SingTel: Optus Risk Grows as TPG Gains 700MHZ Spectrum in Australia
With TPG (TPM AU) the surprise winner of the residual 700MHz spectrum auction in Australia, the game has changed somewhat in the Australian market....
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TPG's Paying $1.5bn to Enter Australian Mobile Market. Or Is It a Negotiating Tactic?
As noted previously in TPG Telecom Entitlement Offer - Grand Plan Revealed, TPG (TPM AU), bought the major block of 2x10MHz of 700MHz spectrum...
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While Vocus Cleans House, a Headwind Appears: FVE Cut, but Shares Still Attractive
We cut our fair value estimate for narrow-moat Vocus Communications Ltd (VOC AU) by 9% to AUD 6.40 per share. TPG Telecom Ltd (TPM AU)'s intention...
321 Views
Equity Best Ideas for October 2016
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Vocus...
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Collateral Damage but Vocus Communications Shares at 26% Discount to Fair Value Estimate
Some of the factors that have wiped 24% off Vocus' market value since the fiscal 2016 results release on 23 August are disconcerting. However, we...
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