TPG Telecom and Tuas 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). Read more...
Sector Update: Telecommunications 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). Read more...
Video: Telecommunications Sector Update - Nick Harris, Senior Analyst 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). Read more...
Podcast – Critical Communications: Nick Harris, Senior Analyst 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). Read more...
OptiComm: Off to a great start 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. Read more...
Telstra Corporation: Good result, outlook overruled by the judge By Nick Harris 14 February 2020, 11:40 AM TLS reported an inline result, held DPS at 8cps and reiterated guidance. Read more...
Sector Update: Telecommunications 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. 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...