Australia Prepares for 5G Spectrum Auction in 2018

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

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

Telstra: Good News as Roaming Risk Removed. TPG Risk Manageable. Dividend to Be Maintained.

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

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

(TLS AU) TELSTRA CORP: Bullish Above 4.15

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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra (TLS AU)</a> delivered a reasonable FY17 operating performance, but this has been overshadowed by the Board's decision to rebase the dividend from A$31c/share in FY17 to A$22c/share from next year (DPR reduced to 70-90% from 100%). This was caused by uncertainty over the impact on NBN migration, which has led Telstra to retain up to 25% of one-off NBN payments to provide flexibility as the migration occurs. The remaining 75% of the one-off payments will be returned to shareholders via…</p>

Telstra (TLS AU) delivered a reasonable FY17 operating performance, but this has been overshadowed by the Board's decision to rebase the dividend from A$31c/share in FY17 to A$22c/share from next year (DPR reduced to 70-90% from 100%). This was caused by uncertainty over the impact on NBN migration, which has led Telstra to retain up to 25% of one-off NBN payments to provide flexibility as the migration occurs. The remaining 75% of the one-off payments will be returned to shareholders via…

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

Telstra Corp

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