Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
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Australia Prepares for 5G Spectrum Auction in 2018
One of the reasons we think Telstra Corp Ltd (TLS AU) cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G....
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Vocus Makes Encouraging Progress on a Long Transformation Journey
Vocus Communications Ltd (VOC AU)'s transformation journey to rehabilitate earnings and restore investor confidence will be arduous, and is not one...
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Telecom Results To-Date a Sign of Things to Come for TPG Telecom; FVE Cut to AUD 6.00
We cut our fair value estimate on TPG Telecom Ltd (TPM AU) by 9% to AUD 6.00, ahead of its fiscal 2017 results release on Sept. 19. Recent reports...
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Last Week in Event SPACE (27 August 2017)
This week, the market allocated a degree of credit to Naspers Ltd (NPN SJ) stub assets; Toshiba Corp (6502 JP) potentially ducked an (other)...
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