Livewire has acquired Market Index, the country’s leader in free stock market data.
Find out why.

NBN roll out presents both a risk and an opportunity

Livewire Exclusive

Livewire Markets

NBN roll out presents both a risk and an opportunity. Tim Carleton, Portfolio Manager at Auscap Asset Management says, Expectations for earnings growth appear to be the most subdued in some time. In fact for the first time in a number of years, expectations are for lower earnings growth in FY15 than was actually experienced in FY14. Despite this there are some sectors that are experiencing strong sector wide growth. The telecommunications sector is an example of this. The demand for communication services and data continues to grow quickly with the proliferation of smart devices. This is being reflected in higher revenues and improved profitability. We expect that the revenue pie for all participants continue to outpace broader GDP growth. The rollout of the NBN over the next few years represents both a unique opportunity and a potential risk for most players in the space.

1 topic

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.