All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
By Nick Harris
08 June 2021, 4:00 PM
Superloop (ASX:SLC) has reaffirmed FY21 guidance. This was expected, but the unexpected was SLC acquiring the last sizeable private Retail Service Provider (RSP), Exetel.
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By Nick Harris
25 May 2021, 2:30 PM
Technology One (TNE) delivered a strong 1H which was broadly in line with our expectations, as was their full year guidance. We make minor forecast adjustments.
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By Nick Harris
16 April 2021, 4:00 PM
Access Innovation Holdings (AIM) has released its new, next generation product called Smart ASR. This is AIM’s first Automatic Speech Recognition (ASR) product that does not require direct human curation.
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By Nick Harris
22 March 2021, 11:15 AM
Telstra (TLS) is planning to legally restructure into four operating businesses: 1) InfraCo Fixed; 2) InfraCo Towers; 3) ServeCo and 4) International, all by December 2021.
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By Nick Harris
12 March 2021, 12:30 PM
Guest Speaker Dr Don Hamson, Managing Director at Plato Investment Management, highlights the superior dividend performance of PL8 in the face of 35% dividend cuts post the onset of COVID-19.
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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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