Telstra's 1H18 Result Was Relatively Steady in the Face of Rapid NBN Migration. Remain at Neutral

The Meaning of a Dataful Life for Telstra

Telstra Making Progress on Value Creation

Telstra Investor Day: Could Have Done With More on Cost-Out, Less on Tech-About

While Telstra Crunches Numbers on Another NBN Curveball, We Present Our Own Preliminary View

Telstra Sees Connectivity and 5G as the Path to Overcoming the $3bn NBN Hole.

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Equity Bottom-Up

<p>Behind the in line 2% lift in fiscal 2018 first-half EBITDA to AUD 5.3 billion, we saw signs of <a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra Corp Ltd (TLS AU)</a> battling more aggressively in the market, freed from the previous onerous dividend shackles. This was most evident in the ultra-competitive mobile unit, where 235,000 net new retail customers were added during the half, exceeding the 200,000 gained a year ago, and the 18,000 in the June-half of 2017.</p><p>Granted, margin pressures are everywhere, with the narrow-moat group's EBITDA…</p>

Behind the in line 2% lift in fiscal 2018 first-half EBITDA to AUD 5.3 billion, we saw signs of Telstra Corp Ltd (TLS AU) battling more aggressively in the market, freed from the previous onerous dividend shackles. This was most evident in the ultra-competitive mobile unit, where 235,000 net new retail customers were added during the half, exceeding the 200,000 gained a year ago, and the 18,000 in the June-half of 2017.Granted, margin pressures are everywhere, with the narrow-moat group's EBITDA…

Telstra Dials Up 'Self Help' Measures to Combat Competitive and Margin Pressures