutral$140Spencer Kurn
Digital Telecoms Infra FundDIF:TBBuy฿17.40Chris Hoare
DISH NetworkDISH:USBuy$96Jonathan Chaplin
DrillischDRI:GRBuy€46.00James Ratzer
ElisaELISA:FINeutral€42.00Russell Waller
Entel ChileENTEL:CINeutral$6800Soomit Datta
EquinixEQIX:USBuy$630Spencer Kurn
EricssonERIC.B:STNeutralkr95Pierre Ferragu
EuskaltelEKT:SMNeutral€8.2Soomit Datta
Far EasTone4904:TTNeutral$71Alastair Jones
Globe TelecomGLO:PMNeutral₱1960Michael Chambers
HKBN1310:HKNeutral$15.10Alastair Jones
HKT Trust6823:HKNeutral$13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutral$2.10Alastair Jones
IliadILD:FPNeutral€144Russell Waller
IndosatISAT:IJSellRp2900Chris Hoare
InfineonIFX:DEBuy€27Pierre Ferragu
IntelINTC:USBuy$75Pierre Ferragu
IntelsatI:USBuy$34Vivek Stalam
InwitINW:IMBuy€11.2James Ratzer
iQIYIIQ:USBuy$25Jin Yoon
Jasmine Infra FundJASIF:TBBuy฿18.70Chris Hoare
Jasmine InternationalJAS:TBNeutral฿9Chris Hoare
JD.comJD:USBuy$40Jin Yoon
KDDI9433:JPBuy¥4600Chris Hoare
KPNKPN:NABuy€3.30Russell Waller
KT CorpKT:USBuy₩14.1Alastair Jones
LG32640:KSBuy₩18200Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USNeutral$35.30James Ratzer
LiLACLILA:US, LILAB:US, LILAK:USBuy$28Soomit Datta
LinknetLINK:IJBuyRp6700Chris Hoare
MasmovilMAS:SMBuy€31Soomit Datta
MaxisMAXIS:MKNeutralRM4.80Chris Hoare
MegacableMEGACPO:MMNeutral$90Soomit Datta
Meituan Dianping3690:HKBuy$120Jin Yoon
MillicomTIGO:USBuy$62Soomit Datta
Mobile TeleSystemsMBT:USBuy₽11.6Alastair Jones
MTNMTN:SJBuyR11400Alastair Jones
MultiChoice GroupMCG:SJNeutralR142Alastair Jones
NaspersNPN:ZABuyR4600Alastair Jones
NetEase Inc.NTES:USNeutral$260Jin Yoon
New OrientalEDU:USBuy$125Jin Yoon
NokiaNOKIA:HENeutral€3.80Pierre Ferragu
NOSNOS:PLBuy€6.70Russell Waller
NTT9432:JPBuy¥7200Chris Hoare
NTT DoCoMo9437:JPBuy¥3400Chris Hoare
NVIDIANVDA:USNeutral$210Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZBuyR$2.4Soomit Datta
OrangeORA:FPBuy€17.00Russell Waller
Orange BelgiumOBEL:BBNeutral€22Russell Waller
OTEHTO:GABuy€19.00Russell Waller
Palo Alto NetworksPANW:USBuy$300Pierre Ferragu
PCCW8:HKBuy$5.8Alastair Jones
PinduoduoPDD:USBuy$35Jin Yoon
PLDTTEL:PMBuy₱1900Michael Chambers
ProximusPROX:BBNeutral€29Russell Waller
PT TelekomunikasiTLKM:IJBuyRp5000Chris Hoare
Rakuten4755:JPBuy¥1200Chris Hoare
SafaricomSAFCOM:KNBuyKSh23Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyRp975Chris Hoare
SBA CommunicationsSBAC:USNeutral$246Spencer Kurn
Sina CorpSINA:USBuy$42Jin Yoon
SingTelST:SP, Z74Buy$4Alastair Jones
SK Telecom17670:KSNeutral₩262000Alastair Jones
Smartone Telecommunications315:HKBuy$10.40Alastair Jones
Softbank9984:JPBuy¥7000Pierre Ferragu
Softbank KK (Corp)9434:JPBuy¥1925Chris Hoare
Spark NZSPK:NZNeutral$4Ian Martin
SpeedCastSDA:AUBuy$4.40Ian Martin
Spirit TelecomST1:AUBuy$0.24Ian Martin
SprintS:USNeutral$6.50Jonathan Chaplin
StarhubCC3, STH:SPNeutral$1.6Alastair Jones
SunriseSRCG:SWNeutralFr87Russell Waller
SwisscomSCMN:SWNeutralFr492Russell Waller
T-Mobile USATMUS:USBuy$88Jonathan Chaplin
Taiwan Mobile3045:TTSell$103Alastair Jones
TAL EducationTAL:USBuy$48Jin Yoon
TalkTalkTALK:LNNeutral£1.07James Ratzer
Tele ColumbusTC1:GRNeutral€2.30James Ratzer
Tele2TEL2A:SS, TEL2B:SSNeutralkr164.00Russell Waller
Telecom ArgentinaTECO2:AR, TEONeutral$130Soomit Datta
Telecom ItaliaTIT:IMNeutral€0.64James Ratzer
Telecom Italia SaversTITR:IMNeutral€0.64James Ratzer
TelefonicaTEF:SMBuy€9.50Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZNeutralR$55Soomit Datta
Telefonica DeutschlandO2D:GRNeutral€3.0James Ratzer
Telekom AustriaTKA:AVNeutral€8.4James Ratzer
TelenetTNET:BBNeutral€47James Ratzer
TelenorTEL:NONeutralkr189Russell Waller
TelesitesSITESB1:MMBuy$17.30Soomit Datta
TelevisaTV:USNeutral$12.5Soomit Datta
TeliaTELIA:SSNeutralkr48Russell Waller
Telkom SATKG:SJNeutralR8800Alastair Jones
TelstraTLS:AUBuy$3.90Ian Martin
Tencent Holdings700:HKBuy$420Jin Yoon
Tencent Music Entertainment GroupTME:USBuy$16Jin Yoon
TeslaTSLA:USBuy$530Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyR$15.2Soomit Datta
Total Access CommunicationsDTAC:TBSell฿40Chris Hoare
Tower BersamaTBIG:IJBuyRp1175Chris Hoare
TPG TelecomTPM:AUNeutral$6.50Ian Martin
Trip.comTCOM:USNeutral$35Jin Yoon
True CorporationTRUE:TBNeutral฿7.20Chris Hoare
TurkcellTCELL:TIBuy₺16.90Alastair Jones
UberUBER:USBuy$50Pierre Ferragu
United InternetUTDI:GRBuy€44James Ratzer
VEONVEON: USBuy$3.6Alastair Jones
Verizon CommunicationsVZ:USNeutral$50Jonathan Chaplin
VipshopVIPS:USBuy$12.5Jin Yoon
VodacomVOD:SJSellR10700Alastair Jones
VodafoneVOD:LNBuy£1.95James Ratzer
Vodafone IdeaIDEA:INNeutral₹8.1Chris Hoare
Weibo CorpWB:USBuy$50Jin Yoon
XL AxiataEXCL:IJBuyRp5750Chris Hoare