TPG Telecom/VHA Merger: A High Stakes Gamble to Abandon Mobile Network Rollout
On Tuesday, TPG Telecom Ltd (TPM AU) surprisingly cancelled plans to roll out its mobile network in Australia, blaming the government’s ban on...
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TPG Telecom/VHA Merger: Risk-Reward Is Skewed Towards the Downside
On 30 August 2018, TPG Telecom Ltd (TPM AU)Â announced the recommended merger of equals with Vodafone Hutchison Australia (VHA). The consensus view...
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Screening the Silkroad:Â Small-Mid Cap -Â High-Risk Names To Avoid Q4 2018
â– Our Q3 2018 screen (in July Screening the Silk Road: Small-Mid Cap Names To Avoid) presented with 45 stocks: Since this list was issued, 31...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Vocus Calls in a Veteran Phone Operator
We view Vocus Communications Ltd (VOC AU)'s appointment of Kevin Russell as the new CEO as a win-win for both parties. It provides the...
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