ASX:TLS

TELSTRA CORPORATION LIMITED.

Equities
Vince Pezzullo

Over the past 18 months, we have demonstrated a higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks currently represent better value relative to small or mid cap stocks. Small and mid-cap stocks have rallied considerably, and we believe... Show More

Equities
Tim Kelley

We’ve recently seen some developments in relation to the proposed TPG-Vodafone merger, including the ACCC announcing it will block the merger. By way of quick recap, in August last year, TPG and Vodafone Australia announced the intention to merge – a transaction that would bring together TPG’s strength in the... Show More

Daily Report
James Gerrish

The Trump / China trade hangover lingered over the market this morning and we’d expect that theme to continue for the remainder of the week, however it wasn’t all one way traffic with more green about than US trade would have implied. Banks were mostly higher on the day, resources... Show More

Equities
Michael Goldberg

After years as a successful investment strategy, something has happened to blue chips over the last 5 years. Despite huge gains from global markets, Australia’s biggest companies have experienced zero capital growth since 2013. In this wire, we discuss why Australia’s favourite companies have ceased generating positive returns, whether we can... Show More

Daily Report
James Gerrish

Another really strong day for Aussie stocks as traders position for further interest rate cuts locally following a weaker than expected print on inflation at 11.30am this morning…A host of investment banks along with ANZ, WBC and NAB are now calling for two rate cuts this year, the... Show More