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...
2.3k Views
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...
125 Views
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...
212 Views
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...
152 Views
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...
302 Views