Telstra Corporation: The margin buyer is calling back By Nick Harris 24 June 2019, 2:45 PM After four years of underperformance, the tide has finally turned for Telstra. Read more...
Data#3: Helping people with technology By Nick Harris 19 June 2019, 9:52 AM After several years of anaemic spend the Australian ICT sector looks likely to return to growth in CY2019. Read more...
Superloop: Getting back to business By Nick Harris 17 May 2019, 1:50 PM M&A probably off the table but we weren't there for it anyway Read more...
Superloop – Hitting the reset button By Nick Harris 28 March 2019, 8:20 AM Lots of upside upon successful execution Read more...
Reporting season preview: Telecommunications By Nick Harris 11 February 2019, 3:52 PM I discuss the Telecommunications sector ahead of reporting season and highlight our key stock picks. Read more...
SpeedCast International By Nick Harris 28 December 2018, 11:54 AM A Christmas eve downgrade Read more...
Telstra Corporation: Getting geed up for 5G By Nick Harris 07 December 2018, 10:55 AM The recent Investor Day was largely an educational session delving into the technicalities of 5G. We see TLS as a relative safe haven in volatile equity markets. Read more...
NextDC: S2, AJD and AASB activity update By Nick Harris 13 November 2018, 10:50 AM NXT announced it has sold 9MW in S2 which takes the facility to 14.5MW/48% sold at opening. Read more...
Megaport: Starting the year with a strong Q1 By Nick Harris 24 October 2018, 8:55 AM We retain our Add recommendation Read more...
Telstra Corporation: A net immaterial NBN tweak By Nick Harris 10 September 2018, 7:31 AM The NBN recently released their revised business plan Read more...