Telstra Corporation Limited (TLS)
All research reports and stock updates for Telstra Corporation Limited.
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Brady's bunch
The ascension of Vicki Brady to the CEO role coincides with a rising dividend, strong mobile growth, and further monetisation of infrastructure fixed assets.
Talk is cheap
Telstra’s big engine is the mobile division, now representing over half the group’s underlying operating earnings. The market does not appear to appreciate the strength of this business that, with all the benefits of 5G available, will drive an impressive earnings growth profile for several years.
Patriot games
The Australian Government has persuaded Telstra to jointly acquire Digicel Pacific purportedly to keep it out of Chinese hands. We anticipate that this will help smooth the pathway for Telstra to gain the necessary future government approvals to monetise InfraCo assets.