All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
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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By Nick Harris
23 October 2019, 4:47 PM
Megaport Limited's (ASX:MP1) 1Q FY20 was in line with our expectations and we make some immaterial changes to our short term forecasts. We maintain our ADD rating.
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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.
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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.
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