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.
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.
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.
Megaport: Starting the year with a strong Q1 By Nick Harris, 24 October 2018, 8:55 AM We retain our Add recommendation
Telstra Corporation: A net immaterial NBN tweak By Nick Harris, 10 September 2018, 7:31 AM The NBN recently released their revised business plan
Telstra Corporation – No bad news is good news By Nick Harris, 17 August 2018, 12:24 PM It's tough, but not getting worse.
Telstra Corporation – Tough luck if you want to phone a friend By Nick Harris, 28 May 2018, 8:21 AM TPG recently released details on their planned mobile network and Telstra investors should be pleased
Video: Craig Scroggie, CEO of NextDC By Nick Harris, 15 May 2018, 11:25 AM Craig gives an update on the company following the announcement of a $300m raising to fund the third generation of data centres.