So Far So Good for TPG Telecom in the Brave New World of NBN
Narrow moat-rated TPG Telecom's fiscal 2017 first-half result was remarkable on three fronts, and supports our unchanged AUD 8.00 fair value...
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TPG 1H17 Preview: 1H Calm Before 2H Storm. What to Look for in the 1H Result.
We look for TPG (TPM AU) to report 1H17 results tomorrow (21 March) for the half year to 31 January 2017. We look for a steady increase in NBN...
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Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Australian Growth Stocks: The Big Short (Still)
Four months ago, Evidente published a post suggesting that Australian growth stocks were over-priced The Big Short: Australian Growth Stocks and...
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