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...
isentia: Execution will create significant value By Nick Harris 07 January 2020, 4:34 PM isentia (ASX:ISD) is the dominant Australian media intelligence and insights solutions provider in ANZ and the largest provider in a fragmented Asian market. Read more...
Telstra Corporation: Pedaling hard to catch the next cycle By Nick Harris 29 November 2019, 3:37 PM Commentary from TLS’s investor day, combined with catalysts expected in the next six months and our observations on the overall Telco market, increase our confidence that FY20 is ‘bottom of the cycle’. Read more...
Telecommunications Sector Update: November 2019 By Nick Harris 19 November 2019, 10:45 AM Morgans Senior Analyst Nick Harris shares a sector update with the Morgans network, highlighting Telstra (ASX:TLS) as his key stock pick. Read more...
Megaport Limited: Focused on MCR upgrades this quarter By Nick Harris 23 October 2019, 4:47 PM Megaport Limited's (ASX:MP1) 1Q FY20 was in line with our expectations and we make some immaterial changes to our short term forecasts. We maintain our ADD rating. Read more...
Superloop: Three out of four ain't bad By Nick Harris 23 October 2019, 4:29 PM We believe the CEO and CFO have made significant progress in rightsizing and refocusing the business on value creation for customers and shareholders. We resume coverage post capital raising with an Add recommendation. Read more...