Telstra Managing Factors Within Own Control While External Headwinds Blow

Telstra Lays Down the Roadmap to Plugging the NBN Earnings Hole

Telstra Gaining as NBN Roll-Out Accelerates

Telstra Adds to Capital Management Options with Autohome Sale

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New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
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We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/690" target="_blank" data-smartkarma-citation="entities:690:1">Telstra (TLS AU)</a> reported FY16 numbers recently that were slightly below our expectations. However, while the operating result was a bit weak, the underlying positive story remains intact.  Telstra is a reliable low growth EPS and DPS investment. On balance, we see core trends as positive over the next three years with declines in underlying Ebitda offset by NBN payments.</p><p>Key points from the results:</p><ul><li>Recurring Ebitda fell 1% to A$10,389m due to declining fixed voice margin partly offset by better…</li></ul>

Telstra (TLS AU) reported FY16 numbers recently that were slightly below our expectations. However, while the operating result was a bit weak, the underlying positive story remains intact.  Telstra is a reliable low growth EPS and DPS investment. On balance, we see core trends as positive over the next three years with declines in underlying Ebitda offset by NBN payments.Key points from the results:Recurring Ebitda fell 1% to A$10,389m due to declining fixed voice margin partly offset by better…

Telstra's Slower Growth but Still a Reliable Dividend Stock

Telstra Corp

Telstra's Slower Growth but Still a Reliable Dividend Stock