Telstra's Dividend Cut Shocks Locals but Delivers Flexibility and Looks to a Worst Case Outcome

5G Set to Disrupt the Cellular Business Model.

TELSTRA CORP (TLS AU): Correction over 20% Upside to 5.00

We Need to Talk About Telstra: Don't Hang Up Despite Disturbing Signals from NBN and TPG

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Thematic (Sector/Industry)

Australia Wireless telecommunication services / Thematic (Sector/Industry)

<p>One of the reasons we think <a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra Corp Ltd (TLS AU)</a> cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G. Late last week the Australian regulator, the ACMA (The Australian Communications and Media Authority) announced its plans to reallocate the 3.6GHZ band for 5G.  It plans to auction 125MHZ of 5G spectrum in this band in October 2018 which will be a key test for positioning among the operators in the 5G market. The spectrum will be divided into 25 lots…</p>

One of the reasons we think Telstra Corp Ltd (TLS AU) cut its dividend was to ensure it was sufficiently funded to deal with the arrival of 5G. Late last week the Australian regulator, the ACMA (The Australian Communications and Media Authority) announced its plans to reallocate the 3.6GHZ band for 5G.  It plans to auction 125MHZ of 5G spectrum in this band in October 2018 which will be a key test for positioning among the operators in the 5G market. The spectrum will be divided into 25 lots…

Australia Prepares for 5G Spectrum Auction in 2018