Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
669 Views
It's Getting Hot in Here in Broadband, and No Cool Reprieve from NBN
Competition in fixed-line broadband is fierce, and likely to intensify as the industry migrates to National Broadband Network, or NBN. Demand for...
921 Views
Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
269 Views
Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
814 Views
A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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