Video: Morgans Best Ideas: Next DC (ASX:NXT) (September 2020) By Nick Harris 10 September 2020, 1:59 PM This month, I add NextDC (ASX:NXT) to the Morgans Best Idea's for September 2020. Read more...
Reporting Season Preview: Telecommunications By Nick Harris 13 August 2020, 11:55 AM Telco and technology stocks to keep your eye on this reporting season. Read more...
TPG Telecom and Tuas By Nick Harris 20 July 2020, 1:10 PM I review TPG Telecom (the merged TPG and Vodafone) and outline some points to consider on Tuas (TPG’s spin off mobile network in Singapore). Read more...
Sector Update: Telecommunications By Nick Harris 29 June 2020, 2:50 PM In this update, I comment on the TPG merger and discuss a big picture view on telco (including lessons learnt of 5G from South Korea). Read more...
Video: Telecommunications Sector Update - Nick Harris, Senior Analyst By Nick Harris 18 June 2020, 4:39 PM In this video I provide the network with an update on Megaport (ASX: MP1) and Firstwave Cloud Technology (ASX: FCT). Read more...
Podcast – Critical Communications: Nick Harris, Senior Analyst By Nick Harris 26 March 2020, 11:15 AM Morgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC). Read more...
Megaport Limited: Razor focused on-ramping By Nick Harris 02 March 2020, 1:20 PM MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half. Read more...
OptiComm: Off to a great start By Nick Harris 25 February 2020, 12:43 PM OPC delivered a result that was slightly better than we had forecast and places the company well to achieve, and maybe even beat, its FY20 Prospectus forecasts. Read more...
Telstra Corporation: Good result, outlook overruled by the judge By Nick Harris 14 February 2020, 11:40 AM TLS reported an inline result, held DPS at 8cps and reiterated guidance. Read more...
Sector Update: Telecommunications By Nick Harris 11 February 2020, 5:08 PM Morgans Senior Analyst, Nick Harris, discusses the Telecommunications Sector and his expectations ahead of the February 2020 Reporting Season. Read more...