We Need to Talk About Telstra:Â Don't Hang Up Despite Disturbing Signals from NBN and TPG
Amid escalating competition in the Australian telecom industry, Telstra Corp Ltd (TLS AU) faces the added challenge of filling the earnings hole to...
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TPG Telecom Will Be a 4th Australian Operator, Or (More Likely) Merge with VHA to Create a Large No3
We have looked in some detail at TPG's (TPM AU) plan to build a 4th mobile network in Australia. We believe that initial gains are driven by...
423 Views
Singtel's International Optimism Tempered by Domestic Issues.
The recent 2017 SingTel (ST SP) Investor Day was a mix of domestic caution and international optimism. There was not a huge amount of new...
363 Views
KKR Puts A Deal on the Table for Vocus - Expect More Vultures To Circle
This morning Vocus Group (VOC AU)announced that it had received a preliminary, indicative, and non-binding offer of A$3.50 a share for 100% of the...
702 Views
Telstra: Good News as Roaming Risk Removed. TPG Risk Manageable. Dividend to Be Maintained.
Finally, there has been some good news for Telstra (TLS AU) with the ACCC issuing its draft decision not to declare a domestic mobile roaming...
293 Views