While Telstra Crunches Numbers on Another NBN Curveball, We Present Our Own Preliminary View
Our initial view is that NBN's decision to delay the rollout of hybrid fibre coaxial, or HFC, into new areas and temporarily cease its sales is...
307 Views
Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.
At Telstra's (TLS AU) recent Analyst Day, the focus was on the $3bn earnings gap caused by the roll-out of the NBN. As Morningstar commented in ...
250 Views
Telstra Investor Day: Could Have Done With More on Cost-Out, Less on Tech-About
Shares of narrow-moat Telstra Corp Ltd (TLS AU) remain undervalued, trading at a 24% discount to our unchanged AUD 4.60 fair value estimate. A key...
243 Views
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...
252 Views
Telstra's Dividend Cut Shocks Locals but Delivers Flexibility and Looks to a Worst Case Outcome
Telstra (TLS AU) delivered a reasonable FY17 operating performance, but this has been overshadowed by the Board's decision to rebase the dividend...
278 Views