Ratings

CompanyTickersRatingTargetAnalystModel
58.comWUBA:USNeutralUSD56Jin Yoon
Advanced Info ServicesADVANC:TBNeutralTHB230Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD25Pierre Ferragu
Alibaba GroupBABA:USBuyUSD234Jin Yoon
AlticeATC:NA, ATCB:NABuyEUR6.3Russell Waller
Altice USAATUS:USBuyUSD33Jonathan ChaplinModel
America MovilAMX:USNeutralUSD13.4Soomit Datta
American TowerAMT:USBuyUSD315Spencer KurnModel
AppleAAPL:USNeutralUSD265Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD75Pierre Ferragu
Arista NetworksANETBuyUSD250Pierre Ferragu
ASMLASML:ASNeutralEUR220Pierre Ferragu
AT&TT:USNeutralUSD41Jonathan ChaplinModel
AxiataAXIATA:MKNeutralMYR4.20Chris HoareModel
BaiduBIDU:USBuyUSD140Jin Yoon
Bharti AirtelBHARTI:INBuyINR900Chris HoareModel
Bharti InfratelBHIN:INBuyINR280Chris Hoare
British TelecomBT/A:LNBuyGBP2.05James RatzerModel
BroadcomAVGO:USBuyUSD360Pierre Ferragu
CellnexCLNX:SMSellEUR28James RatzerModel
CharterCHTR:USBuyUSD630Jonathan ChaplinModel
China Mobile941:HKNeutralHKD56Chris HoareModel
China Telecom728:HKNeutralHKD2.60Chris HoareModel
China Tower788:HKBuyHKD2.50Chris HoareModel
China Unicom762:HKSellHKD4.2Chris HoareModel
ChorusCNU:NZBuyNZD7.70Ian Martin
Chunghwa Telecom2412:TTSellTWD87Alastair Jones
CiscoCSCO:USNeutralUSD48Pierre Ferragu
ComcastCMCSA:USBuyUSD47Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD160Spencer KurnModel
Deutsche TelekomDTE:GRBuyEUR18James RatzerModel
Digi.com6947, DIGI:MKSellMYR3.80Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD140Spencer KurnModel
Digital Telecoms Infra FundDIF:TBBuyTHB19.30Chris Hoare
DISH NetworkDISH:USBuyUSD88Jonathan ChaplinModel
DrillischDRI:GRBuyEUR42James RatzerModel
ElisaELISA:FINeutralEUR38.00Russell Waller
Entel ChileENTEL:CISellCLP4200Soomit Datta
EquinixEQIX:USBuyUSD735Spencer KurnModel
EricssonERIC.B:STNeutralSEK90Pierre Ferragu
EuskaltelEKT:SMNeutralEUR7.7Soomit Datta
Far EasTone4904:TTNeutralTWD64Alastair Jones
Globe TelecomGLO:PMNeutralPHP1960Michael Chambers
HKBN1310:HKNeutralHKD15.10Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKSellHKD1.40Alastair Jones
IliadILD:FPBuyEUR140Russell Waller
IndosatISAT:IJNeutralIDR2900Chris Hoare
InfineonIFX:DEBuyEUR27Pierre Ferragu
IntelINTC:USBuyUSD100Pierre Ferragu
InwitINW:IMNeutralEUR11.3James RatzerModel
iQIYIIQ:USBuyUSD25Jin Yoon
Jasmine Infra FundJASIF:TBBuyTHB13.50Chris Hoare
Jasmine InternationalJAS:TBNeutralTHB8.6Chris Hoare
JD.comJD:USBuyUSD65Jin Yoon
KDDI9433:JPBuyJPY4800Chris HoareModel
KPNKPN:NABuyEUR2.90Russell Waller
KT CorpKT:USBuyKRW14.2Alastair Jones
LG32640:KSBuyKRW19000Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD32James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD16Soomit Datta
LinknetLINK:IJBuyIDR6700Chris Hoare
MasmovilMAS:SMBuyEUR29Soomit Datta
MaxisMAXIS:MKSellMYR4.20Chris HoareModel
MegacableMEGACPO:MMNeutralMXN66Soomit Datta
Meituan Dianping3690:HKBuyHKD145Jin Yoon
MillicomTIGO:USNeutralUSD40Soomit Datta
Mobile TeleSystemsMBT:USBuyRUB10.1Alastair Jones
