telco

Equities
Nicolas Burgess

5G is the next generation of mobile communications technology and it is coming to Australia in 2019. It has the potential to be a game changer, so what does 5G mean for Australia’s largest telco, Telstra? In this podcast, you will hear Telstra CEO Andy Penn present Telstra's 5G strategy.... Show More

Equities
Harley Grosser

I wrote about 5G Networks (5GN) back in December. Since then the company has entered the Data Centre market, raised $8m and a number of new funds have joined the register. So it is worth an update on what is happening at 5GN and where things might be heading from here. Melbourne... Show More

Harley Grosser

A couple of months ago the Capital H Inception Fund acquired a stake in IAB after they disclosed the possibility of 'material transactions.' It seemed fairly clear that the Indirect business was worth a lot more in the hands of an acquirer than what the public market was willing to... Show More

Alex Cowie

When we asked you to suggest a stock tip in our 2018 Livewire reader survey, there were a few names that came up regularly. Drawing from the database of 2617 responses, here are the 10 stocks that readers tipped the most, with exclusive insights from our contributors for each one.... Show More

Just how risky is the Materials sector? That’s the question we sought to answer as we dive into one of Australia’s largest industries. We use Axioma’s Multifactor Australian Risk Model to map the sector’s risk characteristics, style footprint, as well as the type of investment opportunity it offers investors. Show More

Equities
Steve Johnson

Andrew Hansen once told me his eponymous billing software company had hardly ever lost a client. "That's the good news", he told me, "but we have hardly ever won one from an incumbent provider either". The switching costs are so high in his business that clients don't ever switch providers. That's... Show More

Equities
Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More

Equities

Over 600 Livewire readers responded to our survey this morning asking: 'If you had to invest in one Telco stock right now, which would it be?’ Telstra was the clear winner with 41% of votes, as per our chart below. This is despite Telstra stock seeing several steep intraday plunges... Show More