All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology and Financial Services
By Nick Harris
17 February 2021, 12:30 PM
We initiate coverage of Anserada with an Add rating. Anserada is a SaaS based information governance platform that helps facilitate access to business-critical information in a safe manner.
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By Nick Harris
11 February 2021, 11:00 AM
Telstra Corporation’s 1H21 result was ahead of our forecasts and the full year outlook was broadly inline, albeit with higher FCF, due to tighter working capital.
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By Nick Harris
10 February 2021, 8:00 AM
FX continues to be a challenge for Megaport Limited, slowing revenue growth on translation and causing a ~$17m FX loss to be recorded in MP1's 1H21 result. Excluding this, the result was in line with our forecasts.
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By Nick Harris
09 February 2021, 9:30 AM
Analysis on the NBN and Fixed/Mobile Macro, Telstra, TPG, Next DC, Megaport, and other stocks ahead of Reporting Season First Half 2021. Watch now.
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By Nick Harris
04 January 2021, 3:01 PM
Updating the Morgans network, Senior Analyst Nick Harris details his perspective on the Telecommunications Sector. Additionally, Nick notes his best two Telco buys: TPG Telecom (ASX:TPG) and Next DC (ASX:NXT).
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By Nick Harris
10 September 2020, 1:59 PM
This month, I add NextDC (ASX:NXT) to the Morgans Best Idea's for September 2020.
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By Nick Harris
13 August 2020, 11:55 AM
Telco and technology stocks to keep your eye on this reporting season.
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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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By Nick Harris
29 June 2020, 2:50 PM
In this update, I comment on the TPG merger and discuss a big picture view on telco (including lessons learnt of 5G from South Korea).
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By Nick Harris
18 June 2020, 4:39 PM
In this video I provide the network with an update on Megaport (ASX: MP1) and Firstwave Cloud Technology (ASX: FCT).
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