MTNMTN:SJBuyZAR7400Alastair Jones
MultiChoice GroupMCG:SJNeutralZAR142Alastair Jones
NaspersNPN:ZABuyZAR4600Alastair Jones
NetEase Inc.NTES:USBuyUSD450Jin Yoon
NetLink TrustNETLINK:SPNeutralSGD0.82Alastair Jones
New OrientalEDU:USBuyUSD160Jin Yoon
NokiaNOKIA:HEBuyEUR5Pierre Ferragu
NOSNOS:PLNeutralEUR5.60Russell Waller
NTT9432:JPBuyJPY3400Chris HoareModel
NTT DoCoMo9437:JPBuyJPY3600Chris HoareModel
NVIDIANVDA:USNeutralUSD260Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRL0.9Soomit Datta
OrangeORA:FPBuyEUR15.50Russell Waller
Orange BelgiumOBEL:BBNeutralEUR22Russell Waller
OTEHTO:GABuyEUR18.10Russell Waller
Palo Alto NetworksPANW:USBuyUSD300Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD75Jin Yoon
PLDTTEL:PMBuyPHP1900Michael Chambers
ProximusPROX:BBNeutralEUR26.30Russell Waller
PT TelekomunikasiTLKM:IJBuyIDR5000Chris Hoare
Rakuten4755:JPNeutralJPY820Chris HoareModel
SafaricomSAFCOM:KNNeutralKES27.7Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR975Chris Hoare
SBA CommunicationsSBAC:USBuyUSD355Spencer KurnModel
Sina CorpSINA:USBuyUSD37Jin Yoon
SingTelST:SP, Z74BuySGD4.00Alastair Jones
SK Telecom17670:KSBuyKRW300000Alastair 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:SWBuyCHF88Russell Waller
SwisscomSCMN:SWNeutralCHF482Russell Waller
T-Mobile USATMUS:USBuyUSD116Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Alastair Jones
TAL EducationTAL:USBuyUSD65Jin Yoon
TalkTalkTALK:LNNeutralGBP0.85James RatzerModel
Tele ColumbusTC1:GRNeutralEUR2.3James RatzerModel
Tele2TEL2A:SS, TEL2B:SSBuySEK159.00Russell Waller
Telecom ItaliaTIT:IMBuyEUR0.50James RatzerModel
Telecom Italia SaversTITR:IMBuyEUR0.55James Ratzer
TelefonicaTEF:SMNeutralEUR6.5Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZBuyBRL62Soomit Datta
Telefonica DeutschlandO2D:GRNeutralEUR2.4James RatzerModel
TelenetTNET:BBNeutralEUR39James RatzerModel
TelenorTEL:NONeutralNOK150Russell Waller
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD8.0Soomit Datta
TeliaTELIA:SSNeutralSEK43Russell Waller
Telkom SATKG:SJNeutralZAR8800Alastair Jones
TelstraTLS:AUNeutralAUD3.50Ian Martin
Tencent Holdings700:HKBuyHKD500Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD14Jin Yoon
TeslaTSLA:USBuyUSD1100Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL19Soomit Datta
Total Access CommunicationsDTAC:TBSellTHB33Chris HoareModel
Tower BersamaTBIG:IJBuyIDR1175Chris Hoare
TPG TelecomTPM:AUNeutralAUD6.50Ian Martin
Trip.comTCOM:USBuyUSD30Jin Yoon
True CorporationTRUE:TBSellTHB2.4Chris HoareModel
Turk TelekomTTKOM:TIBuyTRY9.10Alastair Jones
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD58Pierre Ferragu
United InternetUTDI:GRNeutralEUR38James RatzerModel
VEONVEON: USBuyUSD2.7Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD54Jonathan ChaplinModel
VipshopVIPS:USBuyUSD18.5Jin Yoon
VodacomVOD:SJNeutralZAR11500Alastair Jones
VodafoneVOD:LNBuyGBP1.75James RatzerModel
Vodafone IdeaIDEA:INNeutralINR8.1Chris Hoare
Weibo CorpWB:USBuyUSD45Jin Yoon
XL AxiataEXCL:IJBuyIDR5750Chris Hoare