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Telecom Australian Investing Ideas
Aussie Broadband
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Fibre Expansion And Symbio Acquisition Will Strengthen Future Market Position
Key Takeaways Expansion of the Aussie Fibre network and Symbio acquisition are poised to enhance revenue, margins, and diversify income through cost efficiencies and high-margin services. Technological investments and strong capital management support operational efficiencies, shareholder value, and growth in high-speed broadband connections.
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AU$4.54
FV
0.6% undervalued
intrinsic discount
9.17%
Revenue growth p.a.
Set Fair Value
0
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22
users have followed this narrative
about 7 hours ago
author updated this narrative
TPG Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Network Sharing With Optus Will Double Coverage And Expand Market Reach
Key Takeaways Network expansion through regional sharing with Optus increases market reach, driving potential revenue and market share gains. Business transformation and strategic agreements increase cost efficiencies, reduce CapEx, and improve margins, supporting financial growth.
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AU$5.39
FV
2.8% overvalued
intrinsic discount
2.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 10 hours ago
author updated this narrative
Telstra Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Joint Venture With Accenture Will Expand AI Capabilities And Reinforce Future Market Leadership
Key Takeaways Telstra's strategic partnerships and network investments aim to boost its technology leadership and revenue through improvements in customer experience and connectivity. Capital optimization and cost management efforts focus on enhancing financial metrics and supporting growth through asset sales, share buybacks, and expense control.
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AU$4.86
FV
2.4% overvalued
intrinsic discount
2.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
82
users have followed this narrative
about 12 hours ago
author updated this narrative
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