Vocus Calls in a Veteran Phone Operator
We view Vocus Communications Ltd (VOC AU)'s appointment of Kevin Russell as the new CEO as a win-win for both parties. It provides the...
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Telstra's Road to Recovery Paved With Cost-Cut Opportunities
Stock trading at significant discount to fair value estimate, with cost-out "self-help" set to go a long way towards closing it.We are confident...
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Telstra Making Progress on Value Creation
At a recent conference in Sydney, the Telstra (TLS AU) CFO, Warwick Bray, confirmed the company is making good progress on its three strategic...
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The Meaning of a Dataful Life for Telstra
Telstra's introduction last week of an unlimited mobile data plan was inevitable, given the precedent set by the U.S. industry where such "all you...
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TPG's 1H18 Result Impressed but Ebitda Under Pressure Until 2021 and They May Need More Capital.
Ian Martin views the latest TPG (TPM AU) results for 1H18 as being relatively strong given the forced migration to the NBN. The impact was...
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