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TELCO News & Analysis
Stocks
The key division delivered a 25% jump in EBITDA with margin surging.
Brian Han | 18 February 2022
Video
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
Stocks
Telstra has struck a deal to sell almost half of its mobile towers business for close to $3 billion.
Brian Han | 30 June 2021
Stocks
Supreme court approves Macquarie Infrastructure/Aware Super consortium's scheme.
Brian Han | 28 June 2021
Stocks
What to look for and what to avoid in this area.
Lauren Solberg | 28 April 2021
Stocks
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
Stocks
The near-term outlook is uncertain, says Brian Han, but value remains in Australia’s largest telco.
Lex Hall | 08 September 2020
Stocks
Telstra will look for a reprieve after the heavy discounting, says Brian Han.
Lex Hall | 29 July 2020
Video
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
Video
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
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