All posts by Nick Harris
Senior Analyst
Sectors Covered: Telecommunications, Technology
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.
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By Nick Harris
16 August 2019, 5:00 PM
TLS’s result was largely as expected, albeit at the upper end of guidance.
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By Nick Harris
09 August 2019, 4:56 PM
Analysis on the Telecommunications sector ahead of the August Reporting Season 2019.
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By Nick Harris
24 June 2019, 2:45 PM
After four years of underperformance, the tide has finally turned for Telstra.
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By Nick Harris
19 June 2019, 9:52 AM
After several years of anaemic spend the Australian ICT sector looks likely to return to growth in CY2019.
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By Nick Harris
17 May 2019, 1:50 PM
M&A probably off the table but we weren't there for it anyway
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By Nick Harris
28 March 2019, 8:20 AM
Lots of upside upon successful execution
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By Nick Harris
11 February 2019, 3:52 PM
I discuss the Telecommunications sector ahead of reporting season and highlight our key stock picks.
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By Nick Harris
28 December 2018, 11:54 AM
A Christmas eve downgrade
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By Nick Harris
07 December 2018, 10:55 AM
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.
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