Telstra shares are down 34% over the last 12 months. It’s been a painful period for many investors, especially when accompanied by a dividend cut. The problems for the company are now well-known: falling revenues from fixed line disconnections (partially offset by payments from the NBN) and margin pressure in... Show More
In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More
There was a time when Telstra was a staple of almost every Australian investor’s portfolio. Stable earnings and a big fully-franked yield meant that it never had problems attracting buyers. Things are different now. After cutting its dividend in August, Telstra is now down >30% year to date. Show More
Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw several consumer stocks turn out to be yield traps including Seven West Media, David Jones and Myer.... Show More
The old saying goes; ‘there are two sides to every trade’, but in the case of Telstra, we have three. In this second part of our equity income series, we take a close look at Telstra following the announcement of the upcoming dividend cut, and the associated share price fall. Show More
Prior to Telstra's FY17 result, media articles abounded speculating the company was going to announce the securitisation of its recurring NBN payments. The media cited various analyst reports that a securitisation of up to $18 billion was about to create a capital management bonanza for shareholders. Show More
Australia’s largest listed telco, Telstra (TLS) reported a softer than expected set of full year numbers and also advised the market it would be cutting its dividend payout ratio in the future. Revenue for the year fell 2.7%, total income also fell by 4.9% and its mobile revenue decreased... Show More
CommSec Market Analyst Steven Daghlian speaks with Omid Shakibaei CommSec Exchange Traded Options DTR about the Combination Buy Write strategy using Telstra as an example. Show More
Find out why Portfolio Manger Michael doesn't like Telstra, and why it's struggling to keep up the pace in this technocentric world. Show More
“Fake news” is a term thrust into stardom by Donald Trump, depicting an unjust and deliberately misleading media. But is it only media outlets who commit this informational faux pas? Transparency of a business’s financial information is essential to the valuation and pricing of their securities. So, how are market... Show More
Telstra has delivered a disappointing first half result. Net profit after tax (NPAT) fell to just under $1.8 billion, a decline of 14%, while revenue fell 3.5% to $13.7 billion. Show More
CommSec Advisory’s Blair Hannon speaks with Tom Piotrowski about upcoming earnings results due this week from Domino’s Pizza, Wesfarmers and Telstra For all the latest market news, visit https://www.commsec.com.au/market-news/the-markets.html Show More
As investors have searched for yield and growth in a market where they’re increasingly difficult to find, large-cap stocks have responded by increasing payout ratios at the expense of reinvestment, says Vince Pezzullo, Portfolio Manager at Perpetual Equity Investment Company (ASX:PIC). “The problem with that strategy is that at some... Show More
Every investor wants capital and dividend growth, but it’s easy to forget about risk. So far this reporting season, right or wrong earlier calls about risk are making all the difference to investor returns. Amongst the medium to large companies of interest to most investors, some large shifts in risk... Show More
Tom Piotrowski speaks with Telstra (TLS) Head of Group Investor Relations, Peter Kopanidis about the company’s $1.5bn buy-back To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
The market is thirsty for yield and it's definitely there to be exposed. In this analyst opinion piece we look at the themes coming out of reporting season thus far and the likely implications for the remainder of the companies reporting their results. http://www.clime.com.au/investing-report-archive/reporting-season-whats-hot/ Show More
Telstra (TLS) posted a 36.6% lift in annual profit to $5.78bn while underlying numbers were largely in-line with expectations. The result was buoyed by a bigger than expected contribution from its NBN business, but held back by weaker income in Mobile. TLS received a $1.8bn boost from the sale of... Show More
I recently sat down with the inspirational Maxine Horne from Vita Group . A fabolous success story, we talk about the history of the business and how it's grown, work/life balance as a mother , her involvement in philanthropy , gender diversity and some words of advice for entrepreneurs. Show More
Telstra has reported its results for the six months ended 31 December 2015. Show More
Telstra (TLS) posted a modest 0.4% rise in its profit to $2,093 million for the six months ending 31 December 2015 For more Reporting Season coverage, please visit https://www.commsec.com.au/reportingseason Show More