All posts by Nick Harris

Nick Harris

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).

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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.

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