ASX Reporting Season Update: Misses and Downgrades Amongst Bright Spots
Reporting season has been relatively disappointing with only 45% of stocks able to either meet or beat FY19 expectations. Analyst expectations in...
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Vocus Group’s Tilt from AGL Energy Is Attractive but Not a Sure Thing
Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. Today, Vocus...
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Vocus Group’s Generous Bid from EQT Tempered by History
Vocus Group Vocus Communications (VOC AU) is Australia’s fourth largest telecom operator which is in the midst of a three-year turnaround plan. On...
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Telstra: Earnings Under Pressure in FY19 but Move to Mobile Should Lead to Gains from FY20.
Recently, Telstra (TLS AU) reported 1H19 numbers which showed declines in revenue, EBITDA and net profit. That seems to have put the brakes on a...
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TPG Telecom/VHA Merger: Risk-Reward Is Skewed Towards the Downside
On 30 August 2018, TPG Telecom Ltd (TPM AU) announced the recommended merger of equals with Vodafone Hutchison Australia (VHA). The consensus view...
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