Ratings

CompanyTickersRatingTargetAnalystModel
58.comWUBA:USNeutralUSD56Jin Yoon
Advanced Info ServicesADVANC:TBNeutralTHB205Chris HoareModel
Advanced Micro DevicesAMD:USSellUSD70Pierre Ferragu
Airtel AfricaAAF:LNNeutralGBP0.90Alastair Jones
Alibaba GroupBABA:USBuyUSD300Jin Yoon
Altice USAATUS:USBuyUSD47Jonathan ChaplinModel
America MovilAMX:USBuyUSD16.8Soomit Datta
American TowerAMT:USBuyUSD285Spencer KurnModel
AppleAAPL:USNeutralUSD135Pierre Ferragu
Applied MaterialsAMAT:USBuyUSD140Pierre Ferragu
Arista NetworksANETBuyUSD360Pierre Ferragu
ASMLASML:ASBuyEUR570Pierre Ferragu
AT&TT:USNeutralUSD35Jonathan ChaplinModel
AxiataAXIATA:MKNeutralMYR4.20Chris HoareModel
BaiduBIDU:USBuyUSD340Jin Yoon
Bharti AirtelBHARTI:INBuyINR1000Chris HoareModel
Bilibili IncBILI USBuyUSD140Jin Yoon
British TelecomBT/A:LNBuyGBP2.25James RatzerModel
BroadcomAVGO:USBuyUSD570Pierre Ferragu
CellnexCLNX:SMSellEUR36James RatzerModel
CharterCHTR:USBuyUSD706Jonathan ChaplinModel
China Mobile941:HKBuyHKD55Chris HoareModel
China Telecom728:HKBuyHKD3.00Chris HoareModel
China Tower788:HKBuyHKD2.20Chris HoareModel
China Unicom762:HKBuyHKD5.2Chris HoareModel
ChorusCNU:NZBuyNZD9.20Ian Martin
Chunghwa Telecom2412:TTSellTWD87Alastair Jones
CiscoCSCO:USBuyUSD60Pierre Ferragu
ComcastCMCSA:USBuyUSD47Jonathan ChaplinModel
Crown CastleCCI:USNeutralUSD165Spencer KurnModel
Dada Nexus LtdDADA:USBuyUSD40Jin Yoon
Deutsche TelekomDTE:GRBuyEUR23James RatzerModel
Digi.com6947, DIGI:MKSellMYR3.80Chris HoareModel
Digital Realty TrustDLR:USNeutralUSD155Spencer KurnModel
Digital Telecoms Infra FundDIF:TBBuyTHB19.30Chris Hoare
DISH NetworkDISH:USBuyUSD88Jonathan ChaplinModel
DrillischDRI:GRBuyEUR29James RatzerModel
ElisaELISA:FINeutralEUR51Russell Waller
Entel ChileENTEL:CIBuyCLP6400Soomit Datta
EquinixEQIX:USBuyUSD850Spencer KurnModel
EricssonERIC.B:STNeutralSEK120Pierre Ferragu
EuskaltelEKT:SMNeutralEUR8.3Soomit Datta
Far EasTone4904:TTNeutralTWD64Alastair Jones
HKBN1310:HKBuyHKD19.00Alastair Jones
HKT Trust6823:HKNeutralHKD13.7Alastair Jones
Hutchison Telecom Hong Kong215:HKNeutralHKD1.43Alastair Jones
IliadILD:FPBuyEUR215Russell Waller
Indus TowersINDUSTOW:INNeutralINR290Chris HoareModel
InfineonIFX:DEBuyEUR45Pierre Ferragu
IntelINTC:USBuyUSD90Pierre Ferragu
InwitINW:IMNeutralEUR10.7Ben RickettModel
iQIYIIQ:USBuyUSD27Jin Yoon
Jasmine Infra FundJASIF:TBBuyTHB13.50Chris Hoare
JD.comJD:USBuyUSD95Jin Yoon
KDDI9433:JPBuyJPY4800Chris HoareModel
KPNKPN:NABuyEUR3.7Russell Waller
KT CorpKT:USBuyKRW13.10Alastair Jones
LG32640:KSBuyKRW19300Alastair Jones
Liberty GlobalLBTYA:US, LBTYB:US, LBTYK:USBuyUSD40James RatzerModel
LiLACLILA:US, LILAB:US, LILAK:USBuyUSD16Soomit Datta
Macquarie Telecom GroupMAQ:ASENeutralAUD40Ian Martin
MaxisMAXIS:MKSellMYR4.20Chris HoareModel
MegacableMEGACPO:MMNeutralMXN70Soomit Datta
Meituan3690:HKBuyHKD350Jin Yoon
MercadoLibreMELI USBuyUSD2000Soomit Datta
MillicomTIGO:USNeutralUSD41Soomit Datta
Mobile TeleSystemsMBT:USBuyUSD10.1Alastair Jones
