NBN – Vertium Asset Management

Telstra: What the market missed

Sam Cole — Thu, 15 Feb 2018 04:14:02 +0000

DANIEL MUELLER | LIVEWIRE | Competition is hitting the jewel in Telstra’s crown The most important piece of information in this report is this: Telstra’s mobile business is under pressure. Postpaid ARPU (including mobile repayment options) decreased 3.6% due to higher data inclusions. This is the 5th consecutive half of postpaid ARPU decline with an acceleration in the rate […]

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NBN cuts off $5.5b Telstra NBN revenue plan

Sam Cole — Wed, 30 Aug 2017 22:58:32 +0000

THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]

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NBN kills off Telstra $5.5b plan

Sam Cole — Wed, 30 Aug 2017 22:29:54 +0000

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review

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