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TPG News & Analysis

This undervalued ASX share just had a moat downgrade
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This undervalued ASX share just had a moat downgrade
Morningstar’s Brian Han downgrades the company’s moat rating and cuts fair value however shares remain at an attractive discount. 
Simonelle Mody | 17 September 2024
The value to shareholders of the potential sale of TPG’s corporate telecom business
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The value to shareholders of the potential sale of TPG’s corporate telecom business
Morningstar Director of Equity Research Brian Han discusses the potential sale of TPG’s corporate telecom business to Vocus.
Brian Han | 14 August 2023
TPG-Telstra deal thwarted as regulator frowns on infrastructure sharing
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TPG-Telstra deal thwarted as regulator frowns on infrastructure sharing
Despite TPG and Telstra's desire to go on with the fight, we believe market optimism for a regional mobile network-sharing deal has completely...
Brian Han | 22 June 2023
InvoCare takeover bid ‘too cheap’
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InvoCare takeover bid ‘too cheap’
TPG Global’s takeover bid for ASX funeral provider InvoCare falls short of the company’s value, says...
Joshua Peach | 08 March 2023
TPG to benefit from Telstra's network sharing deal: Morningstar
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TPG to benefit from Telstra's network sharing deal: Morningstar
Morningstar's director of equity research discusses the TPG/Telstra network sharing deal. 
Brian Han | 07 October 2022
Morningstar Best Ideas List: An undervalued play in telecom
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Morningstar Best Ideas List: An undervalued play in telecom
Morningstar analysts have identified TPG telecom as the most undervalued telecom stocks in the ASX 200 detailing multiple catalysts for earnings...
Emma Rapaport | 10 May 2022
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
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
Pockets of value remain in an overvalued market
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Pockets of value remain in an overvalued market
Morningstar’s analysts see opportunities in childcare, media, telecommunications and leisure.
Lewis Jackson | 09 June 2021
Investors connect with Telstra as restructure advances
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Investors connect with Telstra as restructure advances
The telco's share price has gained 38 per cent this year as it strives to adapt to industry change.
Lex Hall | 23 July 2019