Spark NZ Plans a Return to Earnings Growth with the 25c Dividend Maintained
At their a recent analyst day in NZ, Spark NZ (SPK NZ) outlined its plan for a return to earnings growth with Ebitda margins above 30%. It is...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Spark NZ Moves Closer to Customers with Bid for TeamTalk
We upgraded Spark New Zealand (SPK NZ) in August after its FY16 results showed a return to revenue growth with good cost control lifting the Ebitda...
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Vodafone's NZ Tie-Up with SKY May Indicate a Willingness to Deal in Australia as Well.
In their report Sky Network Television Rings Up Vodafone in a Bid to Reinvent Itself as a Convergent Telecom Player, Morningstar looked at the...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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