Ratings

CompanyTickersRatingTargetAnalyst
58.comWUBA:USBuy$75Jin Yoon
Advanced Info ServicesADVANC:TBNeutral฿187Chris Hoare
Advanced Micro DevicesAMD:USSell$18Pierre Ferragu
Alibaba GroupBABA:USBuy$234Jin Yoon
AlticeATC:NA, ATCB:NABuy€3.20Russell Waller
Altice USAATUS:USBuy$28Jonathan Chaplin
America MovilAMX:USNeutral$15Soomit Datta
American TowerAMT:USNeutral$219Spencer Kurn
AppleAAPL:USSell$170Pierre Ferragu
Applied MaterialsAMAT:USBuy$56Pierre Ferragu
ASMLASML:ASBuy€210Pierre Ferragu
AT&TT:USNeutral$29Jonathan Chaplin
AxiataAXIATA:MKBuyRM5.60Chris Hoare
BaiduBIDU:USBuy$180Jin Yoon
Bharti AirtelBHARTI:INBuy₹580Chris Hoare
Bharti InfratelBHIN:INNeutral₹270Chris Hoare
British TelecomBT/A:LNBuy£2.85James Ratzer
BroadcomAVGO:USBuy$370Pierre Ferragu
CellnexCLNX:SMNeutral€24.30James Ratzer
CharterCHTR:USBuy$435Jonathan Chaplin
China Mobile941:HKSell$75Chris Hoare
China Telecom728:HKSell$3.70Chris Hoare
China Tower788:HKBuy$2.30Chris Hoare
China Unicom762:HKNeutral$11.10Chris Hoare
ChorusCNU:NZBuy$6.80Ian Martin
Chunghwa Telecom2412:TTSell$86Alastair Jones
CiscoCSCO:USNeutral$50Pierre Ferragu
ComcastCMCSA:USBuy$49Jonathan Chaplin
Crown CastleCCI:USSell$113Spencer Kurn
CtripCTRP:USNeutral$40Jin Yoon
Deutsche TelekomDTE:GRNeutral€15.90Russell Waller
Digi.com6947, DIGI:MKNeutralRM4Chris Hoare
Digital Realty TrustDLR:USNeutral$115Spencer Kurn
Digital Telecoms Infra FundDIF:TBBuy฿17.40Chris Hoare
DISH NetworkDISH:USBuy$175Jonathan Chaplin
DoCoMo9437:JPBuy¥3050Chris Hoare
DrillischDRI:GRBuy€49.5Russell Waller
ElisaELISA:FINeutral€40Russell Waller
Entel ChileENTEL:CINeutral$6800Soomit Datta
EquinixEQIX:USBuy$560Spencer Kurn
EricssonERIC.B:STSellkr70Pierre Ferragu
EuskaltelEKT:SMNeutral€7.80Soomit Datta
Far EasTone4904:TTNeutral$71Alastair Jones
FreenetFNTN:GRBuy€21Russell Waller
Global Telecom HoldingsGTHE:EYNeutralج.م8Alastair Jones
Globe TelecomGLO:PMNeutral₱1960Michael Chambers
HKBN1310:HKBuy$15.10Alastair Jones
HKT Trust6823:HKBuy$13.80Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutral$3.10Alastair Jones
IliadILD:FPBuy€140Russell Waller
IndosatISAT:IJSellRp2040Chris Hoare
InfineonIFX:DEBuy€26Pierre Ferragu
InmarsatISAT:LNNeutral£5.30Andrew Entwistle
IntelINTC:USBuy$75Pierre Ferragu
InwitINW:IMNeutral€8.20James Ratzer
iQIYIIQ:USBuy$26Jin Yoon
Jasmine Infra FundJASIF:TBBuy฿18.70Chris Hoare
Jasmine InternationalJAS:TBNeutral฿9Chris Hoare
JD.comJD:USBuy$40Jin Yoon
KDDI9433:JPBuy¥3500Chris Hoare
KPNKPN:NABuy€3.20Russell Waller
KT CorpKT:USNeutral₩16.50Alastair Jones
LG32640:KSNeutral₩15200Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuy$44James Ratzer
LiLACLILA:US, LILAB:US, LILAK:USBuy$29Soomit Datta
LinknetLINK:IJBuyRp6700Chris Hoare
MasmovilMAS:SMBuy€26Soomit Datta
MaxisMAXIS:MKNeutralRM4.80Chris Hoare
MegacableMEGACPO:MMNeutral$90Soomit Datta
MegafonMFON:LINeutral₽11Alastair Jones
Meituan Dianping3690:HKBuy$70Jin Yoon
MillicomTIGO:SSBuykr700Soomit Datta
Mobile TeleSystemsMBT:USBuy₽10.50Alastair Jones
