| Company | Tickers | Rating | Target | Analyst |
|---|---|---|---|---|
| 58.com | WUBA:US | Buy | $80 | Jin Yoon |
| Advanced Info Services | ADVANC:TB | Buy | ฿250 | Chris Hoare |
| Advanced Micro Devices | AMD:US | Sell | $21 | Pierre Ferragu |
| Alibaba Group | BABA:US | Buy | $234 | Jin Yoon |
| Altice | ATC:NA, ATCB:NA | Buy | €7.1 | Russell Waller |
| Altice USA | ATUS:US | Buy | $40 | Jonathan Chaplin |
| America Movil | AMX:US | Neutral | $15.5 | Soomit Datta |
| American Tower | AMT:US | Neutral | $232 | Spencer Kurn |
| Apple | AAPL:US | Sell | $195 | Pierre Ferragu |
| Applied Materials | AMAT:US | Buy | $68 | Pierre Ferragu |
| Arista Networks | ANET | Buy | $250 | Pierre Ferragu |
| ASML | ASML:AS | Neutral | €240 | Pierre Ferragu |
| AT&T | T:US | Neutral | $41 | Jonathan Chaplin |
| Axiata | AXIATA:MK | Buy | RM5.60 | Chris Hoare |
| Baidu | BIDU:US | Buy | $140 | Jin Yoon |
| Bharti Airtel | BHARTI:IN | Buy | ₹770 | Chris Hoare |
| Bharti Infratel | BHIN:IN | Neutral | ₹245 | Chris Hoare |
| British Telecom | BT/A:LN | Buy | £2.90 | James Ratzer |
| Broadcom | AVGO:US | Buy | $360 | Pierre Ferragu |
| Cellnex | CLNX:SM | Sell | €27.6 | James Ratzer |
| Charter | CHTR:US | Buy | $600 | Jonathan Chaplin |
| China Mobile | 941:HK | Sell | $56 | Chris Hoare |
| China Telecom | 728:HK | Sell | $2.60 | Chris Hoare |
| China Tower | 788:HK | Buy | $2.40 | Chris Hoare |
| China Unicom | 762:HK | Sell | $6.1 | Chris Hoare |
| Chorus | CNU:NZ | Buy | $6.80 | Ian Martin |
| Chunghwa Telecom | 2412:TT | Sell | $90 | Alastair Jones |
| Cisco | CSCO:US | Neutral | $48 | Pierre Ferragu |
| Comcast | CMCSA:US | Buy | $53 | Jonathan Chaplin |
| Crown Castle | CCI:US | Sell | $118 | Spencer Kurn |
| Deutsche Telekom | DTE:GR | Neutral | €17.00 | James Ratzer |
| Digi.com | 6947, DIGI:MK | Neutral | RM4 | Chris Hoare |
| Digital Realty Trust | DLR:US | Neutral | $140 | Spencer Kurn |
| Digital Telecoms Infra Fund | DIF:TB | Buy | ฿17.40 | Chris Hoare |
| DISH Network | DISH:US | Buy | $88 | Jonathan Chaplin |
| Drillisch | DRI:GR | Buy | €46.00 | James Ratzer |
| Elisa | ELISA:FI | Neutral | €40.00 | Russell Waller |
| Entel Chile | ENTEL:CI | Neutral | $6800 | Soomit Datta |
| Equinix | EQIX:US | Buy | $630 | Spencer Kurn |
| Ericsson | ERIC.B:ST | Neutral | kr95 | Pierre Ferragu |
| Euskaltel | EKT:SM | Neutral | €8.2 | Soomit Datta |
| Far EasTone | 4904:TT | Neutral | $71 | Alastair Jones |
| Globe Telecom | GLO:PM | Neutral | ₱1960 | Michael Chambers |
| HKBN | 1310:HK | Neutral | $15.10 | Alastair Jones |
| HKT Trust | 6823:HK | Neutral | $13.7 | Alastair Jones |
| Hutchison Telecom Hong Kong | 215:HK | Neutral | $2.10 | Alastair Jones |
| Iliad | ILD:FP | Neutral | €130 | Russell Waller |
