Game of Groans as Convergence Moves in U.S. Spell Nervous Times for Domestic Telecoms
Our advice for Australian and New Zealand telecom companies in light of AT&T's proposed takeover of Time Warner is this: Don't do it.In theory,...
286 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
309 Views
Telstra Managing Factors Within Own Control While External Headwinds Blow
External factors have been weighing on the stock price of narrow moat-rated Telstra, opening up a 6.2% fully franked yield and 15% discount to our...
179 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
327 Views
Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
182 Views