A Focused Evaluation of Vocus Communications: When Infrastructure Meets Salesforce
When infrastructure meets salesforce: a moaty telco rolls up into the big league. From humble beginnings in 2008, Vocus Communications has...
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Luxury of Telstra's Prodigious Cash Flow Amid Increasing Competitive Blows
Since the start of 2016, narrow moat Telstra's shares have trailed the market by 6%. This has been driven by rising competitive intensity in the...
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Another Day, Another Deal in Telco Land, as TPG Telecom Gets Closer to Vodafone
Hard on the heels of the Vocus-M2 merger announcement and the recent completion of its own AUD 1.4 billion iiNet acquisition, TPG Telecom unveiled...
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Pacman Meets Pacman, as M2 Group Merges with Vocus Communications
Less than three months after swallowing Amcom, Vocus Communications has turned its attention on M2 Group in an all-scrip merger.While we are always...
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A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
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