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
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
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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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
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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