| Indosat | ISAT:IJ | Sell | Rp2900 | Chris Hoare |
| Infineon | IFX:DE | Buy | €27 | Pierre Ferragu |
| Intel | INTC:US | Buy | $75 | Pierre Ferragu |
| Intelsat | I:US | Buy | $34 | Vivek Stalam |
| Inwit | INW:IM | Buy | €11.2 | James Ratzer |
| iQIYI | IQ:US | Buy | $25 | Jin Yoon |
| Jasmine Infra Fund | JASIF:TB | Buy | ฿18.70 | Chris Hoare |
| Jasmine International | JAS:TB | Neutral | ฿9 | Chris Hoare |
| JD.com | JD:US | Buy | $40 | Jin Yoon |
| KDDI | 9433:JP | Buy | ¥4600 | Chris Hoare |
| KPN | KPN:NA | Buy | €3.20 | Russell Waller |
| KT Corp | KT:US | Buy | ₩14.1 | Alastair Jones |
| LG | 32640:KS | Buy | ₩18200 | Alastair Jones |
| Liberty Global | LBTYA:US, LBTYB:US, LBTYK:US | Neutral | $35.30 | James Ratzer |
| LiLAC | LILA:US, LILAB:US, LILAK:US | Buy | $28 | Soomit Datta |
| Linknet | LINK:IJ | Buy | Rp6700 | Chris Hoare |
| Masmovil | MAS:SM | Buy | €31 | Soomit Datta |
| Maxis | MAXIS:MK | Neutral | RM4.80 | Chris Hoare |
| Megacable | MEGACPO:MM | Neutral | $90 | Soomit Datta |
| Meituan Dianping | 3690:HK | Buy | $120 | Jin Yoon |
| Millicom | TIGO:US | Buy | $62 | Soomit Datta |
| Mobile TeleSystems | MBT:US | Buy | ₽11.6 | Alastair Jones |
| MTN | MTN:SJ | Buy | R11400 | Alastair Jones |
| MultiChoice Group | MCG:SJ | Neutral | R142 | Alastair Jones |
| Naspers | NPN:ZA | Buy | R4600 | Alastair Jones |
| NetEase Inc. | NTES:US | Neutral | $260 | Jin Yoon |
| New Oriental | EDU:US | Buy | $125 | Jin Yoon |
| Nokia | NOKIA:HE | Buy | €5.30 | Pierre Ferragu |
| NOS | NOS:PL | Buy | €6.50 | Russell Waller |
| NTT | 9432:JP | Buy | ¥3600 | Chris Hoare |
| NTT DoCoMo | 9437:JP | Buy | ¥3400 | Chris Hoare |
| NVIDIA | NVDA:US | Neutral | $210 | Pierre Ferragu |
| Oi | OIBR3:BZ, OIBR4:BZ | Buy | R$2.4 | Soomit Datta |
| Orange | ORA:FP | Buy | €17.00 | Russell Waller |
| Orange Belgium | OBEL:BB | Neutral | €21 | Russell Waller |
| OTE | HTO:GA | Buy | €19.00 | Russell Waller |
| Palo Alto Networks | PANW:US | Buy | $300 | Pierre Ferragu |
| PCCW | 8:HK | Buy | $5.8 | Alastair Jones |
| Pinduoduo | PDD:US | Buy | $35 | Jin Yoon |
| PLDT | TEL:PM | Buy | ₱1900 | Michael Chambers |
| Proximus | PROX:BB | Neutral | €29 | Russell Waller |
| PT Telekomunikasi | TLKM:IJ | Buy | Rp5000 | Chris Hoare |
| Rakuten | 4755:JP | Buy | ¥1200 | Chris Hoare |
| Safaricom | SAFCOM:KN | Buy | KSh23 | Alastair Jones |
| Sarana Menara (Protelindo) | TOWR:IJ | Buy | Rp975 | Chris Hoare |
| SBA Communications | SBAC:US | Neutral | $246 | Spencer Kurn |
| Sina Corp | SINA:US | Buy | $42 | Jin Yoon |
| SingTel | ST:SP, Z74 | Buy | $4 | Alastair Jones |
| SK Telecom | 17670:KS | Neutral | ₩262000 | Alastair Jones |
| Smartone Telecommunications | 315:HK | Buy | $10.40 | Alastair Jones |
| Softbank | 9984:JP | Buy | ¥7000 | Pierre Ferragu |
