Telstra: Earnings Under Pressure in FY19 but Move to Mobile Should Lead to Gains from FY20.
Recently, Telstra (TLS AU) reported 1H19 numbers which showed declines in revenue, EBITDA and net profit. That seems to have put the brakes on a...
647 Views
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...
543 Views
Spark NZ on Track to Meet Long Term Goals but near Top of Trading Range. Now at Neutral.
We have revised our forecasts for Spark New Zealand (SPK NZ) following recent accounting changes. Ian Martin believes Spark is on track to achieve...
616 Views
Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
849 Views
Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
683 Views