Vocus Makes Encouraging Progress on a Long Transformation Journey
Vocus Communications Ltd (VOC AU)'s transformation journey to rehabilitate earnings and restore investor confidence will be arduous, and is not one...
232 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...
187 Views
Last Week in Event SPACE (27 August 2017)
This week, the market allocated a degree of credit to Naspers Ltd (NPN SJ) stub assets; Toshiba Corp (6502 JP) potentially ducked an (other)...
263 Views
Heightened Long-Term Earnings Uncertainty for Vocus Drives FVE Slump
We have cut our fair value estimate for narrow-moat-rated Vocus by 38% to AUD 3.00. The capitulation is due to two developments that have punctured...
193 Views
Vocus Puts Focus Back on Improving Its Modus Operandi
We maintain our AUD 4.80 fair value estimate per share for Vocus, following the group's investor day. There were some notable take-aways for...
209 Views