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TELECOMMUNICATIONS News & Analysis

Reassessing TPG after deal falls through
Stocks
Reassessing TPG after deal falls through
TPG shares plunged after a deal to sell non-mobile fibre to Vocus fell apart. Are the shares still attractive?
Morningstar | 13 November 2023
Investing Compass: Brian Han's Outlook
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Investing Compass: Brian Han's Outlook
Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as...
Shani Jayamanne | 12 July 2023
Analyst insights: Our top telecom pick on the ASX
Video
Analyst insights: Our top telecom pick on the ASX
Morningstar's Brian Han says higher mobile pricing after years of discounting is a key tailwind for the sector.
Brian Han | 12 April 2023
TPG’s pandemic bounce back: Morningstar forecasts earnings lift
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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
End of Penn span as Brady assumes quarterback role at Telstra
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End of Penn span as Brady assumes quarterback role at Telstra
Shareholders should take comfort in Telstra's orderly chief executive succession process, says Morningstar's Brian Han.
Brian Han | 04 April 2022
Rising mobile prices good news for Telstra
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Rising mobile prices good news for Telstra
The competition watchdog’s concerns are misplaced, says Morningstar’s Brian Han.
Lewis Jackson | 25 June 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
18 Aussie names for your watchlist
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18 Aussie names for your watchlist
A Morningstar stock screener reveals a cross-section of companies with competitive advantages that are trading at material discounts.
Lex Hall | 13 October 2020
The trouble on Telstra's horizon
Video
The trouble on Telstra's horizon
Morningstar's Brian Han explains why he has trimmed his fair value estimate for Australia's dominant telco and the future of its dividend payout.
Lex Hall | 17 August 2020
Covid, competition and costs weigh on Telstra
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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