telecommunications

CEO Insights from Ian Narev, John Borghetti and Nick Scali

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC

“It’s in their [The Telco’s] interest to just flick people to the low speed plans as the lower access charge makes a higher margin for them” Nicholas Demos, CEO, MyRepublic. Below are quotes from the week which in our view detail some of the most important and prominent industry trends... Show More

Sector Spotlight: The outlook for the telecommunication sector

Alphinity Investment Management

The telecommunications sector is made up of a handful of companies but the most substantial is Telstra with a market cap of more than $60 billion. Telstra presently makes up more than 4% of the ASX300 so it has the opportunity to be a meaningful positive or negative contributor to... Show More

What happened to TPG Telecom?

Nicholas Forsyth
Nicholas Forsyth Market Matters

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

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NetComm well placed to win contracts as part of NBN roll-out

Robert Frost
Robert Frost OC Funds Management

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

Vocus starts to lose its appeal

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

Where is the smartphone growth?

Roger Montgomery
Roger Montgomery Montgomery Investment Management

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

T. Rowe Price: The income trade is long in the tooth

Livewire News
Livewire News Livewire

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

Take a fresh look at Telstra as an income stock

Clime Asset Management
Clime Asset Management Funds Management & Stock Research

Last April, we said Telstra was a stalwart of local share portfolios but investors should take a fresh look at it as an income stock. The shares have since rallied 24% from $5.08 to $6.29, and income investors may now be asking whether Telstra is too expensive. Telstra is highly... Show More

Vocus Communications will today come out of a trading with speculation they will acquire FX Networks out of New Zealand

Matt Felsman
Matt Felsman Asia Pacific Prudential Securities Pty Ltd

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

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For some the recent Fairfax result was a turning point for the business, but was it enough for long term investors to clime aboard

James Marlay
James Marlay Livewire Markets

For some the recent Fairfax result was a turning point for the business, but was it enough for long term investors to clime aboard? Elio D'Amato, CEO of Lincoln Indicators, says the financial health of a company is not the only consideration but in his view it is the most... Show More

BUY HOLD SELL: Telecommunications special

Buy Hold Sell
Buy Hold Sell Livewire

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: https://www.youtube.com/watch?v=3SUo9_AUCqI Show More

Richard Hemming says beware the telco sector, warning that stock prices (are) liable to halve if negative sentiment emerges

Livewire Equities

Richard Hemming says beware the telco sector, warning that stock prices (are) liable to halve if negative sentiment emerges. This sector is where some of the greatest uncertainty exists, leveraged as its earnings are to the will of government and to the timing of the National Broadband Network. Once it... Show More

TPG Telecom (TPG) may be the darling in the small cap telecommunications sector due to its stellar returns, but another lesser known junior is close to...

Brendon Lau
Brendon Lau Media & Capital Partners

TPG Telecom (TPG) may be the darling in the small cap telecommunications sector due to its stellar returns, but another lesser known junior is close to stealing its crown. Find out which one http://www.eurekareport.com.au/article/2014/3/4/live-markets/vocus-rings-right-numbers-0 Show More

If expectations are for a rise in M&A activity then M2 Group is a prime candidate to be out there hunting for targets

James Marlay
James Marlay Livewire Markets

If expectations are for a rise in M&A activity then M2 Group is a prime candidate to be out there hunting for targets. Over the past 5 years M2 has made of $500 million in acquisitions including rival telcos Dodo and Eftel less than 12 months ago. The Company has... Show More