So Far So Good for TPG Telecom in the Brave New World of NBN
Narrow moat-rated TPG Telecom's fiscal 2017 first-half result was remarkable on three fronts, and supports our unchanged AUD 8.00 fair value...
143 Views
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...
672 Views
Macmahon – AMNT and the Inside Track
Macmahon Holdings Ltd (MAH AU) has signed a Heads of Agreement (HoA) with PT Amman Mineral Nusa Tenggara (AMNT), the completion of which would...
288 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...
922 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,...
274 Views