Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral
Telstra's (TLS AU) 1H18 result was within managed expectations, with only the Ooyala non-cash impairment of A$273m an unexpected negative. While we...
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Telstra Dials Up 'Self Help' Measures to Combat Competitive and Margin Pressures
Behind the in line 2% lift in fiscal 2018 first-half EBITDA to AUD 5.3 billion, we saw signs of Telstra Corp Ltd (TLS AU) battling more...
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Philippine Telcos: Third Entrant Noise to Persist
When we last wrote about the Philippines, Iain Johnston was hopeful for an improved telecom market in the Philippines with optimism over improving...
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Putting Aussie Earnings Under the Microscope
It's not too late to jump on board the Growth train. One of our key calls for 2018 is that Growth will again outperform Value (Aussie Equities...
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While Telstra Crunches Numbers on Another NBN Curveball, We Present Our Own Preliminary View
Our initial view is that NBN's decision to delay the rollout of hybrid fibre coaxial, or HFC, into new areas and temporarily cease its sales is...
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