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...
696 Views
Singtel's Weak 3Q18 Results but Dividend Looks Sustainable and Long Term Upside from Associates
Singtel (ST SP)Â recent 3Q18 results were relatively lackluster. Singapore revenue trends were encouraging, but EBITDAÂ remains under pressure esp in...
974 Views
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 governmentâs ban on...
605 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...
608 Views
Telstra Dividend: Does the 22cps Dividend (7% Yield) Hold? We Think It Does.
Telstra's (TLS AU) share price continues to drift downwards as more questions are asked about the dividend outlook. Optus has backed up its new...
692 Views