TOPIC

NBN News & Analysis

TPG’s pandemic bounce back: Morningstar forecasts earnings lift
Stocks
TPG’s pandemic bounce back: Morningstar forecasts earnings lift
Morningstar analyst Brian Han believes that growth is on the way for undervalued telco TPG.
Nicola Chand | 27 April 2022
Telstra’s long-term value
Stocks
Telstra’s long-term value
The near-term outlook is uncertain, says Brian Han, but value remains in Australia’s largest telco.
Lex Hall | 08 September 2020
Covid, competition and costs weigh on Telstra
Stocks
Covid, competition and costs weigh on Telstra
Morningstar has cut its fair value estimate for the telco, whose 13pc fall in profit caps a year marked by twin crises.
Lex Hall | 14 August 2020
Telstra to cop further $200m hit in FY19
Stocks
Telstra to cop further $200m hit in FY19
Telstra has announced it will record $500m in impairments in its FY19 results as it writes off its legacy IT assets, and increased its forecast...
AAP | 29 May 2019
Vocus on high as Swedish PE firms lobs $3.3bn bid
Stocks
Vocus on high as Swedish PE firms lobs $3.3bn bid
Morningstar has increased its fair value estimate for telco Vocus following a $3.3bn takeover bid by a Swedish private equity group, which is tipped...
Lex Hall | 27 May 2019
Vocus retreats from NBN as first-half profit falls
Stocks
Vocus retreats from NBN as first-half profit falls
Vocus Group will back away from growing its share of the consumer NBN market, describing the service as 'challenging' and 'economically unattractive'.
Emma Rapaport | 27 February 2019
Telstra profit and dividend dip overdone
Stocks
Telstra profit and dividend dip overdone
The market reaction to Telstra's reported 28 per cent dip in profits and lower dividend for the first-half of 2019 ignores the impressive growth in...
Glenn Freeman with AAP | 13 February 2019
Cost-out remains key for Telstra and shareholders
Stocks
Cost-out remains key for Telstra and shareholders
The roll-out of 5G may well boost Telstra's revenue, but its continuing cost cutting initiatives remain the most important theme for the telco, says...
Glenn Freeman | 06 December 2018
Korean telco leads value plays across Asia
Stocks
Korean telco leads value plays across Asia
Korea Telecom is just one of the Asian powerplays that Antipodes Global Investment Partners have selected in their new ETF.
Lex Hall | 09 November 2018
Telstra board fires back after shareholder strike
Stocks
Telstra board fires back after shareholder strike
Telstra shareholders have voted against what many perceive as excessive executive pay, issuing a first-strike against the renumeration report and...
Emma Rapaport with AAP | 16 October 2018