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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Market Hanging Up on Telstra but We Maintain Connection
Adjusted for the interim dividend, Telstra's stock price has fallen 6.8% since the first-half result on Feb. 16. Investors are clearly unimpressed...
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Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
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Telstra, Weathering the Initial Impact of the NBN. Weak Result but Dividends Not Threatened.
As Morningstar noted in Competition and NBN Hit Telstra in First Half but Our Long-Term Thesis Intact, Telstra's (TLS AU) 1H17 numbers look...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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