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...
159 Views
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...
182 Views
Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
320 Views
Pacman Meets Pacman, as M2 Group Merges with Vocus Communications
Less than three months after swallowing Amcom, Vocus Communications has turned its attention on M2 Group in an all-scrip merger.While we are always...
373 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
400 Views