All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
By Nick Harris
17 February 2023, 8:00 AM
Telstra’s (ASX:TLS) 1H23 result was broadly in line with expectations and full year guidance was reiterated, albeit with consumers buying less new mobile phone handsets.
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By Nick Harris
10 February 2023, 8:00 AM
Megaport Limited's (ASX:MP1) 1H23 result was already largely known as it released its December 2022 quarterly in January. There was not a lot of new information in today’s update.
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By Nick Harris
01 February 2023, 8:00 AM
Megaport Limited's (ASX:MP1) Q2 / 1H FY23 was mixed.
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By Nick Harris
24 January 2023, 8:00 AM
All going to plan Telstra Health could be worth ~$1.5bn /11cps for Telstra Corporation (ASX:TLS) shareholders on our estimates. While not material, we think it is underappreciated.
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By Nick Harris
23 November 2022, 8:00 AM
Technology One (ASX:TNE) delivered an FY22 result that was slightly better than expected.
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By Nick Harris
30 August 2022, 7:00 AM
NEXTDC's (ASX:NXT) FY22 underlying EBITDA was up 26% yoy, 1% ahead of guidance and 2% ahead of consensus.
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By Nick Harris
12 August 2022, 7:30 AM
Telstra Corporation (ASX:TLS) FY22 result came in at the upper end of guidance, FCF was a beat and TLS raised its dividend for the first time in years.
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By Nick Harris
11 August 2022, 7:00 AM
Megaport Limited (ASX:MP1) had released quarterly updates so KPI’s for FY22 were already known.
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By Nick Harris
01 July 2022, 9:30 AM
Xero (ASX:XRO) is a challenger small to medium-sized business (SMB) accounting platform. Its vision is to "be the most insightful and trusted small business platform”.
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By Nick Harris
24 June 2022, 9:00 AM
TPG Telecom Ltd (ASX:TPG) hosted an investor day which was primarily focused on medium term aspirations to simplify and grow the business.
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