MTNMTN:SJNeutralZAR8400Alastair 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:PLNeutralEUR5.4Russell Waller
NTT9432:JPBuyJPY3400Chris HoareModel
NTT DoCoMo9437:JPNeutralJPY4000Chris HoareModel
NvidiaNVDA:USNeutralUSD580Pierre Ferragu
OiOIBR3:BZ, OIBR4:BZNeutralBRL1.6Soomit Datta
OrangeORA:FPBuyEUR15.5Russell Waller
Orange BelgiumOBEL:BBNeutralEUR24Russell Waller
OTEHTO:GABuyEUR17.5Russell Waller
PagSeguroPAGSBuyUSD69Soomit Datta
Palo Alto NetworksPANW:USBuyUSD500Pierre Ferragu
PCCW8:HKBuyHKD5.8Alastair Jones
PinduoduoPDD:USBuyUSD150Jin Yoon
ProximusPROX:BBNeutralEUR20.5Russell Waller
PT TelekomunikasiTLKM:IJBuyIDR4500Chris HoareModel
Rakuten4755:JPSellJPY780Chris HoareModel
SafaricomSAFCOM:KNNeutralKES36.5Alastair Jones
Sarana Menara (Protelindo)TOWR:IJBuyIDR1480Chris Hoare
SBA CommunicationsSBAC:USBuyUSD335Spencer KurnModel
Sina CorpSINA:USNeutralUSD43.3Jin Yoon
SingTelST:SP, Z74BuySGD3.70Alastair Jones
SK Telecom17670:KSBuyKRW350000Alastair Jones
Smartone Telecommunications315:HKSellHKD5.3Alastair Jones
Softbank9984:JPBuyJPY10400Pierre 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:SWNeutralCHF500Russell Waller
T-Mobile USATMUS:USBuyUSD250Jonathan ChaplinModel
Taiwan Mobile3045:TTNeutralTWD103Alastair Jones
TAL EducationTAL:USBuyUSD85Jin Yoon
TalkTalkTALK:LNNeutralGBP0.97James RatzerModel
Tele ColumbusTC1:GRNeutralEUR3.25James RatzerModel
Tele2TEL2A:SS, TEL2B:SSBuySEK150Russell Waller
Telecom ItaliaTIT:IMBuyEUR0.63James RatzerModel
Telecom Italia SaversTITR:IMBuyEUR0.71James Ratzer
TelefonicaTEF:SMBuyEUR5.2Soomit Datta
Telefonica BrasilVIVT3:BZ, VIVT4:BZBuyBRL62Soomit Datta
Telefonica DeutschlandO2D:GRSellEUR1.9James RatzerModel
TelenetTNET:BBNeutralEUR43James RatzerModel
TelenorTEL:NONeutralNOK167Russell Waller
TelesitesSITESB1:MMBuyMXN18Soomit Datta
TelevisaTV:USNeutralUSD8.8Soomit Datta
TeliaTELIA:SSNeutralSEK36Russell Waller
Telkom SATKG:SJBuyZAR5600Alastair Jones
TelstraTLS:AUNeutralAUD3.50Ian Martin
Tencent Holdings700:HKBuyHKD700Jin Yoon
Tencent Music Entertainment GroupTME:USBuyUSD18Jin Yoon
TeslaTSLA:USNeutralUSD578Pierre Ferragu
TIM ParticipacoesTIMP3:BZBuyBRL22Soomit Datta
Total Access CommunicationsDTAC:TBSellTHB26Chris HoareModel
Tower BersamaTBIG:IJBuyIDR2300Chris Hoare
TPG TelecomTPM:AUNeutralAUD7.50Ian Martin
Trip.comTCOM:USNeutralUSD32Jin Yoon
True CorporationTRUE:TBSellTHB1.8Chris HoareModel
TSMC2330:TPEBuyTWD830Pierre Ferragu
Turk TelekomTTKOM:TIBuyTRY9.10Alastair Jones
TurkcellTCELL:TIBuyTRY16.90Alastair Jones
UberUBER:USBuyUSD77Pierre Ferragu
United InternetUTDI:GRNeutralEUR30James RatzerModel
VEONVEON: USNeutralUSD2.7Alastair Jones
Verizon CommunicationsVZ:USNeutralUSD54Jonathan ChaplinModel
VipshopVIPS:USBuyUSD25Jin Yoon
Vocus Group LtdVOC:AUBuyAUD5.00Ian Martin
VodacomVOD:SJNeutralZAR11500Alastair Jones
VodafoneVOD:LNBuyGBP1.85James RatzerModel
Vodafone IdeaIDEA:INSellINR8.1Chris HoareModel
Weibo CorpWB:USBuyUSD45Jin Yoon
XL AxiataEXCL:IJBuyIDR5000Chris HoareModel
Z Holdings4689BuyJPY940Chris HoareModel