Superloop: Getting back to business By Nick Harris, 17 May 2019, 1:50 PM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services M&A probably off the table but we weren't there for it anyway
Superloop – Hitting the reset button By Nick Harris, 28 March 2019, 8:20 AM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services Lots of upside upon successful execution
Reporting season preview: Telecommunications By Nick Harris, 11 February 2019, 3:52 PM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services 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 Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services 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.
Telstra Corporation: A net immaterial NBN tweak By Nick Harris, 10 September 2018, 7:31 AM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services 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 Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services It's tough, but not getting worse.
Telstra Corporation – Investor Day By Nick Harris, 21 June 2018, 10:16 AM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services Is FY19 rock bottom?
Telstra Corporation – Tough luck if you want to phone a friend By Nick Harris, 28 May 2018, 8:21 AM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services TPG recently released details on their planned mobile network and Telstra investors should be pleased
TPG Telecom By Nick Harris, 21 March 2018, 8:33 AM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services NBN's pain is TPG's gain
Over the Wire By Nick Harris, 20 February 2018, 12:30 PM Senior Analyst Sectors Covered: Telecommunications, Technology and Financial Services Set up for an impressive FY18