All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology and Financial Services
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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By Nick Harris
26 March 2020, 11:15 AM
Morgans Senior Analyst Nick Harris talks about critical communications in Australia when companies are opting for employees to work from home. Nick highlights, Telstra (TLS), Next DC (NXT), Opticomm (OPC) and Superloop (SLC).
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By Nick Harris
02 March 2020, 1:20 PM
MP1’s 1H20 result was in-line with our forecasts, and their recently released quarterly. Continued strong growth in North America (NAM) and expansion into Japan (which is a top 5 global Cloud consumer) were the highlights of the half.
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By Nick Harris
25 February 2020, 12:43 PM
OPC delivered a result that was slightly better than we had forecast and places the company well to achieve, and maybe even beat, its FY20 Prospectus forecasts.
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By Nick Harris
14 February 2020, 11:40 AM
TLS reported an inline result, held DPS at 8cps and reiterated guidance.
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By Nick Harris
11 February 2020, 5:08 PM
Morgans Senior Analyst, Nick Harris, discusses the Telecommunications Sector and his expectations ahead of the February 2020 Reporting Season.
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By Nick Harris
07 January 2020, 4:34 PM
isentia (ASX:ISD) is the dominant Australian media intelligence and insights solutions
provider in ANZ and the largest provider in a fragmented Asian market.
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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’.
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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.
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