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...
OptiComm: The inter-net-work of the future By Nick Harris 20 September 2019, 5:33 PM OptiComm is a unique and attractive business. We see a long growth pathway for the company; defendable and growing long term recurring earnings; and significant insider ownership as the key attractions. Read more...
Telstra Corporation: NBN delays strike again By Nick Harris 03 September 2019, 12:48 PM The NBN's updated corporate plan now forecasts LESS households being forcibly disconnected from the Telstra Corporation and placed onto the NBN. This change alone has led to TLS and us to downgrade. Read more...
Telstra Corporation: Pleased to be ringing in a new year By Nick Harris 16 August 2019, 5:00 PM TLS’s result was largely as expected, albeit at the upper end of guidance. Read more...
Reporting Season Preview: Telecommunications By Nick Harris 09 August 2019, 4:56 PM Analysis on the Telecommunications sector ahead of the August Reporting Season 2019. Read more...
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...