MTNMTN:SJBuyR11400Alastair Jones
MultiChoice GroupMCG:SJBuyR142Alastair Jones
NetEase Inc.NTES:USNeutral$260Jin Yoon
NetLink TrustNETLINK:SPNeutral$0.82Alastair Jones
New OrientalEDU:USBuy$110Jin Yoon
NokiaNOKIA:HENeutral€4.30Pierre Ferragu
NOSNOS:PLBuy€7.40Russell Waller
NTT9432:JPBuy¥7000Chris Hoare
NVIDIANVDA:USBuy$200Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZBuyR$2.60Soomit Datta
OrangeORA:FPNeutral€16Russell Waller
Orange BelgiumOBEL:BBNeutral€19Russell Waller
OTEHTO:GANeutral€13.80Russell Waller
Palo Alto NetworksPANW:USBuy$300Pierre Ferragu
PCCW8:HKBuy$6.10Alastair Jones
PinduoduoPDD:USBuy$24Jin Yoon
PLDTTEL:PMBuy₱1900Michael Chambers
ProximusPROX:BBBuy€31Russell Waller
PT TelekomunikasiTLKM:IJBuyRp5250Chris Hoare
Rakuten4755:JPBuy¥1450Chris Hoare
SafaricomSAFCOM:KNBuyKSh23Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyRp860Chris Hoare
SBA CommunicationsSBAC:USNeutral$236Spencer Kurn
Sina CorpSINA:USBuy$56Jin Yoon
SingTelST:SP, Z74Buy$4Alastair Jones
SK Telecom17670:KSNeutral₩262000Alastair Jones
Smartone Telecommunications315:HKBuy$10.50Alastair Jones
Softbank9984:JPBuy¥14000Pierre Ferragu
Softbank KK (Corp)9434:JPBuy¥1520Chris Hoare
Spark NZSPK:NZNeutral$4Ian Martin
SpeedCastSDA:AUBuy$4.40Ian Martin
Spirit TelecomST1:AUBuy$0.24Ian Martin
SprintS:USBuy$6.50Jonathan Chaplin
StarhubCC3, STH:SPNeutral$2.57Alastair Jones
SunriseSRCG:SWNeutralFr84James Ratzer
SwisscomSCMN:SWNeutralFr463James Ratzer
T-Mobile USATMUS:USBuy$88Jonathan Chaplin
Taiwan Mobile3045:TTNeutral$102Alastair Jones
TAL EducationTAL:USBuy$45Jin Yoon
TalkTalkTALK:LNNeutral£1.10James Ratzer
Tele ColumbusTC1:GRNeutral€1.50Russell Waller
Tele2TEL2A:SS, TEL2B:SSBuykr145Russell Waller
Telecom ItaliaTIT:IMNeutral€0.57James Ratzer
Telecom Italia SaversTITR:IMNeutral€0.53James Ratzer
TelefonicaTEF:SMBuy€9.40Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZNeutral$49Soomit Datta
Telefonica DeutschlandO2D:GRNeutral€2.50James Ratzer
Telekom AustriaTKA:AVNeutral€7.90James Ratzer
TelenetTNET:BBNeutral€42James Ratzer
TelenorTEL:NONeutralkr170Russell Waller
TelesitesSITESB1:MMBuy$17.30Soomit Datta
TelevisaTV:USBuy$21Soomit Datta
TeliaTELIA:SSNeutralkr45Russell Waller
Telkom SATKG:SJNeutralR5320Alastair Jones
TelstraTLS:AUNeutral$3.30Ian Martin
Tencent Holdings700:HKBuy$420Jin Yoon
TeslaTSLA:USBuy$530Pierre Ferragu
TIM ParticipacoesTIMP3:BZNeutralR$14.50Soomit Datta
Total Access CommunicationsDTAC:TBSell฿32Chris Hoare
Tower BersamaTBIG:IJBuyRp6750Chris Hoare
TPG TelecomTPM:AUNeutral$6.50Ian Martin
True CorporationTRUE:TBNeutral฿7.20Chris Hoare
Turk TelekomTTKOM:TIBuy₺9.10Alastair Jones
TurkcellTCELL:TIBuy₺16.90Alastair Jones
UberUBER:USBuy$50Pierre Ferragu
United InternetUTDI:GRBuy€47Russell Waller
Verizon CommunicationsVZ:USNeutral$50Jonathan Chaplin
VipshopVIPS:USNeutral$8Jin Yoon
VodacomVOD:SJSellR11300Alastair Jones
VodafoneVOD:LNBuy£1.85James Ratzer
Vodafone IdeaIDEA:INSell₹12Chris Hoare
Weibo CorpWB:USBuy$60Jin Yoon
XL AxiataEXCL:IJBuyRp5200Chris Hoare