telecommunications

Andrew Fleming

Another year (almost) over, and assets have again been on a tear. All ASX sectors have performed well this year, with most generating double digit returns, consistent with global experience. The other global norm is the notable sectoral exception to this great performance; Telecommunications has been the laggard, underperforming by... Show More

Nicholas Forsyth

TPG Telecom (TPM) got whacked after releasing results that were in line with market expectations – however, they disappointed in terms of future guidance. The market sold them off by 21.56% on Tuesday, which also took Vocus (VOC) down by 3.64%. It’s just another example of the market getting too... Show More

Robert Frost

Developer of broadband products for global telecommunication networks, NetComm Wireless (ASX:NTC), recovered nicely during July after being beaten up in June due to uncertainty regarding the federal election outcome. NTC is well placed to win material hardware supply contracts for the federal government’s NBN roll-out but the election was a... Show More

Livewire Equities

Scott Shuttleworth from Montgomery Investment Management says they’ve sold their position in Vocus. Before the M2 merger, the Amcom/Vocus merger allowed it to offer “a Telstra-like service at a fraction of the price,” with incremental margins were up to 90%. “We only required a moderate increase in revenue and a... Show More

Roger Montgomery

Vocus is expected to acquire M2 under a reverse takeover arrangement subject to a shareholder vote in 2016. Vocus has proposed to pay 1.625 Vocus shares for each M2 share and the combined entity will be managed by personnel from each firm. Show More

Roger Montgomery

The growth in smartphones over the coming five years is set to be enormous. The installed base of smartphones is set to more than double from 2.6 billion in 2014 to over 6 billion in 2020. What this means is that, by 2020, 70 per cent of the world’s population... Show More

Livewire News

Randal Jenneke, head of Australian equities for global investment manager, T. Rowe Price says it’s a risky time to own high yielding, “bond-proxy” stocks. The SMH reports that Jenneke has completely sold all his holdings in Australian telcos, infrastructure and utilities companies – except for Mirvac. “Telecommunications companies such as... Show More

Matt Felsman

Vocus Communications will today come out of a trading with speculation they will acquire FX Networks out of New Zealand. VOC is a telecommunications infrastructure owner with world-class assets. The quality and nature of assets create significant barriers to entry creating a wide moat around its operations. Vocus provides underwater... Show More

Buy Hold Sell

BUY HOLD SELL: Telecommunications special. This week, Chris Stott, CIO of Wilson Asset Management and Tim Carleton, Portfolio Manager of Auscap Asset Management join us to discuss Australian listed Telco stocks. We cover M2 Telecommunications, IINet, TPG, Amcom and Vocus. Watch the video here: Show More