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TELCO News & Analysis

Telstra mobile flies while legacy units are fixed in sand
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Telstra mobile flies while legacy units are fixed in sand
The key division delivered a 25% jump in EBITDA with margin surging.
Brian Han | 18 February 2022
TPG tipped to recover as mobile competition eases: Reporting season roundup
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TPG tipped to recover as mobile competition eases: Reporting season roundup
Providers have lifted prices after years of a debilitating chase for subscribers at all costs, says Morningstar's Brian Han.
Emma Rapaport | 09 September 2021
Lord of the Bling: The 8,200 towers, as Telstra begins monetisation
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Lord of the Bling: The 8,200 towers, as Telstra begins monetisation
Telstra has struck a deal to sell almost half of its mobile towers business for close to $3 billion.
Brian Han | 30 June 2021
Curtain falls on Vocus as a listed company
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Curtain falls on Vocus as a listed company
Supreme court approves Macquarie Infrastructure/Aware Super consortium's scheme.
Brian Han | 28 June 2021
Best stocks to play the 5G and cloud infrastructure boom
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Best stocks to play the 5G and cloud infrastructure boom
What to look for and what to avoid in this area.
Lauren Solberg | 28 April 2021
Teoh’s exit gives Telstra more room to get its house in order
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Teoh’s exit gives Telstra more room to get its house in order
Australia’s chief telco can focus on the separation of infrastructure assets as newly merged TPG grapples with the loss of its chairman.
Lewis Jackson | 30 March 2021
Telstra’s long-term value
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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
Morningstar tips ceasefire in telco price war
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Morningstar tips ceasefire in telco price war
Telstra will look for a reprieve after the heavy discounting, says Brian Han.
Lex Hall | 29 July 2020
Telstra faces Vodafone-TPG tie-up
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Telstra faces Vodafone-TPG tie-up
Morningstar equity analyst Brian Han reckons the Vodafone-TPG is a 75pc chance of proceeding but says there's a risk of overestimating its effect on...
Lex Hall | 18 February 2020
Morningstar Adviser Research Centre: year in review 2019
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Morningstar Adviser Research Centre: year in review 2019
Morningstar analysts look back at a year marked by a plunge in interest rates, shocks for the banking sector, China's vast appetite for iron ore, and...
Glenn Freeman | 14 January 2020