| Softbank KK (Corp) | 9434:JP | Buy | ¥1925 | Chris Hoare |
| Spark NZ | SPK:NZ | Neutral | $4 | Ian Martin |
| SpeedCast | SDA:AU | Buy | $4.40 | Ian Martin |
| Spirit Telecom | ST1:AU | Buy | $0.24 | Ian Martin |
| Sprint | S:US | Neutral | $5.50 | Jonathan Chaplin |
| Starhub | CC3, STH:SP | Neutral | $1.6 | Alastair Jones |
| Sunrise | SRCG:SW | Neutral | Fr85 | Russell Waller |
| Swisscom | SCMN:SW | Neutral | Fr501 | Russell Waller |
| T-Mobile USA | TMUS:US | Buy | $92 | Jonathan Chaplin |
| Taiwan Mobile | 3045:TT | Sell | $103 | Alastair Jones |
| TAL Education | TAL:US | Buy | $48 | Jin Yoon |
| TalkTalk | TALK:LN | Neutral | £1.07 | James Ratzer |
| Tele Columbus | TC1:GR | Neutral | €2.30 | James Ratzer |
| Tele2 | TEL2A:SS, TEL2B:SS | Neutral | kr165.00 | Russell Waller |
| Telecom Argentina | TECO2:AR, TEO | Neutral | $130 | Soomit Datta |
| Telecom Italia | TIT:IM | Neutral | €0.64 | James Ratzer |
| Telecom Italia Savers | TITR:IM | Neutral | €0.64 | James Ratzer |
| Telefonica | TEF:SM | Buy | €9.50 | Soomit Datta |
| Telefonica Brasil | VIVT3:BZ, VIVT4:BZ | Neutral | R$55 | Soomit Datta |
| Telefonica Deutschland | O2D:GR | Neutral | €2.9 | James Ratzer |
| Telenet | TNET:BB | Neutral | €47 | James Ratzer |
| Telenor | TEL:NO | Neutral | kr180 | Russell Waller |
| Telesites | SITESB1:MM | Buy | $17.30 | Soomit Datta |
| Televisa | TV:US | Neutral | $12.5 | Soomit Datta |
| Telia | TELIA:SS | Neutral | kr48 | Russell Waller |
| Telkom SA | TKG:SJ | Neutral | R8800 | Alastair Jones |
| Telstra | TLS:AU | Buy | $3.90 | Ian Martin |
| Tencent Holdings | 700:HK | Buy | $420 | Jin Yoon |
| Tencent Music Entertainment Group | TME:US | Buy | $16 | Jin Yoon |
| Tesla | TSLA:US | Buy | $800 | Pierre Ferragu |
| TIM Participacoes | TIMP3:BZ | Buy | R$15.2 | Soomit Datta |
| Total Access Communications | DTAC:TB | Sell | ฿40 | Chris Hoare |
| Tower Bersama | TBIG:IJ | Buy | Rp1175 | Chris Hoare |
| TPG Telecom | TPM:AU | Neutral | $6.50 | Ian Martin |
| Trip.com | TCOM:US | Neutral | $35 | Jin Yoon |
| True Corporation | TRUE:TB | Neutral | ฿7.20 | Chris Hoare |
| Turkcell | TCELL:TI | Buy | ₺16.90 | Alastair Jones |
| Uber | UBER:US | Buy | $50 | Pierre Ferragu |
| United Internet | UTDI:GR | Buy | €44 | James Ratzer |
| VEON | VEON: US | Buy | $3.6 | Alastair Jones |
| Verizon Communications | VZ:US | Neutral | $54 | Jonathan Chaplin |
| Vipshop | VIPS:US | Buy | $12.5 | Jin Yoon |
| Vodacom | VOD:SJ | Sell | R10700 | Alastair Jones |
| Vodafone | VOD:LN | Buy | £2.00 | James Ratzer |
| Vodafone Idea | IDEA:IN | Neutral | ₹8.1 | Chris Hoare |
| Weibo Corp | WB:US | Buy | $50 | Jin Yoon |
| XL Axiata | EXCL:IJ | Buy | Rp5750 | Chris Hoare |
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