Equity Best Ideas for October 2016
The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. Recent Asian additions: Vocus...
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Collateral Damage but Vocus Communications Shares at 26% Discount to Fair Value Estimate
Some of the factors that have wiped 24% off Vocus' market value since the fiscal 2016 results release on 23 August are disconcerting. However, we...
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Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
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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...
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Vocus Communication - Seems to Lack near Term Accretion
Vocus Communication (VOC) plans to raise A$652m through a combination of an entitlement offer and a A$200m institutional placement.The deal scores...
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