A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
107 Views
Singtel: Weakness in Singapore Offset by Strength in Australia.
Singtel (ST SP) recently reported FY March 18 results which on balance somewhat disappointing. There were misses in both the Consumer and...
394 Views
Vocus Calls in a Veteran Phone Operator
We view Vocus Communications Ltd (VOC AU)'s appointment of Kevin Russell as the new CEO as a win-win for both parties. It provides the...
93 Views
Telstra's Road to Recovery Paved With Cost-Cut Opportunities
Stock trading at significant discount to fair value estimate, with cost-out "self-help" set to go a long way towards closing it.We are confident...
158 Views
Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
107 Views