Telstra Making Progress on Value Creation

Telstra's Road to Recovery Paved With Cost-Cut Opportunities

Australian Mobile Market. Upgrade Telstra to BUY After Sharp Price Decline

Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.

Telstra Dials Up 'Self Help' Measures to Combat Competitive and Margin Pressures

Telstra's Dividend Cut Shocks Locals but Delivers Flexibility and Looks to a Worst Case Outcome

While Telstra Crunches Numbers on Another NBN Curveball, We Present Our Own Preliminary View

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Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
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We also provide debt research on:
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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra's (TLS AU)</a> 1H18 result was within managed expectations, with only the Ooyala non-cash impairment of A$273m an unexpected negative. While we rate the stock only as Neutral with a target price of A$4.00, this result shows Telstra's ability to support its current dividend level despite downside risks to underlying earnings. <a href="https://www.smartkarma.com/profiles/1935" target="_blank" data-smartkarma-citation="accounts:1935">Ian Martin</a> thinks Telstra can create better value once the NBN build-out is complete through a stronger position in mobile. However, the next two years will see a…</p>

Telstra's (TLS AU) 1H18 result was within managed expectations, with only the Ooyala non-cash impairment of A$273m an unexpected negative. While we rate the stock only as Neutral with a target price of A$4.00, this result shows Telstra's ability to support its current dividend level despite downside risks to underlying earnings. Ian Martin thinks Telstra can create better value once the NBN build-out is complete through a stronger position in mobile. However, the next two years will see a…

Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral

Telstra Corp

Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral