Telstra, Weathering the Initial Impact of the NBN. Weak Result but Dividends Not Threatened.
As Morningstar noted in Competition and NBN Hit Telstra in First Half but Our Long-Term Thesis Intact, Telstra's (TLS AU) 1H17 numbers look...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Competition and NBN Hit Telstra in First Half but Our Long-Term Thesis Intact
We maintain our AUD 6.00 fair value estimate on narrow moat-rated Telstra, despite its disappointing fiscal 2017 first-half result. The 1.7% lift...
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First Half 2017 Outlook - Where to from Here?
In June 2016 we we stated with yields at all-time lows, the future performance of domestic bonds would be sensitive to changes in the economic...
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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...
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