TOPIC

TPG TELECOM News & Analysis

This undervalued ASX share just had a moat downgrade
Stocks
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
3 undervalued shares report strong earnings
Stocks
3 undervalued shares report strong earnings
We hear from 3 companies trading in four star territory. 
Morningstar | 24 August 2023
The value to shareholders of the potential sale of TPG’s corporate telecom business
Video
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 share price jumps but value remains
Stocks
TPG share price jumps but value remains
Vocus Group’s bid for TPG’s fixed assets is indicative of the value within the telecom.  
Morningstar | 02 August 2023
TPG-Telstra deal thwarted as regulator frowns on infrastructure sharing
Stocks
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
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
Morningstar Best Ideas List: An undervalued play in telecom
Video
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
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 2 July.
Lewis Jackson | 05 July 2021
Rising mobile prices good news for Telstra
Stocks
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
Stocks
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