Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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While Telstra Crunches Numbers on Another NBN Curveball, We Present Our Own Preliminary View
Our initial view is that NBN's decision to delay the rollout of hybrid fibre coaxial, or HFC, into new areas and temporarily cease its sales is...
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Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.
At Telstra's (TLS AU) recent Analyst Day, the focus was on the $3bn earnings gap caused by the roll-out of the NBN. As Morningstar commented in ...
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Telstra Investor Day: Could Have Done With More on Cost-Out, Less on Tech-About
Shares of narrow-moat Telstra Corp Ltd (TLS AU) remain undervalued, trading at a 24% discount to our unchanged AUD 4.60 fair value estimate. A key...
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Australia Prepares for 5G Spectrum Auction in 2018
One of the reasons we think Telstra Corp Ltd (TLS AU) cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G....
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