Telstra Offers Continuity and a Special Dividend
Telstra Corp Ltd (Telstra) held its Investor Day in early May where they confirmed their strategy and capital management framework. They did note...
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Telstra Shows Investors the Money, While Keeping Its Powder Dry
While the foreshadowing of a A$1.5 billion capital management program by narrow moat Telstra is positive, we view it as no more than a teaser. In...
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Telstra Adds to Capital Management Options with Autohome Sale
As noted yesterday in Telstra: De-Equitization = Must-Own. The Cheaper, Better, Safer Triumvirate and Telstra’s Leading Position and Reliable Cash...
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Telstra's Leading Position and Reliable Cash Flow Make It An Attractive Income Stock.
Telstra Leaves Autohome with AUD 2.1 billion. The sale of its 47.7% shareholding in Autohome is supportive of our positive view on narrow moat...
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Luxury of Telstra's Prodigious Cash Flow Amid Increasing Competitive Blows
Since the start of 2016, narrow moat Telstra's shares have trailed the market by 6%. This has been driven by rising competitive intensity in the...
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